BTGD vs PFEB
STKd 100% Bitcoin & 100% Gold ETF vs Innovator US Equity Power Buffer ETF - February
Which is better, BTGD or PFEB?
Each has led over a different period.
PFEB has a lower expense ratio. BTGD led over the full window, PFEB over 1Y.
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 | BTGD | PFEB |
|---|---|---|
| Expense Ratio | 1.09% | 0.79%Best |
| AUM | $102M | $896M |
| Dividend Yield | 4.28% | 0.00% |
| Holdings | 10 | 18 |
| YTD Return | -27.02% | +8.65%Best |
| 1Y Return | -41.02% | +12.00%Best |
| 3Y Return (annualized) | - | +12.79% |
| 5Y Return (annualized) | - | +8.98% |
| Volatility (annualized) | 53.1% | 5.9%Best |
| Max Drawdown | -58.8% | -10.6%Best |
| $10,000 over 2 years | $13,122Best | $12,246 |
| Fund Family | Quantify Funds | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Oct 15, 2024 | Jan 31, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 16, 2024 to Oct 14, 2026 (2 years).
BTGD vs PFEB 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 2 years both funds cover.
BTGD vs PFEB Performance
STKd 100% Bitcoin & 100% Gold ETF (BTGD) is an ETF from Quantify Funds and Innovator US Equity Power Buffer ETF - February (PFEB) is an ETF from Innovator ETFs Trust. Over the past year BTGD returned -41.02% while PFEB returned +12.00%. Year to date, BTGD is down 27.02% versus a gain of 8.65% for PFEB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BTGD has been the more volatile fund, with annualized monthly volatility of 53.1% compared with 5.9% for PFEB. 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 -58.8% for BTGD and -10.6% for PFEB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.32. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BTGD charges 1.09% per year while PFEB charges 0.79%. On a $10,000 position that is $109 vs $79 annually, a gap of $30 per year that compounds over a long holding period. On income, BTGD currently yields 4.28% against 0.00% for PFEB.
You are not choosing between two funds in isolation.
Whichever of BTGD and PFEB 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, BTGD or PFEB?
BTGD has an expense ratio of 1.09% while PFEB charges 0.79%. PFEB is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, BTGD or PFEB?
Over the past year BTGD returned -41.02% vs +12.00% for PFEB, so PFEB leads on 1-year performance. Over the longest common window we track (2 years), BTGD annualized +14.55% vs +10.66% for PFEB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BTGD or PFEB?
BTGD has been the more volatile fund at 53.1% annualized versus 5.9% for PFEB. Worst drawdown: BTGD -58.8% vs PFEB -10.6%.
Should I hold both BTGD and PFEB?
BTGD and PFEB have a monthly-return correlation of 0.32, 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, BTGD or PFEB?
BTGD yields 4.28% while PFEB yields 0.00%, so BTGD currently pays the higher dividend yield.
Is PFEB better than BTGD?
PFEB has a lower expense ratio. BTGD led over the full window, PFEB over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.