BFEB vs WGMI
Innovator US Equity Buffer ETF - February vs CoinShares Bitcoin Mining and Digital Power ETF
Which is better, BFEB or WGMI?
Each has led over a different period.
WGMI has a lower expense ratio. BFEB led over 1Y and the full window, WGMI over 3Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BFEB | WGMI |
|---|---|---|
| Expense Ratio | 0.79% | 0.75%Best |
| AUM | $208M | $194M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 18 | 57 |
| YTD Return | +11.67%Best | -19.60% |
| 1Y Return | +15.60%Best | -47.00% |
| 3Y Return (annualized) | +17.04% | +55.28%Best |
| 5Y Return (annualized) | +11.68% | - |
| Volatility (annualized) | 10.8%Best | 92.7% |
| Max Drawdown | -14.8%Best | -85.8% |
| $10,000 over 4.7 years | $16,913Best | $12,583 |
| Fund Family | Innovator ETFs Trust | Valkyrie Funds |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Feb 3, 2020 | Feb 7, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Feb 8, 2022 to Oct 14, 2026 (4.7 years).
BFEB vs WGMI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.7 years both funds cover.
BFEB vs WGMI Performance
Innovator US Equity Buffer ETF - February (BFEB) is an ETF from Innovator ETFs Trust and CoinShares Bitcoin Mining and Digital Power ETF (WGMI) is an ETF from Valkyrie Funds. Over the past year BFEB returned +15.60% while WGMI returned -47.00%. Year to date, BFEB is up 11.67% versus a loss of 19.60% for WGMI.
Over three years, BFEB compounded at +17.04% per year against +55.28% for WGMI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WGMI has been the more volatile fund, with annualized monthly volatility of 92.7% compared with 10.8% for BFEB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.8% for BFEB and -85.8% for WGMI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BFEB charges 0.79% per year while WGMI charges 0.75%. On a $10,000 position that is $79 vs $75 annually, a gap of $4 per year that compounds over a long holding period. On income, BFEB currently yields 0.00% against 0.00% for WGMI.
You are not choosing between two funds in isolation.
Whichever of BFEB and WGMI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BFEB or WGMI?
BFEB has an expense ratio of 0.79% while WGMI charges 0.75%. WGMI is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, BFEB or WGMI?
Over the past year BFEB returned +15.60% vs -47.00% for WGMI, so BFEB leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BFEB or WGMI?
WGMI has been the more volatile fund at 92.7% annualized versus 10.8% for BFEB. Worst drawdown: BFEB -14.8% vs WGMI -85.8%.
Should I hold both BFEB and WGMI?
BFEB and WGMI have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BFEB or WGMI?
BFEB yields 0.00% while WGMI yields 0.00%, so WGMI currently pays the higher dividend yield.
Is WGMI better than BFEB?
WGMI has a lower expense ratio. BFEB led over 1Y and the full window, WGMI over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.