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ETFs

Beacon Tactical Risk ETF

BTR
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Apr 17, 2023
Expense Ratio
1.10%
Type
US Diversified
Fund Owner
Beacon
Volume (1m avg. daily)
$51,836
AUM
$25,540,900
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No

Top 10 Holdings

VDE
Vanguard Group, Inc. - Vanguard Energy ETF
10.25%
VHT
Vanguard Group, Inc. - Vanguard Health Care ETF
9.40%
VFH
Vanguard Group, Inc. - Vanguard Financials ETF
9.28%
VOX
Vanguard Group, Inc. - Vanguard Communication Services ETF
9.15%
VOX
Vanguard Group, Inc. - Vanguard Communication Services ETF
9.02%
VPU
Vanguard Group, Inc. - Vanguard Utilities ETF
8.99%
VIS
Vanguard Group, Inc. - Vanguard Industrials ETF
8.89%
n/a
VANGUARD MATERIALS ETF
8.87%
VCR
Vanguard Group, Inc. - Vanguard Consumer Discretionary ETF
8.77%
VGT
Vanguard Group, Inc. - Vanguard Information Technology ETF
8.76%
Invest with BTR

What is BTR?

Beacon Tactical Risk ETF is an actively managed exchange traded fund incorporated in the USA. The fund seeks to provide long term capital appreciation and will use a fund of fund approach. The fund will achieve its investment objective by investing in the shares of market sector ETFs of particular US market sectors and industries. The Beacon Tactical Risk Fund seeks to participate in the equity market to capture reasonable upside in bull markets and seeks to protect principal through a mechanical stop-loss process when market conditions weaken

ETFs related toBTR

ETFs correlated to BTR include XAUG, GJUL, GAUG

BTR
Northern Lights Fund Trust II - Beacon Tactical Risk ETF
XAUG
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - August
GJUL
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Moderate Buffer ETF - July
GAUG
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Moderate Buffer ETF - August
LGRO
Advisors Series Trust - Level Four Large Cap Growth Active ETF
CVRD
Madison ETFs Trust - Madison Covered Call ETF
AUGW
AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Aug ETF
TJUL
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to July 2025
GJUN
First Trust Exchange-Traded Fund VIII - FT Cboe Vest U.S. Equity Moderate Buffer ETF - June

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

FAQ

BTR is a US Diversified ETF. Beacon Tactical Risk ETF is an actively managed exchange traded fund incorporated in the USA. The fund seeks to provide long term capital appreciation and will use a fund of fund approach. The fund will achieve its investment objective by investing in the shares of market sector ETFs of particular US market sectors and industries. The Beacon Tactical Risk Fund seeks to participate in the equity market to capture reasonable upside in bull markets and seeks to protect principal through a mechanical stop-loss process when market conditions weaken

Yes, BTR is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, BTR is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on BTR is -0.0088%. This is the percent change in the value of BTR over the most recent 1-month period. The 3-month return on BTR is -0.0375%. This is the percent change in the value of BTR over the most recent 3-month period.

ETFs similar to BTR include AOR, DRSK, and FPEI.

ETFs correlated to BTR include XAUG, GJUL, and GAUG.

ETFs that are inversely correlated to BTR include CYA, SJB, and SPXS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.