BTRN vs VYM
Global X Bitcoin Trend Strategy ETF vs Vanguard High Dividend Yield ETF
Which is better, BTRN or VYM?
Multi Alternative against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window.
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 | BTRN | VYM |
|---|---|---|
| Expense Ratio | 0.95% | 0.04%Best |
| AUM | $777,152.05 | $81.6B |
| Dividend Yield | 29.35% | 2.22% |
| Holdings | 7 | 613 |
| YTD Return | +1.67% | +10.96%Best |
| 1Y Return | -6.06% | +15.42%Best |
| 3Y Return (annualized) | - | +17.78% |
| 5Y Return (annualized) | - | +12.05% |
| Volatility (annualized) | 33.2% | 10.5%Best |
| Max Drawdown | -37.0% | -14.5%Best |
| $10,000 over 2.5 years | $11,219 | $14,081Best |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Mar 20, 2024 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 21, 2024 to Sep 22, 2026 (2.5 years).
BTRN vs VYM 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 2.5 years both funds cover.
BTRN vs VYM Performance
Global X Bitcoin Trend Strategy ETF (BTRN) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BTRN returned -6.06% while VYM returned +15.42%. Year to date, BTRN is up 1.67% versus a gain of 10.96% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BTRN has been the more volatile fund, with annualized monthly volatility of 33.2% compared with 10.5% 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 -37.0% for BTRN and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.31. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BTRN 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, BTRN currently yields 29.35% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 1 holding in BTRN and 557 in VYM, totalling 28.1% and 99.2% 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 1 positions we hold weights for in BTRN and 557 in VYM, against full books of 7 and 613.
You are not choosing between two funds in isolation.
Whichever of BTRN and VYM 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, BTRN or VYM?
BTRN has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option, by $91 a year on a $10,000 investment.
Which performed better, BTRN or VYM?
Over the past year BTRN returned -6.06% vs +15.42% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BTRN or VYM?
BTRN has been the more volatile fund at 33.2% annualized versus 10.5% for VYM. Worst drawdown: BTRN -37.0% vs VYM -14.5%.
Should I hold both BTRN and VYM?
BTRN and VYM have a monthly-return correlation of 0.31, 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, BTRN or VYM?
BTRN yields 29.35% while VYM yields 2.22%, so BTRN currently pays the higher dividend yield.
Is VYM better than BTRN?
VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.