VTI vs YBTC

VTI vs YBTC
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricVTIYBTCWinner
Expense Ratio0.03%0.95%
AUM$666.9B$138M
Dividend Yield1.07%81.65%
Holdings3,5436
YTD Return+13.14%-31.90%
1Y Return+22.35%-46.13%
3Y Return (annualized)+21.83%-
5Y Return (annualized)+12.01%-
Volatility (annualized)15.3%36.3%
Max Drawdown-56.6%-52.5%
Fund FamilyVanguard (US)Roundhill Investments
CategoryEquityAlternative
InceptionMay 24, 2001Jan 18, 2024

VTI vs YBTC Performance

Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US) and Roundhill Bitcoin Covered Call Strategy ETF (YBTC) is a ETF from Roundhill Investments. Over the past year VTI returned +22.35% while YBTC returned -46.13%. Year to date, VTI is up 13.14% versus a loss of 31.90% for YBTC.

Risk: Volatility and Drawdowns

YBTC has been the more volatile fund, with annualized monthly volatility of 36.3% compared with 15.3% 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 -56.6% for VTI and -52.5% for YBTC. 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VTI charges 0.03% per year while YBTC charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, VTI currently yields 1.07% against 81.65% for YBTC.

Frequently Asked Questions

Which is cheaper, VTI or YBTC?

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

Which performed better, VTI or YBTC?

Over the past year VTI returned +22.35% vs -46.13% for YBTC, so VTI leads on 1-year performance. Over the longest common window we track (3 years), VTI annualized +8.09% vs +2.93% for YBTC. Past performance does not guarantee future results.

Which is riskier, VTI or YBTC?

YBTC has been the more volatile fund at 36.3% annualized versus 15.3% for VTI. Worst drawdown: VTI -56.6% vs YBTC -52.5%.

Should I hold both VTI and YBTC?

VTI and YBTC have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, VTI or YBTC?

VTI yields 1.07% while YBTC yields 81.65%, so YBTC currently pays the higher dividend yield.

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