IRTR vs BSR
Comparison between ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF) and Beacon Selective Risk ETF (BSR, ETF).
IRTR vs BSR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IRTR
$57M
BSR
$56M
Expense Ratio
Winner
IRTR
0.08%
BSR
1.09%
Max Drawdown
Winner
IRTR
7.47%
BSR
15.68%
Sharpe Ratio
Winner
IRTR
1.08
BSR
0.48
5Y Beta
Winner
IRTR
0.37
BSR
0.42
IRTR vs BSR - Historical Returns
Returns include dividend reinvestment.
1M
IRTR
-0.44%
Winner
BSR
+0.03%
3M
Winner
IRTR
+1.95%
BSR
+1.14%
6M
Winner
IRTR
+3.85%
BSR
+0.01%
1Y
Winner
IRTR
+10.57%
BSR
+7.70%
Max(CAGR)
Winner
IRTR
+13.13%
BSR
+7.38%
IRTR vs BSR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IRTR | BSR |
|---|---|---|
| 2026 | +4.49% | +2.43% |
| 2025 | +12.80% | +4.21% |
| 2024 | +8.21% | +13.08% |
| 2023 | +10.63% | +4.57% |
IRTR vs BSR Drawdown Comparison
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The maximum drawdown for BSR was -15.68%, occurring on May 23, 2025. This drawdown has not yet recovered.
The current IRTR drawdown is -0.83%. The current BSR drawdown is -4.87%.
| Rank | IRTR | BSR |
|---|---|---|
| #1 | -6.29% Feb 26, 2025 - May 13, 2025 | -15.68% May 14, 2025 - May 23, 2025 |
| #2 | -4.82% Feb 25, 2026 - Apr 17, 2026 | -11.04% Nov 29, 2024 - May 14, 2025 |
| #3 | -3.76% Dec 6, 2024 - Feb 26, 2025 | -8.64% Jul 31, 2023 - Feb 15, 2024 |
| #4 | -3.38% Mar 28, 2024 - May 15, 2024 | -6.04% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -2.41% Sep 27, 2024 - Nov 29, 2024 | -4.95% Mar 28, 2024 - May 15, 2024 |
| #6 | -2.39% Oct 28, 2025 - Dec 23, 2025 | -3.45% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -2.25% Jul 16, 2024 - Aug 15, 2024 | -2.65% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -1.91% Jun 2, 2026 - Jul 6, 2026 | -2.50% May 15, 2024 - Jul 5, 2024 |
| #9 | -1.82% Dec 27, 2023 - Feb 1, 2024 | -2.23% Nov 11, 2024 - Nov 22, 2024 |
| #10 | -1.53% May 15, 2024 - Jun 5, 2024 | -1.67% Sep 30, 2024 - Oct 14, 2024 |
| #11 | -1.50% Feb 1, 2024 - Feb 23, 2024 | -1.55% May 18, 2023 - Jun 2, 2023 |
| #12 | -1.44% May 6, 2026 - May 26, 2026 | -1.32% Jun 30, 2023 - Jul 12, 2023 |
| #13 | -1.15% Jul 6, 2026 - Jul 20, 2026 | -1.24% Jul 19, 2023 - Jul 31, 2023 |
| #14 | -1.09% Oct 24, 2023 - Nov 1, 2023 | -1.17% Apr 28, 2023 - May 18, 2023 |
| #15 | -1.02% Jan 15, 2026 - Jan 26, 2026 | -1.13% Apr 18, 2023 - Apr 28, 2023 |
Correlation
Correlation between IRTR and BSR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
IRTR vs BSR dividend yield comparison.
| Year | IRTR | BSR |
|---|---|---|
| 2026 | 1.55% | 0.00% |
| 2025 | 3.03% | 2.89% |
| 2024 | 3.03% | 0.89% |
| 2023 | 0.85% | 1.08% |
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