BTR vs VXZ
Comparison between Beacon Tactical Risk ETF (BTR, ETF) and iPath Series B S&P 500 VIX Mid-Term Futures ETN (VXZ, ETF).
BTR vs VXZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BTR
$37M
Winner
VXZ
$37M
Expense Ratio
BTR
1.08%
Winner
VXZ
0.89%
Max Drawdown
Winner
BTR
17.37%
VXZ
69.00%
Sharpe Ratio
Winner
BTR
1.28
VXZ
-0.54
5Y Beta
BTR
0.54
Winner
VXZ
-1.49
BTR vs VXZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BTR
-0.22%
VXZ
-2.90%
3M
Winner
BTR
+2.39%
VXZ
-3.26%
6M
Winner
BTR
+7.63%
VXZ
-1.52%
1Y
Winner
BTR
+17.27%
VXZ
-9.11%
5Y(CAGR)
BTR
N/A
VXZ
-12.71%
10Y(CAGR)
BTR
N/A
VXZ
-2.59%
Max(CAGR)
Winner
BTR
+3.84%
VXZ
-2.59%
BTR vs VXZ - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BTR | VXZ |
|---|---|---|
| 2026 | +7.11% | +1.99% |
| 2025 | -2.11% | +5.13% |
| 2024 | +14.73% | -12.29% |
| 2023 | -6.65% | -43.19% |
| 2022 | N/A | +1.69% |
| 2021 | N/A | -18.73% |
| 2020 | N/A | +76.74% |
| 2019 | N/A | -19.12% |
| 2018 | N/A | +31.89% |
BTR vs VXZ Drawdown Comparison
The maximum drawdown for BTR was -16.67%, occurring on May 21, 2025. Recovery took 357 trading sessions.
The maximum drawdown for VXZ was -69.00%, occurring on Nov 29, 2024. This drawdown has not yet recovered.
The current BTR drawdown is -1.38%. The current VXZ drawdown is -64.79%.
| Rank | BTR | VXZ |
|---|---|---|
| #1 | -16.67% Nov 29, 2024 - May 6, 2026 | -69.00% Mar 18, 2020 - Nov 29, 2024 |
| #2 | -11.30% Jul 31, 2023 - Jul 12, 2024 | -28.77% Apr 4, 2018 - Mar 9, 2020 |
| #3 | -5.67% Jul 22, 2024 - Aug 21, 2024 | -6.59% Mar 2, 2018 - Apr 2, 2018 |
| #4 | -3.30% Aug 30, 2024 - Sep 16, 2024 | -6.05% Feb 14, 2018 - Mar 1, 2018 |
| #5 | -2.75% Oct 18, 2024 - Nov 6, 2024 | -4.85% Mar 12, 2020 - Mar 16, 2020 |
| #6 | -2.14% Nov 11, 2024 - Nov 22, 2024 | -3.49% Mar 9, 2020 - Mar 11, 2020 |
| #7 | -2.12% May 4, 2023 - Jul 24, 2023 | -1.07% Jan 18, 2018 - Jan 23, 2018 |
| #8 | -1.92% Jul 16, 2024 - Jul 22, 2024 | N/A |
| #9 | -1.38% May 28, 2026 - Jun 5, 2026 | N/A |
| #10 | -1.28% May 6, 2026 - May 22, 2026 | N/A |
| #11 | -0.97% Sep 30, 2024 - Oct 11, 2024 | N/A |
| #12 | -0.88% Jul 26, 2023 - Jul 31, 2023 | N/A |
| #13 | -0.76% Aug 23, 2024 - Aug 30, 2024 | N/A |
| #14 | -0.55% Aug 21, 2024 - Aug 23, 2024 | N/A |
| #15 | -0.49% Sep 24, 2024 - Sep 27, 2024 | N/A |
Correlation
Correlation between BTR and VXZ is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.37
-101
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