FBTC vs SPLV

Fidelity Wise Origin Bitcoin Fund vs Invesco S&P 500 Low Volatility ETF

Quick take
  • • SPLV pays a higher dividend yield (2.16%).

Side-by-side metrics

MetricFBTCSPLV
Expense ratio
Annual fee. Lower is better.
0.25%0.25%
Dividend yield
Trailing 12-month yield.
0.00%2.16%
AUM
Assets under management — bigger funds are typically more liquid.
$13.47B$7.57B
YTD return
-14.71%11.04%
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.
0.000.30
P/E ratio
—19.19
Last price
$64.69$77.85
Inception
——
Issuer
FidelityInvesco

FBTC top holdings

Holdings data unavailable for FBTC.

SPLV top holdings

Top holdings · SPLV
BRK-BBerkshire Hathaway Inc Class B1.43%
WECWEC Energy Group Inc1.34%
DUKDuke Energy Corp1.30%
EVRGEvergy Inc1.28%
CNPCenterPoint Energy Inc1.26%
ATOAtmos Energy Corp1.25%
LNTAlliant Energy Corp1.25%
PNWPinnacle West Capital Corp1.25%
FEFirstEnergy Corp1.24%
EDConsolidated Edison Inc1.23%
Sector breakdown · SPLV
Real Estate16.1%
Consumer Cyclical3.8%
Basic Materials2.1%
Consumer Defensive7.0%
Technology0.0%
Communication Services0.0%
Financial Services23.5%
Utilities27.4%
Industrials13.1%
Energy3.0%
Healthcare3.9%

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 SPLV

SPLV (Invesco S&P 500 Low Volatility ETF) is 100 lowest-volatility S&P 500 stocks. Managed by Invesco, the fund carries $7.6B in assets under management, an expense ratio of 0.25%, a dividend yield of 2.16%. Its largest holding is Berkshire Hathaway Inc Class B (BRK-B), which represents 1.4% of the portfolio. Real Estate is the fund's largest sector exposure at 16.1%.