BITC vs VYM
Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF vs Vanguard High Dividend Yield ETF
Which is better, BITC or VYM?
Multi Alternative against Large Cap Value.
VYM has a lower expense ratio. BITC led over 3Y and the full window, VYM over 1Y.
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
| Metric | BITC | VYM |
|---|---|---|
| Expense Ratio | 0.88% | 0.04%Best |
| AUM | $16M | $81.6B |
| Dividend Yield | 73.36% | 2.22% |
| Holdings | 4 | 613 |
| YTD Return | +9.29% | +12.29%Best |
| 1Y Return | -14.25% | +16.61%Best |
| 3Y Return (annualized) | +38.98%Best | +17.42% |
| 5Y Return (annualized) | - | +12.12% |
| Volatility (annualized) | 43.9% | 11.3%Best |
| Max Drawdown | -33.2% | -14.5%Best |
| $10,000 over 3.5 years | $24,428Best | $17,056 |
| Fund Family | Bitwise | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Mar 20, 2023 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 21, 2023 to Sep 17, 2026 (3.5 years).
BITC vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.5 years both funds cover.
BITC vs VYM Performance
Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF (BITC) is an ETF from Bitwise and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BITC returned -14.25% while VYM returned +16.61%. Year to date, BITC is up 9.29% versus a gain of 12.29% for VYM.
Over three years, BITC compounded at +38.98% per year against +17.42% for VYM. Across the full 4-year window we track, BITC has the edge at +29.07% annualized vs +16.48%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BITC has been the more volatile fund, with annualized monthly volatility of 43.9% compared with 11.3% for VYM. 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 -33.2% for BITC and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.35. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BITC charges 0.88% per year while VYM charges 0.04%. On a $10,000 position that is $88 vs $4 annually, a gap of $84 per year that compounds over a long holding period. On income, BITC currently yields 73.36% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 1 holding in BITC and 557 in VYM, totalling 9.1% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in BITC and 557 in VYM, against full books of 4 and 613.
You are not choosing between two funds in isolation.
Whichever of BITC and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BITC or VYM?
BITC has an expense ratio of 0.88% while VYM charges 0.04%. VYM is the cheaper option, by $84 a year on a $10,000 investment.
Which performed better, BITC or VYM?
Over the past year BITC returned -14.25% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), BITC annualized +29.07% vs +16.48% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BITC or VYM?
BITC has been the more volatile fund at 43.9% annualized versus 11.3% for VYM. Worst drawdown: BITC -33.2% vs VYM -14.5%.
Should I hold both BITC and VYM?
BITC and VYM have a monthly-return correlation of 0.35, 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, BITC or VYM?
BITC yields 73.36% while VYM yields 2.22%, so BITC currently pays the higher dividend yield.
Is VYM better than BITC?
VYM has a lower expense ratio. BITC led over 3Y and the full window, VYM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.