Screener
BTR vs XXV
Beacon Tactical Risk ETF vs Simplify Ancorato Target 25 Distribution ETF
Key differences
- XXV costs 0.23% less per year.
- BTR is classified as mixed asset, while XXV is alternative — different risk/return profiles.
- BTR follows a active selection strategy; XXV uses option income.
Side-by-side comparison
| BTR | XXV | |
|---|---|---|
| Annual cost (TER) | 1.08% | 0.85% |
| Fund size (AUM) | $37M | $52M |
| Since | 2023 | 2025 |
| Dividend yield | 1.19% | — |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +20.1% | N/A |
| CAGR 3Y | +4.4% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.13 | N/A |
| Volatility 1Y | 9.77% | — |
| Max drawdown | -16.67% | -8.90% |
Similar to BTR and XXV
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