MATE vs. BSR
MATE (Man Active Trend Enhanced ETF) and BSR (Beacon Selective Risk ETF) are both Tactical Allocation funds. MATE is actively managed, while BSR is passively managed. A 0.65 correlation means they provide meaningful diversification when combined. MATE charges 0.97%/yr vs 1.10%/yr for BSR.
Performance
MATE vs. BSR - Performance Comparison
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Returns By Period
In the year-to-date period, MATE achieves a 20.78% return, which is significantly higher than BSR's 2.94% return.
MATE
- 1D
- -0.07%
- 1M
- 7.70%
- YTD
- 20.78%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSR
- 1D
- -0.07%
- 1M
- 0.63%
- YTD
- 2.94%
- 6M
- 2.86%
- 1Y
- 11.15%
- 3Y*
- 7.53%
- 5Y*
- —
- 10Y*
- —
MATE vs. BSR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MATE Man Active Trend Enhanced ETF | 20.78% | 4.27% |
BSR Beacon Selective Risk ETF | 2.94% | 0.71% |
Correlation
The correlation between MATE and BSR is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 18, 2025 | 0.65 |
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Return for Risk
MATE vs. BSR — Risk / Return Rank
MATE
BSR
MATE vs. BSR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Man Active Trend Enhanced ETF (MATE) and Beacon Selective Risk ETF (BSR). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| MATE | BSR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.29 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.07 | 0.48 | +2.59 |
Drawdowns
MATE vs. BSR - Drawdown Comparison
The maximum MATE drawdown since its inception was -13.24%, smaller than the maximum BSR drawdown of -15.68%. Use the drawdown chart below to compare losses from any high point for MATE and BSR.
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Drawdown Indicators
| MATE | BSR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.24% | -15.68% | +2.44% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.15% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.68% | — |
Current DrawdownCurrent decline from peak | -0.07% | -4.84% | +4.77% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -4.58% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.16% | — |
Volatility
MATE vs. BSR - Volatility Comparison
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Volatility by Period
| MATE | BSR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.20% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.42% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 21.76% | 8.65% | +13.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.76% | 16.27% | +5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.76% | 16.27% | +5.49% |
MATE vs. BSR - Expense Ratio Comparison
MATE has a 0.97% expense ratio, which is lower than BSR's 1.10% expense ratio.
Dividends
MATE vs. BSR - Dividend Comparison
MATE has not paid dividends to shareholders, while BSR's dividend yield for the trailing twelve months is around 2.81%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BSR Beacon Selective Risk ETF | 2.81% | 2.89% | 0.89% | 1.08% |
MATE Man Active Trend Enhanced ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MATE and BSR have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MATE is cheaper at 0.97% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MATE is cheaper with a 0.97% expense ratio, compared with 1.10% for BSR.
BSR has the higher dividend yield at 2.81%, compared with 0.00% for MATE.
They also come from different issuers: Man Group and American Beacon. Their fees differ too: 0.97% for MATE and 1.10% for BSR.
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