SURE vs BSR
Comparison between ADVISORSHARES INSIDER ADVANTAGE ETF (SURE, ETF) and Beacon Selective Risk ETF (BSR, ETF).
SURE vs BSR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SURE
$57M
BSR
$56M
Expense Ratio
Winner
SURE
0.90%
BSR
1.09%
Max Drawdown
SURE
35.68%
Winner
BSR
15.68%
Sharpe Ratio
Winner
SURE
1.46
BSR
0.26
5Y Beta
SURE
0.83
Winner
BSR
0.42
P/E Ratio
SURE
20.05
BSR
N/A
Forward P/E
SURE
16.68
BSR
N/A
5Y Dividends CAGR
SURE
20.56%
BSR
N/A
5Y EPS CAGR
SURE
17.41%
BSR
N/A
Debt to Equity
SURE
21.45%
BSR
N/A
P/S Ratio
SURE
2.08
BSR
N/A
P/B Ratio
SURE
4.06
BSR
N/A
SURE vs BSR - Holdings Comparison
SURE and BSR have 1 common holdings. Overlap is 0.18%
SURE's top 25 holdings weight is 34.30%. BSR's top 25 holdings weight is 98.27%.
| Rank | SURE | BSR |
|---|---|---|
| #1 | SEZZLE INC (SEZL) - 1.99% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 25.23% |
| #2 | MARVELL TECHNOLOGY INC (MRVL) - 1.90% | INVESCO QQQ TRUST (QQQ) - 24.50% |
| #3 | APPLIED MATERIALS INC (AMAT) - 1.79% | STATE STREETSPDRPORTS&P1500COMPSTKMKTETF (SPTM) - 3.44% |
| #4 | DAVITA INC (DVA) - 1.72% | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 3.44% |
| #5 | FORTINET INC (FTNT) - 1.68% | VICTORYSHARES FREE CASH FLOW ETF (VFLO) - 3.15% |
| #6 | IRIDIUM COMMUNICATIONS INC (IRDM) - 1.60% | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 2.51% |
| #7 | LAM RESEARCH CORP (LRCX) - 1.56% | T. ROWE PRICE SMALL-MID CAP ETF (TMSL) - 2.47% |
| #8 | KFORCE INC (KFRC) - 1.44% | VANGUARD ENERGY ETF (VDE) - 2.43% |
| #9 | EVERQUOTE INC CLASS A (EVER) - 1.42% | VANGUARD COMMUNICATION SERVICES ETF (VOX) - 2.37% |
| #10 | KLA CORP (KLAC) - 1.34% | VANGUARD FINANCIALS ETF (VFH) - 2.32% |
| #11 | CATERPILLAR INC (CAT) - 1.29% | VANGUARD REAL ESTATE ETF (VNQ) - 2.29% |
| #12 | ENOVA INTERNATIONAL INC (ENVA) - 1.28% | VANGUARD CONSUMER STAPLES ETF (VDC) - 2.28% |
| #13 | PAYONEER GLOBAL INC (PAYO) - 1.26% | VANGUARD UTILITIES ETF (VPU) - 2.28% |
| #14 | DAVE INC ORDINARY SHARES CLASS A (DAVE) - 1.26% | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 2.27% |
| #15 | ALBANY INTERNATIONAL CORP (AIN) - 1.23% | VANGUARD HEALTH CARE ETF (VHT) - 2.27% |
| #16 | CROCS INC (CROX) - 1.22% | VANGUARD MATERIALS ETF (VAW) - 2.25% |
| #17 | MURPHY USA INC (MUSA) - 1.18% | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 2.24% |
| #18 | MONARCH CASINO & RESORT INC (MCRI) - 1.18% | VANGUARD INDUSTRIALS ETF (VIS) - 2.20% |
| #19 | ELEVANCE HEALTH INC (ELV) - 1.17% | PIMCO ENHANCED LOW DURATION ACTIVE ETF (LDUR) - 1.89% |
| #20 | STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 1.17% | ASTORIA US EQUAL WEIGHT QUALITY KINGSETF (ROE) - 1.75% |
| #21 | QUALCOMM INC (QCOM) - 1.15% | ANGEL OAK INCOME ETF (CARY) - 1.14% |
| #22 | ENCORE CAPITAL GROUP INC (ECPG) - 1.12% | STATE STREET® SPDR® BLMBG INVGRDFLTRTETF (FLRN) - 1.09% |
| #23 | UNITED RENTALS INC (URI) - 1.12% | VANGUARD CONSUMER DISCRETIONARY ETF (VCR) - 0.90% |
| #24 | FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 1.12% | SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) - 0.79% |
