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$
B

Beacon Tactical Risk ETF

BTR

NYSE ARCA
$27.830.35% (-0.09)
High
Low
Returns
1D
1W
1M
1Y
5Y
Max
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1D
1W
1M
1Y
5Y
Max

US ETF

Tactical Allocation

Multi- Asset ETF

Invests in tactical allocation segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

1.0999%
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$32.49M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

0.9
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

11.77%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

18.53
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

17.36

ETF Profile

Peers

Peers

Exp. Ratio
0.85%
0.85%
PE
16.52
16.52
1Y Return
6.05%
6.05%
Exp. Ratio
0.77%
0.77%
PE
19.81
19.81
1Y Return
15.11%
15.11%
Exp. Ratio
PE
12.18
12.18
1Y Return
21.71%
21.71%
Exp. Ratio
4.6%
4.6%
PE
19.10
19.10
1Y Return
5.72%
5.72%
Exp. Ratio
0.5%
0.5%
PE
15.56
15.56
1Y Return
4.83%
4.83%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFTactical Allocation
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Beacon Tactical Risk ETF $32.49M1.0999%11.07%
State Street® Bridgewater® All Weather® ETF$1.79B0.85%6.05%
Horizon Funds Horizon Managed Risk ETF$792.71M0.77%15.11%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

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Top Holdings

Top Holdings

  • Name
    Holdings
  • Vanguard World Fund - Vanguard Energy ETF
    Holdings11.81 %
    Vanguard World Fund - Vanguard Energy ETF

    Holdings

    11.81 %

  • Vanguard World Fund - Vanguard Information Technology ETF
    Holdings11.51 %
    Vanguard World Fund - Vanguard Information Technology ETF

    Holdings

    11.51 %

  • Vanguard World Fund - Vanguard Health Care ETF
    Holdings9.49 %
    Vanguard World Fund - Vanguard Health Care ETF

    Holdings

    9.49 %

  • Vanguard Industrials ETF
    Holdings9.03 %
    Vanguard Industrials ETF

    Holdings

    9.03 %

  • Vanguard World Fund - Vanguard Materials ETF
    Holdings8.87 %
    Vanguard World Fund - Vanguard Materials ETF

    Holdings

    8.87 %

  • Vanguard Communication Services Index Fund ETF Shares
    Holdings8.71 %
    Vanguard Communication Services Index Fund ETF Shares
    VOX

    Holdings

    8.71 %

  • Vanguard World Fund - Vanguard Financials ETF
    Holdings8.46 %
    Vanguard World Fund - Vanguard Financials ETF

    Holdings

    8.46 %

  • Vanguard World Fund - Vanguard Consumer Discretionary ETF
    Holdings8.07 %
    Vanguard World Fund - Vanguard Consumer Discretionary ETF

    Holdings

    8.07 %

  • Vanguard World Fund - Vanguard Utilities ETF
    Holdings7.94 %
    Vanguard World Fund - Vanguard Utilities ETF

    Holdings

    7.94 %

  • Vanguard Specialized Funds - Vanguard Real Estate ETF
    Holdings7.92 %
    Vanguard Specialized Funds - Vanguard Real Estate ETF

    Holdings

    7.92 %

Frequently asked questions

Frequently asked questions

  1. Beacon Tactical Risk ETF (BTR) is currently trading at $27.83. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy Beacon Tactical Risk ETF (BTR) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in Beacon Tactical Risk ETF (BTR) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of Beacon Tactical Risk ETF (BTR) is 1.0999%. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. Beacon Tactical Risk ETF (BTR)’s top holdings currently include Vanguard World Fund - Vanguard Energy ETF, Vanguard World Fund - Vanguard Information Technology ETF, and Vanguard World Fund - Vanguard Health Care ETF. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of Beacon Tactical Risk ETF (BTR) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from Beacon Tactical Risk ETF (BTR) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like Beacon Tactical Risk ETF (BTR), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. Beacon Tactical Risk ETF (BTR)’s current assets under management (AUM) are $32.49M. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. Beacon Tactical Risk ETF (BTR)’s price-to-earnings (P/E) ratio is 18.53. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare Beacon Tactical Risk ETF (BTR) with State Street® Bridgewater® All Weather® ETF (ALLW), Horizon Funds Horizon Managed Risk ETF (SFTY), and Horizon International Managed Risk ETF (SFTX) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. Beacon Tactical Risk ETF (BTR)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

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