BTR vs. ITOT

Last updated Jun 5, 2026

BTR (Beacon Tactical Risk ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Blend Equities funds. BTR is actively managed, while ITOT is passively managed. Over the past 3 years, BTR returned 4.48%/yr vs 22.39%/yr for ITOT. A 0.76 correlation means they provide meaningful diversification when combined. BTR charges 1.10%/yr vs 0.03%/yr for ITOT.

Performance

BTR vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Beacon Tactical Risk ETF (BTR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BTR achieves a 9.02% return, which is significantly lower than ITOT's 11.78% return.

BTR

• 1D: 0.66%
• 1M: 1.07%
• YTD: 9.02%
• 6M: 9.00%
• 1Y: 18.59%
• 3Y*: 4.48%
• 5Y*: —
• 10Y*: —

ITOT

• 1D: 0.48%
• 1M: 4.64%
• YTD: 11.78%
• 6M: 11.52%
• 1Y: 28.81%
• 3Y*: 22.39%
• 5Y*: 12.80%
• 10Y*: 15.01%

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

BTR vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BTR Beacon Tactical Risk ETF	9.02%	-2.15%	14.45%	-6.65%
ITOT iShares Core S&P Total U.S. Stock Market ETF	11.78%	17.00%	23.80%	16.58%

Correlation

The correlation between BTR and ITOT is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.84
Correlation (3Y) Calculated over the trailing 3-year period	0.80
Correlation (All Time) Calculated using the full available price history since Apr 19, 2023	0.76

The correlation between BTR and ITOT has been stable across timeframes, ranging from 0.76 to 0.84 - a consistent structural relationship.

BTR vs. ITOT - Sectors Allocation Comparison

Sectors	BTR	ITOT
Energy	11.2%	3.7%
Technology	11.1%	33.8%
Consumer Cyclical	9.6%	10.1%
Communication Services	9.2%	10.3%
Industrials	9.2%	9.5%
Utilities	8.9%	2.3%
Healthcare	8.7%	9.0%
Basic Materials	8.4%	2.1%
Real Estate	8.3%	2.4%
Consumer Defensive	8.1%	4.7%
Financial Services	7.4%	12.1%

Return for Risk

BTR vs. ITOT — Risk / Return Rank

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

BTR

BTR Risk / Return Rank: 60
BTR Sharpe Ratio Rank: 57
BTR Sortino Ratio Rank: 58
BTR Omega Ratio Rank: 57
BTR Calmar Ratio Rank: 61
BTR Martin Ratio Rank: 65

ITOT

ITOT Risk / Return Rank: 73
ITOT Sharpe Ratio Rank: 74
ITOT Sortino Ratio Rank: 73
ITOT Omega Ratio Rank: 72
ITOT Calmar Ratio Rank: 66
ITOT Martin Ratio Rank: 78

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. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Beacon Tactical Risk ETF (BTR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.

	BTR	ITOT	Difference
Sharpe ratio: Return per unit of total volatility	1.91	2.37	-0.46
Sortino ratio: Return per unit of downside risk	2.70	3.24	-0.54
Omega ratio: Gain probability vs. loss probability	1.35	1.43	-0.08
Calmar ratio: Return relative to maximum drawdown	3.00	3.25	-0.26
Martin ratio: Return relative to average drawdown	11.61	14.92	-3.31
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BTR vs. ITOT - Sharpe Ratio Comparison

The current BTR Sharpe Ratio is 1.91, which is comparable to the ITOT Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of BTR and ITOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BTR	ITOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.91	2.37	-0.46
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.57	-0.18

Drawdowns

BTR vs. ITOT - Drawdown Comparison

The maximum BTR drawdown since its inception was -16.67%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for BTR and ITOT.

Drawdown Indicators

	BTR	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	-16.67%	-55.20%	+38.53%
Max Drawdown (1Y) Largest decline over 1 year	-6.23%	-8.90%	+2.67%
Max Drawdown (3Y) Largest decline over 3 years	-16.67%	-19.44%	+2.77%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	-0.11%	-0.25%	+0.14%
Average Drawdown Average peak-to-trough decline	-5.58%	-6.97%	+1.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.61%	1.94%	-0.33%

Volatility

BTR vs. ITOT - Volatility Comparison

The current volatility for Beacon Tactical Risk ETF (BTR) is 2.30%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 2.94%. This indicates that BTR experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BTR	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.30%	2.94%	-0.64%
Volatility (6M) Calculated over the trailing 6-month period	7.08%	9.14%	-2.06%
Volatility (1Y) Calculated over the trailing 1-year period	9.80%	12.19%	-2.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.91%	17.35%	-6.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.91%	18.26%	-7.35%

BTR vs. ITOT - Expense Ratio Comparison

BTR has a 1.10% expense ratio, which is higher than ITOT's 0.03% expense ratio.

Dividends

BTR vs. ITOT - Dividend Comparison

BTR's dividend yield for the trailing twelve months is around 1.18%, more than ITOT's 0.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BTR Beacon Tactical Risk ETF	1.18%	1.29%	0.87%	0.91%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ITOT iShares Core S&P Total U.S. Stock Market ETF	0.97%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%

Frequently Asked Questions

Can I hold both BTR and ITOT in my portfolio?

BTR and ITOT have a correlation of 0.84, 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 ITOT?

ITOT has higher volatility (2.94%) compared to BTR (2.30%). In terms of maximum drawdown, BTR dropped -16.67% vs ITOT's -55.20%.

Which ETF is better, BTR or ITOT?

On 3-year performance, ITOT leads with 22.39% vs 4.48% for BTR. On fees, ITOT is cheaper at 0.03% per year. On volatility, BTR has been the lower-risk option at 2.30%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BTR or ITOT?

Over the 3-year period, ITOT has performed better with a 22.39% return vs 4.48%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BTR or ITOT?

ITOT is cheaper with a 0.03% expense ratio, compared with 1.10% for BTR.

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

BTR has the higher dividend yield at 1.18%, compared with 0.97% for ITOT.

What is the main difference between BTR and ITOT?

They also come from different issuers: American Beacon and iShares. Their fees differ too: 1.10% for BTR and 0.03% for ITOT.

Which has better risk-adjusted returns?

ITOT currently has the higher Sharpe Ratio (2.37 vs 1.91), 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.