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SPDF vs BSR

Defender Risk Adaptive 500 ETF vs Pacific Select Fund

SPDF

Defender Risk Adaptive 500 ETF

Tamarisk Capital Management LLC

Annual cost

0.69%

Fund size

$5M

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

Key differences

  • SPDF costs 0.40% less per year.
  • BSR is significantly larger than SPDF — larger funds tend to be more liquid and less likely to close.
  • SPDF is classified as equity, while BSR is mixed asset — different risk/return profiles.

Side-by-side comparison

SPDFBSR
Annual cost (TER)0.69%1.09%
Fund size (AUM)$5M$39M
Since20262023
Dividend yield1.02%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+12.5%
CAGR 3YN/A+8.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.33
Volatility 1Y8.71%
Max drawdown-1.90%-15.68%

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

Similar to SPDF and BSR