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BTQ.NEO vs. IWR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTQ.NEO vs. IWR - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BTQ Technologies Corp (BTQ.NEO) and iShares Russell Midcap ETF (IWR). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

BTQ.NEO is traded in CAD, while IWR is traded in USD. To make them comparable, the IWR values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, BTQ.NEO achieves a -18.19% return, which is significantly lower than IWR's 15.65% return.


BTQ.NEO

1D
-5.23%
1M
31.82%
YTD
-18.19%
6M
-29.27%
1Y
25.00%
3Y*
101.40%
5Y*
10Y*

IWR

1D
1.22%
1M
6.00%
YTD
15.65%
6M
13.68%
1Y
24.64%
3Y*
18.18%
5Y*
11.17%
10Y*
12.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTQ.NEO vs. IWR - Yearly Performance Comparison


2026 (YTD)202520242023
BTQ.NEO
BTQ Technologies Corp
-18.19%79.95%380.49%9.33%
IWR
iShares Russell Midcap ETF
15.65%5.33%24.97%5.72%

Correlation

The correlation between BTQ.NEO and IWR is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Feb 21, 2023

0.14

The correlation between BTQ.NEO and IWR shifts across timeframes, from 0.14 (all time) to 0.28 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

BTQ.NEO vs. IWR — Risk / Return Rank

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

BTQ.NEO
BTQ.NEO Risk / Return Rank: 5555
Overall Rank
BTQ.NEO Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
BTQ.NEO Sortino Ratio Rank: 6969
Sortino Ratio Rank
BTQ.NEO Omega Ratio Rank: 6262
Omega Ratio Rank
BTQ.NEO Calmar Ratio Rank: 5050
Calmar Ratio Rank
BTQ.NEO Martin Ratio Rank: 4747
Martin Ratio Rank

IWR
IWR Risk / Return Rank: 5656
Overall Rank
IWR Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
IWR Sortino Ratio Rank: 5454
Sortino Ratio Rank
IWR Omega Ratio Rank: 4949
Omega Ratio Rank
IWR Calmar Ratio Rank: 6161
Calmar Ratio Rank
IWR Martin Ratio Rank: 6565
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.

BTQ.NEO vs. IWR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BTQ Technologies Corp (BTQ.NEO) and iShares Russell Midcap ETF (IWR). 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.


BTQ.NEOIWRDifference
Sharpe ratioReturn per unit of total volatility

-1.55

Sortino ratioReturn per unit of downside risk

-0.83

Omega ratioGain probability vs. loss probability

1.17

1.29

-0.12

Calmar ratioReturn relative to maximum drawdown

0.30

3.62

-3.32

Martin ratioReturn relative to average drawdown

0.42

12.10

-11.68

BTQ.NEO vs. IWR - Sharpe Ratio Comparison

The current BTQ.NEO Sharpe Ratio is 0.16, which is lower than the IWR Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of BTQ.NEO and IWR, 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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Drawdowns

BTQ.NEO vs. IWR - Drawdown Comparison

The maximum BTQ.NEO drawdown since its inception was -84.85%, which is greater than IWR's maximum drawdown of -51.41%. Use the drawdown chart below to compare losses from any high point for BTQ.NEO and IWR.


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Drawdown Indicators


BTQ.NEOIWRDifference

Max Drawdown

Largest peak-to-trough decline

-84.85%

-51.41%

-33.44%

Max Drawdown (1Y)

Largest decline over 1 year

-84.85%

-6.84%

-78.01%

Max Drawdown (3Y)

Largest decline over 3 years

-84.85%

-20.56%

-64.29%

Max Drawdown (5Y)

Largest decline over 5 years

-23.72%

Max Drawdown (10Y)

Largest decline over 10 years

-35.12%

Current Drawdown

Current decline from peak

-70.71%

0.00%

-70.71%

Average Drawdown

Average peak-to-trough decline

-46.97%

-7.99%

-38.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

59.86%

2.05%

+57.81%

Volatility

BTQ.NEO vs. IWR - Volatility Comparison

BTQ Technologies Corp (BTQ.NEO) has a higher volatility of 42.55% compared to iShares Russell Midcap ETF (IWR) at 4.68%. This indicates that BTQ.NEO's price experiences larger fluctuations and is considered to be riskier than IWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTQ.NEOIWRDifference

Volatility (1M)

Calculated over the trailing 1-month period

42.55%

4.68%

+37.87%

Volatility (6M)

Calculated over the trailing 6-month period

85.01%

10.93%

+74.08%

Volatility (1Y)

Calculated over the trailing 1-year period

161.09%

14.49%

+146.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

171.59%

19.15%

+152.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

171.59%

20.32%

+151.27%

Dividends

BTQ.NEO vs. IWR - Dividend Comparison

BTQ.NEO has not paid dividends to shareholders, while IWR's dividend yield for the trailing twelve months is around 1.14%.


PositionTTM20252024202320222021202020192018201720162015
BTQ.NEO
BTQ Technologies Corp
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IWR
iShares Russell Midcap ETF
1.14%1.29%1.27%1.43%1.59%1.04%1.28%1.43%1.98%1.52%1.72%1.59%

Frequently Asked Questions


BTQ.NEO and IWR have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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