BTCL vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBTCLVYMWinner
Expense Ratio0.95%0.04%
AUM$22M$79.0B
Dividend Yield4.61%2.86%
Holdings4568
YTD Return-60.51%+16.78%
1Y Return-82.22%+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)92.3%14.6%
Max Drawdown-84.3%-58.8%
Fund FamilyREX SharesVanguard (US)
CategoryAlternativeEquity
InceptionJul 10, 2024Nov 10, 2006

BTCL vs VYM Performance

T-Rex 2X Long Bitcoin Daily Target ETF (BTCL) is a ETF from REX Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BTCL returned -82.22% while VYM returned +24.43%. Year to date, BTCL is down 60.51% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

BTCL has been the more volatile fund, with annualized monthly volatility of 92.3% 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 -84.3% for BTCL 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 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BTCL charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, BTCL currently yields 4.61% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

BTCL and VYM share 0 holdings out of 559 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 VYM?

BTCL has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, BTCL or VYM?

Over the past year BTCL returned -82.22% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BTCL annualized -27.60% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, BTCL or VYM?

BTCL has been the more volatile fund at 92.3% annualized versus 14.6% for VYM. Worst drawdown: BTCL -84.3% vs VYM -58.8%.

Should I hold both BTCL and VYM?

BTCL and VYM have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BTCL and VYM?

BTCL and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, BTCL or VYM?

BTCL yields 4.61% while VYM yields 2.86%, so BTCL currently pays the higher dividend yield.

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