BTR vs VOO
BTR vs VOO
Beacon Tactical Risk ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BTR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.08% | 0.03% | |
| AUM | $33M | $979.0B | |
| Dividend Yield | 1.18% | 1.09% | |
| Holdings | 12 | 509 | |
| YTD Return | +11.20% | +13.80% | |
| 1Y Return | +18.48% | +23.71% | |
| 3Y Return (annualized) | +5.34% | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 11.3% | 14.1% | |
| Max Drawdown | -16.7% | -34.3% | |
| Fund Family | Beacon Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 17, 2023 | Sep 7, 2010 |
BTR vs VOO Performance
Beacon Tactical Risk ETF (BTR) is a ETF from Beacon Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BTR returned +18.48% while VOO returned +23.71%. Year to date, BTR is up 11.20% versus a gain of 13.80% for VOO.
Over three years, BTR compounded at +5.34% per year against +21.50% for VOO. Across the full 3-year window we track, VOO has the edge at +13.58% annualized vs +4.82%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. 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 VOO 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 VOO.
Holdings Overlap
BTR and VOO 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 VOO?
BTR has an expense ratio of 1.08% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $105 per year of difference.
Which performed better, BTR or VOO?
Over the past year BTR returned +18.48% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), BTR annualized +4.82% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BTR or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.3% for BTR. Worst drawdown: BTR -16.7% vs VOO -34.3%.
Should I hold both BTR and VOO?
BTR and VOO 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 VOO?
BTR and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, BTR or VOO?
BTR yields 1.18% while VOO yields 1.09%, so BTR currently pays the higher dividend yield.
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