BITI vs VYM

BITI vs VYM
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Quick Verdict

VYM has a lower expense ratio. BITI delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: BITIMore Diversified: VYM

Side-by-Side Comparison

MetricBITIVYMWinner
Expense Ratio1.01%0.04%
AUM$122M$81.6B
Dividend Yield15.29%2.24%
Holdings3616
YTD Return+4.99%+14.84%
1Y Return+26.94%+20.88%
3Y Return (annualized)-37.54%+18.34%
5Y Return (annualized)-+12.04%
Volatility (annualized)47.5%14.6%
Max Drawdown-92.2%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJun 21, 2022Nov 10, 2006

BITI vs VYM Performance

ProShares Short Bitcoin ETF (BITI) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BITI returned +26.94% while VYM returned +20.88%. Year to date, BITI is up 4.99% versus a gain of 14.84% for VYM.

Over three years, BITI compounded at -37.54% per year against +18.34% for VYM. Across the full 4-year window we track, VYM has the edge at +7.01% annualized vs -38.94%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BITI has been the more volatile fund, with annualized monthly volatility of 47.5% compared with 14.6% 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 -92.2% for BITI and -58.8% for VYM. 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 -0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BITI charges 1.01% per year while VYM charges 0.04%. On a $10,000 position that is $101 vs $4 annually, a gap of $97 per year that compounds over a long holding period. On income, BITI currently yields 15.29% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

BITI and VYM share 0 holdings out of 604 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, BITI or VYM?

BITI has an expense ratio of 1.01% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, BITI or VYM?

Over the past year BITI returned +26.94% vs +20.88% for VYM, so BITI leads on 1-year performance. Over the longest common window we track (4 years), BITI annualized -38.94% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, BITI or VYM?

BITI has been the more volatile fund at 47.5% annualized versus 14.6% for VYM. Worst drawdown: BITI -92.2% vs VYM -58.8%.

Should I hold both BITI and VYM?

BITI and VYM have a monthly-return correlation of -0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BITI and VYM?

BITI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, BITI or VYM?

BITI yields 15.29% while VYM yields 2.24%, so BITI currently pays the higher dividend yield.

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