BTR vs FTBD
Comparison between Beacon Tactical Risk ETF (BTR, ETF) and FIDELITY TACTICAL BOND ETF (FTBD, ETF).
BTR vs FTBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BTR
$37M
Winner
FTBD
$37M
Expense Ratio
BTR
1.08%
Winner
FTBD
0.55%
Max Drawdown
BTR
17.37%
Winner
FTBD
9.88%
Sharpe Ratio
Winner
BTR
1.28
FTBD
0.41
5Y Beta
BTR
0.54
Winner
FTBD
0.07
BTR vs FTBD - Historical Returns
Returns include dividend reinvestment.
1M
BTR
-0.22%
Winner
FTBD
-0.12%
3M
Winner
BTR
+2.39%
FTBD
-0.56%
6M
Winner
BTR
+7.63%
FTBD
+0.96%
1Y
Winner
BTR
+17.27%
FTBD
+5.71%
Max(CAGR)
BTR
+3.84%
Winner
FTBD
+4.29%
BTR vs FTBD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BTR | FTBD |
|---|---|---|
| 2026 | +7.11% | +0.88% |
| 2025 | -2.11% | +8.34% |
| 2024 | +14.73% | +2.34% |
| 2023 | -6.65% | +3.72% |
BTR vs FTBD Drawdown Comparison
The maximum drawdown for BTR was -16.67%, occurring on May 21, 2025. Recovery took 357 trading sessions.
The maximum drawdown for FTBD was -6.98%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The current BTR drawdown is -1.38%. The current FTBD drawdown is -1.45%.
| Rank | BTR | FTBD |
|---|---|---|
| #1 | -16.67% Nov 29, 2024 - May 6, 2026 | -6.98% Feb 2, 2023 - Dec 6, 2023 |
| #2 | -11.30% Jul 31, 2023 - Jul 12, 2024 | -4.94% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -5.67% Jul 22, 2024 - Aug 21, 2024 | -3.80% Dec 27, 2023 - Jun 18, 2024 |
| #4 | -3.30% Aug 30, 2024 - Sep 16, 2024 | -2.98% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -2.75% Oct 18, 2024 - Nov 6, 2024 | -1.52% Jun 18, 2024 - Jul 5, 2024 |
| #6 | -2.14% Nov 11, 2024 - Nov 22, 2024 | -1.21% Jul 1, 2025 - Jul 29, 2025 |
| #7 | -2.12% May 4, 2023 - Jul 24, 2023 | -1.18% Oct 28, 2025 - Jan 14, 2026 |
| #8 | -1.92% Jul 16, 2024 - Jul 22, 2024 | -1.09% Aug 2, 2024 - Aug 14, 2024 |
| #9 | -1.38% May 28, 2026 - Jun 5, 2026 | -1.07% Jul 17, 2024 - Jul 31, 2024 |
| #10 | -1.28% May 6, 2026 - May 22, 2026 | -0.83% Sep 16, 2025 - Oct 14, 2025 |
| #11 | -0.97% Sep 30, 2024 - Oct 11, 2024 | -0.75% Aug 13, 2025 - Aug 28, 2025 |
| #12 | -0.88% Jul 26, 2023 - Jul 31, 2023 | -0.61% Dec 7, 2023 - Dec 13, 2023 |
| #13 | -0.76% Aug 23, 2024 - Aug 30, 2024 | -0.57% Aug 21, 2024 - Sep 4, 2024 |
| #14 | -0.55% Aug 21, 2024 - Aug 23, 2024 | -0.52% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -0.49% Sep 24, 2024 - Sep 27, 2024 | -0.45% Aug 14, 2024 - Aug 19, 2024 |
Correlation
Correlation between BTR and FTBD is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2023 - 2026)
BTR vs FTBD dividend yield comparison.
| Year | BTR | FTBD |
|---|---|---|
| 2026 | 0.00% | 1.86% |
| 2025 | 1.29% | 5.04% |
| 2024 | 0.87% | 4.76% |
| 2023 | 0.91% | 4.69% |
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