VEMY vs BTR
Comparison between VIRTUS STONE HARBOR EMERGING MARKETS HIGH YIELD BOND ETF (VEMY, ETF) and Beacon Tactical Risk ETF (BTR, ETF).
VEMY vs BTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VEMY
$33M
Winner
BTR
$33M
Expense Ratio
Winner
VEMY
0.55%
BTR
1.08%
Max Drawdown
Winner
VEMY
10.78%
BTR
17.37%
Sharpe Ratio
Winner
VEMY
1.54
BTR
1.08
5Y Beta
Winner
VEMY
0.30
BTR
0.53
VEMY vs BTR - Historical Returns
Returns include dividend reinvestment.
1M
VEMY
-0.70%
Winner
BTR
+1.09%
3M
VEMY
+1.03%
Winner
BTR
+2.10%
6M
VEMY
+3.49%
Winner
BTR
+5.60%
1Y
VEMY
+13.58%
Winner
BTR
+14.15%
Max(CAGR)
Winner
VEMY
+13.20%
BTR
+4.13%
VEMY vs BTR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | VEMY | BTR |
|---|---|---|
| 2026 | +5.58% | +8.61% |
| 2025 | +14.64% | -2.11% |
| 2024 | +14.24% | +14.73% |
| 2023 | +13.54% | -6.65% |
| 2022 | -1.08% | N/A |
VEMY vs BTR Drawdown Comparison
The maximum drawdown for VEMY was -8.75%, occurring on Mar 20, 2023. Recovery took 121 trading sessions.
The maximum drawdown for BTR was -16.67%, occurring on May 21, 2025. Recovery took 357 trading sessions.
The current VEMY drawdown is -1.11%. The current BTR drawdown is -1.13%.
| Rank | VEMY | BTR |
|---|---|---|
| #1 | -8.75% Feb 2, 2023 - Jul 28, 2023 | -16.67% Nov 29, 2024 - May 6, 2026 |
| #2 | -6.57% Feb 28, 2025 - Jun 11, 2025 | -11.30% Jul 31, 2023 - Jul 12, 2024 |
| #3 | -4.39% Jul 31, 2023 - Nov 14, 2023 | -5.67% Jul 22, 2024 - Aug 21, 2024 |
| #4 | -4.00% Feb 18, 2026 - Apr 13, 2026 | -3.30% Aug 30, 2024 - Sep 16, 2024 |
| #5 | -3.01% Apr 9, 2024 - May 15, 2024 | -2.75% Oct 18, 2024 - Nov 6, 2024 |
| #6 | -1.96% Dec 9, 2024 - Jan 21, 2025 | -2.14% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -1.66% May 6, 2026 - May 28, 2026 | -2.12% May 4, 2023 - Jul 24, 2023 |
| #8 | -1.64% Dec 27, 2023 - Jan 12, 2024 | -1.95% May 28, 2026 - Jun 15, 2026 |
| #9 | -1.60% Sep 24, 2025 - Oct 24, 2025 | -1.92% Jul 16, 2024 - Jul 22, 2024 |
| #10 | -1.38% Dec 13, 2022 - Jan 4, 2023 | -1.45% Jun 15, 2026 - Jul 2, 2026 |
| #11 | -1.35% Oct 16, 2024 - Nov 7, 2024 | -1.28% May 6, 2026 - May 22, 2026 |
| #12 | -1.19% May 15, 2024 - Jul 5, 2024 | -1.13% Jul 16, 2026 - Jul 23, 2026 |
| #13 | -1.17% Apr 17, 2026 - May 6, 2026 | -0.97% Sep 30, 2024 - Oct 11, 2024 |
| #14 | -1.11% Jul 10, 2026 - Jul 23, 2026 | -0.92% Jul 7, 2026 - Jul 16, 2026 |
| #15 | -1.07% Jan 24, 2023 - Feb 1, 2023 | -0.88% Jul 26, 2023 - Jul 31, 2023 |
Correlation
Correlation between VEMY and BTR is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2023 - 2026)
VEMY vs BTR dividend yield comparison.
| Year | VEMY | BTR |
|---|---|---|
| 2026 | 3.26% | 0.00% |
| 2025 | 8.89% | 1.29% |
| 2024 | 10.28% | 0.87% |
| 2023 | 9.55% | 0.91% |
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