BTR vs VXUS
BTR vs VXUS
Beacon Tactical Risk ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | BTR | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 1.08% | 0.05% | |
| AUM | $33M | $156.5B | |
| Dividend Yield | 1.18% | 2.60% | |
| Holdings | 12 | 8,747 | |
| YTD Return | +11.20% | +14.57% | |
| 1Y Return | +18.48% | +27.82% | |
| 3Y Return (annualized) | +5.34% | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 11.3% | 15.1% | |
| Max Drawdown | -16.7% | -39.9% | |
| Fund Family | Beacon Capital Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 17, 2023 | Jan 26, 2011 |
BTR vs VXUS Performance
Beacon Tactical Risk ETF (BTR) is a ETF from Beacon Capital Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BTR returned +18.48% while VXUS returned +27.82%. Year to date, BTR is up 11.20% versus a gain of 14.57% for VXUS.
Over three years, BTR compounded at +5.34% per year against +19.27% for VXUS. Across the full 3-year window we track, VXUS has the edge at +4.86% annualized vs +4.82%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS 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 -39.9% for VXUS. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BTR charges 1.08% per year while VXUS charges 0.05%. On a $10,000 position that is $108 vs $5 annually, a gap of $103 per year that compounds over a long holding period. On income, BTR currently yields 1.18% against 2.60% for VXUS.
Holdings Overlap
BTR and VXUS share 0 holdings out of 7868 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 VXUS?
BTR has an expense ratio of 1.08% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $103 per year of difference.
Which performed better, BTR or VXUS?
Over the past year BTR returned +18.48% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), BTR annualized +4.82% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, BTR or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 11.3% for BTR. Worst drawdown: BTR -16.7% vs VXUS -39.9%.
Should I hold both BTR and VXUS?
BTR and VXUS have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTR and VXUS?
BTR and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7868 unique securities.
Which pays a higher dividend, BTR or VXUS?
BTR yields 1.18% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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