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XMPT vs. HODL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XMPT vs. HODL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck CEF Municipal Income ETF (XMPT) and VanEck Bitcoin Trust (HODL). The values are adjusted to include any dividend payments, if applicable.

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XMPT vs. HODL - Yearly Performance Comparison


2026 (YTD)20252024
XMPT
VanEck CEF Municipal Income ETF
-0.80%8.01%6.66%
HODL
VanEck Bitcoin Trust
-22.52%-6.42%99.75%

Returns By Period

In the year-to-date period, XMPT achieves a -0.80% return, which is significantly higher than HODL's -22.52% return.


XMPT

1D
2.14%
1M
-4.42%
YTD
-0.80%
6M
1.08%
1Y
5.47%
3Y*
4.95%
5Y*
-0.99%
10Y*
2.06%

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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XMPT vs. HODL - Expense Ratio Comparison

XMPT has a 1.97% expense ratio, which is higher than HODL's 0.25% expense ratio.


Return for Risk

XMPT vs. HODL — Risk / Return Rank

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

XMPT
XMPT Risk / Return Rank: 3434
Overall Rank
XMPT Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
XMPT Sortino Ratio Rank: 3131
Sortino Ratio Rank
XMPT Omega Ratio Rank: 3434
Omega Ratio Rank
XMPT Calmar Ratio Rank: 3636
Calmar Ratio Rank
XMPT Martin Ratio Rank: 3131
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.

XMPT vs. HODL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck CEF Municipal Income ETF (XMPT) 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.


XMPTHODLDifference

Sharpe ratio

Return per unit of total volatility

0.65

-0.40

+1.05

Sortino ratio

Return per unit of downside risk

0.90

-0.29

+1.19

Omega ratio

Gain probability vs. loss probability

1.14

0.97

+0.17

Calmar ratio

Return relative to maximum drawdown

0.91

-0.39

+1.30

Martin ratio

Return relative to average drawdown

2.76

-0.83

+3.59

XMPT vs. HODL - Sharpe Ratio Comparison

The current XMPT Sharpe Ratio is 0.65, which is higher than the HODL Sharpe Ratio of -0.40. The chart below compares the historical Sharpe Ratios of XMPT 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


XMPTHODLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

-0.40

+1.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.36

+0.04

Correlation

The correlation between XMPT and HODL is 0.13, 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

XMPT vs. HODL - Dividend Comparison

XMPT's dividend yield for the trailing twelve months is around 5.92%, while HODL has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
XMPT
VanEck CEF Municipal Income ETF
5.92%5.87%5.35%3.81%5.12%3.74%3.79%4.08%5.05%4.84%5.35%5.24%
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%

Drawdowns

XMPT vs. HODL - Drawdown Comparison

The maximum XMPT drawdown since its inception was -35.24%, smaller than the maximum HODL drawdown of -49.25%. Use the drawdown chart below to compare losses from any high point for XMPT and HODL.


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Drawdown Indicators


XMPTHODLDifference

Max Drawdown

Largest peak-to-trough decline

-35.24%

-49.25%

+14.01%

Max Drawdown (1Y)

Largest decline over 1 year

-6.64%

-49.25%

+42.61%

Max Drawdown (5Y)

Largest decline over 5 years

-35.24%

Max Drawdown (10Y)

Largest decline over 10 years

-35.24%

Current Drawdown

Current decline from peak

-11.73%

-46.01%

+34.28%

Average Drawdown

Average peak-to-trough decline

-8.81%

-14.09%

+5.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.20%

23.02%

-20.82%

Volatility

XMPT vs. HODL - Volatility Comparison

The current volatility for VanEck CEF Municipal Income ETF (XMPT) is 3.90%, while VanEck Bitcoin Trust (HODL) has a volatility of 13.04%. This indicates that XMPT 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


XMPTHODLDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.90%

13.04%

-9.14%

Volatility (6M)

Calculated over the trailing 6-month period

5.12%

36.71%

-31.59%

Volatility (1Y)

Calculated over the trailing 1-year period

8.46%

45.09%

-36.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.24%

50.94%

-41.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.33%

50.94%

-40.61%