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ISMD vs BTR
Inspire Small/Mid Cap ETF vs Beacon Tactical Risk ETF
Key differences
- ISMD costs 0.55% less per year.
- ISMD is significantly larger than BTR — larger funds tend to be more liquid and less likely to close.
- ISMD is classified as equity, while BTR is mixed asset — different risk/return profiles.
- ISMD follows a index tracking strategy; BTR uses active selection.
- Over the last 3 years, ISMD has delivered higher annualized returns.
- ISMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISMD | BTR | |
|---|---|---|
| Annual cost (TER) | 0.53% | 1.08% |
| Fund size (AUM) | $292M | $37M |
| Since | 2017 | 2023 |
| Dividend yield | 0.99% | 1.19% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +37.9% | +20.4% |
| CAGR 3Y | +16.7% | +4.2% |
| CAGR 5Y | +7.5% | N/A |
| Sharpe 3Y | 0.70 | 0.11 |
| Volatility 1Y | 18.61% | 9.77% |
| Max drawdown | -43.58% | -16.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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