BTGD vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBTGDVYMWinner
Expense Ratio1.05%0.04%
AUM$42M$79.0B
Dividend Yield5.97%2.86%
Holdings7568
YTD Return-36.47%+16.53%
1Y Return-41.93%+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)49.5%14.6%
Max Drawdown-58.8%-58.8%
Fund FamilyQuantify FundsVanguard (US)
CategoryAlternativeEquity
InceptionOct 15, 2024Nov 10, 2006

BTGD vs VYM Performance

STKd 100% Bitcoin & 100% Gold ETF (BTGD) is a ETF from Quantify Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BTGD returned -41.93% while VYM returned +25.03%. Year to date, BTGD is down 36.47% versus a gain of 16.53% for VYM.

Risk: Volatility and Drawdowns

BTGD has been the more volatile fund, with annualized monthly volatility of 49.5% 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 -58.8% for BTGD 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BTGD charges 1.05% per year while VYM charges 0.04%. On a $10,000 position that is $105 vs $4 annually, a gap of $101 per year that compounds over a long holding period. On income, BTGD currently yields 5.97% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

BTGD and VYM share 0 holdings out of 562 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, BTGD or VYM?

BTGD has an expense ratio of 1.05% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $101 per year of difference.

Which performed better, BTGD or VYM?

Over the past year BTGD returned -41.93% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BTGD annualized +7.52% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, BTGD or VYM?

BTGD has been the more volatile fund at 49.5% annualized versus 14.6% for VYM. Worst drawdown: BTGD -58.8% vs VYM -58.8%.

Should I hold both BTGD and VYM?

BTGD and VYM have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BTGD and VYM?

BTGD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 562 unique securities.

Which pays a higher dividend, BTGD or VYM?

BTGD yields 5.97% while VYM yields 2.86%, so BTGD currently pays the higher dividend yield.

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