Screener
BTR vs AHLT
Beacon Tactical Risk ETF vs American Beacon AHL Trend ETF
Key differences
BTR is a mixed asset ETF, while AHLT is a fixed income ETF. BTR charges 1.08% a year and AHLT 0.96%.
- BTR is a mixed asset fund, while AHLT is a fixed income fund. They carry different risk/return profiles.
- BTR follows a active selection strategy; AHLT uses systematic alpha.
- AHLT costs 0.12% less per year.
- AHLT is much larger than BTR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BTR | AHLT | |
|---|---|---|
| Annual cost (TER) | 1.08% | 0.96% |
| Fund size (AUM) | $35M | $139M |
| Since | 2023 | 2023 |
| Dividend yield | 1.19% | 1.53% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | systematic alpha |
| CAGR 1Y | +18.8% | +33.5% |
| CAGR 3Y | +4.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.14 | N/A |
| Volatility 1Y | 9.95% | 17.43% |
| Max drawdown | -16.67% | -20.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.