BTR vs UPSX
Comparison between Beacon Tactical Risk ETF (BTR, ETF) and TRADR 2X LONG UPST DAILY ETF (UPSX, ETF).
BTR vs UPSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BTR
$33M
UPSX
$33M
Expense Ratio
BTR
1.08%
UPSX
N/A
Max Drawdown
Winner
BTR
17.37%
UPSX
95.01%
Sharpe Ratio
Winner
BTR
1.22
UPSX
-1.22
5Y Beta
Winner
BTR
0.53
UPSX
5.66
BTR vs UPSX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTR
+1.49%
UPSX
-15.33%
3M
Winner
BTR
+3.39%
UPSX
-32.48%
6M
Winner
BTR
+6.38%
UPSX
-71.04%
1Y
Winner
BTR
+16.49%
UPSX
-92.65%
Max(CAGR)
Winner
BTR
+4.33%
UPSX
-84.95%
BTR vs UPSX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BTR | UPSX |
|---|---|---|
| 2026 | +9.30% | -71.66% |
| 2025 | -2.11% | -60.75% |
| 2024 | +14.73% | N/A |
| 2023 | -6.65% | N/A |
BTR vs UPSX Drawdown Comparison
The maximum drawdown for BTR was -16.67%, occurring on May 21, 2025. Recovery took 357 trading sessions.
The maximum drawdown for UPSX was -95.01%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current BTR drawdown is -0.51%. The current UPSX drawdown is -93.89%.
| Rank | BTR | UPSX |
|---|---|---|
| #1 | -16.67% Nov 29, 2024 - May 6, 2026 | -95.01% Jul 23, 2025 - Mar 30, 2026 |
| #2 | -11.30% Jul 31, 2023 - Jul 12, 2024 | -20.57% Jun 11, 2025 - Jun 18, 2025 |
| #3 | -5.67% Jul 22, 2024 - Aug 21, 2024 | -12.45% Jul 10, 2025 - Jul 22, 2025 |
| #4 | -3.30% Aug 30, 2024 - Sep 16, 2024 | -7.19% Jun 24, 2025 - Jul 1, 2025 |
| #5 | -2.75% Oct 18, 2024 - Nov 6, 2024 | -3.70% Jun 18, 2025 - Jun 24, 2025 |
| #6 | -2.14% Nov 11, 2024 - Nov 22, 2024 | -0.90% Jul 7, 2025 - Jul 9, 2025 |
| #7 | -2.12% May 4, 2023 - Jul 24, 2023 | N/A |
| #8 | -1.95% May 28, 2026 - Jun 15, 2026 | N/A |
| #9 | -1.92% Jul 16, 2024 - Jul 22, 2024 | N/A |
| #10 | -1.45% Jun 15, 2026 - Jul 2, 2026 | N/A |
| #11 | -1.28% May 6, 2026 - May 22, 2026 | N/A |
| #12 | -1.01% Jul 16, 2026 - Jul 20, 2026 | N/A |
| #13 | -0.97% Sep 30, 2024 - Oct 11, 2024 | N/A |
| #14 | -0.92% Jul 7, 2026 - Jul 16, 2026 | N/A |
| #15 | -0.88% Jul 26, 2023 - Jul 31, 2023 | N/A |
Correlation
Correlation between BTR and UPSX is -0.82 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.82
-101
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