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BTGD vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

BTGD vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in STKD Bitcoin & Gold ETF (BTGD) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with BTGD having a -28.65% return and BTC-USD slightly higher at -27.71%.


BTGD

1D
-4.01%
1M
-20.36%
YTD
-28.65%
6M
-31.64%
1Y
-30.17%
3Y*
5Y*
10Y*

BTC-USD

1D
-5.18%
1M
-20.79%
YTD
-27.71%
6M
-32.32%
1Y
-40.02%
3Y*
32.61%
5Y*
11.41%
10Y*
60.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTGD vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)20252024
BTGD
STKD Bitcoin & Gold ETF
-28.65%34.62%29.81%
BTC-USD
Bitcoin
-27.71%-6.27%38.08%

Correlation

The correlation between BTGD and BTC-USD is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.67

Correlation (All Time)
Calculated using the full available price history since Oct 17, 2024

0.67

The correlation between BTGD and BTC-USD has been stable across timeframes, ranging from 0.67 to 0.67 - a consistent structural relationship.

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Return for Risk

BTGD vs. BTC-USD — Risk / Return Rank

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

BTGD
BTGD Risk / Return Rank: 44
Overall Rank
BTGD Sharpe Ratio Rank: 44
Sharpe Ratio Rank
BTGD Sortino Ratio Rank: 44
Sortino Ratio Rank
BTGD Omega Ratio Rank: 44
Omega Ratio Rank
BTGD Calmar Ratio Rank: 33
Calmar Ratio Rank
BTGD Martin Ratio Rank: 33
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3939
Overall Rank
BTC-USD Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3232
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3131
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 7171
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 5050
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BTGD vs. BTC-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for STKD Bitcoin & Gold ETF (BTGD) and Bitcoin (BTC-USD). 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.


BTGDBTC-USDDifference

Sharpe ratio

Return per unit of total volatility

-0.55

-0.93

+0.38

Sortino ratio

Return per unit of downside risk

-0.51

-1.31

+0.80

Omega ratio

Gain probability vs. loss probability

0.94

0.87

+0.07

Calmar ratio

Return relative to maximum drawdown

-0.63

-0.81

+0.17

Martin ratio

Return relative to average drawdown

-1.25

-1.42

+0.16

BTGD vs. BTC-USD - Sharpe Ratio Comparison

The current BTGD Sharpe Ratio is -0.55, which is higher than the BTC-USD Sharpe Ratio of -0.93. The chart below compares the historical Sharpe Ratios of BTGD and BTC-USD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BTGDBTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.55

-0.93

+0.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

1.13

-0.87

Drawdowns

BTGD vs. BTC-USD - Drawdown Comparison

The maximum BTGD drawdown since its inception was -47.73%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for BTGD and BTC-USD.


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Drawdown Indicators


BTGDBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-47.73%

-85.30%

+37.57%

Max Drawdown (1Y)

Largest decline over 1 year

-47.73%

-49.65%

+1.92%

Max Drawdown (3Y)

Largest decline over 3 years

-49.65%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

Current Drawdown

Current decline from peak

-47.73%

-49.29%

+1.56%

Average Drawdown

Average peak-to-trough decline

-14.58%

-42.27%

+27.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.09%

33.73%

-9.64%

Volatility

BTGD vs. BTC-USD - Volatility Comparison

STKD Bitcoin & Gold ETF (BTGD) has a higher volatility of 11.95% compared to Bitcoin (BTC-USD) at 10.81%. This indicates that BTGD's price experiences larger fluctuations and is considered to be riskier than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTGDBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.95%

10.81%

+1.14%

Volatility (6M)

Calculated over the trailing 6-month period

45.64%

34.33%

+11.31%

Volatility (1Y)

Calculated over the trailing 1-year period

55.04%

35.60%

+19.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.51%

45.05%

+10.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

55.51%

56.69%

-1.18%

Frequently Asked Questions


BTGD and BTC-USD have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BTGD has higher volatility (11.95%) compared to BTC-USD (10.81%). In terms of maximum drawdown, BTGD dropped -47.73% vs BTC-USD's -85.30%.

BTGD currently has the higher Sharpe Ratio (-0.55 vs -0.93), 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.

Portfolio Optimizer

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