Screener
BSR vs VTES
Beacon Selective Risk ETF vs Vanguard Short-Term Tax-Exempt Bond ETF Shares
Key differences
Both BSR and VTES are fixed income ETFs. BSR charges 1.09% a year and VTES 0.05%. The main difference: BSR follows a active selection strategy; VTES uses index tracking.
- BSR follows a active selection strategy; VTES uses index tracking.
- VTES costs 1.04% less per year.
- VTES is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BSR has delivered higher annualized returns.
Side-by-side comparison
| BSR | VTES | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.05% |
| Fund size (AUM) | $37M | $2.0B |
| Since | 2023 | 2023 |
| Dividend yield | 1.02% | 2.76% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +11.6% | +3.4% |
| CAGR 3Y | +7.8% | +3.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.32 | -0.24 |
| Volatility 1Y | 8.78% | 1.24% |
| Max drawdown | -15.68% | -2.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.