WGMI vs XBOC
CoinShares Bitcoin Mining and Digital Power ETF vs Innovator US Equity Accelerated 9 Buffer ETF - October
Which is better, WGMI or XBOC?
Each has led over a different period.
WGMI has a lower expense ratio. WGMI led over 3Y, XBOC over 1Y and the full window.
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 | WGMI | XBOC |
|---|---|---|
| Expense Ratio | 0.75%Best | 0.79% |
| AUM | $194M | $64M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 57 | 21 |
| YTD Return | -19.60% | +9.12%Best |
| 1Y Return | -47.00% | +12.15%Best |
| 3Y Return (annualized) | +55.28%Best | +11.40% |
| 5Y Return (annualized) | - | +8.40% |
| Volatility (annualized) | 92.7% | 8.3%Best |
| Max Drawdown | -85.8% | -13.2%Best |
| $10,000 over 4.7 years | $12,583 | $14,794Best |
| Fund Family | Valkyrie Funds | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Feb 7, 2022 | Oct 1, 2021 |
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).
WGMI vs XBOC 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.
WGMI vs XBOC Performance
CoinShares Bitcoin Mining and Digital Power ETF (WGMI) is an ETF from Valkyrie Funds and Innovator US Equity Accelerated 9 Buffer ETF - October (XBOC) is an ETF from Innovator ETFs Trust. Over the past year WGMI returned -47.00% while XBOC returned +12.15%. Year to date, WGMI is down 19.60% versus a gain of 9.12% for XBOC.
Over three years, WGMI compounded at +55.28% per year against +11.40% for XBOC.
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 8.3% for XBOC. 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 -85.8% for WGMI and -13.2% for XBOC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
WGMI charges 0.75% per year while XBOC charges 0.79%. On a $10,000 position that is $75 vs $79 annually, a gap of $4 per year that compounds over a long holding period. On income, WGMI currently yields 0.00% against 0.00% for XBOC.
Holdings Overlap
We hold position weights for 28 holdings in WGMI and 1 in XBOC, totalling 99.9% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 28 positions we hold weights for in WGMI and 1 in XBOC, against full books of 57 and 21.
You are not choosing between two funds in isolation.
Whichever of WGMI and XBOC 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, WGMI or XBOC?
WGMI has an expense ratio of 0.75% while XBOC charges 0.79%. WGMI is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, WGMI or XBOC?
Over the past year WGMI returned -47.00% vs +12.15% for XBOC, so XBOC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, WGMI or XBOC?
WGMI has been the more volatile fund at 92.7% annualized versus 8.3% for XBOC. Worst drawdown: WGMI -85.8% vs XBOC -13.2%.
Should I hold both WGMI and XBOC?
WGMI and XBOC have a monthly-return correlation of 0.57, 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, WGMI or XBOC?
WGMI yields 0.00% while XBOC yields 0.00%, so XBOC currently pays the higher dividend yield.
Is XBOC better than WGMI?
WGMI has a lower expense ratio. WGMI led over 3Y, XBOC over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.