BSR vs VTI
Beacon Unified Catalyst ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, BSR or VTI?
VTI has been ahead.
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BSR | VTI |
|---|---|---|
| Expense Ratio | 1.09% | 0.03%Best |
| AUM | $35M | $666.9B |
| Dividend Yield | 2.76% | 1.03% |
| Holdings | 30 | 3,543 |
| YTD Return | +3.18% | +11.65%Best |
| 1Y Return | +5.94% | +17.34%Best |
| 3Y Return (annualized) | +7.09% | +20.35%Best |
| 5Y Return (annualized) | - | +11.72% |
| Volatility (annualized) | 9.5%Best | 13.1% |
| Max Drawdown | -15.7%Best | -19.3% |
| $10,000 over 3.4 years | $12,703 | $18,927Best |
| Fund Family | Beacon Capital Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 17, 2023 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Apr 18, 2023 to Sep 10, 2026 (3.4 years).
BSR vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.4 years both funds cover.
BSR vs VTI Performance
Beacon Unified Catalyst ETF (BSR) is an ETF from Beacon Capital Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year BSR returned +5.94% while VTI returned +17.34%. Year to date, BSR is up 3.18% versus a gain of 11.65% for VTI.
Over three years, BSR compounded at +7.09% per year against +20.35% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 9.5% for BSR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.7% for BSR and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSR charges 1.09% per year while VTI charges 0.03%. On a $10,000 position that is $109 vs $3 annually, a gap of $106 per year that compounds over a long holding period. On income, BSR currently yields 2.76% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 29 holdings in BSR and 2,787 in VTI, totalling 99.8% and 90.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 63 days apart, BSR as of Sep 1, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 29 positions we hold weights for in BSR and 2,787 in VTI, against full books of 30 and 3,543.
You are not choosing between two funds in isolation.
Whichever of BSR and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSR or VTI?
BSR has an expense ratio of 1.09% while VTI charges 0.03%. VTI is the cheaper option, by $106 a year on a $10,000 investment.
Which performed better, BSR or VTI?
Over the past year BSR returned +5.94% vs +17.34% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSR or VTI?
VTI has been the more volatile fund at 13.1% annualized versus 9.5% for BSR. Worst drawdown: BSR -15.7% vs VTI -19.3%.
Should I hold both BSR and VTI?
BSR and VTI have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BSR or VTI?
BSR yields 2.76% while VTI yields 1.03%, so BSR currently pays the higher dividend yield.
Is VTI better than BSR?
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.