BTCI vs VYM

BTCI vs VYM

Which is better, BTCI or VYM?

Multi Alternative against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: VYM

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

MetricBTCIVYM
Expense Ratio0.99%0.04%Best
AUM$1.3B$81.6B
Dividend Yield33.06%2.22%
Holdings9613
YTD Return-27.17%+13.08%Best
1Y Return-42.58%+17.46%Best
3Y Return (annualized)-+17.73%
5Y Return (annualized)-+12.22%
Volatility (annualized)42.1%10.6%Best
Max Drawdown-55.9%-14.5%Best
$10,000 over 1.9 years$9,217$12,859Best
Fund FamilyNEOSVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionOct 16, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 17, 2024 to Sep 14, 2026 (1.9 years).

BTCI 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 1.9 years both funds cover.

BTCI vs VYM Performance

NEOS Bitcoin High Income ETF (BTCI) is an ETF from NEOS and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BTCI returned -42.58% while VYM returned +17.46%. Year to date, BTCI is down 27.17% versus a gain of 13.08% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BTCI has been the more volatile fund, with annualized monthly volatility of 42.1% compared with 10.6% 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 -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 0.13. They move largely independently of each other.

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 33.06% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 2 holdings in BTCI and 557 in VYM, totalling 19.0% 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 2 positions we hold weights for in BTCI and 557 in VYM, against full books of 9 and 613.

You are not choosing between two funds in isolation.

Whichever of BTCI and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BTCIVYM

Free for up to 10 holdings. No account needed.

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, by $95 a year on a $10,000 investment.

Which performed better, BTCI or VYM?

Over the past year BTCI returned -42.58% vs +17.46% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BTCI annualized -4.20% vs +14.15% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BTCI or VYM?

BTCI has been the more volatile fund at 42.1% annualized versus 10.6% for VYM. Worst drawdown: BTCI -55.9% vs VYM -14.5%.

Should I hold both BTCI and VYM?

BTCI and VYM have a monthly-return correlation of 0.13, 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, BTCI or VYM?

BTCI yields 33.06% while VYM yields 2.22%, so BTCI currently pays the higher dividend yield.

Is VYM better than BTCI?

VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.