Today
VOO−4.4%IVV−4.4%SPY−4.4%VTI−4.4%QQQ−6.5%VUG−5.5%VEA−3.7%IEFA−3.0%VTV−3.1%SPYM−4.4%VXUS−3.7%BND+0.2%VGT−7.3%IEMG−5.6%AGG+0.2%GLD+0.8%IJH−3.9%VWO−3.6%SCHD−2.2%IWF−6.4%XLK−8.0%SGOV+0.0%VIG−3.3%IJR−3.8%QQQM−6.3%VO−3.5%RSP−2.9%ITOT−4.4%DFAC−4.0%IWD−2.6%
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BTR vs S&P 500

MAX$25.59 · 0.0% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+14.0%S&P 500 +92.8%Apr 18, 2023Sep 30, 2026
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return0.0%−2.3%−0.1%+9.1%+10.8%+18.9%—+14.0%
Peer average————————
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
Beacon BTR and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
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Cards for This View

BTR’s Top 10 Holdings

Today
100.2%of BTR sits in these 1
1US DOLUs Dollars100.15%
Beacon BTR · weight in the fund · as of Sep 30, 2026
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BTR’s Holdings

Today
Other
Beacon BTR · 2 holdings · top 1 shown · tile size = share of the fund · as of Sep 30, 2026
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BTR vs Peer Average

YTD
BTRAvsBPeer average
1D0.0%[…]
1M−2.3%[…]
3M−0.1%[…]
YTD+9.1%[…]
1Y+10.8%[…]
3Y+18.9%[…]
0–0level
0 peers · each row scaled to its leader
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