OBTC vs VOO
OBTC vs VOO
Osprey Bitcoin Trust vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | OBTC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $61M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 2 | 509 | |
| YTD Return | -27.58% | +13.80% | |
| 1Y Return | -35.85% | +23.71% | |
| 3Y Return (annualized) | +42.05% | +21.50% | |
| 5Y Return (annualized) | +4.57% | +13.44% | |
| Volatility (annualized) | 64.4% | 14.1% | |
| Max Drawdown | -94.5% | -34.3% | |
| Fund Family | Osprey Funds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 19, 2025 | Sep 7, 2010 |
OBTC vs VOO Performance
Osprey Bitcoin Trust (OBTC) is a ETF from Osprey Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year OBTC returned -35.85% while VOO returned +23.71%. Year to date, OBTC is down 27.58% versus a gain of 13.80% for VOO.
Over three years, OBTC compounded at +42.05% per year against +21.50% for VOO; over five years the annualized figures are +4.57% and +13.44% respectively. Across the full 6-year window we track, VOO has the edge at +13.58% annualized vs -14.73%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OBTC has been the more volatile fund, with annualized monthly volatility of 64.4% compared with 14.1% for VOO. 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 -94.5% for OBTC and -34.3% for VOO. 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
OBTC charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, OBTC currently yields 0.00% against 1.09% for VOO.
Frequently Asked Questions
Which is cheaper, OBTC or VOO?
OBTC has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, OBTC or VOO?
Over the past year OBTC returned -35.85% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), OBTC annualized -14.73% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, OBTC or VOO?
OBTC has been the more volatile fund at 64.4% annualized versus 14.1% for VOO. Worst drawdown: OBTC -94.5% vs VOO -34.3%.
Should I hold both OBTC and VOO?
OBTC and VOO have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, OBTC or VOO?
OBTC yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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