BTCI vs. MSTR
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.
Correlation
The correlation between BTCI and MSTR is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BTCI vs. MSTR - Performance Comparison
Key characteristics
BTCI:
45.49%
MSTR:
104.16%
BTCI:
-24.36%
MSTR:
-99.86%
BTCI:
-17.31%
MSTR:
-34.42%
Returns By Period
In the year-to-date period, BTCI achieves a -7.05% return, which is significantly lower than MSTR's 7.29% return.
BTCI
-7.05%
0.44%
N/A
N/A
N/A
N/A
MSTR
7.29%
4.45%
59.91%
132.60%
90.80%
33.76%
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Risk-Adjusted Performance
BTCI vs. MSTR — Risk-Adjusted Performance Rank
BTCI
MSTR
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.
Not enough dataDividends
BTCI vs. MSTR - Dividend Comparison
BTCI's dividend yield for the trailing twelve months is around 16.35%, while MSTR has not paid dividends to shareholders.
| TTM | 2024 | |
|---|---|---|
BTCI NEOS Bitcoin High Income ETF | 16.35% | 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. For additional features, visit the drawdowns tool.
Volatility
BTCI vs. MSTR - Volatility Comparison
The current volatility for NEOS Bitcoin High Income ETF (BTCI) is 14.31%, while MicroStrategy Incorporated (MSTR) has a volatility of 37.94%. This indicates that BTCI experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.