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Beacon
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BTR vs ONOF

Beacon Tactical Risk ETF vs Global X Adaptive U.S. Risk Management ETF

BTR

Beacon Tactical Risk ETF

Beacon Capital Management Inc

Annual cost

1.08%

Fund size

$37M

ONOF

Global X Adaptive U.S. Risk Management ETF

Global X Funds

Annual cost

0.39%

Fund size

$148M

Key differences

  • ONOF costs 0.69% less per year.
  • ONOF is significantly larger than BTR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ONOF has delivered higher annualized returns.

Side-by-side comparison

BTRONOF
Annual cost (TER)1.08%0.39%
Fund size (AUM)$37M$148M
Since20232021
Dividend yield1.19%1.35%
Asset classmixed assetmixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+20.4%+24.8%
CAGR 3Y+4.2%+14.5%
CAGR 5YN/A+9.5%
Sharpe 3Y0.110.78
Volatility 1Y9.77%11.43%
Max drawdown-16.67%-26.21%

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

Similar to BTR and ONOF