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BTA ETF — Beacon Tactical Alternatives Risk ETF
Beacon Tactical Alternatives Risk ETF (BTA)
Updated October 16, 2026.
BTA is an ETF. its expense ratio is 1.55%. Total return is 4.9% over the past 0.1 years, 5.0 points ahead of SPY at -0.1%.
Beacon Tactical Alternatives Risk ETF is an actively managed fund that employs tactical alternative strategies designed to manage equity risk and volatility through hedging techniques. The fund does not currently distribute income to shareholders. This fund may appeal to investors seeking downside protection and risk management rather than current income generation.
BTA holdings and sector exposure
Holdings are not available for this snapshot.
BTA performance versus SPY
Price and return data through 2026-10-16.
Total return is 4.9% over the past 0.1 years, 5.0 points ahead of SPY at -0.1%.
| Window | Total return | CAGR |
|---|---|---|
| 1M | 0.6% | — |
| YTD | 4.9% | — |
| Since inception (0.1 years) | 4.9% | — |
BTA key facts
- Issuer
- Beacon Capital Management
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 08/25/2026
- Expense ratio
- 1.55%
- Last close
- $25.87 (as of 2026-10-16)
- AUM
- $25,943,200
- Average volume
- 6.0
How Dividend Vision calculates yield and returns
Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.
Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology
Sources and review
Primary sources: Beacon Capital Management; prices and distributions from Dividend Vision, derived from vendor EOD data.
Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.
More on BTA
Frequently asked questions
What is BTA's expense ratio?
BTA's expense ratio is 1.55%.
How has BTA performed?
Total return is 4.9% over the past 0.1 years, 5.0 points ahead of SPY at -0.1%.
More securities from Beacon Capital Management.
Tickers
Holdings as-of date unavailable.
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