BTCZ vs VYM
T-Rex 2X Inverse Bitcoin Daily Target ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BTCZ delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | BTCZ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.04% | |
| AUM | $22M | $81.6B | |
| Dividend Yield | 0.01% | 2.24% | |
| Holdings | 3 | 616 | |
| YTD Return | +3.63% | +14.66% | |
| 1Y Return | +41.13% | +22.16% | |
| 3Y Return (annualized) | - | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 85.4% | 14.6% | |
| Max Drawdown | -91.1% | -58.8% | |
| Fund Family | REX Shares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 10, 2024 | Nov 10, 2006 |
BTCZ vs VYM Performance
T-Rex 2X Inverse Bitcoin Daily Target ETF (BTCZ) is a ETF from REX Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BTCZ returned +41.13% while VYM returned +22.16%. Year to date, BTCZ is up 3.63% versus a gain of 14.66% for VYM.
Risk: Volatility and Drawdowns
BTCZ has been the more volatile fund, with annualized monthly volatility of 85.4% 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 -91.1% for BTCZ 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BTCZ 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, BTCZ currently yields 0.01% against 2.24% for VYM.
Holdings Overlap
BTCZ and VYM share 0 holdings out of 604 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 VYM?
BTCZ 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, BTCZ or VYM?
Over the past year BTCZ returned +41.13% vs +22.16% for VYM, so BTCZ leads on 1-year performance. Over the longest common window we track (2 years), BTCZ annualized -57.65% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, BTCZ or VYM?
BTCZ has been the more volatile fund at 85.4% annualized versus 14.6% for VYM. Worst drawdown: BTCZ -91.1% vs VYM -58.8%.
Should I hold both BTCZ and VYM?
BTCZ and VYM have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTCZ and VYM?
BTCZ and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, BTCZ or VYM?
BTCZ yields 0.01% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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