BTCI vs. BRK-B
BTCI (NEOS Bitcoin High Income ETF) is Cryptocurrency fund actively managed by Neos, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past year, BTCI returned -34.62% vs 0.95% for BRK-B. At a correlation of -0.00, they often move in opposite directions.
Performance
BTCI vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, BTCI achieves a -25.54% return, which is significantly lower than BRK-B's -2.62% return.
BTCI
- 1D
- -2.32%
- 1M
- -16.42%
- YTD
- -25.54%
- 6M
- -25.93%
- 1Y
- -34.62%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BRK-B
- 1D
- -0.37%
- 1M
- 0.63%
- YTD
- -2.62%
- 6M
- -1.03%
- 1Y
- 0.95%
- 3Y*
- 13.10%
- 5Y*
- 12.30%
- 10Y*
- 13.20%
BTCI vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BTCI NEOS Bitcoin High Income ETF | -25.54% | -1.09% | 26.12% |
BRK-B Berkshire Hathaway Inc. | -2.62% | 10.89% | -2.66% |
Correlation
The correlation between BTCI and BRK-B is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.16 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2024 | -0.00 |
The correlation between BTCI and BRK-B shifts across timeframes, from -0.16 (1 year) to -0.00 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BTCI vs. BRK-B — Risk / Return Rank
BTCI
BRK-B
BTCI vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Bitcoin High Income ETF (BTCI) and Berkshire Hathaway Inc. (BRK-B). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BTCI | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.38 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.02 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.74 | 0.09 | -0.84 |
| Martin ratioReturn relative to average drawdown | -1.31 | 0.20 | -1.50 |
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Drawdowns
BTCI vs. BRK-B - Drawdown Comparison
The maximum BTCI drawdown since its inception was -47.16%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BTCI and BRK-B.
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Drawdown Indicators
| BTCI | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.16% | -53.86% | +6.70% |
Max Drawdown (1Y)Largest decline over 1 year | -47.16% | -9.42% | -37.74% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.95% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.58% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -44.94% | -9.33% | -35.61% |
Average DrawdownAverage peak-to-trough decline | -15.92% | -11.07% | -4.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.71% | 4.56% | +22.15% |
Volatility
BTCI vs. BRK-B - Volatility Comparison
NEOS Bitcoin High Income ETF (BTCI) has a higher volatility of 12.11% compared to Berkshire Hathaway Inc. (BRK-B) at 3.67%. This indicates that BTCI's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTCI | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.11% | 3.67% | +8.44% |
Volatility (6M)Calculated over the trailing 6-month period | 31.18% | 10.64% | +20.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.53% | 14.37% | +25.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.31% | 17.10% | +23.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.31% | 19.44% | +20.87% |
Dividends
BTCI vs. BRK-B - Dividend Comparison
BTCI's dividend yield for the trailing twelve months is around 48.02%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% |
BTCI NEOS Bitcoin High Income ETF | 48.02% | 36.46% | 6.76% |
Frequently Asked Questions
BTCI and BRK-B have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTCI has higher volatility (12.11%) compared to BRK-B (3.67%). In terms of maximum drawdown, BTCI dropped -47.16% vs BRK-B's -53.86%.
BRK-B currently has the higher Sharpe Ratio (0.06 vs -0.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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