BTGD vs SPY
STKd 100% Bitcoin & 100% Gold ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, BTGD or SPY?
Multi Alternative against Large Cap Blend.
SPY has a lower expense ratio. BTGD led over the full window, SPY over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BTGD | SPY |
|---|---|---|
| Expense Ratio | 1.09% | 0.09%Best |
| AUM | $53M | $814.4B |
| Dividend Yield | 5.62% | 1.01% |
| Holdings | 5 | 505 |
| YTD Return | -23.80% | +12.71%Best |
| 1Y Return | -30.62% | +19.36%Best |
| 3Y Return (annualized) | - | +21.09% |
| 5Y Return (annualized) | - | +12.69% |
| Volatility (annualized) | 54.1% | 12.8%Best |
| Max Drawdown | -58.8% | -18.8%Best |
| $10,000 over 1.9 years | $13,700Best | $13,436 |
| Fund Family | Quantify Funds | State Street Investment Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Oct 15, 2024 | Jan 22, 1993 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 16, 2024 to Sep 8, 2026 (1.9 years).
BTGD vs SPY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.
BTGD vs SPY Performance
STKd 100% Bitcoin & 100% Gold ETF (BTGD) is an ETF from Quantify Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year BTGD returned -30.62% while SPY returned +19.36%. Year to date, BTGD is down 23.80% versus a gain of 12.71% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BTGD has been the more volatile fund, with annualized monthly volatility of 54.1% compared with 12.8% for SPY. 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 -58.8% for BTGD and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BTGD charges 1.09% per year while SPY charges 0.09%. On a $10,000 position that is $109 vs $9 annually, a gap of $100 per year that compounds over a long holding period. On income, BTGD currently yields 5.62% against 1.01% for SPY.
Holdings Overlap
We hold position weights for 2 holdings in BTGD and 503 in SPY, totalling 36.4% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in BTGD and 503 in SPY, against full books of 5 and 505.
You are not choosing between two funds in isolation.
Whichever of BTGD and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BTGD or SPY?
BTGD has an expense ratio of 1.09% while SPY charges 0.09%. SPY is the cheaper option, by $100 a year on a $10,000 investment.
Which performed better, BTGD or SPY?
Over the past year BTGD returned -30.62% vs +19.36% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), BTGD annualized +18.02% vs +16.82% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BTGD or SPY?
BTGD has been the more volatile fund at 54.1% annualized versus 12.8% for SPY. Worst drawdown: BTGD -58.8% vs SPY -18.8%.
Should I hold both BTGD and SPY?
BTGD and SPY have a monthly-return correlation of 0.43, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BTGD or SPY?
BTGD yields 5.62% while SPY yields 1.01%, so BTGD currently pays the higher dividend yield.
Is SPY better than BTGD?
SPY has a lower expense ratio. BTGD led over the full window, SPY over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.