AAPW vs BSR
Comparison between ROUNDHILL AAPL WEEKLYPAY ETF (AAPW, ETF) and Beacon Selective Risk ETF (BSR, ETF).
AAPW vs BSR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AAPW vs BSR - Holdings Comparison
AAPW and BSR have 0 common holdings. Overlap is 0.00%
AAPW's top 25 holdings weight is 26.18%. BSR's top 25 holdings weight is 99.41%.
| Rank | AAPW | BSR |
|---|---|---|
| #1 | APPLE INC (AAPL) - 19.84% | VANGUARD ENERGY ETF (VDE) - 10.30% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 6.34% | VANGUARD UTILITIES ETF (VPU) - 10.12% |
| #3 | N/A | VANGUARD CONSUMER STAPLES ETF (VDC) - 9.32% |
| #4 | N/A | VANGUARD INDUSTRIALS ETF (VIS) - 9.23% |
| #5 | N/A | VANGUARD HEALTH CARE ETF (VHT) - 9.06% |
| #6 | N/A | VANGUARD MATERIALS ETF (VAW) - 9.04% |
| #7 | N/A | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 8.88% |
| #8 | N/A | VANGUARD REAL ESTATE ETF (VNQ) - 8.88% |
| #9 | N/A | VANGUARD COMMUNICATION SERVICES ETF (VOX) - 6.78% |
| #10 | N/A | VANGUARD SHORT-TERM INFL-PROT SECS ETF (VTIP) - 4.50% |
| #11 | N/A | VANGUARD INTERM-TERM BOND ETF (BIV) - 4.46% |
| #12 | N/A | VANGUARD LONG-TERM BOND ETF (BLV) - 4.45% |
| #13 | N/A | VANGUARD EXTENDED DURATION TRS ETF (EDV) - 4.39% |
| #14 | N/A | N/A |
| #15 | N/A | N/A |
| #16 | N/A | N/A |
| #17 | N/A | N/A |
| #18 | N/A | N/A |
| #19 | N/A | N/A |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 2 | 13 |
AAPW vs BSR - Historical Returns
Returns include dividend reinvestment.
AAPW vs BSR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AAPW | BSR |
|---|---|---|
| 2026 | +15.12% | +2.01% |
| 2025 | +8.58% | +4.21% |
| 2024 | N/A | +13.08% |
| 2023 | N/A | +4.57% |
AAPW vs BSR Drawdown Comparison
The maximum drawdown for AAPW was -36.25%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The maximum drawdown for BSR was -15.68%, occurring on May 23, 2025. This drawdown has not yet recovered.
The current AAPW drawdown is -2.69%. The current BSR drawdown is -5.26%.
| Rank | AAPW | BSR |
|---|---|---|
| #1 | -36.25% Feb 25, 2025 - Sep 22, 2025 | -15.68% May 14, 2025 - May 23, 2025 |
| #2 | -17.38% Dec 2, 2025 - May 8, 2026 | -11.04% Nov 29, 2024 - May 14, 2025 |
| #3 | -6.44% Oct 2, 2025 - Oct 20, 2025 | -8.64% Jul 31, 2023 - Feb 15, 2024 |
| #4 | -4.15% Nov 11, 2025 - Nov 24, 2025 | -6.04% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -2.69% Jun 2, 2026 - Jun 5, 2026 | -4.95% Mar 28, 2024 - May 15, 2024 |
| #6 | -2.39% Oct 20, 2025 - Oct 24, 2025 | -3.45% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -2.28% May 28, 2026 - Jun 2, 2026 | -2.65% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -2.21% Sep 22, 2025 - Oct 2, 2025 | -2.50% May 15, 2024 - Jul 5, 2024 |
| #9 | -1.44% Oct 30, 2025 - Nov 11, 2025 | -2.23% Nov 11, 2024 - Nov 22, 2024 |
| #10 | -0.73% May 15, 2026 - May 20, 2026 | -1.67% Sep 30, 2024 - Oct 14, 2024 |
| #11 | -0.67% May 13, 2026 - May 15, 2026 | -1.55% May 18, 2023 - Jun 2, 2023 |
| #12 | -0.42% Oct 28, 2025 - Oct 30, 2025 | -1.32% Jun 30, 2023 - Jul 12, 2023 |
| #13 | -0.30% May 22, 2026 - May 27, 2026 | -1.24% Jul 19, 2023 - Jul 31, 2023 |
| #14 | -0.25% May 8, 2026 - May 12, 2026 | -1.17% Apr 28, 2023 - May 18, 2023 |
| #15 | -0.15% Feb 20, 2025 - Feb 24, 2025 | -1.13% Apr 18, 2023 - Apr 28, 2023 |
Correlation
Correlation between AAPW and BSR is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2023 - 2026)
AAPW vs BSR dividend yield comparison.
| Year | AAPW | BSR |
|---|---|---|
| 2026 | 10.74% | 0.00% |
| 2025 | 28.83% | 2.89% |
| 2024 | 0.00% | 0.89% |
| 2023 | 0.00% | 1.08% |
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