BTR vs VTI
Beacon Tactical Risk ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | BTR | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.08% | 0.03% | |
| AUM | $33M | $663.5B | |
| Dividend Yield | 1.18% | 1.07% | |
| Holdings | 12 | 3,543 | |
| YTD Return | +11.20% | +14.20% | |
| 1Y Return | +18.48% | +24.16% | |
| 3Y Return (annualized) | +5.34% | +21.12% | |
| 5Y Return (annualized) | - | +12.37% | |
| Volatility (annualized) | 11.3% | 15.3% | |
| Max Drawdown | -16.7% | -56.6% | |
| Fund Family | Beacon Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 17, 2023 | May 24, 2001 |
BTR vs VTI Performance
Beacon Tactical Risk ETF (BTR) is a ETF from Beacon Capital Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BTR returned +18.48% while VTI returned +24.16%. Year to date, BTR is up 11.20% versus a gain of 14.20% for VTI.
Over three years, BTR compounded at +5.34% per year against +21.12% for VTI. Across the full 3-year window we track, VTI has the edge at +8.14% annualized vs +4.82%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BTR charges 1.08% per year while VTI 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 1.07% for VTI.
Holdings Overlap
BTR and VTI share 0 holdings out of 2790 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 VTI?
BTR has an expense ratio of 1.08% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $105 per year of difference.
Which performed better, BTR or VTI?
Over the past year BTR returned +18.48% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), BTR annualized +4.82% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, BTR or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 11.3% for BTR. Worst drawdown: BTR -16.7% vs VTI -56.6%.
Should I hold both BTR and VTI?
BTR and VTI have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTR and VTI?
BTR and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2790 unique securities.
Which pays a higher dividend, BTR or VTI?
BTR yields 1.18% while VTI yields 1.07%, so BTR currently pays the higher dividend yield.
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