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DRSK vs BTR

Aptus Defined Risk ETF vs Beacon Tactical Risk ETF

DRSK

Aptus Defined Risk ETF

APTUS ETFs

Annual cost

0.78%

Fund size

$1.5B

BTR

Beacon Tactical Risk ETF

Beacon Capital Management Inc

Annual cost

1.08%

Fund size

$37M

Key differences

  • DRSK costs 0.30% less per year.
  • DRSK is significantly larger than BTR — larger funds tend to be more liquid and less likely to close.
  • DRSK is classified as alternative, while BTR is mixed asset — different risk/return profiles.
  • DRSK follows a option income strategy; BTR uses active selection.
  • Over the last 3 years, DRSK has delivered higher annualized returns.
  • DRSK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DRSKBTR
Annual cost (TER)0.78%1.08%
Fund size (AUM)$1.5B$37M
Since20182023
Dividend yield3.72%1.19%
Asset classalternativemixed asset
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+9.1%+20.4%
CAGR 3Y+9.0%+4.2%
CAGR 5Y+2.8%N/A
Sharpe 3Y0.680.11
Volatility 1Y8.23%9.77%
Max drawdown-19.87%-16.67%

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

Similar to DRSK and BTR