Correlation
The correlation between BTGD and SHLD is 0.51, 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.
BTGD vs. SHLD
Compare and contrast key facts about STKD Bitcoin & Gold ETF (BTGD) and Global X Defense Tech ETF (SHLD).
BTGD and SHLD 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. SHLD is a passively managed fund by Global X that tracks the performance of the Global X Defense Tech Index - Benchmark TR Net. It was launched on Sep 11, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTGD or SHLD.
Performance
BTGD vs. SHLD - Performance Comparison
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Key characteristics
BTGD:
56.18%
SHLD:
22.01%
BTGD:
-24.83%
SHLD:
-10.92%
BTGD:
-6.95%
SHLD:
0.00%
Returns By Period
In the year-to-date period, BTGD achieves a 32.51% return, which is significantly lower than SHLD's 52.47% return.
BTGD
32.51%
9.46%
23.00%
N/A
N/A
N/A
N/A
SHLD
52.47%
9.86%
45.60%
68.24%
N/A
N/A
N/A
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BTGD vs. SHLD - Expense Ratio Comparison
BTGD has a 1.00% expense ratio, which is higher than SHLD's 0.50% expense ratio.
Risk-Adjusted Performance
BTGD vs. SHLD — Risk-Adjusted Performance Rank
BTGD
SHLD
BTGD vs. SHLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for STKD Bitcoin & Gold ETF (BTGD) and Global X Defense Tech ETF (SHLD). 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. SHLD - Dividend Comparison
BTGD's dividend yield for the trailing twelve months is around 0.14%, less than SHLD's 0.35% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
BTGD STKD Bitcoin & Gold ETF | 0.14% | 0.19% | 0.00% |
SHLD Global X Defense Tech ETF | 0.35% | 0.53% | 0.26% |
Drawdowns
BTGD vs. SHLD - Drawdown Comparison
The maximum BTGD drawdown since its inception was -24.83%, which is greater than SHLD's maximum drawdown of -10.92%. Use the drawdown chart below to compare losses from any high point for BTGD and SHLD.
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Volatility
BTGD vs. SHLD - Volatility Comparison
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