BTR vs EAOR
Comparison between Beacon Tactical Risk ETF (BTR, ETF) and ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF).
BTR vs EAOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BTR
$33M
Winner
EAOR
$33M
Expense Ratio
BTR
1.08%
Winner
EAOR
0.18%
Max Drawdown
Winner
BTR
17.37%
EAOR
24.37%
Sharpe Ratio
Winner
BTR
1.22
EAOR
1.19
5Y Beta
Winner
BTR
0.53
EAOR
0.57
5Y Dividends CAGR
BTR
N/A
EAOR
17.86%
BTR vs EAOR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTR
+1.49%
EAOR
-0.58%
3M
BTR
+3.39%
Winner
EAOR
+3.59%
6M
Winner
BTR
+6.38%
EAOR
+5.84%
1Y
Winner
BTR
+16.49%
EAOR
+14.93%
5Y(CAGR)
BTR
N/A
EAOR
+6.13%
Max(CAGR)
BTR
+4.33%
Winner
EAOR
+8.76%
BTR vs EAOR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BTR | EAOR |
|---|---|---|
| 2026 | +9.30% | +6.73% |
| 2025 | -2.11% | +15.80% |
| 2024 | +14.73% | +11.50% |
| 2023 | -6.65% | +14.73% |
| 2022 | N/A | -16.69% |
| 2021 | N/A | +11.02% |
| 2020 | N/A | +15.00% |
BTR vs EAOR Drawdown Comparison
The maximum drawdown for BTR was -16.67%, occurring on May 21, 2025. Recovery took 357 trading sessions.
The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.
The current BTR drawdown is -0.51%. The current EAOR drawdown is -1.07%.
| Rank | BTR | EAOR |
|---|---|---|
| #1 | -16.67% Nov 29, 2024 - May 6, 2026 | -22.91% Nov 8, 2021 - May 15, 2024 |
| #2 | -11.30% Jul 31, 2023 - Jul 12, 2024 | -10.28% Feb 19, 2025 - May 16, 2025 |
| #3 | -5.67% Jul 22, 2024 - Aug 21, 2024 | -6.62% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -3.30% Aug 30, 2024 - Sep 16, 2024 | -5.23% Sep 2, 2020 - Nov 9, 2020 |
| #5 | -2.75% Oct 18, 2024 - Nov 6, 2024 | -4.42% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -2.14% Nov 11, 2024 - Nov 22, 2024 | -4.20% Dec 6, 2024 - Feb 14, 2025 |
| #7 | -2.12% May 4, 2023 - Jul 24, 2023 | -3.79% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -1.95% May 28, 2026 - Jun 15, 2026 | -3.60% Sep 3, 2021 - Nov 2, 2021 |
| #9 | -1.92% Jul 16, 2024 - Jul 22, 2024 | -3.33% Oct 28, 2025 - Dec 11, 2025 |
| #10 | -1.45% Jun 15, 2026 - Jul 2, 2026 | -3.07% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -1.28% May 6, 2026 - May 22, 2026 | -2.76% May 7, 2021 - Jun 1, 2021 |
| #12 | -1.01% Jul 16, 2026 - Jul 20, 2026 | -2.43% Sep 26, 2024 - Nov 29, 2024 |
| #13 | -0.97% Sep 30, 2024 - Oct 11, 2024 | -2.38% Jan 21, 2021 - Feb 5, 2021 |
| #14 | -0.92% Jul 7, 2026 - Jul 16, 2026 | -2.23% Aug 23, 2024 - Sep 13, 2024 |
| #15 | -0.88% Jul 26, 2023 - Jul 31, 2023 | -1.97% Jun 23, 2020 - Jul 2, 2020 |
Correlation
Correlation between BTR and EAOR is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2020 - 2026)
BTR vs EAOR dividend yield comparison.
| Year | BTR | EAOR |
|---|---|---|
| 2026 | 0.00% | 1.14% |
| 2025 | 1.29% | 2.45% |
| 2024 | 0.87% | 2.52% |
| 2023 | 0.91% | 2.39% |
| 2022 | 0.00% | 1.99% |
| 2021 | 0.00% | 1.39% |
| 2020 | 0.00% | 1.07% |
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