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

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%-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
30.73%
12.54%
HODL
FTEC

Returns By Period


HODL

YTD

N/A

1M

33.66%

6M

30.73%

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

FTEC

YTD

25.75%

1M

0.24%

6M

12.54%

1Y

33.71%

5Y (annualized)

22.21%

10Y (annualized)

20.32%

Key characteristics


HODLFTEC
Daily Std Dev57.71%21.16%
Max Drawdown-27.51%-34.95%
Current Drawdown0.00%-3.30%

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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 at 0.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.25%
Expense ratio chart for FTEC: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Correlation

-0.50.00.51.00.3

The correlation between HODL and FTEC is 0.28, 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.

Risk-Adjusted Performance

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
No data
HODL
FTEC

Chart placeholderNot enough data

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 0.63%.


TTM20232022202120202019201820172016201520142013
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
0.63%0.77%0.93%0.63%0.83%1.03%1.20%0.96%1.25%1.27%1.09%0.18%

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%JuneJulyAugustSeptemberOctoberNovember0
-3.30%
HODL
FTEC

Volatility

HODL vs. FTEC - Volatility Comparison

VanEck Bitcoin Trust (HODL) has a higher volatility of 18.54% compared to Fidelity MSCI Information Technology Index ETF (FTEC) at 6.55%. 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%25.00%JuneJulyAugustSeptemberOctoberNovember
18.54%
6.55%
HODL
FTEC