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BMTX vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BMTX vs. VTI

Last updated May 15, 2025

Compare and contrast key facts about BM Technologies, Inc. (BMTX) and Vanguard Total Stock Market ETF (VTI).

VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMTX or VTI.

Correlation

The correlation between BMTX and VTI is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

BMTX vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BM Technologies, Inc. (BMTX) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

BMTX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VTI

YTD

0.21%

1M

9.56%

6M

-1.64%

1Y

13.05%

5Y*

16.81%

10Y*

12.09%

*Annualized

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Risk-Adjusted Performance

BMTX vs. VTI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BMTX
The Risk-Adjusted Performance Rank of BMTX is 8787
Overall Rank
The Sharpe Ratio Rank of BMTX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of BMTX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of BMTX is 9090
Omega Ratio Rank
The Calmar Ratio Rank of BMTX is 8585
Calmar Ratio Rank
The Martin Ratio Rank of BMTX is 8787
Martin Ratio Rank
VTI
The Risk-Adjusted Performance Rank of VTI is 6565
Overall Rank
The Sharpe Ratio Rank of VTI is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 6868
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 6868
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BMTX vs. VTI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BM Technologies, Inc. (BMTX) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

BMTX vs. VTI - Dividend Comparison

BMTX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.30%.

TTM20242023202220212020201920182017201620152014
BMTX
BM Technologies, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTI
Vanguard Total Stock Market ETF		1.30%1.27%1.44%1.67%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%

Drawdowns

BMTX vs. VTI - Drawdown Comparison

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Volatility

BMTX vs. VTI - Volatility Comparison

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