AGGS vs BSR
Comparison between HARBOR DISCIPLINED BOND ETF (AGGS, ETF) and Beacon Selective Risk ETF (BSR, ETF).
AGGS vs BSR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGGS
$39M
Winner
BSR
$39M
Expense Ratio
Winner
AGGS
0.35%
BSR
1.09%
Max Drawdown
Winner
AGGS
6.43%
BSR
15.68%
Sharpe Ratio
AGGS
0.32
Winner
BSR
0.80
5Y Beta
Winner
AGGS
0.05
BSR
0.42
AGGS vs BSR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGGS
+0.22%
BSR
-0.43%
3M
Winner
AGGS
-0.93%
BSR
-2.01%
6M
AGGS
+0.27%
Winner
BSR
+2.45%
1Y
AGGS
+5.07%
Winner
BSR
+11.28%
Max(CAGR)
AGGS
+5.54%
Winner
BSR
+7.54%
AGGS vs BSR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AGGS | BSR |
|---|---|---|
| 2026 | +0.12% | +2.01% |
| 2025 | +7.38% | +4.21% |
| 2024 | +4.20% | +13.08% |
| 2023 | N/A | +4.57% |
AGGS vs BSR Drawdown Comparison
The maximum drawdown for AGGS was -4.66%, occurring on Jan 13, 2025. Recovery took 196 trading sessions.
The maximum drawdown for BSR was -15.68%, occurring on May 23, 2025. This drawdown has not yet recovered.
The current AGGS drawdown is -1.72%. The current BSR drawdown is -5.26%.
| Rank | AGGS | BSR |
|---|---|---|
| #1 | -4.66% Sep 16, 2024 - Jun 30, 2025 | -15.68% May 14, 2025 - May 23, 2025 |
| #2 | -2.84% Feb 27, 2026 - May 19, 2026 | -11.04% Nov 29, 2024 - May 14, 2025 |
| #3 | -1.38% Jun 18, 2024 - Jul 11, 2024 | -8.64% Jul 31, 2023 - Feb 15, 2024 |
| #4 | -1.33% May 15, 2024 - Jun 4, 2024 | -6.04% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -1.26% Jun 30, 2025 - Aug 1, 2025 | -4.95% Mar 28, 2024 - May 15, 2024 |
| #6 | -1.15% Aug 2, 2024 - Aug 20, 2024 | -3.45% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -0.93% Jun 6, 2024 - Jun 13, 2024 | -2.65% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -0.93% Oct 28, 2025 - Nov 26, 2025 | -2.50% May 15, 2024 - Jul 5, 2024 |
| #9 | -0.90% Jul 17, 2024 - Jul 31, 2024 | -2.23% Nov 11, 2024 - Nov 22, 2024 |
| #10 | -0.85% Nov 26, 2025 - Jan 14, 2026 | -1.67% Sep 30, 2024 - Oct 14, 2024 |
| #11 | -0.73% Aug 4, 2025 - Aug 28, 2025 | -1.55% May 18, 2023 - Jun 2, 2023 |
| #12 | -0.68% Jan 14, 2026 - Feb 5, 2026 | -1.32% Jun 30, 2023 - Jul 12, 2023 |
| #13 | -0.63% Sep 16, 2025 - Oct 2, 2025 | -1.24% Jul 19, 2023 - Jul 31, 2023 |
| #14 | -0.47% Aug 23, 2024 - Sep 4, 2024 | -1.17% Apr 28, 2023 - May 18, 2023 |
| #15 | -0.39% Aug 28, 2025 - Sep 3, 2025 | -1.13% Apr 18, 2023 - Apr 28, 2023 |
Correlation
Correlation between AGGS and BSR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2023 - 2026)
AGGS vs BSR dividend yield comparison.
| Year | AGGS | BSR |
|---|---|---|
| 2026 | 1.76% | 0.00% |
| 2025 | 5.43% | 2.89% |
| 2024 | 3.38% | 0.89% |
| 2023 | 0.00% | 1.08% |
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