Screener
RLY vs BTR
State Street Multi-Asset Real Return ETF vs Beacon Tactical Risk ETF
Key differences
RLY is a fixed income ETF, while BTR is a mixed asset ETF. RLY charges 0.50% a year and BTR 1.08%.
- RLY is a fixed income fund, while BTR is a mixed asset fund. They carry different risk/return profiles.
- RLY costs 0.58% less per year.
- RLY is much larger than BTR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RLY has delivered higher annualized returns.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RLY | BTR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 1.08% |
| Fund size (AUM) | $1.2B | $35M |
| Since | 2012 | 2023 |
| Dividend yield | 2.89% | 1.19% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +28.0% | +18.8% |
| CAGR 3Y | +14.0% | +4.5% |
| CAGR 5Y | +10.0% | N/A |
| Sharpe 3Y | 0.90 | 0.14 |
| Volatility 1Y | 10.38% | 9.95% |
| Max drawdown | -34.17% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.