BSR vs. CRED ETF Comparison

Comparison of Beacon Selective Risk ETF (BSR) to Columbia Research Enhanced Real Estate ETF (CRED)

BSR

Beacon Selective Risk ETF

BSR Description

The fund is an actively managed exchange-traded fund ("ETF") that may engage in active trading. The fund advisor will use a "fund of funds" approach, and seeks to achieve the fund's investment objective by investing in the shares of Vanguard Sector exchange-traded funds.

Grade (RS Rating)

Last Trade

$27.81

Average Daily Volume

272

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CRED

Columbia Research Enhanced Real Estate ETF

CRED Description

Columbia Research Enhanced Real Estate ETF (the Fund) seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Lionstone Research Enhanced REIT Index (the Index). The Beta Advantage® Lionstone Research Enhanced REIT Index (the “Index”) aims to achieve stronger total return than the FTSE NAREIT All Equity REITs Index through a rules-based strategic beta approach. The Index methodology leverages proprietary research and insights from Lionstone Investments and Columbia Threadneedle Investments to score and weight each constituent within the FTSE NAREIT All Equity REITs Index on such factors as liquidity, income, geographic exposure, quality, value, catalyst and research rating.

Grade (RS Rating)

Last Trade

$20.45

Average Daily Volume

437

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	BSR	CRED
30 Days	1.21%	0.06%
60 Days	2.56%	3.05%
90 Days	1.54%	0.71%
12 Months	9.03%	2.71%

0 Overlapping Holdings

	Symbol	Grade	Weight in BSR	Weight in CRED	Overlap

BSR Overweight 10 Positions Relative to CRED

Symbol	Grade	Weight
VOX	A	10.44%
VGT	A	10.25%
VFH	B	9.62%
VIS	D	9.5%
VDE	D	9.45%
VAW	D	9.16%
VDC	B	9.08%
VCR	A	8.85%
VHT	B	8.69%
VNQ	B	8.23%

BSR Underweight 10 Positions Relative to CRED

Symbol	Grade	Weight
AMT	B	-11.25%
SPG	C	-7.66%
CCI	D	-7.42%
EQIX	C	-6.74%
O	C	-5.89%
DLR	B	-5.67%
AVB	B	-3.22%
MAA	C	-3.14%
INVH	A	-3.1%
IRM	B	-2.85%

BSR: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Global Industry Classification Standard Industry Classification MSCI EAFE Msci Us Reit Index Stock Market Index Investment Management Energy Sector Equity Real Estate Investment Trust Information Technology Sector Investment Trust Passive Management Real Estate Investment Trust Telecommunication Services