BTCI vs. STRK
BTCI (NEOS Bitcoin High Income ETF) is Cryptocurrency fund actively managed by Neos, while STRK (Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock) is a stock. Over the past year, BTCI returned -40.21% vs -36.08% for STRK. Their 0.57 correlation means they have sometimes moved together and sometimes differently.
Performance
BTCI vs. STRK - Performance Comparison
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Returns By Period
In the year-to-date period, BTCI achieves a -25.73% return, which is significantly lower than STRK's -17.69% return.
BTCI
- 1D
- -2.39%
- 1M
- 2.51%
- 6M
- -23.02%
- YTD
- -25.73%
- 1Y
- -40.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -4.18%
STRK
- 1D
- -5.49%
- 1M
- -3.09%
- 6M
- -23.73%
- YTD
- -17.69%
- 1Y
- -36.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -12.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $12.53M | $12.80M | $22.67M | |
| $4.70M | $4.68M | $9.85M |
BTCI vs. STRK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BTCI NEOS Bitcoin High Income ETF | -25.73% | -6.45% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -17.69% | -0.74% |
Correlation
The correlation between BTCI and STRK is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.57 |
The correlation between BTCI and STRK has been stable across timeframes, ranging from 0.57 to 0.63 - a consistent structural relationship.
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Return for Risk
BTCI vs. STRK — Risk / Return Rank
BTCI
STRK
BTCI vs. STRK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Bitcoin High Income ETF (BTCI) and Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK). 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 | STRK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 0.81 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.87 | -0.85 | -0.02 |
| Martin ratioReturn relative to average drawdown | -1.36 | -1.61 | +0.25 |
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Drawdowns
BTCI vs. STRK - Drawdown Comparison
The maximum BTCI drawdown since its inception was -48.42%, smaller than the maximum STRK drawdown of -53.21%. Use the drawdown chart below to compare losses from any high point for BTCI and STRK.
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Drawdown Indicators
| BTCI | STRK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.42% | -53.21% | +4.79% |
Max Drawdown (1Y)Largest decline over 1 year | -48.42% | -46.22% | -2.20% |
Current DrawdownCurrent decline from peak | -45.08% | -46.12% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -17.81% | -24.12% | +6.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.79% | 25.40% | +5.39% |
Volatility
BTCI vs. STRK - Volatility Comparison
The current volatility for NEOS Bitcoin High Income ETF (BTCI) is 7.31%, while Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) has a volatility of 8.78%. This indicates that BTCI experiences smaller price fluctuations and is considered to be less risky than STRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTCI | STRK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 8.78% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 30.70% | 28.23% | +2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.00% | 36.54% | +3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.67% | 37.37% | +2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.67% | 37.37% | +2.30% |
Dividends
BTCI vs. STRK - Dividend Comparison
BTCI's dividend yield for the trailing twelve months is around 41.26%, more than STRK's 16.79% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BTCI NEOS Bitcoin High Income ETF | 41.26% | 36.46% | 6.76% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 16.79% | 9.19% | 0.00% |
Frequently Asked Questions
BTCI and STRK have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRK has higher volatility (8.78%) compared to BTCI (7.31%). In terms of maximum drawdown, BTCI dropped -48.42% vs STRK's -53.21%.
BTCI currently has the higher Sharpe Ratio (-1.05 vs -1.09), 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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