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BCCL.NEO vs. MSTE.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BCCL.NEO vs. MSTE.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Global X Enhanced Bitcoin Covered Call ETF (BCCL.NEO) and Harvest MicroStrategy Enhanced High Income Shares ETF (MSTE.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BCCL.NEO achieves a -27.54% return, which is significantly lower than MSTE.TO's -20.32% return.


BCCL.NEO

1D
-3.22%
1M
-17.13%
YTD
-27.54%
6M
-33.09%
1Y
-40.36%
3Y*
5Y*
10Y*

MSTE.TO

1D
-8.67%
1M
-33.14%
YTD
-20.32%
6M
-37.71%
1Y
-71.76%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BCCL.NEO vs. MSTE.TO - Yearly Performance Comparison


Correlation

The correlation between BCCL.NEO and MSTE.TO is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.78

Correlation (All Time)
Calculated using the full available price history since May 1, 2025

0.76

The correlation between BCCL.NEO and MSTE.TO has been stable across timeframes, ranging from 0.76 to 0.78 - a consistent structural relationship.

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Return for Risk

BCCL.NEO vs. MSTE.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BCCL.NEO
BCCL.NEO Risk / Return Rank: 22
Overall Rank
BCCL.NEO Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BCCL.NEO Sortino Ratio Rank: 22
Sortino Ratio Rank
BCCL.NEO Omega Ratio Rank: 22
Omega Ratio Rank
BCCL.NEO Calmar Ratio Rank: 22
Calmar Ratio Rank
BCCL.NEO Martin Ratio Rank: 22
Martin Ratio Rank

MSTE.TO
MSTE.TO Risk / Return Rank: 11
Overall Rank
MSTE.TO Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MSTE.TO Sortino Ratio Rank: 11
Sortino Ratio Rank
MSTE.TO Omega Ratio Rank: 11
Omega Ratio Rank
MSTE.TO Calmar Ratio Rank: 11
Calmar Ratio Rank
MSTE.TO Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BCCL.NEO vs. MSTE.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Enhanced Bitcoin Covered Call ETF (BCCL.NEO) and Harvest MicroStrategy Enhanced High Income Shares ETF (MSTE.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BCCL.NEOMSTE.TODifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

+0.47

Omega ratioGain probability vs. loss probability

0.86

0.81

+0.05

Calmar ratioReturn relative to maximum drawdown

-0.77

-0.89

+0.12

Martin ratioReturn relative to average drawdown

-1.36

-1.33

-0.02

BCCL.NEO vs. MSTE.TO - Sharpe Ratio Comparison

The current BCCL.NEO Sharpe Ratio is -0.92, which is comparable to the MSTE.TO Sharpe Ratio of -0.93. The chart below compares the historical Sharpe Ratios of BCCL.NEO and MSTE.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BCCL.NEOMSTE.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.92

-0.93

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.69

-0.67

-0.02

Drawdowns

BCCL.NEO vs. MSTE.TO - Drawdown Comparison

The maximum BCCL.NEO drawdown since its inception was -52.47%, smaller than the maximum MSTE.TO drawdown of -80.35%. Use the drawdown chart below to compare losses from any high point for BCCL.NEO and MSTE.TO.


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Drawdown Indicators


BCCL.NEOMSTE.TODifference

Max Drawdown

Largest peak-to-trough decline

-52.47%

-80.35%

+27.88%

Max Drawdown (1Y)

Largest decline over 1 year

-52.47%

-80.35%

+27.88%

Current Drawdown

Current decline from peak

-50.69%

-76.21%

+25.52%

Average Drawdown

Average peak-to-trough decline

-22.15%

-39.63%

+17.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

29.80%

53.78%

-23.98%

Volatility

BCCL.NEO vs. MSTE.TO - Volatility Comparison

The current volatility for Global X Enhanced Bitcoin Covered Call ETF (BCCL.NEO) is 12.21%, while Harvest MicroStrategy Enhanced High Income Shares ETF (MSTE.TO) has a volatility of 23.39%. This indicates that BCCL.NEO experiences smaller price fluctuations and is considered to be less risky than MSTE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BCCL.NEOMSTE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

12.21%

23.39%

-11.18%

Volatility (6M)

Calculated over the trailing 6-month period

32.89%

63.14%

-30.25%

Volatility (1Y)

Calculated over the trailing 1-year period

43.98%

77.31%

-33.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.65%

84.31%

-40.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.65%

84.31%

-40.66%

Dividends

BCCL.NEO vs. MSTE.TO - Dividend Comparison

BCCL.NEO's dividend yield for the trailing twelve months is around 40.66%, less than MSTE.TO's 149.64% yield.


Frequently Asked Questions


BCCL.NEO and MSTE.TO have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: Global X and Harvest.

Portfolio Optimizer

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