CEPI vs. FBTC
Compare and contrast key facts about REX Crypto Equity Premium Income ETF (CEPI) and Fidelity Wise Origin Bitcoin Trust (FBTC).
CEPI and FBTC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CEPI is an actively managed fund by REX. It was launched on Dec 4, 2024. FBTC is a passively managed fund by Fidelity that tracks the performance of the CME CF Bitcoin Reference Rate - New York Variant. It was launched on Jan 11, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CEPI or FBTC.
Correlation
The correlation between CEPI and FBTC is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CEPI vs. FBTC - Performance Comparison
Key characteristics
CEPI:
43.98%
FBTC:
54.63%
CEPI:
-29.48%
FBTC:
-28.21%
CEPI:
-19.14%
FBTC:
-12.40%
Returns By Period
In the year-to-date period, CEPI achieves a -10.05% return, which is significantly lower than FBTC's 0.22% return.
CEPI
-10.05%
-6.28%
N/A
N/A
N/A
N/A
FBTC
0.22%
6.18%
36.91%
46.26%
N/A
N/A
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CEPI vs. FBTC - Expense Ratio Comparison
CEPI has a 0.85% expense ratio, which is higher than FBTC's 0.25% expense ratio.
Risk-Adjusted Performance
CEPI vs. FBTC — Risk-Adjusted Performance Rank
CEPI
FBTC
CEPI vs. FBTC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for REX Crypto Equity Premium Income ETF (CEPI) and Fidelity Wise Origin Bitcoin Trust (FBTC). 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.
Not enough dataDividends
CEPI vs. FBTC - Dividend Comparison
CEPI's dividend yield for the trailing twelve months is around 12.59%, while FBTC has not paid dividends to shareholders.
| TTM | |
|---|---|
CEPI REX Crypto Equity Premium Income ETF | 12.59% |
FBTC Fidelity Wise Origin Bitcoin Trust | 0.00% |
Drawdowns
CEPI vs. FBTC - Drawdown Comparison
The maximum CEPI drawdown since its inception was -29.48%, roughly equal to the maximum FBTC drawdown of -28.21%. Use the drawdown chart below to compare losses from any high point for CEPI and FBTC. For additional features, visit the drawdowns tool.
Volatility
CEPI vs. FBTC - Volatility Comparison
REX Crypto Equity Premium Income ETF (CEPI) has a higher volatility of 18.09% compared to Fidelity Wise Origin Bitcoin Trust (FBTC) at 16.58%. This indicates that CEPI's price experiences larger fluctuations and is considered to be riskier than FBTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.