BTRN vs. SOEZ
BTRN (Global X Bitcoin Trend Strategy ETF) and SOEZ (Franklin Solana ETF) are both Cryptocurrency funds. BTRN is passively managed, while SOEZ is actively managed. At a 0.47 correlation, their price movements are largely independent. BTRN charges 0.95%/yr vs 0.19%/yr for SOEZ.
Performance
BTRN vs. SOEZ - Performance Comparison
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Returns By Period
In the year-to-date period, BTRN achieves a -9.79% return, which is significantly higher than SOEZ's -43.08% return.
BTRN
- 1D
- -0.75%
- 1M
- -7.85%
- YTD
- -9.79%
- 6M
- -9.74%
- 1Y
- -15.56%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOEZ
- 1D
- -5.25%
- 1M
- -18.15%
- YTD
- -43.08%
- 6M
- -43.22%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BTRN vs. SOEZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BTRN Global X Bitcoin Trend Strategy ETF | -9.79% | -0.68% |
SOEZ Franklin Solana ETF | -43.08% | -11.69% |
Correlation
The correlation between BTRN and SOEZ is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 3, 2025 | 0.47 |
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Return for Risk
BTRN vs. SOEZ — Risk / Return Rank
BTRN
SOEZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BTRN vs. SOEZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Bitcoin Trend Strategy ETF (BTRN) and Franklin Solana ETF (SOEZ). 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.
| BTRN | SOEZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 0.85 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | — | — |
| Martin ratioReturn relative to average drawdown | -0.99 | — | — |
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Drawdowns
BTRN vs. SOEZ - Drawdown Comparison
The maximum BTRN drawdown since its inception was -36.97%, smaller than the maximum SOEZ drawdown of -56.14%. Use the drawdown chart below to compare losses from any high point for BTRN and SOEZ.
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Drawdown Indicators
| BTRN | SOEZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.97% | -56.14% | +19.17% |
Max Drawdown (1Y)Largest decline over 1 year | -25.71% | — | — |
Current DrawdownCurrent decline from peak | -25.71% | -52.17% | +26.46% |
Average DrawdownAverage peak-to-trough decline | -14.64% | -32.60% | +17.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.73% | — | — |
Volatility
BTRN vs. SOEZ - Volatility Comparison
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Volatility by Period
| BTRN | SOEZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 70.83% | -52.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.61% | 70.83% | -40.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.61% | 70.83% | -40.22% |
BTRN vs. SOEZ - Expense Ratio Comparison
BTRN has a 0.95% expense ratio, which is higher than SOEZ's 0.19% expense ratio.
Dividends
BTRN vs. SOEZ - Dividend Comparison
BTRN's dividend yield for the trailing twelve months is around 30.77%, more than SOEZ's 0.96% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BTRN Global X Bitcoin Trend Strategy ETF | 30.77% | 27.76% | 2.56% |
SOEZ Franklin Solana ETF | 0.96% | 0.00% | 0.00% |
Frequently Asked Questions
BTRN and SOEZ have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SOEZ is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SOEZ is cheaper with a 0.19% expense ratio, compared with 0.95% for BTRN.
BTRN has the higher dividend yield at 30.77%, compared with 0.96% for SOEZ.
They also come from different issuers: Global X and Franklin. Their fees differ too: 0.95% for BTRN and 0.19% for SOEZ.
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