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BTCI vs. GIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BTCI and GIAX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BTCI vs. GIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NEOS Bitcoin High Income ETF (BTCI) and Nicholas Global Equity and Income ETF (GIAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BTCI:

42.06%

GIAX:

21.28%

Max Drawdown

BTCI:

-24.36%

GIAX:

-20.38%

Current Drawdown

BTCI:

-2.83%

GIAX:

-3.70%

Returns By Period

In the year-to-date period, BTCI achieves a 13.84% return, which is significantly higher than GIAX's 0.72% return.


BTCI

YTD

13.84%

1M

10.35%

6M

10.29%

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

GIAX

YTD

0.72%

1M

5.78%

6M

-2.66%

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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NEOS Bitcoin High Income ETF

BTCI vs. GIAX - Expense Ratio Comparison

BTCI has a 0.98% expense ratio, which is higher than GIAX's 0.97% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BTCI vs. GIAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS Bitcoin High Income ETF (BTCI) and Nicholas Global Equity and Income ETF (GIAX). 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.



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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BTCI vs. GIAX - Dividend Comparison

BTCI's dividend yield for the trailing twelve months is around 18.68%, less than GIAX's 19.63% yield.


Drawdowns

BTCI vs. GIAX - Drawdown Comparison

The maximum BTCI drawdown since its inception was -24.36%, which is greater than GIAX's maximum drawdown of -20.38%. Use the drawdown chart below to compare losses from any high point for BTCI and GIAX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BTCI vs. GIAX - Volatility Comparison


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