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FBTC vs. TECB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FBTC vs. TECB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Wise Origin Bitcoin Fund (FBTC) and iShares U.S. Tech Breakthrough Multisector ETF (TECB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FBTC achieves a -27.63% return, which is significantly lower than TECB's 14.97% return.


FBTC

1D
5.17%
1M
-20.97%
YTD
-27.63%
6M
-30.29%
1Y
-39.41%
3Y*
5Y*
10Y*

TECB

1D
0.52%
1M
1.69%
YTD
14.97%
6M
13.40%
1Y
27.32%
3Y*
24.72%
5Y*
13.47%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FBTC vs. TECB - Yearly Performance Comparison


2026 (YTD)20252024
FBTC
Fidelity Wise Origin Bitcoin Fund
-27.63%-6.56%99.56%
TECB
iShares U.S. Tech Breakthrough Multisector ETF
14.97%14.86%22.47%

Correlation

The correlation between FBTC and TECB is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Jan 12, 2024

0.41

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Return for Risk

FBTC vs. TECB — Risk / Return Rank

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

FBTC
FBTC Risk / Return Rank: 22
Overall Rank
FBTC Sharpe Ratio Rank: 22
Sharpe Ratio Rank
FBTC Sortino Ratio Rank: 33
Sortino Ratio Rank
FBTC Omega Ratio Rank: 33
Omega Ratio Rank
FBTC Calmar Ratio Rank: 33
Calmar Ratio Rank
FBTC Martin Ratio Rank: 22
Martin Ratio Rank

TECB
TECB Risk / Return Rank: 4343
Overall Rank
TECB Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
TECB Sortino Ratio Rank: 4747
Sortino Ratio Rank
TECB Omega Ratio Rank: 4747
Omega Ratio Rank
TECB Calmar Ratio Rank: 3838
Calmar Ratio Rank
TECB Martin Ratio Rank: 3535
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.

FBTC vs. TECB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Wise Origin Bitcoin Fund (FBTC) and iShares U.S. Tech Breakthrough Multisector ETF (TECB). 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.


FBTCTECBDifference
Sharpe ratioReturn per unit of total volatility

-2.45

Sortino ratioReturn per unit of downside risk

-3.35

Omega ratioGain probability vs. loss probability

0.86

1.27

-0.41

Calmar ratioReturn relative to maximum drawdown

-0.76

1.69

-2.45

Martin ratioReturn relative to average drawdown

-1.36

4.93

-6.30

FBTC vs. TECB - Sharpe Ratio Comparison

The current FBTC Sharpe Ratio is -0.90, which is lower than the TECB Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of FBTC and TECB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FBTCTECBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.90

1.56

-2.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.70

-0.43

Drawdowns

FBTC vs. TECB - Drawdown Comparison

The maximum FBTC drawdown since its inception was -52.07%, which is greater than TECB's maximum drawdown of -41.62%. Use the drawdown chart below to compare losses from any high point for FBTC and TECB.


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Drawdown Indicators


FBTCTECBDifference

Max Drawdown

Largest peak-to-trough decline

-52.07%

-41.62%

-10.45%

Max Drawdown (1Y)

Largest decline over 1 year

-52.07%

-16.24%

-35.83%

Max Drawdown (3Y)

Largest decline over 3 years

-23.91%

Max Drawdown (5Y)

Largest decline over 5 years

-41.62%

Current Drawdown

Current decline from peak

-49.59%

-5.64%

-43.95%

Average Drawdown

Average peak-to-trough decline

-16.18%

-10.17%

-6.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.93%

5.55%

+23.38%

Volatility

FBTC vs. TECB - Volatility Comparison

Fidelity Wise Origin Bitcoin Fund (FBTC) has a higher volatility of 11.77% compared to iShares U.S. Tech Breakthrough Multisector ETF (TECB) at 7.20%. This indicates that FBTC's price experiences larger fluctuations and is considered to be riskier than TECB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FBTCTECBDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.77%

7.20%

+4.57%

Volatility (6M)

Calculated over the trailing 6-month period

34.55%

14.03%

+20.52%

Volatility (1Y)

Calculated over the trailing 1-year period

44.17%

17.68%

+26.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.26%

23.59%

+26.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.26%

25.42%

+24.84%

FBTC vs. TECB - Expense Ratio Comparison

FBTC has a 0.25% expense ratio, which is lower than TECB's 0.40% expense ratio.


Dividends

FBTC vs. TECB - Dividend Comparison

FBTC has not paid dividends to shareholders, while TECB's dividend yield for the trailing twelve months is around 0.29%.


PositionTTM202520242023202220212020
FBTC
Fidelity Wise Origin Bitcoin Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TECB
iShares U.S. Tech Breakthrough Multisector ETF
0.29%0.33%0.35%0.23%0.61%0.35%0.77%

Frequently Asked Questions


FBTC and TECB have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FBTC has higher volatility (11.77%) compared to TECB (7.20%). In terms of maximum drawdown, FBTC dropped -52.07% vs TECB's -41.62%.

On 1-year performance, TECB leads with 27.32% vs -39.41% for FBTC. On fees, FBTC is cheaper at 0.25% per year. On volatility, TECB has been the lower-risk option at 7.20%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, TECB has performed better with a 27.32% return vs -39.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FBTC is cheaper with a 0.25% expense ratio, compared with 0.40% for TECB.

TECB has the higher dividend yield at 0.29%, compared with 0.00% for FBTC.

FBTC is categorized as Cryptocurrency, while TECB is Technology Equities. FBTC tracks Fidelity Bitcoin Reference Rate, while TECB tracks NYSE FactSet U.S. Tech Breakthrough Index. They also come from different issuers: Fidelity and iShares. Their fees differ too: 0.25% for FBTC and 0.40% for TECB.

TECB currently has the higher Sharpe Ratio (1.56 vs -0.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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