BTR vs. MSMR ETF Comparison
Comparison of Beacon Tactical Risk ETF (BTR) to McElhenny Sheffield Managed Risk ETF (MSMR)
BTR
Beacon Tactical Risk ETF
BTR Description
The investment seeks to provide long-term capital appreciation. 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 market sector exchange-traded funds.
Grade (RS Rating)
Last Trade
$27.25
Average Daily Volume
399
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
MSMR
McElhenny Sheffield Managed Risk ETF
MSMR Description
McElhenny Sheffield Managed Risk ETF seeks capital appreciation while managing downside risk. The fund is an actively managed exchange-traded fund (“ETF”) that employs proprietary trend-based and sector rotation strategies developed by the fund’s investment sub-adviser. The fund invests in shares of other ETFs based on a rules-based process managed by the sub-adviser that reflects a blend of the sub-adviser’s trend-based and sector rotation strategies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.78
Average Daily Volume
5,170
Number of Holdings
*
2
* may have additional holdings in another (foreign) market
Performance
Period | BTR | MSMR |
---|---|---|
30 Days | 0.37% | 0.79% |
60 Days | 3.15% | 4.86% |
90 Days | 5.88% | 4.75% |
12 Months | 20.53% | 26.11% |
0 Overlapping Holdings
Symbol | Grade | Weight in BTR | Weight in MSMR | Overlap |
---|
BTR Overweight 1 Positions Relative to MSMR
Symbol | Grade | Weight | |
---|---|---|---|
VOX | B | 9.33% |
BTR: Top Represented Industries & Keywords
MSMR: Top Represented Industries & Keywords
Industries: