HBTC vs VXUS
Fortuna Hedged Bitcoin ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | HBTC | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 1.97% | 0.05% | |
| AUM | $718,292.02 | $156.5B | |
| Dividend Yield | 0.38% | 2.60% | |
| Holdings | 7 | 8,747 | |
| YTD Return | -23.24% | +14.57% | |
| 1Y Return | -35.74% | +27.82% | |
| 3Y Return (annualized) | - | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 22.2% | 15.1% | |
| Max Drawdown | -40.5% | -39.9% | |
| Fund Family | Fortuna Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 26, 2024 | Jan 26, 2011 |
HBTC vs VXUS Performance
Fortuna Hedged Bitcoin ETF (HBTC) is a ETF from Fortuna Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year HBTC returned -35.74% while VXUS returned +27.82%. Year to date, HBTC is down 23.24% versus a gain of 14.57% for VXUS.
Risk: Volatility and Drawdowns
HBTC has been the more volatile fund, with annualized monthly volatility of 22.2% compared with 15.1% for VXUS. 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 -40.5% for HBTC and -39.9% for VXUS. 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 0.10. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HBTC charges 1.97% per year while VXUS charges 0.05%. On a $10,000 position that is $197 vs $5 annually, a gap of $192 per year that compounds over a long holding period. On income, HBTC currently yields 0.38% against 2.60% for VXUS.
Holdings Overlap
HBTC and VXUS share 0 holdings out of 7862 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, HBTC or VXUS?
HBTC has an expense ratio of 1.97% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $192 per year of difference.
Which performed better, HBTC or VXUS?
Over the past year HBTC returned -35.74% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (1 years), HBTC annualized -15.47% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, HBTC or VXUS?
HBTC has been the more volatile fund at 22.2% annualized versus 15.1% for VXUS. Worst drawdown: HBTC -40.5% vs VXUS -39.9%.
Should I hold both HBTC and VXUS?
HBTC and VXUS have a monthly-return correlation of 0.10, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HBTC and VXUS?
HBTC and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.
Which pays a higher dividend, HBTC or VXUS?
HBTC yields 0.38% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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