BTRN vs VYM
Global X Bitcoin Trend Strategy ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BTRN | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.04% | |
| AUM | $1M | $79.0B | |
| Dividend Yield | 31.41% | 2.86% | |
| Holdings | 5 | 568 | |
| YTD Return | -10.07% | +16.10% | |
| 1Y Return | -23.77% | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 33.3% | 14.6% | |
| Max Drawdown | -37.0% | -58.8% | |
| Fund Family | Global X by mirae Asset | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Mar 20, 2024 | Nov 10, 2006 |
BTRN vs VYM Performance
Global X Bitcoin Trend Strategy ETF (BTRN) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BTRN returned -23.77% while VYM returned +25.99%. Year to date, BTRN is down 10.07% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
BTRN has been the more volatile fund, with annualized monthly volatility of 33.3% 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 -37.0% for BTRN 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
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 31.41% against 2.86% for VYM.
Holdings Overlap
BTRN and VYM share 0 holdings out of 559 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 VYM?
BTRN has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, BTRN or VYM?
Over the past year BTRN returned -23.77% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BTRN annualized -0.31% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, BTRN or VYM?
BTRN has been the more volatile fund at 33.3% annualized versus 14.6% for VYM. Worst drawdown: BTRN -37.0% vs VYM -58.8%.
Should I hold both BTRN and VYM?
BTRN and VYM have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTRN and VYM?
BTRN and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, BTRN or VYM?
BTRN yields 31.41% while VYM yields 2.86%, so BTRN currently pays the higher dividend yield.
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