BTF vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBTFVOOWinner
Expense Ratio1.27%0.03%
AUM$14M$979.0B
Dividend Yield247.08%1.09%
Holdings5509
YTD Return-35.49%+13.80%
1Y Return-49.98%+23.71%
3Y Return (annualized)+10.42%+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)59.7%14.1%
Max Drawdown-77.5%-34.3%
Fund FamilyValkyrie FundsVanguard (US)
CategoryAlternativeEquity
InceptionOct 21, 2021Sep 7, 2010

BTF vs VOO Performance

CoinShares Bitcoin and Ether ETF (BTF) is a ETF from Valkyrie Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BTF returned -49.98% while VOO returned +23.71%. Year to date, BTF is down 35.49% versus a gain of 13.80% for VOO.

Over three years, BTF compounded at +10.42% per year against +21.50% for VOO. Across the full 5-year window we track, VOO has the edge at +13.58% annualized vs -9.13%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BTF has been the more volatile fund, with annualized monthly volatility of 59.7% 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 -77.5% for BTF 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BTF charges 1.27% per year while VOO charges 0.03%. On a $10,000 position that is $127 vs $3 annually, a gap of $124 per year that compounds over a long holding period. On income, BTF currently yields 247.08% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

BTF 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, BTF or VOO?

BTF has an expense ratio of 1.27% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $124 per year of difference.

Which performed better, BTF or VOO?

Over the past year BTF returned -49.98% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), BTF annualized -9.13% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, BTF or VOO?

BTF has been the more volatile fund at 59.7% annualized versus 14.1% for VOO. Worst drawdown: BTF -77.5% vs VOO -34.3%.

Should I hold both BTF and VOO?

BTF and VOO have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BTF and VOO?

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

Which pays a higher dividend, BTF or VOO?

BTF yields 247.08% while VOO yields 1.09%, so BTF currently pays the higher dividend yield.

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