BTCI vs. SOEZ
BTCI (NEOS Bitcoin High Income ETF) and SOEZ (Franklin Solana ETF) are both Cryptocurrency funds. Both are actively managed. Their correlation of 0.89 suggests significant overlap in exposure. BTCI charges 0.99%/yr vs 0.19%/yr for SOEZ.
Performance
BTCI vs. SOEZ - Performance Comparison
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Returns By Period
In the year-to-date period, BTCI achieves a -26.61% return, which is significantly higher than SOEZ's -37.79% return.
BTCI
- 1D
- -2.06%
- 1M
- -2.74%
- 6M
- -29.51%
- YTD
- -26.61%
- 1Y
- -42.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOEZ
- 1D
- -3.74%
- 1M
- 12.93%
- 6M
- -44.89%
- YTD
- -37.79%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BTCI vs. SOEZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BTCI NEOS Bitcoin High Income ETF | -26.61% | -2.84% |
SOEZ Franklin Solana ETF | -37.79% | -11.69% |
Correlation
The correlation between BTCI and SOEZ is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 3, 2025 | 0.89 |
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Return for Risk
BTCI vs. SOEZ — Risk / Return Rank
BTCI
SOEZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BTCI vs. SOEZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Bitcoin High Income ETF (BTCI) and Franklin Solana ETF (SOEZ). 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 | SOEZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 0.82 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.87 | — | — |
| Martin ratioReturn relative to average drawdown | -1.46 | — | — |
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Drawdowns
BTCI vs. SOEZ - Drawdown Comparison
The maximum BTCI drawdown since its inception was -48.42%, smaller than the maximum SOEZ drawdown of -56.14%. Use the drawdown chart below to compare losses from any high point for BTCI and SOEZ.
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Drawdown Indicators
| BTCI | SOEZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.42% | -56.14% | +7.72% |
Max Drawdown (1Y)Largest decline over 1 year | -48.42% | — | — |
Current DrawdownCurrent decline from peak | -45.73% | -47.72% | +1.99% |
Average DrawdownAverage peak-to-trough decline | -16.97% | -33.87% | +16.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.99% | — | — |
Volatility
BTCI vs. SOEZ - Volatility Comparison
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Volatility by Period
| BTCI | SOEZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.63% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 31.57% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 39.92% | 70.77% | -30.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.10% | 70.77% | -30.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.10% | 70.77% | -30.67% |
BTCI vs. SOEZ - Expense Ratio Comparison
BTCI has a 0.99% expense ratio, which is higher than SOEZ's 0.19% expense ratio.
Dividends
BTCI vs. SOEZ - Dividend Comparison
BTCI's dividend yield for the trailing twelve months is around 43.77%, more than SOEZ's 0.88% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BTCI NEOS Bitcoin High Income ETF | 43.77% | 36.46% | 6.76% |
SOEZ Franklin Solana ETF | 0.88% | 0.00% | 0.00% |
Frequently Asked Questions
BTCI and SOEZ have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SOEZ is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SOEZ is cheaper with a 0.19% expense ratio, compared with 0.99% for BTCI.
BTCI has the higher dividend yield at 43.77%, compared with 0.88% for SOEZ.
They also come from different issuers: Neos and Franklin. Their fees differ too: 0.99% for BTCI and 0.19% for SOEZ.
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