Screener
BTR vs XCOR
Beacon Tactical Risk ETF vs Fundx ETF
Key differences
BTR is a mixed asset ETF, while XCOR is an equity ETF. BTR charges 1.08% a year and XCOR 1.15%.
- BTR is a mixed asset fund, while XCOR is an equity fund. They carry different risk/return profiles.
- BTR costs 0.07% less per year.
- XCOR is much larger than BTR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XCOR has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BTR | XCOR | |
|---|---|---|
| Annual cost (TER) | 1.08% | 1.15% |
| Fund size (AUM) | $35M | $193M |
| Since | 2023 | 2001 |
| Dividend yield | 1.19% | 0.38% |
| Asset class | mixed asset | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.8% | +26.1% |
| CAGR 3Y | +4.5% | +22.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.14 | 1.06 |
| Volatility 1Y | 9.95% | 13.61% |
| Max drawdown | -16.67% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.