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BTCW vs. CBOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTCW vs. CBOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wisdom Tree Bitcoin Fund (BTCW) and Calamos Bitcoin Structured Alt Protection ETF - October (CBOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BTCW achieves a -28.33% return, which is significantly lower than CBOO's 0.35% return.


BTCW

1D
-2.95%
1M
2.34%
6M
-25.06%
YTD
-28.33%
1Y
-44.53%
3Y*
5Y*
10Y*
ALL TIME*
10.76%

CBOO

1D
0.00%
1M
0.18%
6M
0.35%
YTD
0.35%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.20M$1.71M$1.37M
$51.16K$27.46K$21.93K

BTCW vs. CBOO - Yearly Performance Comparison


Correlation

The correlation between BTCW and CBOO is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 7, 2025

0.69

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Return for Risk

BTCW vs. CBOO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BTCW
BTCW Risk / Return Rank: 11
Overall Rank
BTCW Sharpe Ratio Rank: 11
Sharpe Ratio Rank
BTCW Sortino Ratio Rank: 11
Sortino Ratio Rank
BTCW Omega Ratio Rank: 22
Omega Ratio Rank
BTCW Calmar Ratio Rank: 22
Calmar Ratio Rank
BTCW Martin Ratio Rank: 22
Martin Ratio Rank

CBOO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BTCW vs. CBOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Wisdom Tree Bitcoin Fund (BTCW) and Calamos Bitcoin Structured Alt Protection ETF - October (CBOO). 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.


BTCWCBOODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.83

Calmar ratioReturn relative to maximum drawdown

-0.87

Martin ratioReturn relative to average drawdown

-1.34

BTCW vs. CBOO - Sharpe Ratio Comparison


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Drawdowns

BTCW vs. CBOO - Drawdown Comparison

The maximum BTCW drawdown since its inception was -53.37%, which is greater than CBOO's maximum drawdown of -2.34%. Use the drawdown chart below to compare losses from any high point for BTCW and CBOO.


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Drawdown Indicators


BTCWCBOODifference

Max Drawdown

Largest peak-to-trough decline

-53.37%

-2.34%

-51.03%

Max Drawdown (1Y)

Largest decline over 1 year

-53.37%

Current Drawdown

Current decline from peak

-50.05%

-1.34%

-48.71%

Average Drawdown

Average peak-to-trough decline

-18.19%

-1.58%

-16.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.63%

Volatility

BTCW vs. CBOO - Volatility Comparison


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Volatility by Period


BTCWCBOODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.16%

Volatility (6M)

Calculated over the trailing 6-month period

33.66%

Volatility (1Y)

Calculated over the trailing 1-year period

44.25%

1.95%

+42.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.47%

1.95%

+47.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.47%

1.95%

+47.52%

BTCW vs. CBOO - Expense Ratio Comparison

BTCW has a 0.25% expense ratio, which is lower than CBOO's 0.69% expense ratio.


Dividends

BTCW vs. CBOO - Dividend Comparison

BTCW has not paid dividends to shareholders, while CBOO's dividend yield for the trailing twelve months is around 0.57%.


Frequently Asked Questions


BTCW and CBOO have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BTCW is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BTCW is cheaper with a 0.25% expense ratio, compared with 0.69% for CBOO.

CBOO has the higher dividend yield at 0.57%, compared with 0.00% for BTCW.

BTCW is categorized as Cryptocurrency, while CBOO is Defined Outcome. They also come from different issuers: WisdomTree and Calamos. Their fees differ too: 0.25% for BTCW and 0.69% for CBOO.

Portfolio Optimizer

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