FBTC vs. BTCW

The year-to-date returns for both investments are quite close, with FBTC having a 10.47% return and BTCW slightly higher at 10.91%.

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FBTC has a 0.25% expense ratio, which is lower than BTCW's 0.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Wise Origin Bitcoin Trust (FBTC) and Wisdom Tree Bitcoin Fund (BTCW). 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.

The current FBTC Sharpe Ratio is 1.21, which is comparable to the BTCW Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of FBTC and BTCW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FBTC nor BTCW has paid dividends to shareholders.

The maximum FBTC drawdown since its inception was -28.21%, roughly equal to the maximum BTCW drawdown of -28.33%. Use the drawdown chart below to compare losses from any high point for FBTC and BTCW. For additional features, visit the drawdowns tool.

Fidelity Wise Origin Bitcoin Trust (FBTC) and Wisdom Tree Bitcoin Fund (BTCW) have volatilities of 10.69% and 10.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.