BMAX vs VOO
BMAX vs VOO
REX Bitcoin Corporate Treasury Convertible Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BMAX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.14% | 0.03% | |
| AUM | $6M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 15 | 509 | |
| YTD Return | +3.22% | +13.80% | |
| 1Y Return | -8.11% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 22.4% | 14.1% | |
| Max Drawdown | -31.3% | -34.3% | |
| Fund Family | REX Shares | Vanguard (US) | |
| Category | Convertible | Equity | |
| Inception | Mar 14, 2025 | Sep 7, 2010 |
BMAX vs VOO Performance
REX Bitcoin Corporate Treasury Convertible Bond ETF (BMAX) is a ETF from REX Shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BMAX returned -8.11% while VOO returned +23.71%. Year to date, BMAX is up 3.22% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
BMAX has been the more volatile fund, with annualized monthly volatility of 22.4% compared with 14.1% for VOO. 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 -31.3% for BMAX and -34.3% for VOO. 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 0.15. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BMAX charges 1.14% per year while VOO charges 0.03%. On a $10,000 position that is $114 vs $3 annually, a gap of $111 per year that compounds over a long holding period. On income, BMAX currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
BMAX and VOO share 0 holdings out of 513 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, BMAX or VOO?
BMAX has an expense ratio of 1.14% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $111 per year of difference.
Which performed better, BMAX or VOO?
Over the past year BMAX returned -8.11% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BMAX annualized -8.86% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, BMAX or VOO?
BMAX has been the more volatile fund at 22.4% annualized versus 14.1% for VOO. Worst drawdown: BMAX -31.3% vs VOO -34.3%.
Should I hold both BMAX and VOO?
BMAX and VOO have a monthly-return correlation of 0.15, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BMAX and VOO?
BMAX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, BMAX or VOO?
BMAX yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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