Screener
XCOR vs BSR
Fundx ETF vs Beacon Selective Risk ETF
Key differences
XCOR is an equity ETF, while BSR is a fixed income ETF. XCOR charges 1.15% a year and BSR 1.09%.
- XCOR is an equity fund, while BSR is a fixed income fund. They carry different risk/return profiles.
- BSR costs 0.06% less per year.
- XCOR is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XCOR has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XCOR | BSR | |
|---|---|---|
| Annual cost (TER) | 1.15% | 1.09% |
| Fund size (AUM) | $193M | $37M |
| Since | 2001 | 2023 |
| Dividend yield | 0.38% | 1.02% |
| Asset class | equity | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.1% | +11.6% |
| CAGR 3Y | +22.5% | +7.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.06 | 0.32 |
| Volatility 1Y | 13.61% | 8.78% |
| Max drawdown | -22.54% | -15.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.