JULZ vs BTR
Comparison between TRUESHARES STRUCTURED OUTCOME (JULY) ETF (JULZ, ETF) and Beacon Tactical Risk ETF (BTR, ETF).
JULZ vs BTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JULZ vs BTR - Holdings Comparison
JULZ and BTR have 0 common holdings. Overlap is 0.00%
JULZ's top 25 holdings weight is 0.33%. BTR's top 25 holdings weight is 99.63%.
| Rank | JULZ | BTR |
|---|---|---|
| #1 | STATE STREET INSTL US GOVT MMKT ADMIN (SALXX) - 0.33% | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 11.81% |
| #2 | N/A | VANGUARD ENERGY ETF (VDE) - 10.41% |
| #3 | N/A | VANGUARD INDUSTRIALS ETF (VIS) - 9.52% |
| #4 | N/A | VANGUARD COMMUNICATION SERVICES ETF (VOX) - 9.21% |
| #5 | N/A | VANGUARD MATERIALS ETF (VAW) - 9.17% |
| #6 | N/A | VANGUARD CONSUMER DISCRETIONARY ETF (VCR) - 8.72% |
| #7 | N/A | VANGUARD HEALTH CARE ETF (VHT) - 8.64% |
| #8 | N/A | VANGUARD UTILITIES ETF (VPU) - 8.43% |
| #9 | N/A | VANGUARD REAL ESTATE ETF (VNQ) - 8.17% |
| #10 | N/A | VANGUARD FINANCIALS ETF (VFH) - 7.81% |
| #11 | N/A | VANGUARD CONSUMER STAPLES ETF (VDC) - 7.74% |
| #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 | 1 | 11 |
JULZ vs BTR - Historical Returns
Returns include dividend reinvestment.
JULZ vs BTR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULZ | BTR |
|---|---|---|
| 2026 | +6.97% | +8.43% |
| 2025 | +13.37% | -2.11% |
| 2024 | +19.35% | +14.73% |
| 2023 | +18.07% | -6.65% |
| 2022 | -9.63% | N/A |
| 2021 | +23.02% | N/A |
| 2020 | +16.20% | N/A |
JULZ vs BTR Drawdown Comparison
The maximum drawdown for JULZ was -14.71%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for BTR was -16.67%, occurring on May 21, 2025. Recovery took 357 trading sessions.
The current JULZ drawdown is -2.17%. The current BTR drawdown is -0.17%.
| Rank | JULZ | BTR |
|---|---|---|
| #1 | -14.71% Feb 19, 2025 - Jun 27, 2025 | -16.67% Nov 29, 2024 - May 6, 2026 |
| #2 | -14.62% Dec 29, 2021 - Jun 30, 2023 | -11.30% Jul 31, 2023 - Jul 12, 2024 |
| #3 | -8.53% Jan 28, 2026 - Apr 16, 2026 | -5.67% Jul 22, 2024 - Aug 21, 2024 |
| #4 | -7.77% Sep 2, 2020 - Nov 13, 2020 | -3.30% Aug 30, 2024 - Sep 16, 2024 |
| #5 | -6.87% Jul 31, 2023 - Nov 30, 2023 | -2.75% Oct 18, 2024 - Nov 6, 2024 |
| #6 | -6.73% Jul 16, 2024 - Sep 19, 2024 | -2.14% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -4.50% Mar 28, 2024 - May 15, 2024 | -2.12% May 4, 2023 - Jul 24, 2023 |
| #8 | -4.20% Oct 28, 2025 - Dec 24, 2025 | -1.95% May 28, 2026 - Jun 10, 2026 |
| #9 | -3.81% Feb 12, 2021 - Mar 12, 2021 | -1.92% Jul 16, 2024 - Jul 22, 2024 |
| #10 | -3.77% Jun 2, 2026 - Jun 10, 2026 | -1.28% May 6, 2026 - May 22, 2026 |
| #11 | -3.59% Dec 6, 2024 - Jan 23, 2025 | -0.97% Sep 30, 2024 - Oct 11, 2024 |
| #12 | -3.58% Sep 3, 2021 - Oct 21, 2021 | -0.88% Jul 26, 2023 - Jul 31, 2023 |
| #13 | -3.49% May 7, 2021 - Jun 10, 2021 | -0.76% Aug 23, 2024 - Aug 30, 2024 |
| #14 | -2.93% Nov 18, 2021 - Dec 10, 2021 | -0.55% Aug 21, 2024 - Aug 23, 2024 |
| #15 | -2.78% Jan 21, 2021 - Feb 4, 2021 | -0.49% Sep 24, 2024 - Sep 27, 2024 |
Correlation
Correlation between JULZ and BTR is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2022 - 2025)
JULZ vs BTR dividend yield comparison.
| Year | JULZ | BTR |
|---|---|---|
| 2025 | 11.96% | 1.29% |
| 2024 | 3.30% | 0.87% |
| 2023 | 3.59% | 0.91% |
| 2022 | 0.07% | 0.00% |
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