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QVOY vs BSR

Q3 All-Season Active Rotation ETF vs Pacific Select Fund

QVOY

Q3 All-Season Active Rotation ETF

Q3 Asset Management Corporation

Annual cost

1.32%

Fund size

$60M

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

Key differences

  • BSR costs 0.23% less per year.
  • Over the last 3 years, QVOY has delivered higher annualized returns.

Side-by-side comparison

QVOYBSR
Annual cost (TER)1.32%1.09%
Fund size (AUM)$60M$39M
Since20222023
Dividend yield0.52%1.02%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+22.6%+12.5%
CAGR 3Y+12.0%+8.0%
CAGR 5YN/AN/A
Sharpe 3Y0.580.33
Volatility 1Y17.44%8.71%
Max drawdown-17.05%-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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