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DURA vs. HODL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DURA vs. HODL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Vectors Morningstar Durable Dividend ETF (DURA) and VanEck Bitcoin Trust (HODL). The values are adjusted to include any dividend payments, if applicable.

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DURA vs. HODL - Yearly Performance Comparison


2026 (YTD)20252024
DURA
VanEck Vectors Morningstar Durable Dividend ETF
10.74%7.61%8.41%
HODL
VanEck Bitcoin Trust
-22.52%-6.42%99.75%

Returns By Period

In the year-to-date period, DURA achieves a 10.74% return, which is significantly higher than HODL's -22.52% return.


DURA

1D
0.41%
1M
-2.62%
YTD
10.74%
6M
12.42%
1Y
13.75%
3Y*
9.89%
5Y*
7.91%
10Y*

HODL

1D
1.86%
1M
3.29%
YTD
-22.52%
6M
-40.81%
1Y
-17.80%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DURA vs. HODL - Expense Ratio Comparison

DURA has a 0.29% expense ratio, which is higher than HODL's 0.25% expense ratio.


Return for Risk

DURA vs. HODL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DURA
DURA Risk / Return Rank: 4545
Overall Rank
DURA Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
DURA Sortino Ratio Rank: 4343
Sortino Ratio Rank
DURA Omega Ratio Rank: 5050
Omega Ratio Rank
DURA Calmar Ratio Rank: 4747
Calmar Ratio Rank
DURA Martin Ratio Rank: 4444
Martin Ratio Rank

HODL
HODL Risk / Return Rank: 66
Overall Rank
HODL Sharpe Ratio Rank: 55
Sharpe Ratio Rank
HODL Sortino Ratio Rank: 66
Sortino Ratio Rank
HODL Omega Ratio Rank: 77
Omega Ratio Rank
HODL Calmar Ratio Rank: 66
Calmar Ratio Rank
HODL Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DURA vs. HODL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Morningstar Durable Dividend ETF (DURA) and VanEck Bitcoin Trust (HODL). 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.


DURAHODLDifference

Sharpe ratio

Return per unit of total volatility

0.76

-0.40

+1.16

Sortino ratio

Return per unit of downside risk

1.17

-0.29

+1.46

Omega ratio

Gain probability vs. loss probability

1.19

0.97

+0.22

Calmar ratio

Return relative to maximum drawdown

1.17

-0.39

+1.56

Martin ratio

Return relative to average drawdown

4.18

-0.83

+5.01

DURA vs. HODL - Sharpe Ratio Comparison

The current DURA Sharpe Ratio is 0.76, which is higher than the HODL Sharpe Ratio of -0.40. The chart below compares the historical Sharpe Ratios of DURA and HODL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DURAHODLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.76

-0.40

+1.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.36

+0.17

Correlation

The correlation between DURA and HODL is 0.17, 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.


Dividends

DURA vs. HODL - Dividend Comparison

DURA's dividend yield for the trailing twelve months is around 3.25%, while HODL has not paid dividends to shareholders.


TTM20252024202320222021202020192018
DURA
VanEck Vectors Morningstar Durable Dividend ETF
3.25%3.59%3.33%3.58%3.01%2.89%3.49%3.83%0.66%
HODL
VanEck Bitcoin Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DURA vs. HODL - Drawdown Comparison

The maximum DURA drawdown since its inception was -33.15%, smaller than the maximum HODL drawdown of -49.25%. Use the drawdown chart below to compare losses from any high point for DURA and HODL.


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Drawdown Indicators


DURAHODLDifference

Max Drawdown

Largest peak-to-trough decline

-33.15%

-49.25%

+16.10%

Max Drawdown (1Y)

Largest decline over 1 year

-12.36%

-49.25%

+36.89%

Max Drawdown (5Y)

Largest decline over 5 years

-15.80%

Current Drawdown

Current decline from peak

-2.62%

-46.01%

+43.39%

Average Drawdown

Average peak-to-trough decline

-3.96%

-14.09%

+10.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.60%

23.02%

-19.42%

Volatility

DURA vs. HODL - Volatility Comparison

The current volatility for VanEck Vectors Morningstar Durable Dividend ETF (DURA) is 2.76%, while VanEck Bitcoin Trust (HODL) has a volatility of 13.04%. This indicates that DURA experiences smaller price fluctuations and is considered to be less risky than HODL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DURAHODLDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.76%

13.04%

-10.28%

Volatility (6M)

Calculated over the trailing 6-month period

12.56%

36.71%

-24.15%

Volatility (1Y)

Calculated over the trailing 1-year period

18.17%

45.09%

-26.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.55%

50.94%

-37.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.09%

50.94%

-33.85%