BSR vs AVGG

Comparison between Beacon Selective Risk ETF (BSR, ETF) and LEVERAGE SHARES 2X LONG AVGO DAILY ETF (AVGG, ETF).

BSR vs AVGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSR(ETF)	AVGG(ETF)
Net Assets	$39M	$39M
Expense Ratio	1.09%	N/A
Max Drawdown	15.68%	99.91%
Sharpe Ratio	0.80	0.93
5Y Beta	0.42	4.04

Net Assets

BSR

$39M

Winner

AVGG

$39M

Expense Ratio

BSR

1.09%

AVGG

N/A

Max Drawdown

Winner

BSR

15.68%

AVGG

99.91%

Sharpe Ratio

BSR

0.80

Winner

AVGG

0.93

5Y Beta

Winner

BSR

0.42

AVGG

4.04

BSR vs AVGG - Holdings Comparison

BSR and AVGG have 0 common holdings. Overlap is 0.00%

BSR's top 25 holdings weight is 99.41%. AVGG's top 25 holdings weight is 1.62%.

Rank	BSR	AVGG
#1	VANGUARD ENERGY ETF (VDE) - 10.30%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.62%
#2	VANGUARD UTILITIES ETF (VPU) - 10.12%	N/A
#3	VANGUARD CONSUMER STAPLES ETF (VDC) - 9.32%	N/A
#4	VANGUARD INDUSTRIALS ETF (VIS) - 9.23%	N/A
#5	VANGUARD HEALTH CARE ETF (VHT) - 9.06%	N/A
#6	VANGUARD MATERIALS ETF (VAW) - 9.04%	N/A
#7	VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 8.88%	N/A
#8	VANGUARD REAL ESTATE ETF (VNQ) - 8.88%	N/A
#9	VANGUARD COMMUNICATION SERVICES ETF (VOX) - 6.78%	N/A
#10	VANGUARD SHORT-TERM INFL-PROT SECS ETF (VTIP) - 4.50%	N/A
#11	VANGUARD INTERM-TERM BOND ETF (BIV) - 4.46%	N/A
#12	VANGUARD LONG-TERM BOND ETF (BLV) - 4.45%	N/A
#13	VANGUARD EXTENDED DURATION TRS ETF (EDV) - 4.39%	N/A
#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	13	1

BSR vs AVGG - Historical Returns

Returns include dividend reinvestment.

Period	BSR	AVGG
1 month	-0.43%	-22.79%
3 months	-2.01%	+21.90%
6 months	+2.45%	-17.92%
1 year	+11.28%	+60.91%
5 years(CAGR)	N/A	+440.96%
10 years(CAGR)	N/A	+100.80%
Max(CAGR)	+7.54%	+27.30%

Winner

BSR

-0.43%

AVGG

-22.79%

BSR

-2.01%

Winner

AVGG

+21.90%

Winner

BSR

+2.45%

AVGG

-17.92%

BSR

+11.28%

Winner

AVGG

+60.91%

5Y(CAGR)

BSR

N/A

AVGG

+440.96%

10Y(CAGR)

BSR

N/A

AVGG

+100.80%

Max(CAGR)

BSR

+7.54%

Winner

AVGG

+27.30%

BSR vs AVGG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BSR	AVGG
2026	+2.01%	+6.75%
2025	+4.21%	+91.28%
2024	+13.08%	N/A
2023	+4.57%	N/A
2022	N/A	+0.00%
2021	N/A	-28.57%
2020	N/A	+0.00%
2019	N/A	+25.00%
2018	N/A	-20.00%
2017	N/A	-25.00%
2016	N/A	-1.96%
2015	N/A	+580.00%
2014	N/A	-97.00%
2013	N/A	+693.65%
2012	N/A	-21.25%
2011	N/A	-84.00%
2010	N/A	-67.28%
2009	N/A	+664.00%
2008	N/A	-66.67%
2007	N/A	-94.29%
2006	N/A	+320.00%

BSR vs AVGG Drawdown Comparison

The maximum drawdown for BSR was -15.68%, occurring on May 23, 2025. This drawdown has not yet recovered.

The maximum drawdown for AVGG was -99.91%, occurring on Dec 19, 2014. Recovery took 3346 trading sessions.

The current BSR drawdown is -5.26%. The current AVGG drawdown is -37.77%.

Rank	BSR	AVGG
#1	-15.68% May 14, 2025 - May 23, 2025	-99.91% Nov 27, 2006 - May 16, 2025
#2	-11.04% Nov 29, 2024 - May 14, 2025	-53.78% Dec 10, 2025 - May 29, 2026
#3	-8.64% Jul 31, 2023 - Feb 15, 2024	-37.77% Jun 2, 2026 - Jun 5, 2026
#4	-6.04% Jul 16, 2024 - Aug 21, 2024	-24.29% Sep 10, 2025 - Oct 29, 2025
#5	-4.95% Mar 28, 2024 - May 15, 2024	-23.67% Oct 29, 2025 - Nov 26, 2025
#6	-3.45% Aug 30, 2024 - Sep 16, 2024	-14.95% Aug 12, 2025 - Sep 5, 2025
#7	-2.65% Oct 18, 2024 - Nov 6, 2024	-12.99% Jun 4, 2025 - Jun 24, 2025
#8	-2.50% May 15, 2024 - Jul 5, 2024	-10.69% Nov 28, 2025 - Dec 9, 2025
#9	-2.23% Nov 11, 2024 - Nov 22, 2024	-9.37% Jul 30, 2025 - Aug 8, 2025
#10	-1.67% Sep 30, 2024 - Oct 14, 2024	-8.08% Jun 30, 2025 - Jul 9, 2025
#11	-1.55% May 18, 2023 - Jun 2, 2023	-6.89% Jul 21, 2025 - Jul 24, 2025
#12	-1.32% Jun 30, 2023 - Jul 12, 2023	-5.08% Sep 8, 2025 - Sep 10, 2025
#13	-1.24% Jul 19, 2023 - Jul 31, 2023	-2.49% May 20, 2025 - May 27, 2025
#14	-1.17% Apr 28, 2023 - May 18, 2023	-2.44% Jul 9, 2025 - Jul 15, 2025
#15	-1.13% Apr 18, 2023 - Apr 28, 2023	-2.11% Jul 17, 2025 - Jul 21, 2025