BTCI vs VYM
NEOS Bitcoin High Income ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | BTCI | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.04% | |
| AUM | $1.1B | $81.6B | |
| Dividend Yield | 41.21% | 2.24% | |
| Holdings | 9 | 616 | |
| YTD Return | -31.45% | +14.66% | |
| 1Y Return | -45.66% | +22.16% | |
| 3Y Return (annualized) | - | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 41.9% | 14.6% | |
| Max Drawdown | -55.9% | -58.8% | |
| Fund Family | NEOS | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 16, 2024 | Nov 10, 2006 |
BTCI vs VYM Performance
NEOS Bitcoin High Income ETF (BTCI) is a ETF from NEOS and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BTCI returned -45.66% while VYM returned +22.16%. Year to date, BTCI is down 31.45% versus a gain of 14.66% for VYM.
Risk: Volatility and Drawdowns
BTCI has been the more volatile fund, with annualized monthly volatility of 41.9% 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 -55.9% for BTCI 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 0.13. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BTCI charges 0.99% per year while VYM charges 0.04%. On a $10,000 position that is $99 vs $4 annually, a gap of $95 per year that compounds over a long holding period. On income, BTCI currently yields 41.21% against 2.24% for VYM.
Holdings Overlap
BTCI and VYM share 0 holdings out of 605 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, BTCI or VYM?
BTCI has an expense ratio of 0.99% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
Which performed better, BTCI or VYM?
Over the past year BTCI returned -45.66% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BTCI annualized -7.45% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, BTCI or VYM?
BTCI has been the more volatile fund at 41.9% annualized versus 14.6% for VYM. Worst drawdown: BTCI -55.9% vs VYM -58.8%.
Should I hold both BTCI and VYM?
BTCI and VYM have a monthly-return correlation of 0.13, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTCI and VYM?
BTCI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 605 unique securities.
Which pays a higher dividend, BTCI or VYM?
BTCI yields 41.21% while VYM yields 2.24%, so BTCI currently pays the higher dividend yield.
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