BSR vs FTBD
Comparison between Beacon Selective Risk ETF (BSR, ETF) and FIDELITY TACTICAL BOND ETF (FTBD, ETF).
BSR vs FTBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSR
$37M
Winner
FTBD
$37M
Expense Ratio
BSR
1.09%
Winner
FTBD
0.55%
Max Drawdown
BSR
15.68%
Winner
FTBD
9.88%
Sharpe Ratio
Winner
BSR
0.80
FTBD
0.64
5Y Beta
BSR
0.42
Winner
FTBD
0.08
BSR vs FTBD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSR
+0.56%
FTBD
+0.54%
3M
Winner
BSR
+1.25%
FTBD
+0.97%
6M
Winner
BSR
+3.31%
FTBD
+1.74%
1Y
Winner
BSR
+11.48%
FTBD
+5.74%
Max(CAGR)
Winner
BSR
+7.83%
FTBD
+4.44%
BSR vs FTBD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BSR | FTBD |
|---|---|---|
| 2026 | +3.01% | +1.47% |
| 2025 | +4.21% | +8.34% |
| 2024 | +13.08% | +2.34% |
| 2023 | +4.57% | +3.72% |
BSR vs FTBD 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 FTBD was -6.98%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The current BSR drawdown is -4.33%. The current FTBD drawdown is -0.87%.
| Rank | BSR | FTBD |
|---|---|---|
| #1 | -15.68% May 14, 2025 - May 23, 2025 | -6.98% Feb 2, 2023 - Dec 6, 2023 |
| #2 | -11.04% Nov 29, 2024 - May 14, 2025 | -4.94% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -8.64% Jul 31, 2023 - Feb 15, 2024 | -3.80% Dec 27, 2023 - Jun 18, 2024 |
| #4 | -6.04% Jul 16, 2024 - Aug 21, 2024 | -2.98% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -4.95% Mar 28, 2024 - May 15, 2024 | -1.52% Jun 18, 2024 - Jul 5, 2024 |
| #6 | -3.45% Aug 30, 2024 - Sep 16, 2024 | -1.21% Jul 1, 2025 - Jul 29, 2025 |
| #7 | -2.65% Oct 18, 2024 - Nov 6, 2024 | -1.18% Oct 28, 2025 - Jan 14, 2026 |
| #8 | -2.50% May 15, 2024 - Jul 5, 2024 | -1.09% Aug 2, 2024 - Aug 14, 2024 |
| #9 | -2.23% Nov 11, 2024 - Nov 22, 2024 | -1.07% Jul 17, 2024 - Jul 31, 2024 |
| #10 | -1.67% Sep 30, 2024 - Oct 14, 2024 | -0.83% Sep 16, 2025 - Oct 14, 2025 |
| #11 | -1.55% May 18, 2023 - Jun 2, 2023 | -0.75% Aug 13, 2025 - Aug 28, 2025 |
| #12 | -1.32% Jun 30, 2023 - Jul 12, 2023 | -0.61% Dec 7, 2023 - Dec 13, 2023 |
| #13 | -1.24% Jul 19, 2023 - Jul 31, 2023 | -0.57% Aug 21, 2024 - Sep 4, 2024 |
| #14 | -1.17% Apr 28, 2023 - May 18, 2023 | -0.52% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -1.13% Apr 18, 2023 - Apr 28, 2023 | -0.45% Aug 14, 2024 - Aug 19, 2024 |
Correlation
Correlation between BSR and FTBD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2023 - 2026)
BSR vs FTBD dividend yield comparison.
| Year | BSR | FTBD |
|---|---|---|
| 2026 | 0.00% | 1.85% |
| 2025 | 2.89% | 5.04% |
| 2024 | 0.89% | 4.76% |
| 2023 | 1.08% | 4.69% |
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