Correlation
The correlation between BTGD and IBIT is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
BTGD vs. IBIT
Compare and contrast key facts about STKD Bitcoin & Gold ETF (BTGD) and iShares Bitcoin Trust (IBIT).
BTGD and IBIT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BTGD is an actively managed fund by Quantify Funds. It was launched on Oct 15, 2024. IBIT is a passively managed fund by iShares that tracks the performance of the CME CF Bitcoin Reference Rate - New York Variant. It was launched on Jan 5, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTGD or IBIT.
Performance
BTGD vs. IBIT - Performance Comparison
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Key characteristics
BTGD:
56.18%
IBIT:
53.01%
BTGD:
-24.83%
IBIT:
-28.22%
BTGD:
-6.95%
IBIT:
-5.96%
Returns By Period
In the year-to-date period, BTGD achieves a 32.51% return, which is significantly higher than IBIT's 12.08% return.
BTGD
32.51%
9.64%
23.00%
N/A
N/A
N/A
N/A
IBIT
12.08%
11.12%
7.70%
51.84%
N/A
N/A
N/A
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BTGD vs. IBIT - Expense Ratio Comparison
BTGD has a 1.00% expense ratio, which is higher than IBIT's 0.25% expense ratio.
Risk-Adjusted Performance
BTGD vs. IBIT — Risk-Adjusted Performance Rank
BTGD
IBIT
BTGD vs. IBIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for STKD Bitcoin & Gold ETF (BTGD) and iShares Bitcoin Trust (IBIT). 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
BTGD vs. IBIT - Dividend Comparison
BTGD's dividend yield for the trailing twelve months is around 0.14%, while IBIT has not paid dividends to shareholders.
| TTM | 2024 | |
|---|---|---|
BTGD STKD Bitcoin & Gold ETF | 0.14% | 0.19% |
IBIT iShares Bitcoin Trust | 0.00% | 0.00% |
Drawdowns
BTGD vs. IBIT - Drawdown Comparison
The maximum BTGD drawdown since its inception was -24.83%, smaller than the maximum IBIT drawdown of -28.22%. Use the drawdown chart below to compare losses from any high point for BTGD and IBIT.
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Volatility
BTGD vs. IBIT - Volatility Comparison
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