BTR vs VEMY
Comparison between Beacon Tactical Risk ETF (BTR, ETF) and VIRTUS STONE HARBOR EMERGING MARKETS HIGH YIELD BOND ETF (VEMY, ETF).
BTR vs VEMY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BTR
$33M
VEMY
$33M
Expense Ratio
BTR
1.08%
Winner
VEMY
0.55%
Max Drawdown
BTR
17.37%
Winner
VEMY
10.78%
Sharpe Ratio
BTR
1.22
Winner
VEMY
1.74
5Y Beta
BTR
0.53
Winner
VEMY
0.29
BTR vs VEMY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTR
+1.49%
VEMY
-0.05%
3M
Winner
BTR
+3.39%
VEMY
+1.59%
6M
Winner
BTR
+6.38%
VEMY
+5.00%
1Y
Winner
BTR
+16.49%
VEMY
+14.59%
Max(CAGR)
BTR
+4.33%
Winner
VEMY
+13.42%
BTR vs VEMY - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BTR | VEMY |
|---|---|---|
| 2026 | +9.30% | +6.27% |
| 2025 | -2.11% | +14.64% |
| 2024 | +14.73% | +14.24% |
| 2023 | -6.65% | +13.54% |
| 2022 | N/A | -1.08% |
BTR vs VEMY Drawdown Comparison
The maximum drawdown for BTR was -16.67%, occurring on May 21, 2025. Recovery took 357 trading sessions.
The maximum drawdown for VEMY was -8.75%, occurring on Mar 20, 2023. Recovery took 121 trading sessions.
The current BTR drawdown is -0.51%. The current VEMY drawdown is -0.46%.
| Rank | BTR | VEMY |
|---|---|---|
| #1 | -16.67% Nov 29, 2024 - May 6, 2026 | -8.75% Feb 2, 2023 - Jul 28, 2023 |
| #2 | -11.30% Jul 31, 2023 - Jul 12, 2024 | -6.57% Feb 28, 2025 - Jun 11, 2025 |
| #3 | -5.67% Jul 22, 2024 - Aug 21, 2024 | -4.39% Jul 31, 2023 - Nov 14, 2023 |
| #4 | -3.30% Aug 30, 2024 - Sep 16, 2024 | -4.00% Feb 18, 2026 - Apr 13, 2026 |
| #5 | -2.75% Oct 18, 2024 - Nov 6, 2024 | -3.01% Apr 9, 2024 - May 15, 2024 |
| #6 | -2.14% Nov 11, 2024 - Nov 22, 2024 | -1.96% Dec 9, 2024 - Jan 21, 2025 |
| #7 | -2.12% May 4, 2023 - Jul 24, 2023 | -1.66% May 6, 2026 - May 28, 2026 |
| #8 | -1.95% May 28, 2026 - Jun 15, 2026 | -1.64% Dec 27, 2023 - Jan 12, 2024 |
| #9 | -1.92% Jul 16, 2024 - Jul 22, 2024 | -1.60% Sep 24, 2025 - Oct 24, 2025 |
| #10 | -1.45% Jun 15, 2026 - Jul 2, 2026 | -1.38% Dec 13, 2022 - Jan 4, 2023 |
| #11 | -1.28% May 6, 2026 - May 22, 2026 | -1.35% Oct 16, 2024 - Nov 7, 2024 |
| #12 | -1.01% Jul 16, 2026 - Jul 20, 2026 | -1.19% May 15, 2024 - Jul 5, 2024 |
| #13 | -0.97% Sep 30, 2024 - Oct 11, 2024 | -1.17% Apr 17, 2026 - May 6, 2026 |
| #14 | -0.92% Jul 7, 2026 - Jul 16, 2026 | -1.07% Jan 24, 2023 - Feb 1, 2023 |
| #15 | -0.88% Jul 26, 2023 - Jul 31, 2023 | -1.07% Dec 1, 2023 - Dec 13, 2023 |
Correlation
Correlation between BTR and VEMY is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2023 - 2026)
BTR vs VEMY dividend yield comparison.
| Year | BTR | VEMY |
|---|---|---|
| 2026 | 0.00% | 3.24% |
| 2025 | 1.29% | 8.89% |
| 2024 | 0.87% | 10.28% |
| 2023 | 0.91% | 9.55% |
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