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

Correlation

The correlation between BTCI and MSTR 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.

BTCI vs. MSTR

Last updated May 31, 2025

Compare and contrast key facts about NEOS Bitcoin High Income ETF (BTCI) and MicroStrategy Incorporated (MSTR).

BTCI is an actively managed fund by Neos. It was launched on Oct 16, 2024.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTCI or MSTR.

Performance

BTCI vs. MSTR - Performance Comparison

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

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Key characteristics

Daily Std Dev

BTCI:

41.93%

MSTR:

97.91%

Max Drawdown

BTCI:

-24.36%

MSTR:

-99.86%

Current Drawdown

BTCI:

-3.35%

MSTR:

-22.11%

Returns By Period

In the year-to-date period, BTCI achieves a 13.23% return, which is significantly lower than MSTR's 27.43% return.

BTCI

YTD

13.23%

1M

10.39%

6M

9.08%

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

MSTR

YTD

27.43%

1M

-2.91%

6M

-4.75%

1Y

139.49%

3Y*

140.69%

5Y*

96.97%

10Y*

35.58%

*Annualized

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NEOS Bitcoin High Income ETF

MicroStrategy Incorporated

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

Risk-Adjusted Performance

BTCI vs. MSTR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BTCI
MSTR
The Risk-Adjusted Performance Rank of MSTR is 8787
Overall Rank
The Sharpe Ratio Rank of MSTR is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of MSTR is 8787
Sortino Ratio Rank
The Omega Ratio Rank of MSTR is 8282
Omega Ratio Rank
The Calmar Ratio Rank of MSTR is 9292
Calmar Ratio Rank
The Martin Ratio Rank of MSTR is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BTCI vs. MSTR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS Bitcoin High Income ETF (BTCI) and MicroStrategy Incorporated (MSTR). 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. MSTR - Dividend Comparison

BTCI's dividend yield for the trailing twelve months is around 18.77%, while MSTR has not paid dividends to shareholders.

TTM2024
BTCI
NEOS Bitcoin High Income ETF		18.77%6.76%
MSTR
MicroStrategy Incorporated		0.00%0.00%

Drawdowns

BTCI vs. MSTR - Drawdown Comparison

The maximum BTCI drawdown since its inception was -24.36%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for BTCI and MSTR.

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

Volatility

BTCI vs. MSTR - Volatility Comparison

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