BTR vs CVRD
Comparison between Beacon Tactical Risk ETF (BTR, ETF) and MADISON COVERED CALL ETF (CVRD, ETF).
BTR vs CVRD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BTR
$35M
Winner
CVRD
$35M
Expense Ratio
BTR
1.08%
Winner
CVRD
0.92%
Max Drawdown
Winner
BTR
17.37%
CVRD
26.36%
Sharpe Ratio
Winner
BTR
1.32
CVRD
0.23
5Y Beta
Winner
BTR
0.54
CVRD
0.65
P/E Ratio
BTR
N/A
CVRD
32.41
Forward P/E
BTR
N/A
CVRD
14.84
PEG Ratio
BTR
N/A
CVRD
0.03
5Y EPS CAGR
BTR
N/A
CVRD
14.03%
Debt to Equity
BTR
N/A
CVRD
53.53%
P/S Ratio
BTR
N/A
CVRD
2.54
P/B Ratio
BTR
N/A
CVRD
3.46
BTR vs CVRD - Holdings Comparison
BTR and CVRD have 0 common holdings. Overlap is 0.00%
BTR's top 25 holdings weight is 99.63%. CVRD's top 25 holdings weight is 86.95%.
| Rank | BTR | CVRD |
|---|---|---|
| #1 | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 11.81% | QUALCOMM INC (QCOM) - 5.68% |
| #2 | VANGUARD ENERGY ETF (VDE) - 10.41% | MICROCHIP TECHNOLOGY INC (MCHP) - 5.58% |
| #3 | VANGUARD INDUSTRIALS ETF (VIS) - 9.52% | ARCHER-DANIELS-MIDLAND CO (ADM) - 4.51% |
| #4 | VANGUARD COMMUNICATION SERVICES ETF (VOX) - 9.21% | MICROSOFT CORP (MSFT) - 4.19% |
| #5 | VANGUARD MATERIALS ETF (VAW) - 9.17% | BROADCOM INC (AVGO) - 4.16% |
| #6 | VANGUARD CONSUMER DISCRETIONARY ETF (VCR) - 8.72% | AMAZON.COM INC (AMZN) - 3.99% |
| #7 | VANGUARD HEALTH CARE ETF (VHT) - 8.64% | PALO ALTO NETWORKS INC (PANW) - 3.85% |
| #8 | VANGUARD UTILITIES ETF (VPU) - 8.43% | AGILENT TECHNOLOGIES INC (A) - 3.69% |
| #9 | VANGUARD REAL ESTATE ETF (VNQ) - 8.17% | DANAHER CORP (DHR) - 3.65% |
| #10 | VANGUARD FINANCIALS ETF (VFH) - 7.81% | TRANSOCEAN LTD (RIG) - 3.42% |
| #11 | VANGUARD CONSUMER STAPLES ETF (VDC) - 7.74% | ADOBE INC (ADBE) - 3.32% |
| #12 | N/A | TEXAS INSTRUMENTS INC (TXN) - 3.19% |
| #13 | N/A | VISA INC CLASS A (V) - 3.11% |
| #14 | N/A | AMERICAN TOWER CORP (AMT) - 3.10% |
| #15 | N/A | MATADOR RESOURCES CO (MTDR) - 3.06% |
| #16 | N/A | PEPSICO INC (PEP) - 2.94% |
| #17 | N/A | T-MOBILE US INC (TMUS) - 2.94% |
| #18 | N/A | BLACKROCK INC (BLK) - 2.93% |
| #19 | N/A | US BANK MMDA USBGFS 9 (n/a) - 2.90% |
| #20 | N/A | SALESFORCE INC (CRM) - 2.89% |
| #21 | N/A | HONEYWELL INTERNATIONAL INC (HON) - 2.84% |
| #22 | N/A | ACCENTURE PLC CLASS A (ACN) - 2.84% |
| #23 | N/A | UNION PACIFIC CORP (UNP) - 2.82% |
| #24 | N/A | CASH OFFSET (n/a) - 2.72% |
| #25 | N/A | SYNOPSYS INC (SNPS) - 2.63% |
| Total Holdings | 11 | 68 |
BTR vs CVRD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTR
+0.78%
CVRD
-0.08%
3M
Winner
BTR
+6.10%
CVRD
+3.18%
6M
Winner
BTR
+8.75%
CVRD
+1.74%
1Y
Winner
BTR
+18.57%
CVRD
+6.22%
Max(CAGR)
BTR
+4.22%
Winner
CVRD
+6.46%
BTR vs CVRD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BTR | CVRD |
|---|---|---|
| 2026 | +8.43% | +1.85% |
| 2025 | -2.11% | +6.01% |
| 2024 | +14.73% | +4.83% |
| 2023 | -6.65% | +5.15% |
BTR vs CVRD Drawdown Comparison
The maximum drawdown for BTR was -16.67%, occurring on May 21, 2025. Recovery took 357 trading sessions.
