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

Correlation

The correlation between BTCI and YBTC is 0.40, 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. YBTC - Performance Comparison

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

0.00%10.00%20.00%30.00%40.00%December2025FebruaryMarchAprilMay
34.70%
23.71%
BTCI
YBTC

Key characteristics

Daily Std Dev

BTCI:

43.62%

YBTC:

44.31%

Max Drawdown

BTCI:

-24.36%

YBTC:

-23.39%

Current Drawdown

BTCI:

-6.56%

YBTC:

-9.39%

Returns By Period

In the year-to-date period, BTCI achieves a 5.04% return, which is significantly higher than YBTC's 1.79% return.


BTCI

YTD

5.04%

1M

21.42%

6M

21.33%

1Y

N/A

5Y*

N/A

10Y*

N/A

YBTC

YTD

1.79%

1M

17.90%

6M

11.92%

1Y

31.91%

5Y*

N/A

10Y*

N/A

*Annualized

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BTCI vs. YBTC - Expense Ratio Comparison

BTCI has a 0.98% expense ratio, which is higher than YBTC's 0.95% expense ratio.


Risk-Adjusted Performance

BTCI vs. YBTC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BTCI

YBTC
The Risk-Adjusted Performance Rank of YBTC is 7676
Overall Rank
The Sharpe Ratio Rank of YBTC is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of YBTC is 7676
Sortino Ratio Rank
The Omega Ratio Rank of YBTC is 7171
Omega Ratio Rank
The Calmar Ratio Rank of YBTC is 8989
Calmar Ratio Rank
The Martin Ratio Rank of YBTC is 7474
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. YBTC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS Bitcoin High Income ETF (BTCI) and Roundhill Bitcoin Covered Call Strategy ETF (YBTC). 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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Dividends

BTCI vs. YBTC - Dividend Comparison

BTCI's dividend yield for the trailing twelve months is around 17.05%, less than YBTC's 48.07% yield.


Drawdowns

BTCI vs. YBTC - Drawdown Comparison

The maximum BTCI drawdown since its inception was -24.36%, roughly equal to the maximum YBTC drawdown of -23.39%. Use the drawdown chart below to compare losses from any high point for BTCI and YBTC. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-6.56%
-9.39%
BTCI
YBTC

Volatility

BTCI vs. YBTC - Volatility Comparison

NEOS Bitcoin High Income ETF (BTCI) has a higher volatility of 9.50% compared to Roundhill Bitcoin Covered Call Strategy ETF (YBTC) at 7.85%. This indicates that BTCI's price experiences larger fluctuations and is considered to be riskier than YBTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
9.50%
7.85%
BTCI
YBTC