BTCL vs VTI

BTCL vs VTI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricBTCLVTIWinner
Expense Ratio0.95%0.03%
AUM$25M$666.9B
Dividend Yield4.11%1.07%
Holdings43,543
YTD Return-42.45%+13.14%
1Y Return-68.61%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)97.8%15.3%
Max Drawdown-84.3%-56.6%
Fund FamilyREX SharesVanguard (US)
CategoryAlternativeEquity
InceptionJul 10, 2024May 24, 2001

BTCL vs VTI Performance

T-Rex 2X Long Bitcoin Daily Target ETF (BTCL) is a ETF from REX Shares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BTCL returned -68.61% while VTI returned +22.35%. Year to date, BTCL is down 42.45% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

BTCL has been the more volatile fund, with annualized monthly volatility of 97.8% compared with 15.3% for VTI. 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 -84.3% for BTCL and -56.6% for VTI. 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BTCL charges 0.95% per year while VTI charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, BTCL currently yields 4.11% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

BTCL and VTI share 0 holdings out of 2788 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, BTCL or VTI?

BTCL has an expense ratio of 0.95% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, BTCL or VTI?

Over the past year BTCL returned -68.61% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), BTCL annualized -13.18% vs +8.09% for VTI. Past performance does not guarantee future results.

Which is riskier, BTCL or VTI?

BTCL has been the more volatile fund at 97.8% annualized versus 15.3% for VTI. Worst drawdown: BTCL -84.3% vs VTI -56.6%.

Should I hold both BTCL and VTI?

BTCL and VTI have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BTCL and VTI?

BTCL and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, BTCL or VTI?

BTCL yields 4.11% while VTI yields 1.07%, so BTCL currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free