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UPSX vs BTR

Comparison between TRADR 2X LONG UPST DAILY ETF (UPSX, ETF) and Beacon Tactical Risk ETF (BTR, ETF).

UPSX vs BTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UPSX
$33M
Winner
BTR
$33M
Expense Ratio
UPSX
N/A
BTR
1.08%
Max Drawdown
UPSX
95.01%
Winner
BTR
17.37%
Sharpe Ratio
UPSX
-1.22
Winner
BTR
1.22
5Y Beta
UPSX
5.66
Winner
BTR
0.53

UPSX vs BTR - Historical Returns

Returns include dividend reinvestment.

1M
UPSX
-15.33%
Winner
BTR
+1.49%
3M
UPSX
-32.48%
Winner
BTR
+3.39%
6M
UPSX
-71.04%
Winner
BTR
+6.38%
1Y
UPSX
-92.65%
Winner
BTR
+16.49%
Max(CAGR)
UPSX
-84.95%
Winner
BTR
+4.33%

UPSX vs BTR - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearUPSXBTR
2026-71.66%+9.30%
2025-60.75%-2.11%
2024N/A+14.73%
2023N/A-6.65%

UPSX vs BTR Drawdown Comparison

The maximum drawdown for UPSX was -95.01%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for BTR was -16.67%, occurring on May 21, 2025. Recovery took 357 trading sessions.

The current UPSX drawdown is -93.89%. The current BTR drawdown is -0.51%.

RankUPSXBTR
#1-95.01%
Jul 23, 2025 - Mar 30, 2026
-16.67%
Nov 29, 2024 - May 6, 2026
#2-20.57%
Jun 11, 2025 - Jun 18, 2025
-11.30%
Jul 31, 2023 - Jul 12, 2024
#3-12.45%
Jul 10, 2025 - Jul 22, 2025
-5.67%
Jul 22, 2024 - Aug 21, 2024
#4-7.19%
Jun 24, 2025 - Jul 1, 2025
-3.30%
Aug 30, 2024 - Sep 16, 2024
#5-3.70%
Jun 18, 2025 - Jun 24, 2025
-2.75%
Oct 18, 2024 - Nov 6, 2024
#6-0.90%
Jul 7, 2025 - Jul 9, 2025
-2.14%
Nov 11, 2024 - Nov 22, 2024
#7N/A-2.12%
May 4, 2023 - Jul 24, 2023
#8N/A-1.95%
May 28, 2026 - Jun 15, 2026
#9N/A-1.92%
Jul 16, 2024 - Jul 22, 2024
#10N/A-1.45%
Jun 15, 2026 - Jul 2, 2026
#11N/A-1.28%
May 6, 2026 - May 22, 2026
#12N/A-1.01%
Jul 16, 2026 - Jul 20, 2026
#13N/A-0.97%
Sep 30, 2024 - Oct 11, 2024
#14N/A-0.92%
Jul 7, 2026 - Jul 16, 2026
#15N/A-0.88%
Jul 26, 2023 - Jul 31, 2023

Correlation

Correlation between UPSX and BTR is -0.82 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.82
-101

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