BITC vs FJAN

BITC vs FJAN

Which is better, BITC or FJAN?

Each has led over a different period.

FJAN has a lower expense ratio. BITC led over 3Y and the full window, FJAN over 1Y.

Lower Fees: FJANHigher Returns: split

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

MetricBITCFJAN
Expense Ratio0.88%0.85%Best
AUM$14M$1.5B
Dividend Yield77.90%0.00%
Holdings310
YTD Return+3.13%+9.94%Best
1Y Return-7.62%+13.94%Best
3Y Return (annualized)+34.02%Best+15.36%
5Y Return (annualized)-+11.20%
Volatility (annualized)43.6%7.8%Best
Max Drawdown-33.2%-12.9%Best
$10,000 over 3.6 years$23,183Best$16,711
Fund FamilyBitwiseFirst Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionMar 20, 2023Jan 15, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Mar 21, 2023 to Oct 14, 2026 (3.6 years).

BITC vs FJAN 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 3.6 years both funds cover.

Compare BITC against instead:BITC vs SPYBITC vs QQQBITC vs VOOBITC vs VTIFJAN against:FJAN vs VXUS

BITC vs FJAN Performance

Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF (BITC) is an ETF from Bitwise and FT Vest US Equity Buffer ETF - January (FJAN) is an ETF from First Trust Portfolios (US). Over the past year BITC returned -7.62% while FJAN returned +13.94%. Year to date, BITC is up 3.13% versus a gain of 9.94% for FJAN.

Over three years, BITC compounded at +34.02% per year against +15.36% for FJAN. Across the full 4-year window we track, BITC has the edge at +26.31% annualized vs +15.33%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BITC has been the more volatile fund, with annualized monthly volatility of 43.6% compared with 7.8% for FJAN. 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 -33.2% for BITC and -12.9% for FJAN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.28. They move largely independently of each other.

Fees and Cost Over Time

BITC charges 0.88% per year while FJAN charges 0.85%. On a $10,000 position that is $88 vs $85 annually, a gap of $3 per year that compounds over a long holding period. On income, BITC currently yields 77.90% against 0.00% for FJAN.

You are not choosing between two funds in isolation.

Whichever of BITC and FJAN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BITCFJAN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BITC or FJAN?

BITC has an expense ratio of 0.88% while FJAN charges 0.85%. FJAN is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, BITC or FJAN?

Over the past year BITC returned -7.62% vs +13.94% for FJAN, so FJAN leads on 1-year performance. Over the longest common window we track (4 years), BITC annualized +26.31% vs +15.33% for FJAN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BITC or FJAN?

BITC has been the more volatile fund at 43.6% annualized versus 7.8% for FJAN. Worst drawdown: BITC -33.2% vs FJAN -12.9%.

Should I hold both BITC and FJAN?

BITC and FJAN have a monthly-return correlation of 0.28, 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, BITC or FJAN?

BITC yields 77.90% while FJAN yields 0.00%, so BITC currently pays the higher dividend yield.

Is FJAN better than BITC?

FJAN has a lower expense ratio. BITC led over 3Y and the full window, FJAN over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.