The maximum drawdown for CVRD was -17.95%, occurring on Apr 8, 2025. Recovery took 143 trading sessions.
The current BTR drawdown is -0.17%. The current CVRD drawdown is -2.27%.
| Rank | BTR | CVRD |
|---|---|---|
| #1 | -16.67% Nov 29, 2024 - May 6, 2026 | -17.95% Dec 2, 2024 - Jul 1, 2025 |
| #2 | -11.30% Jul 31, 2023 - Jul 12, 2024 | -6.47% Sep 1, 2023 - Dec 1, 2023 |
| #3 | -5.67% Jul 22, 2024 - Aug 21, 2024 | -5.70% Jan 26, 2026 - Apr 17, 2026 |
| #4 | -3.30% Aug 30, 2024 - Sep 16, 2024 | -5.29% Oct 27, 2025 - Dec 10, 2025 |
| #5 | -2.75% Oct 18, 2024 - Nov 6, 2024 | -4.19% Jul 16, 2024 - Aug 15, 2024 |
| #6 | -2.14% Nov 11, 2024 - Nov 22, 2024 | -3.87% Mar 28, 2024 - May 15, 2024 |
| #7 | -2.12% May 4, 2023 - Jul 24, 2023 | -3.36% Jul 25, 2025 - Aug 22, 2025 |
| #8 | -1.95% May 28, 2026 - Jun 10, 2026 | -2.84% Jun 1, 2026 - Jun 10, 2026 |
| #9 | -1.92% Jul 16, 2024 - Jul 22, 2024 | -2.67% May 17, 2024 - Jul 16, 2024 |
| #10 | -1.28% May 6, 2026 - May 22, 2026 | -2.65% Aug 22, 2025 - Oct 21, 2025 |
| #11 | -0.97% Sep 30, 2024 - Oct 11, 2024 | -2.22% Apr 30, 2026 - May 29, 2026 |
| #12 | -0.88% Jul 26, 2023 - Jul 31, 2023 | -1.97% Aug 30, 2024 - Sep 17, 2024 |
| #13 | -0.76% Aug 23, 2024 - Aug 30, 2024 | -1.86% Jan 15, 2026 - Jan 22, 2026 |
| #14 | -0.55% Aug 21, 2024 - Aug 23, 2024 | -1.49% Dec 11, 2025 - Jan 5, 2026 |
| #15 | -0.49% Sep 24, 2024 - Sep 27, 2024 | -1.26% Oct 14, 2024 - Nov 6, 2024 |
Correlation
Correlation between BTR and CVRD is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2023 - 2026)
BTR vs CVRD dividend yield comparison.
| Year | BTR | CVRD |
|---|---|---|
| 2026 | 0.00% | 1.62% |
| 2025 | 1.29% | 7.63% |
| 2024 | 0.87% | 15.70% |
| 2023 | 0.91% | 1.50% |
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