BTR vs PP

BTR vs PP

Which is better, BTR or PP?

Each has led over a different period.

PP has a lower expense ratio. BTR led over 1Y, PP over the full window.

Lower Fees: PPHigher Returns: split

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

MetricBTRPP
Expense Ratio1.08%0.76%Best
AUM$30M$25M
Dividend Yield1.15%0.75%
Holdings2413
Volatility (annualized)11.4%Best28.1%
Max Drawdown-11.3%Best-29.3%
$10,000 over 1.9 years$11,013$11,575Best
Fund FamilyBeacon Capital ManagementTidal ETF Trust
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionApr 17, 2023Nov 28, 2022

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

The two price series end 575 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 PP through Feb 25, 2025.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Apr 18, 2023 to Feb 25, 2025 (1.9 years).

Compare BTR against instead:BTR vs SPYBTR vs QQQBTR vs VOOBTR vs VTIPP against:PP vs VXUS

Risk: Volatility and Drawdowns

PP has been the more volatile fund, with annualized monthly volatility of 28.1% compared with 11.4% 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 -11.3% for BTR and -29.3% for PP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BTR charges 1.08% per year while PP charges 0.76%. On a $10,000 position that is $108 vs $76 annually, a gap of $32 per year that compounds over a long holding period. On income, BTR currently yields 1.15% against 0.75% for PP.

You are not choosing between two funds in isolation.

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

BTRPP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BTR or PP?

BTR has an expense ratio of 1.08% while PP charges 0.76%. PP is the cheaper option, by $32 a year on a $10,000 investment.

Which is riskier, BTR or PP?

PP has been the more volatile fund at 28.1% annualized versus 11.4% for BTR. Worst drawdown: BTR -11.3% vs PP -29.3%.

Should I hold both BTR and PP?

BTR and PP have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BTR or PP?

BTR yields 1.15% while PP yields 0.75%, so BTR currently pays the higher dividend yield.

Is PP better than BTR?

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