BTCZ vs VOO

BTCZ vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBTCZVOOWinner
Expense Ratio0.95%0.03%
AUM$22M$997.4B
Dividend Yield0.01%1.08%
Holdings3509
YTD Return-8.77%+12.68%
1Y Return+19.34%+21.87%
3Y Return (annualized)-+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)86.8%14.1%
Max Drawdown-91.1%-34.3%
Fund FamilyREX SharesVanguard (US)
CategoryAlternativeEquity
InceptionJul 10, 2024Sep 7, 2010

BTCZ vs VOO Performance

T-Rex 2X Inverse Bitcoin Daily Target ETF (BTCZ) is a ETF from REX Shares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BTCZ returned +19.34% while VOO returned +21.87%. Year to date, BTCZ is down 8.77% versus a gain of 12.68% for VOO.

Risk: Volatility and Drawdowns

BTCZ has been the more volatile fund, with annualized monthly volatility of 86.8% 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 -91.1% for BTCZ 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 -0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BTCZ charges 0.95% per year while VOO 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, BTCZ currently yields 0.01% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

BTCZ and VOO share 0 holdings out of 506 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, BTCZ or VOO?

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

Which performed better, BTCZ or VOO?

Over the past year BTCZ returned +19.34% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), BTCZ annualized -60.09% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, BTCZ or VOO?

BTCZ has been the more volatile fund at 86.8% annualized versus 14.1% for VOO. Worst drawdown: BTCZ -91.1% vs VOO -34.3%.

Should I hold both BTCZ and VOO?

BTCZ and VOO have a monthly-return correlation of -0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BTCZ and VOO?

BTCZ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, BTCZ or VOO?

BTCZ yields 0.01% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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