BTR vs JULZ
Comparison between Beacon Tactical Risk ETF (BTR, ETF) and TRUESHARES STRUCTURED OUTCOME (JULY) ETF (JULZ, ETF).
BTR vs JULZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BTR vs JULZ - Holdings Comparison
BTR and JULZ have 0 common holdings. Overlap is 0.00%
BTR's top 25 holdings weight is 99.38%. JULZ's top 25 holdings weight is 0.04%.
| Rank | BTR | JULZ |
|---|---|---|
| #1 | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 11.29% | STATE STREET INSTL US GOVT MMKT ADMIN (SALXX) - 0.04% |
| #2 | VANGUARD ENERGY ETF (VDE) - 10.41% | N/A |
| #3 | VANGUARD INDUSTRIALS ETF (VIS) - 9.61% | N/A |
| #4 | VANGUARD HEALTH CARE ETF (VHT) - 9.12% | N/A |
| #5 | VANGUARD COMMUNICATION SERVICES ETF (VOX) - 8.83% | N/A |
| #6 | VANGUARD MATERIALS ETF (VAW) - 8.80% | N/A |
| #7 | VANGUARD UTILITIES ETF (VPU) - 8.54% | N/A |
| #8 | VANGUARD CONSUMER DISCRETIONARY ETF (VCR) - 8.42% | N/A |
| #9 | VANGUARD FINANCIALS ETF (VFH) - 8.39% | N/A |
| #10 | VANGUARD REAL ESTATE ETF (VNQ) - 8.23% | N/A |
| #11 | VANGUARD CONSUMER STAPLES ETF (VDC) - 7.74% | N/A |
| #12 | N/A | N/A |
| #13 | N/A | 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 | 11 | 1 |
BTR vs JULZ - Historical Returns
Returns include dividend reinvestment.
BTR vs JULZ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BTR | JULZ |
|---|---|---|
| 2026 | +9.30% | +7.70% |
| 2025 | -2.11% | +13.37% |
| 2024 | +14.73% | +19.35% |
| 2023 | -6.65% | +18.07% |
| 2022 | N/A | -9.63% |
| 2021 | N/A | +23.02% |
| 2020 | N/A | +16.20% |
BTR vs JULZ Drawdown Comparison
The maximum drawdown for BTR was -16.67%, occurring on May 21, 2025. Recovery took 357 trading sessions.
The maximum drawdown for JULZ was -14.71%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current BTR drawdown is -0.51%. The current JULZ drawdown is -1.50%.
| Rank | BTR | JULZ |
|---|---|---|
| #1 | -16.67% Nov 29, 2024 - May 6, 2026 | -14.71% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -11.30% Jul 31, 2023 - Jul 12, 2024 | -14.62% Dec 29, 2021 - Jun 30, 2023 |
| #3 | -5.67% Jul 22, 2024 - Aug 21, 2024 | -8.53% Jan 28, 2026 - Apr 16, 2026 |
| #4 | -3.30% Aug 30, 2024 - Sep 16, 2024 | -7.77% Sep 2, 2020 - Nov 13, 2020 |
| #5 | -2.75% Oct 18, 2024 - Nov 6, 2024 | -6.87% Jul 31, 2023 - Nov 30, 2023 |
| #6 | -2.14% Nov 11, 2024 - Nov 22, 2024 | -6.73% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -2.12% May 4, 2023 - Jul 24, 2023 | -4.50% Mar 28, 2024 - May 15, 2024 |
| #8 | -1.95% May 28, 2026 - Jun 15, 2026 | -4.20% Oct 28, 2025 - Dec 24, 2025 |
| #9 | -1.92% Jul 16, 2024 - Jul 22, 2024 | -4.07% Jun 2, 2026 - Jun 26, 2026 |
| #10 | -1.45% Jun 15, 2026 - Jul 2, 2026 | -3.81% Feb 12, 2021 - Mar 12, 2021 |
| #11 | -1.28% May 6, 2026 - May 22, 2026 | -3.59% Dec 6, 2024 - Jan 23, 2025 |
| #12 | -1.01% Jul 16, 2026 - Jul 20, 2026 | -3.58% Sep 3, 2021 - Oct 21, 2021 |
| #13 | -0.97% Sep 30, 2024 - Oct 11, 2024 | -3.49% May 7, 2021 - Jun 10, 2021 |
| #14 | -0.92% Jul 7, 2026 - Jul 16, 2026 | -2.93% Nov 18, 2021 - Dec 10, 2021 |
| #15 | -0.88% Jul 26, 2023 - Jul 31, 2023 | -2.78% Jan 21, 2021 - Feb 4, 2021 |
Correlation
Correlation between BTR and JULZ is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2022 - 2025)
BTR vs JULZ dividend yield comparison.
| Year | BTR | JULZ |
|---|---|---|
| 2025 | 1.29% | 11.96% |
| 2024 | 0.87% | 3.30% |
| 2023 | 0.91% | 3.59% |
| 2022 | 0.00% | 0.07% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks