BEGS vs VTI

BEGS vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricBEGSVTIWinner
Expense Ratio0.99%0.03%
AUM$3M$666.9B
Dividend Yield82.08%1.07%
Holdings63,543
YTD Return-25.72%+12.65%
1Y Return-22.51%+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)50.9%15.3%
Max Drawdown-60.2%-56.6%
Fund FamilyRareview CapitalVanguard (US)
CategoryAlternativeEquity
InceptionFeb 4, 2025May 24, 2001

BEGS vs VTI Performance

Rareview 2x Bull Cryptocurrency & Precious Metals ETF (BEGS) is a ETF from Rareview Capital and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BEGS returned -22.51% while VTI returned +21.39%. Year to date, BEGS is down 25.72% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

BEGS has been the more volatile fund, with annualized monthly volatility of 50.9% compared with 15.3% for VTI. 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 -60.2% for BEGS and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.34. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BEGS charges 0.99% per year while VTI charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, BEGS currently yields 82.08% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

BEGS and VTI share 0 holdings out of 2788 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BEGS or VTI?

BEGS has an expense ratio of 0.99% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, BEGS or VTI?

Over the past year BEGS returned -22.51% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), BEGS annualized +4.86% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, BEGS or VTI?

BEGS has been the more volatile fund at 50.9% annualized versus 15.3% for VTI. Worst drawdown: BEGS -60.2% vs VTI -56.6%.

Should I hold both BEGS and VTI?

BEGS and VTI have a monthly-return correlation of 0.34, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BEGS and VTI?

BEGS and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, BEGS or VTI?

BEGS yields 82.08% while VTI yields 1.07%, so BEGS currently pays the higher dividend yield.

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