BTRN vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricBTRNVTIWinner
Expense Ratio0.95%0.03%
AUM$1M$663.5B
Dividend Yield31.41%1.07%
Holdings53,543
YTD Return-10.06%+14.96%
1Y Return-25.12%+22.39%
3Y Return (annualized)-+21.51%
5Y Return (annualized)-+12.36%
Volatility (annualized)33.3%15.4%
Max Drawdown-37.0%-56.6%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryAlternativeEquity
InceptionMar 20, 2024May 24, 2001

BTRN vs VTI Performance

Global X Bitcoin Trend Strategy ETF (BTRN) is a ETF from Global X by mirae Asset and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BTRN returned -25.12% while VTI returned +22.39%. Year to date, BTRN is down 10.06% versus a gain of 14.96% for VTI.

Risk: Volatility and Drawdowns

BTRN has been the more volatile fund, with annualized monthly volatility of 33.3% compared with 15.4% for VTI. 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 -37.0% for BTRN and -56.6% for VTI. 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BTRN charges 0.95% per year while VTI 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, BTRN currently yields 31.41% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

BTRN and VTI share 0 holdings out of 2784 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, BTRN or VTI?

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

Which performed better, BTRN or VTI?

Over the past year BTRN returned -25.12% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), BTRN annualized -0.30% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, BTRN or VTI?

BTRN has been the more volatile fund at 33.3% annualized versus 15.4% for VTI. Worst drawdown: BTRN -37.0% vs VTI -56.6%.

Should I hold both BTRN and VTI?

BTRN and VTI have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BTRN and VTI?

BTRN and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.

Which pays a higher dividend, BTRN or VTI?

BTRN yields 31.41% while VTI yields 1.07%, so BTRN currently pays the higher dividend yield.

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