| #25 | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.11% | IMGP DBI MANAGED FUTURES STRATEGY ETF (DBMF) - 0.77% |
| Total Holdings | 102 | 30 |
SURE vs BSR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SURE
+2.01%
BSR
-1.11%
3M
Winner
SURE
+6.84%
BSR
-0.81%
6M
Winner
SURE
+10.83%
BSR
-1.54%
1Y
Winner
SURE
+23.56%
BSR
+5.64%
5Y(CAGR)
SURE
+10.40%
BSR
N/A
10Y(CAGR)
SURE
+10.94%
BSR
N/A
Max(CAGR)
Winner
SURE
+13.22%
BSR
+6.95%
SURE vs BSR - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SURE | BSR |
|---|---|---|
| 2026 | +14.40% | +1.16% |
| 2025 | +11.05% | +4.21% |
| 2024 | +12.64% | +13.08% |
| 2023 | +25.16% | +4.57% |
| 2022 | -12.09% | N/A |
| 2021 | +25.01% | N/A |
| 2020 | +8.13% | N/A |
| 2019 | +27.58% | N/A |
| 2018 | -17.27% | N/A |
| 2017 | +12.02% | N/A |
| 2016 | +20.73% | N/A |
| 2015 | -1.33% | N/A |
| 2014 | +16.05% | N/A |
| 2013 | +39.47% | N/A |
| 2012 | +12.56% | N/A |
| 2011 | +12.49% | N/A |
SURE vs BSR Drawdown Comparison
The maximum drawdown for SURE was -35.68%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The maximum drawdown for BSR was -15.68%, occurring on May 23, 2025. This drawdown has not yet recovered.
The current SURE drawdown is -2.08%. The current BSR drawdown is -6.05%.
| Rank | SURE | BSR |
|---|---|---|
| #1 | -35.68% Feb 12, 2020 - Nov 13, 2020 | -15.68% May 14, 2025 - May 23, 2025 |
| #2 | -25.07% Jan 26, 2018 - Dec 18, 2019 | -11.04% Nov 29, 2024 - May 14, 2025 |
| #3 | -23.75% Jan 14, 2022 - Jul 31, 2023 | -8.64% Jul 31, 2023 - Feb 15, 2024 |
| #4 | -21.55% Nov 26, 2024 - Sep 11, 2025 | -6.04% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -15.94% May 21, 2015 - Aug 15, 2016 | -4.95% Mar 28, 2024 - May 15, 2024 |
| #6 | -11.43% Sep 18, 2012 - Feb 7, 2013 | -3.45% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -9.83% Apr 2, 2012 - Aug 9, 2012 | -2.65% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -9.81% Aug 1, 2023 - Dec 1, 2023 | -2.50% May 15, 2024 - Jul 5, 2024 |
| #9 | -9.39% Oct 28, 2011 - Jan 13, 2012 | -2.23% Nov 11, 2024 - Nov 22, 2024 |
| #10 | -7.98% Jul 16, 2024 - Sep 19, 2024 | -1.67% Sep 30, 2024 - Oct 14, 2024 |
| #11 | -7.32% Nov 5, 2021 - Jan 4, 2022 | -1.55% May 18, 2023 - Jun 2, 2023 |
| #12 | -7.28% Sep 5, 2014 - Oct 30, 2014 | -1.32% Jun 30, 2023 - Jul 12, 2023 |
| #13 | -7.10% Mar 2, 2026 - Apr 17, 2026 | -1.24% Jul 19, 2023 - Jul 31, 2023 |
| #14 | -6.62% Jun 1, 2021 - Oct 20, 2021 | -1.17% Apr 28, 2023 - May 18, 2023 |
| #15 | -6.34% Mar 28, 2024 - Jul 16, 2024 | -1.13% Apr 18, 2023 - Apr 28, 2023 |
Correlation
Correlation between SURE and BSR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2011 - 2025)
SURE vs BSR dividend yield comparison.
| Year | SURE | BSR |
|---|---|---|
| 2025 | 1.01% | 2.89% |
| 2024 | 0.68% | 0.89% |
| 2023 | 1.11% | 1.08% |
| 2022 | 1.72% | 0.00% |
| 2021 | 1.08% | 0.00% |
| 2020 | 1.28% | 0.00% |
| 2019 | 1.09% | 0.00% |
| 2018 | 1.26% | 0.00% |
| 2017 | 0.65% | 0.00% |
| 2016 | 1.14% | 0.00% |
| 2015 | 0.77% | 0.00% |
| 2014 | 0.61% | 0.00% |
| 2013 | 0.32% | 0.00% |
| 2012 | 0.99% | 0.00% |
| 2011 | 0.05% | 0.00% |
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