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MPRO vs BTR

Monarch ProCap ETF vs Beacon Tactical Risk ETF

MPRO

Monarch ProCap ETF

Monarch Funds

Annual cost

1.07%

Fund size

$253M

BTR

Beacon Tactical Risk ETF

Beacon Capital Management Inc

Annual cost

1.08%

Fund size

$37M

Key differences

  • MPRO is significantly larger than BTR — larger funds tend to be more liquid and less likely to close.
  • MPRO follows a index tracking strategy; BTR uses active selection.
  • Over the last 3 years, MPRO has delivered higher annualized returns.

Side-by-side comparison

MPROBTR
Annual cost (TER)1.07%1.08%
Fund size (AUM)$253M$37M
Since20212023
Dividend yield1.89%1.19%
Asset classmixed assetmixed asset
Region
Strategyindex trackingactive selection
CAGR 1Y+14.7%+20.4%
CAGR 3Y+10.3%+4.2%
CAGR 5Y+5.7%N/A
Sharpe 3Y0.820.11
Volatility 1Y6.68%9.77%
Max drawdown-14.50%-16.67%

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

Similar to MPRO and BTR