Skip to content
Beacon
Screener

WZRD vs BSR

Opportunistic Trader ETF vs Pacific Select Fund

WZRD

Opportunistic Trader ETF

Tuttle Capital Management, LLC

Annual cost

1.00%

Fund size

$4M

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

Key differences

  • WZRD costs 0.09% less per year.
  • BSR is significantly larger than WZRD — larger funds tend to be more liquid and less likely to close.
  • WZRD is classified as alternative, while BSR is mixed asset — different risk/return profiles.
  • WZRD follows a structured outcome strategy; BSR uses active selection.

Side-by-side comparison

WZRDBSR
Annual cost (TER)1.00%1.09%
Fund size (AUM)$4M$39M
Since20252023
Dividend yield1.02%
Asset classalternativemixed asset
Regionnorth america
Strategystructured outcomeactive selection
CAGR 1YN/A+12.5%
CAGR 3YN/A+8.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.33
Volatility 1Y8.71%
Max drawdown-71.81%-15.68%

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

Similar to WZRD and BSR