BTR vs FEVR

BTR vs FEVR

Which is better, BTR or FEVR?

BTR has been ahead.

BTR led over 1Y and the full window.

Higher Returns: BTR

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBTRFEVR
Expense Ratio1.08%-
AUM$30M$4M
Dividend Yield1.15%2.00%
Holdings2437
Volatility (annualized)12.3%Best22.8%
Max Drawdown-16.7%Best-35.4%
Fund FamilyBeacon Capital ManagementInspire ETFs
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionApr 17, 2023Dec 7, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 1405 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BTR has data through Sep 23, 2026 and FEVR through Nov 18, 2022.

Compare BTR against instead:BTR vs SPYBTR vs QQQBTR vs VOOBTR vs VTIFEVR against:FEVR vs VXUS

Risk: Volatility and Drawdowns

FEVR has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 12.3% for BTR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -16.7% for BTR and -35.4% for FEVR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

You are not choosing between two funds in isolation.

Whichever of BTR and FEVR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BTRFEVR

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Frequently Asked Questions

Which is riskier, BTR or FEVR?

FEVR has been the more volatile fund at 22.8% annualized versus 12.3% for BTR. Worst drawdown: BTR -16.7% vs FEVR -35.4%.

Which pays a higher dividend, BTR or FEVR?

BTR yields 1.15% while FEVR yields 2.00%, so FEVR currently pays the higher dividend yield.

Is FEVR better than BTR?

BTR led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.