BSR vs JULB
Comparison between Beacon Selective Risk ETF (BSR, ETF) and APTUS JULY BUFFER ETF (JULB, ETF).
BSR vs JULB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSR vs JULB - Holdings Comparison
BSR and JULB have 0 common holdings. Overlap is 0.00%
BSR's top 25 holdings weight is 99.41%. JULB's top 25 holdings weight is 0.11%.
| Rank | BSR | JULB |
|---|---|---|
| #1 | VANGUARD UTILITIES ETF (VPU) - 9.93% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.11% |
| #2 | VANGUARD ENERGY ETF (VDE) - 9.77% | N/A |
| #3 | VANGUARD INDUSTRIALS ETF (VIS) - 9.36% | N/A |
| #4 | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 9.30% | N/A |
| #5 | VANGUARD MATERIALS ETF (VAW) - 9.24% | N/A |
| #6 | VANGUARD CONSUMER STAPLES ETF (VDC) - 9.09% | N/A |
| #7 | VANGUARD HEALTH CARE ETF (VHT) - 9.08% | N/A |
| #8 | VANGUARD REAL ESTATE ETF (VNQ) - 8.79% | N/A |
| #9 | VANGUARD COMMUNICATION SERVICES ETF (VOX) - 6.84% | N/A |
| #10 | VANGUARD SHORT-TERM INFL-PROT SECS ETF (VTIP) - 4.52% | N/A |
| #11 | VANGUARD LONG-TERM BOND ETF (BLV) - 4.51% | N/A |
| #12 | VANGUARD INTERM-TERM BOND ETF (BIV) - 4.50% | N/A |
| #13 | VANGUARD EXTENDED DURATION TRS ETF (EDV) - 4.48% | 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 JULB - Historical Returns
Returns include dividend reinvestment.
BSR vs JULB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BSR | JULB |
|---|---|---|
| 2026 | +3.01% | +6.10% |
| 2025 | +4.21% | +2.56% |
| 2024 | +13.08% | N/A |
| 2023 | +4.57% | N/A |
BSR vs JULB 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 JULB was -5.24%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.
The current BSR drawdown is -4.33%. The current JULB drawdown is -0.34%.
| Rank | BSR | JULB |
|---|---|---|
| #1 | -15.68% May 14, 2025 - May 23, 2025 | -5.24% Jan 28, 2026 - Apr 15, 2026 |
| #2 | -11.04% Nov 29, 2024 - May 14, 2025 | -2.28% Oct 28, 2025 - Nov 28, 2025 |
| #3 | -8.64% Jul 31, 2023 - Feb 15, 2024 | -1.47% Jun 4, 2026 - Jun 10, 2026 |
| #4 | -6.04% Jul 16, 2024 - Aug 21, 2024 | -1.31% Jan 12, 2026 - Jan 27, 2026 |
| #5 | -4.95% Mar 28, 2024 - May 15, 2024 | -1.19% Dec 11, 2025 - Dec 22, 2025 |
| #6 | -3.45% Aug 30, 2024 - Sep 16, 2024 | -0.58% May 14, 2026 - May 22, 2026 |
| #7 | -2.65% Oct 18, 2024 - Nov 6, 2024 | -0.47% Dec 26, 2025 - Jan 6, 2026 |
| #8 | -2.50% May 15, 2024 - Jul 5, 2024 | -0.39% Apr 17, 2026 - Apr 22, 2026 |
| #9 | -2.23% Nov 11, 2024 - Nov 22, 2024 | -0.39% Oct 15, 2025 - Oct 17, 2025 |
| #10 | -1.67% Sep 30, 2024 - Oct 14, 2024 | -0.28% Apr 27, 2026 - Apr 30, 2026 |
| #11 | -1.55% May 18, 2023 - Jun 2, 2023 | -0.28% Oct 21, 2025 - Oct 23, 2025 |
| #12 | -1.32% Jun 30, 2023 - Jul 12, 2023 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #13 | -1.24% Jul 19, 2023 - Jul 31, 2023 | -0.20% May 1, 2026 - May 5, 2026 |
| #14 | -1.17% Apr 28, 2023 - May 18, 2023 | -0.17% Jan 6, 2026 - Jan 9, 2026 |
| #15 | -1.13% Apr 18, 2023 - Apr 28, 2023 | -0.17% Dec 5, 2025 - Dec 10, 2025 |
Correlation
Correlation between BSR and JULB is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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