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BTGD vs. MSTR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BTGD and MSTR 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. MSTR

Last updated Jun 1, 2025

Compare and contrast key facts about STKD Bitcoin & Gold ETF (BTGD) and MicroStrategy Incorporated (MSTR).

BTGD is an actively managed fund by Quantify Funds. It was launched on Oct 15, 2024.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTGD or MSTR.

Performance

BTGD vs. MSTR - Performance Comparison

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

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Key characteristics

Daily Std Dev

BTGD:

56.18%

MSTR:

97.91%

Max Drawdown

BTGD:

-24.83%

MSTR:

-99.86%

Current Drawdown

BTGD:

-6.95%

MSTR:

-22.11%

Returns By Period

In the year-to-date period, BTGD achieves a 32.51% return, which is significantly higher than MSTR's 27.43% return.

BTGD

YTD

32.51%

1M

9.46%

6M

23.00%

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

MSTR

YTD

27.43%

1M

-3.29%

6M

-4.75%

1Y

142.09%

3Y*

140.69%

5Y*

96.97%

10Y*

35.58%

*Annualized

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STKD Bitcoin & Gold ETF

MicroStrategy Incorporated

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BTGD vs. MSTR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BTGD
MSTR
The Risk-Adjusted Performance Rank of MSTR is 8787
Overall Rank
The Sharpe Ratio Rank of MSTR is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of MSTR is 8787
Sortino Ratio Rank
The Omega Ratio Rank of MSTR is 8282
Omega Ratio Rank
The Calmar Ratio Rank of MSTR is 9292
Calmar Ratio Rank
The Martin Ratio Rank of MSTR is 8686
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.

BTGD vs. MSTR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for STKD Bitcoin & Gold ETF (BTGD) and MicroStrategy Incorporated (MSTR). 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BTGD vs. MSTR - Dividend Comparison

BTGD's dividend yield for the trailing twelve months is around 0.14%, while MSTR has not paid dividends to shareholders.

TTM2024
BTGD
STKD Bitcoin & Gold ETF		0.14%0.19%
MSTR
MicroStrategy Incorporated		0.00%0.00%

Drawdowns

BTGD vs. MSTR - Drawdown Comparison

The maximum BTGD drawdown since its inception was -24.83%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for BTGD and MSTR.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BTGD vs. MSTR - Volatility Comparison

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