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HODL vs. FTEC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HODL and FTEC is 0.32, 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.


-0.50.00.51.0
Correlation: 0.3

Performance

HODL vs. FTEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Bitcoin Trust (HODL) and Fidelity MSCI Information Technology Index ETF (FTEC). The values are adjusted to include any dividend payments, if applicable.

20.00%40.00%60.00%80.00%100.00%120.00%NovemberDecember2025FebruaryMarchApril
85.71%
15.68%
HODL
FTEC

Key characteristics

Sharpe Ratio

HODL:

0.45

FTEC:

0.24

Sortino Ratio

HODL:

1.02

FTEC:

0.47

Omega Ratio

HODL:

1.12

FTEC:

1.06

Calmar Ratio

HODL:

0.89

FTEC:

0.35

Martin Ratio

HODL:

1.96

FTEC:

0.96

Ulcer Index

HODL:

12.47%

FTEC:

5.96%

Daily Std Dev

HODL:

53.95%

FTEC:

24.01%

Max Drawdown

HODL:

-27.51%

FTEC:

-34.95%

Current Drawdown

HODL:

-18.60%

FTEC:

-14.72%

Returns By Period

In the year-to-date period, HODL achieves a -7.03% return, which is significantly higher than FTEC's -11.18% return.


HODL

YTD

-7.03%

1M

0.94%

6M

44.30%

1Y

31.72%

5Y*

N/A

10Y*

N/A

FTEC

YTD

-11.18%

1M

-4.66%

6M

-3.96%

1Y

6.74%

5Y*

23.41%

10Y*

19.00%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


HODL vs. FTEC - Expense Ratio Comparison

HODL has a 0.25% expense ratio, which is higher than FTEC's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


HODL
VanEck Bitcoin Trust
Expense ratio chart for HODL: current value is 0.25%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
HODL: 0.25%
Expense ratio chart for FTEC: current value is 0.08%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FTEC: 0.08%

Risk-Adjusted Performance

HODL vs. FTEC — Risk-Adjusted Performance Rank

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

HODL
The Risk-Adjusted Performance Rank of HODL is 5656
Overall Rank
The Sharpe Ratio Rank of HODL is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of HODL is 6262
Sortino Ratio Rank
The Omega Ratio Rank of HODL is 5656
Omega Ratio Rank
The Calmar Ratio Rank of HODL is 7070
Calmar Ratio Rank
The Martin Ratio Rank of HODL is 5050
Martin Ratio Rank

FTEC
The Risk-Adjusted Performance Rank of FTEC is 3434
Overall Rank
The Sharpe Ratio Rank of FTEC is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of FTEC is 3131
Sortino Ratio Rank
The Omega Ratio Rank of FTEC is 3232
Omega Ratio Rank
The Calmar Ratio Rank of FTEC is 4040
Calmar Ratio Rank
The Martin Ratio Rank of FTEC is 3434
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.

HODL vs. FTEC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Bitcoin Trust (HODL) and Fidelity MSCI Information Technology Index ETF (FTEC). 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.


Sharpe ratio
The chart of Sharpe ratio for HODL, currently valued at 0.45, compared to the broader market0.002.004.00
HODL: 0.45
FTEC: 0.24
The chart of Sortino ratio for HODL, currently valued at 1.02, compared to the broader market-2.000.002.004.006.008.0010.0012.00
HODL: 1.02
FTEC: 0.47
The chart of Omega ratio for HODL, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.00
HODL: 1.12
FTEC: 1.06
The chart of Calmar ratio for HODL, currently valued at 0.89, compared to the broader market0.005.0010.0015.00
HODL: 0.89
FTEC: 0.35
The chart of Martin ratio for HODL, currently valued at 1.96, compared to the broader market0.0020.0040.0060.0080.00100.00
HODL: 1.96
FTEC: 0.96

The current HODL Sharpe Ratio is 0.45, which is higher than the FTEC Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of HODL and FTEC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00Jan 19Jan 26Feb 02Feb 09Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30
0.45
0.24
HODL
FTEC

Dividends

HODL vs. FTEC - Dividend Comparison

HODL has not paid dividends to shareholders, while FTEC's dividend yield for the trailing twelve months is around 0.55%.


TTM20242023202220212020201920182017201620152014
HODL
VanEck Bitcoin Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FTEC
Fidelity MSCI Information Technology Index ETF
0.55%0.49%0.77%0.93%0.63%0.83%1.03%1.20%0.96%1.25%1.27%1.09%

Drawdowns

HODL vs. FTEC - Drawdown Comparison

The maximum HODL drawdown since its inception was -27.51%, smaller than the maximum FTEC drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for HODL and FTEC. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-18.60%
-14.72%
HODL
FTEC

Volatility

HODL vs. FTEC - Volatility Comparison

VanEck Bitcoin Trust (HODL) has a higher volatility of 16.50% compared to Fidelity MSCI Information Technology Index ETF (FTEC) at 8.84%. This indicates that HODL's price experiences larger fluctuations and is considered to be riskier than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
16.50%
8.84%
HODL
FTEC
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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