FBTC vs SDY

Fidelity Wise Origin Bitcoin Fund vs SPDR S&P Dividend ETF

Quick take
  • • FBTC has the lower expense ratio at 0.25% vs 0.35% for SDY.
  • • SDY pays a higher dividend yield (2.35%).

Side-by-side metrics

MetricFBTCSDY
Expense ratio
Annual fee. Lower is better.
0.25%0.35%
Dividend yield
Trailing 12-month yield.
0.00%2.35%
AUM
Assets under management — bigger funds are typically more liquid.
$13.47B$23.87B
YTD return
-14.71%19.71%
1-year return
——
3-year return
Annualized.
——
5-year return
Annualized.
——
10-year return
Annualized.
——
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.000.48
P/E ratio
—18.98
Last price
$64.69$163.50
Inception
——
Issuer
FidelityState Street

FBTC top holdings

Holdings data unavailable for FBTC.

SDY top holdings

Top holdings · SDY
ACNAccenture PLC Class A4.02%
VZVerizon Communications Inc2.81%
CVXChevron Corp2.18%
ORealty Income Corp1.91%
PEPPepsiCo Inc1.84%
MDTMedtronic PLC1.81%
TGTTarget Corp1.63%
ADPAutomatic Data Processing Inc1.53%
NKENike Inc Class B1.52%
XOMExxonMobil Holdings Corp1.52%
Sector breakdown · SDY
Real Estate3.7%
Consumer Cyclical6.5%
Basic Materials5.7%
Consumer Defensive15.4%
Technology11.6%
Communication Services2.8%
Financial Services11.6%
Utilities12.8%
Industrials17.0%
Energy4.2%
Healthcare8.7%

About FBTC

FBTC (Fidelity Wise Origin Bitcoin Fund) is Spot Bitcoin ETF from Fidelity. Managed by Fidelity, the fund carries $13.5B in assets under management, an expense ratio of 0.25%.

About SDY

SDY (SPDR S&P Dividend ETF) is Highest-yielding S&P Composite 1500 dividend growers. Managed by State Street, the fund carries $23.9B in assets under management, an expense ratio of 0.35%, a dividend yield of 2.35%. Its largest holding is Accenture PLC Class A (ACN), which represents 4.0% of the portfolio. Real Estate is the fund's largest sector exposure at 3.7%.