Screener
BTR vs MSSS
Beacon Tactical Risk ETF vs Monarch Select Subsector ETF
Key differences
- BTR costs 0.35% less per year.
- MSSS is significantly larger than BTR — larger funds tend to be more liquid and less likely to close.
- BTR is classified as mixed asset, while MSSS is equity — different risk/return profiles.
- BTR follows a active selection strategy; MSSS uses index tracking.
Side-by-side comparison
| BTR | MSSS | |
|---|---|---|
| Annual cost (TER) | 1.08% | 1.43% |
| Fund size (AUM) | $37M | $128M |
| Since | 2023 | 2024 |
| Dividend yield | 1.19% | 0.36% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +20.4% | +23.3% |
| CAGR 3Y | +4.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.11 | N/A |
| Volatility 1Y | 9.77% | 13.19% |
| Max drawdown | -16.67% | -19.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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