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BTR vs MPRO

Beacon Tactical Risk ETF vs Monarch ProCap ETF

BTR

Beacon Tactical Risk ETF

Beacon Capital Management Inc

Annual cost

1.08%

Fund size

$37M

MPRO

Monarch ProCap ETF

Monarch Funds

Annual cost

1.07%

Fund size

$253M

Key differences

  • MPRO is significantly larger than BTR — larger funds tend to be more liquid and less likely to close.
  • BTR follows a active selection strategy; MPRO uses index tracking.
  • Over the last 3 years, MPRO has delivered higher annualized returns.

Side-by-side comparison

BTRMPRO
Annual cost (TER)1.08%1.07%
Fund size (AUM)$37M$253M
Since20232021
Dividend yield1.19%1.89%
Asset classmixed assetmixed asset
Region
Strategyactive selectionindex tracking
CAGR 1Y+20.4%+14.7%
CAGR 3Y+4.2%+10.3%
CAGR 5YN/A+5.7%
Sharpe 3Y0.110.82
Volatility 1Y9.77%6.68%
Max drawdown-16.67%-14.50%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BTR and MPRO