Screener
BTR vs RLY
Beacon Tactical Risk ETF vs State Street Multi-Asset Real Return ETF
Key differences
BTR is a mixed asset ETF, while RLY is a fixed income ETF. BTR charges 1.08% a year and RLY 0.50%.
- BTR is a mixed asset fund, while RLY is a fixed income fund. They carry different risk/return profiles.
- RLY costs 0.58% less per year.
- RLY is much larger than BTR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RLY has delivered higher annualized returns.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BTR | RLY | |
|---|---|---|
| Annual cost (TER) | 1.08% | 0.50% |
| Fund size (AUM) | $35M | $1.2B |
| Since | 2023 | 2012 |
| Dividend yield | 1.19% | 2.89% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.8% | +28.0% |
| CAGR 3Y | +4.5% | +14.0% |
| CAGR 5Y | N/A | +10.0% |
| Sharpe 3Y | 0.14 | 0.90 |
| Volatility 1Y | 9.95% | 10.38% |
| Max drawdown | -16.67% | -34.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.