Screener
BSR vs YEAR
Beacon Selective Risk ETF vs AB Ultra Short Income ETF
Key differences
Both BSR and YEAR are fixed income ETFs. BSR charges 1.09% a year and YEAR 0.25%. The main difference: YEAR costs 0.84% less per year.
- YEAR costs 0.84% less per year.
- YEAR 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 | YEAR | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.25% |
| Fund size (AUM) | $37M | $1.5B |
| Since | 2023 | 2022 |
| Dividend yield | 1.02% | 4.19% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.6% | +3.8% |
| CAGR 3Y | +7.8% | +5.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.32 | 1.24 |
| Volatility 1Y | 8.78% | 0.77% |
| Max drawdown | -15.68% | -0.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.