Screener
BSR vs XV
Pacific Select Fund vs Simplify Target 15 Distribution ETF
Key differences
- XV costs 0.34% less per year.
- BSR is classified as mixed asset, while XV is alternative — different risk/return profiles.
- BSR follows a active selection strategy; XV uses option income.
Side-by-side comparison
| BSR | XV | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.75% |
| Fund size (AUM) | $39M | $60M |
| Since | 2023 | 2025 |
| Dividend yield | 1.02% | 13.61% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +13.2% | +16.3% |
| CAGR 3Y | +8.1% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.34 | N/A |
| Volatility 1Y | 8.70% | 9.43% |
| Max drawdown | -15.68% | -5.73% |
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