BTR vs. TOLZ
Compare and contrast key facts about Beacon Tactical Risk ETF (BTR) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ).
BTR and TOLZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BTR is an actively managed fund by American Beacon. It was launched on Apr 17, 2023. TOLZ is a passively managed fund by ProShares that tracks the performance of the Dow Jones Brookfield Global Infrastructure Composite Index. It was launched on Mar 25, 2014.
Performance
BTR vs. TOLZ - Performance Comparison
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BTR vs. TOLZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BTR Beacon Tactical Risk ETF | 2.37% | -2.15% | 14.45% | -6.65% |
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 11.35% | 14.76% | 11.67% | 0.81% |
Returns By Period
In the year-to-date period, BTR achieves a 2.37% return, which is significantly lower than TOLZ's 11.35% return.
BTR
- 1D
- 0.30%
- 1M
- -4.28%
- YTD
- 2.37%
- 6M
- 3.49%
- 1Y
- 0.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TOLZ
- 1D
- 0.07%
- 1M
- -3.09%
- YTD
- 11.35%
- 6M
- 12.56%
- 1Y
- 18.17%
- 3Y*
- 13.83%
- 5Y*
- 10.33%
- 10Y*
- 8.42%
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BTR vs. TOLZ - Expense Ratio Comparison
BTR has a 1.10% expense ratio, which is higher than TOLZ's 0.46% expense ratio.
Return for Risk
BTR vs. TOLZ — Risk / Return Rank
BTR
TOLZ
BTR vs. TOLZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Beacon Tactical Risk ETF (BTR) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). 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 | TOLZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | 1.41 | -1.33 |
Sortino ratioReturn per unit of downside risk | 0.17 | 1.90 | -1.73 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.27 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 2.12 | -2.02 |
Martin ratioReturn relative to average drawdown | 0.19 | 10.39 | -10.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTR | TOLZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | 1.41 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.75 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.42 | -0.21 |
Correlation
The correlation between BTR and TOLZ is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BTR vs. TOLZ - Dividend Comparison
BTR's dividend yield for the trailing twelve months is around 1.26%, less than TOLZ's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTR Beacon Tactical Risk ETF | 1.26% | 1.29% | 0.87% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 3.66% | 3.99% | 3.53% | 3.34% | 3.01% | 3.28% | 3.16% | 2.96% | 3.63% | 3.30% | 2.62% | 3.67% |
Drawdowns
BTR vs. TOLZ - Drawdown Comparison
The maximum BTR drawdown since its inception was -16.67%, smaller than the maximum TOLZ drawdown of -39.33%. Use the drawdown chart below to compare losses from any high point for BTR and TOLZ.
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Drawdown Indicators
| BTR | TOLZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.67% | -39.33% | +22.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -8.82% | -2.84% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.33% | — |
Current DrawdownCurrent decline from peak | -5.54% | -3.09% | -2.45% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -6.70% | +0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.36% | 1.80% | +4.56% |
Volatility
BTR vs. TOLZ - Volatility Comparison
Beacon Tactical Risk ETF (BTR) has a higher volatility of 4.02% compared to ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) at 3.40%. This indicates that BTR's price experiences larger fluctuations and is considered to be riskier than TOLZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTR | TOLZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 3.40% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.76% | 7.28% | +0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.50% | 12.97% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.01% | 13.90% | -2.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.01% | 16.30% | -5.29% |