BITS vs HSMV

Comparison between GLOBAL X BLOCKCHAIN & BITCOIN STRATEGY ETF (BITS, ETF) and FIRST TRUST HORIZON MANAGED VOLATILITY SMALL/MID ETF (HSMV, ETF).

5-Year PerformanceHSMV has outperformed BITS, delivering a return of +4.2% compared to +0.3%

BITS vs HSMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BITS(ETF)	HSMV(ETF)
Net Assets	$31M	$31M
Expense Ratio	0.65%	0.80%
Max Drawdown	83.43%	19.84%
Sharpe Ratio	0.36	0.42
5Y Beta	2.00	0.52
P/E Ratio	N/A	16.12
Forward P/E	N/A	14.88
5Y Dividends CAGR	N/A	27.74%
5Y EPS CAGR	N/A	6.72%
Debt to Equity	N/A	47.86%
P/S Ratio	N/A	1.54
P/B Ratio	N/A	1.71

Net Assets

BITS

$31M

HSMV

$31M

Expense Ratio

Winner

BITS

0.65%

HSMV

0.80%

Max Drawdown

BITS

83.43%

Winner

HSMV

19.84%

Sharpe Ratio

BITS

0.36

Winner

HSMV

0.42

5Y Beta

BITS

2.00

Winner

HSMV

0.52

P/E Ratio

BITS

N/A

HSMV

16.12

Forward P/E

BITS

N/A

HSMV

14.88

5Y Dividends CAGR

BITS

N/A

HSMV

27.74%

5Y EPS CAGR

BITS

N/A

HSMV

6.72%

Debt to Equity

BITS

N/A

HSMV

47.86%

P/S Ratio

BITS

N/A

HSMV

1.54

P/B Ratio

BITS

N/A

HSMV

1.71

BITS vs HSMV - Holdings Comparison

BITS and HSMV have 0 common holdings. Overlap is 0.00%

BITS's top 25 holdings weight is 90.90%. HSMV's top 25 holdings weight is 32.90%.

Rank	BITS	HSMV
#1	GLOBAL X BLOCKCHAIN ETF (BKCH) - 57.52%	n/a (PECO) - 2.17%
#2	GLOBAL X 1-3 MONTH T-BILL ETF (CLIP) - 33.38%	OGE ENERGY CORP (OGE) - 2.10%
#3	N/A	INGREDION INC (INGR) - 1.72%
#4	N/A	ELLINGTON FINANCIAL INC (EFC) - 1.64%
#5	N/A	STARWOOD PROPERTY TRUST INC (STWD) - 1.57%
#6	N/A	IDACORP INC (IDA) - 1.53%
#7	N/A	NNN REIT INC (NNN) - 1.52%
#8	N/A	FOUR CORNERS PROPERTY TRUST INC (FCPT) - 1.43%
#9	N/A	AGREE REALTY CORP (ADC) - 1.40%
#10	N/A	DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.33%
#11	N/A	GRACO INC (GGG) - 1.24%
#12	N/A	RELIANCE INC (RS) - 1.20%
#13	N/A	ANTERO MIDSTREAM CORP (AM) - 1.18%
#14	N/A	GATX CORP (GATX) - 1.16%
#15	N/A	W.P. CAREY INC (WPC) - 1.14%
#16	N/A	SERVICE CORP INTERNATIONAL (SCI) - 1.10%
#17	N/A	MONARCH CASINO & RESORT INC (MCRI) - 1.10%
#18	N/A	ONE GAS INC (OGS) - 1.10%
#19	N/A	THE HANOVER INSURANCE GROUP INC (THG) - 1.09%
#20	N/A	NEW JERSEY RESOURCES CORP (NJR) - 1.05%
#21	N/A	CITY HOLDING CO (CHCO) - 1.05%
#22	N/A	GRANITE CONSTRUCTION INC (GVA) - 1.04%
#23	N/A	ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.02%
#24	N/A	UNIVERSAL CORP (UVV) - 1.01%
#25	N/A	INNOSPEC INC (IOSP) - 1.01%
Total Holdings	2	151

BITS vs HSMV - Historical Returns

Returns include dividend reinvestment.

Period	BITS	HSMV
1 month	-12.30%	+1.87%
3 months	+13.06%	+4.23%
6 months	-7.19%	+6.25%
1 year	+10.55%	+7.46%
5 years(CAGR)	+0.32%	+4.21%
Max(CAGR)	+0.32%	+11.38%

BITS

-12.30%

Winner

HSMV

+1.87%

Winner

BITS

+13.06%

HSMV

+4.23%

BITS

-7.19%

Winner

HSMV

+6.25%

Winner

BITS

+10.55%

HSMV

+7.46%

5Y(CAGR)

BITS

+0.32%

Winner

HSMV

+4.21%

Max(CAGR)

BITS

+0.32%

Winner

HSMV

+11.38%

BITS vs HSMV - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BITS	HSMV
2026	-6.49%	+6.63%
2025	+11.36%	+2.19%
2024	+58.93%	+13.29%
2023	+211.93%	+4.87%
2022	-75.53%	-9.51%
2021	-29.31%	+25.06%
2020	N/A	+34.69%

BITS vs HSMV Drawdown Comparison

The maximum drawdown for BITS was -83.11%, occurring on Dec 28, 2022. Recovery took 759 trading sessions.

The maximum drawdown for HSMV was -19.16%, occurring on Sep 30, 2022. Recovery took 590 trading sessions.

The current BITS drawdown is -34.32%. The current HSMV drawdown is -0.87%.

Rank	BITS	HSMV
#1	-83.11% Nov 16, 2021 - Nov 22, 2024	-19.16% Jan 4, 2022 - May 10, 2024
#2	-48.24% Oct 15, 2025 - Mar 30, 2026	-15.45% Nov 25, 2024 - Feb 6, 2026
#3	-43.73% Dec 17, 2024 - Jul 14, 2025	-9.48% Aug 12, 2020 - Nov 9, 2020
#4	-11.46% Jul 22, 2025 - Sep 10, 2025	-8.83% Jun 8, 2020 - Aug 7, 2020
#5	-8.39% Dec 6, 2024 - Dec 17, 2024	-8.59% Apr 29, 2020 - May 26, 2020
#6	-8.33% Nov 22, 2024 - Nov 29, 2024	-7.83% Mar 2, 2026 - Mar 20, 2026
#7	-6.02% Sep 24, 2025 - Sep 29, 2025	-6.87% Nov 15, 2021 - Dec 28, 2021
#8	-3.90% Oct 9, 2025 - Oct 14, 2025	-5.35% Jul 30, 2024 - Aug 23, 2024
#9	-2.93% Nov 29, 2024 - Dec 4, 2024	-4.86% Sep 2, 2021 - Oct 21, 2021
#10	-2.62% Jul 14, 2025 - Jul 16, 2025	-4.38% Apr 9, 2020 - Apr 27, 2020
#11	-1.88% Sep 22, 2025 - Sep 24, 2025	-4.35% Jun 11, 2021 - Aug 27, 2021
#12	-1.55% Dec 4, 2024 - Dec 6, 2024	-4.07% Jan 25, 2021 - Feb 5, 2021
#13	-1.21% Jul 17, 2025 - Jul 22, 2025	-3.93% Mar 15, 2021 - Apr 5, 2021
#14	-1.10% Oct 6, 2025 - Oct 8, 2025	-3.84% May 15, 2024 - Jul 11, 2024
#15	-0.85% Sep 18, 2025 - Sep 22, 2025	-3.79% May 7, 2021 - Jun 8, 2021