BTR vs. AVIE

Last updated Jul 12, 2026

BTR (Beacon Tactical Risk ETF) and AVIE (Avantis Inflation Focused Equity ETF) are both Large Cap Blend Equities funds. Both are actively managed. Over the past 3 years, BTR returned 5.01%/yr vs 13.01%/yr for AVIE. A 0.59 correlation means they provide meaningful diversification when combined. BTR charges 1.10%/yr vs 0.25%/yr for AVIE.

Performance

BTR vs. AVIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Beacon Tactical Risk ETF (BTR) and Avantis Inflation Focused Equity ETF (AVIE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BTR achieves a 9.98% return, which is significantly lower than AVIE's 15.72% return.

BTR

• 1D: 0.44%
• 1M: 0.95%
• 6M: 7.09%
• YTD: 9.98%
• 1Y: 16.71%
• 3Y*: 5.01%
• 5Y*: —
• 10Y*: —

AVIE

• 1D: 0.00%
• 1M: 0.62%
• 6M: 13.13%
• YTD: 15.72%
• 1Y: 24.60%
• 3Y*: 13.01%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BTR vs. AVIE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BTR Beacon Tactical Risk ETF	9.98%	-2.15%	14.45%	-6.78%
AVIE Avantis Inflation Focused Equity ETF	15.72%	11.37%	6.17%	4.55%

Correlation

The correlation between BTR and AVIE is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.60
Correlation (3Y) Calculated over the trailing 3-year period	0.64
Correlation (All Time) Calculated using the full available price history since Apr 18, 2023	0.59

The correlation between BTR and AVIE has been stable across timeframes, ranging from 0.59 to 0.64 - a consistent structural relationship.

BTR vs. AVIE - Sectors Allocation Comparison

Sectors	BTR	AVIE
Technology	12.7%	0.1%
Energy	10.4%	30.0%
Consumer Cyclical	9.5%	0.0%
Communication Services	9.3%	-
Industrials	9.2%	1.3%
Healthcare	8.8%	26.3%
Utilities	8.4%	0.0%
Basic Materials	8.4%	9.8%
Real Estate	8.2%	0.1%
Consumer Defensive	7.8%	17.1%
Financial Services	7.2%	15.0%

Return for Risk

BTR vs. AVIE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BTR

BTR Risk / Return Rank: 65
BTR Sharpe Ratio Rank: 63
BTR Sortino Ratio Rank: 63
BTR Omega Ratio Rank: 63
BTR Calmar Ratio Rank: 66
BTR Martin Ratio Rank: 69

AVIE

AVIE Risk / Return Rank: 90
AVIE Sharpe Ratio Rank: 90
AVIE Sortino Ratio Rank: 91
AVIE Omega Ratio Rank: 87
AVIE Calmar Ratio Rank: 92
AVIE Martin Ratio Rank: 88

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BTR vs. AVIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Beacon Tactical Risk ETF (BTR) and Avantis Inflation Focused Equity ETF (AVIE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BTR	AVIE	Difference
Sharpe ratio: Return per unit of total volatility	1.66	2.39	-0.73
Sortino ratio: Return per unit of downside risk	2.34	3.47	-1.13
Omega ratio: Gain probability vs. loss probability	1.30	1.42	-0.12
Calmar ratio: Return relative to maximum drawdown	2.62	4.88	-2.25
Martin ratio: Return relative to average drawdown	10.07	15.14	-5.08

BTR vs. AVIE - Sharpe Ratio Comparison

The current BTR Sharpe Ratio is 1.66, which is lower than the AVIE Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of BTR and AVIE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BTR vs. AVIE - Drawdown Comparison

The maximum BTR drawdown since its inception was -16.67%, which is greater than AVIE's maximum drawdown of -12.39%. Use the drawdown chart below to compare losses from any high point for BTR and AVIE.

Drawdown Indicators

	BTR	AVIE	Difference
Max Drawdown Largest peak-to-trough decline	-16.67%	-12.39%	-4.28%
Max Drawdown (1Y) Largest decline over 1 year	-6.23%	-4.97%	-1.26%
Max Drawdown (3Y) Largest decline over 3 years	-16.67%	-12.39%	-4.28%
Current Drawdown Current decline from peak	-0.11%	-1.10%	+0.99%
Average Drawdown Average peak-to-trough decline	-5.43%	-2.97%	-2.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.62%	1.65%	-0.03%

Volatility

BTR vs. AVIE - Volatility Comparison

The current volatility for Beacon Tactical Risk ETF (BTR) is 2.62%, while Avantis Inflation Focused Equity ETF (AVIE) has a volatility of 3.55%. This indicates that BTR experiences smaller price fluctuations and is considered to be less risky than AVIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BTR	AVIE	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.62%	3.55%	-0.93%
Volatility (6M) Calculated over the trailing 6-month period	7.24%	7.46%	-0.22%
Volatility (1Y) Calculated over the trailing 1-year period	9.87%	10.16%	-0.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.86%	12.90%	-2.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.86%	12.90%	-2.04%

BTR vs. AVIE - Expense Ratio Comparison

BTR has a 1.10% expense ratio, which is higher than AVIE's 0.25% expense ratio.

Dividends

BTR vs. AVIE - Dividend Comparison

BTR's dividend yield for the trailing twelve months is around 1.17%, less than AVIE's 1.43% yield.

Position	TTM	2025	2024	2023	2022
AVIE Avantis Inflation Focused Equity ETF	1.43%	1.75%	1.89%	3.72%	0.39%
BTR Beacon Tactical Risk ETF	1.17%	1.29%	0.87%	0.91%	0.00%

Frequently Asked Questions

Can I hold both BTR and AVIE in my portfolio?

BTR and AVIE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BTR or AVIE?

AVIE has higher volatility (3.55%) compared to BTR (2.62%). In terms of maximum drawdown, BTR dropped -16.67% vs AVIE's -12.39%.

Which ETF is better, BTR or AVIE?

On 3-year performance, AVIE leads with 13.01% vs 5.01% for BTR. On fees, AVIE is cheaper at 0.25% per year. On volatility, BTR has been the lower-risk option at 2.62%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BTR or AVIE?

Over the 3-year period, AVIE has performed better with a 13.01% return vs 5.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BTR or AVIE?

AVIE is cheaper with a 0.25% expense ratio, compared with 1.10% for BTR.

Which ETF pays a higher dividend yield, BTR or AVIE?

AVIE has the higher dividend yield at 1.43%, compared with 1.17% for BTR.

What is the main difference between BTR and AVIE?

They also come from different issuers: American Beacon and Avantis. Their fees differ too: 1.10% for BTR and 0.25% for AVIE.

Which has better risk-adjusted returns?

AVIE currently has the higher Sharpe Ratio (2.39 vs 1.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.