BTR vs IVV
Beacon Tactical Risk ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BTR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.08% | 0.03% | |
| AUM | $33M | $865.2B | |
| Dividend Yield | 1.18% | 1.09% | |
| Holdings | 12 | 508 | |
| YTD Return | +11.48% | +13.80% | |
| 1Y Return | +18.71% | +23.01% | |
| 3Y Return (annualized) | +5.55% | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 11.3% | 15.1% | |
| Max Drawdown | -16.7% | -56.5% | |
| Fund Family | Beacon Capital Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Apr 17, 2023 | May 15, 2000 |
BTR vs IVV Performance
Beacon Tactical Risk ETF (BTR) is a ETF from Beacon Capital Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BTR returned +18.71% while IVV returned +23.01%. Year to date, BTR is up 11.48% versus a gain of 13.80% for IVV.
Over three years, BTR compounded at +5.55% per year against +21.77% for IVV. Across the full 3-year window we track, IVV has the edge at +7.04% annualized vs +4.88%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.3% for BTR. 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 -16.7% for BTR and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BTR charges 1.08% per year while IVV charges 0.03%. On a $10,000 position that is $108 vs $3 annually, a gap of $105 per year that compounds over a long holding period. On income, BTR currently yields 1.18% against 1.09% for IVV.
Holdings Overlap
BTR and IVV share 0 holdings out of 512 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BTR or IVV?
BTR has an expense ratio of 1.08% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $105 per year of difference.
Which performed better, BTR or IVV?
Over the past year BTR returned +18.71% vs +23.01% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), BTR annualized +4.88% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BTR or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.3% for BTR. Worst drawdown: BTR -16.7% vs IVV -56.5%.
Should I hold both BTR and IVV?
BTR and IVV have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTR and IVV?
BTR and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, BTR or IVV?
BTR yields 1.18% while IVV yields 1.09%, so BTR currently pays the higher dividend yield.
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