Screener
PTL vs BSR
Inspire 500 ETF vs Pacific Select Fund
Key differences
- PTL costs 1.00% less per year.
- PTL is significantly larger than BSR — larger funds tend to be more liquid and less likely to close.
- PTL is classified as equity, while BSR is mixed asset — different risk/return profiles.
- PTL follows a index tracking strategy; BSR uses active selection.
Side-by-side comparison
| PTL | BSR | |
|---|---|---|
| Annual cost (TER) | 0.09% | 1.09% |
| Fund size (AUM) | $799M | $39M |
| Since | 2024 | 2023 |
| Dividend yield | 1.14% | 1.02% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.4% | +12.5% |
| CAGR 3Y | N/A | +8.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.33 |
| Volatility 1Y | 14.69% | 8.71% |
| Max drawdown | -19.72% | -15.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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