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SPDF vs BTR

Defender Risk Adaptive 500 ETF vs Beacon Tactical Risk ETF

SPDF

Defender Risk Adaptive 500 ETF

Tamarisk Capital Management LLC

Annual cost

0.69%

Fund size

$5M

BTR

Beacon Tactical Risk ETF

Beacon Capital Management Inc

Annual cost

1.08%

Fund size

$37M

Key differences

  • SPDF costs 0.39% less per year.
  • BTR is significantly larger than SPDF — larger funds tend to be more liquid and less likely to close.
  • SPDF is classified as equity, while BTR is mixed asset — different risk/return profiles.

Side-by-side comparison

SPDFBTR
Annual cost (TER)0.69%1.08%
Fund size (AUM)$5M$37M
Since20262023
Dividend yield1.19%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+20.4%
CAGR 3YN/A+4.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.11
Volatility 1Y9.77%
Max drawdown-1.90%-16.67%

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

Similar to SPDF and BTR