SOEZ vs. BTRN
SOEZ (Franklin Solana ETF) and BTRN (Global X Bitcoin Trend Strategy ETF) are both Cryptocurrency funds. SOEZ is actively managed, while BTRN is passively managed. Their 0.49 correlation means their historical movements had little consistent relationship. SOEZ charges 0.19%/yr vs 0.95%/yr for BTRN.
Performance
SOEZ vs. BTRN - Performance Comparison
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Returns By Period
In the year-to-date period, SOEZ achieves a -39.30% return, which is significantly lower than BTRN's -10.78% return.
SOEZ
- 1D
- -2.07%
- 1M
- -9.26%
- 6M
- -35.71%
- YTD
- -39.30%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BTRN
- 1D
- -0.73%
- 1M
- -0.26%
- 6M
- -9.90%
- YTD
- -10.78%
- 1Y
- -21.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -1.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.88K | $3.75K | $40.99K | |
| $72.34K | $76.75K | $189.24K |
SOEZ vs. BTRN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SOEZ Franklin Solana ETF | -39.30% | -11.69% |
BTRN Global X Bitcoin Trend Strategy ETF | -10.78% | -0.68% |
Correlation
The correlation between SOEZ and BTRN is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 3, 2025 | 0.49 |
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Return for Risk
SOEZ vs. BTRN — Risk / Return Rank
SOEZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BTRN
SOEZ vs. BTRN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Solana ETF (SOEZ) and Global X Bitcoin Trend Strategy ETF (BTRN). 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.
| SOEZ | BTRN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 0.73 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.95 | — |
| Martin ratioReturn relative to average drawdown | — | -1.43 | — |
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Drawdowns
SOEZ vs. BTRN - Drawdown Comparison
The maximum SOEZ drawdown since its inception was -56.14%, which is greater than BTRN's maximum drawdown of -36.97%. Use the drawdown chart below to compare losses from any high point for SOEZ and BTRN.
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Drawdown Indicators
| SOEZ | BTRN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.14% | -36.97% | -19.17% |
Max Drawdown (1Y)Largest decline over 1 year | — | -25.73% | — |
Current DrawdownCurrent decline from peak | -48.99% | -26.52% | -22.47% |
Average DrawdownAverage peak-to-trough decline | -35.01% | -15.16% | -19.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 17.05% | — |
Volatility
SOEZ vs. BTRN - Volatility Comparison
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Volatility by Period
| SOEZ | BTRN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.65% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.74% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 68.37% | 16.91% | +51.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 68.37% | 29.96% | +38.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 68.37% | 29.96% | +38.41% |
SOEZ vs. BTRN - Expense Ratio Comparison
SOEZ has a 0.19% expense ratio, which is lower than BTRN's 0.95% expense ratio.
Dividends
SOEZ vs. BTRN - Dividend Comparison
SOEZ's dividend yield for the trailing twelve months is around 1.87%, less than BTRN's 31.46% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BTRN Global X Bitcoin Trend Strategy ETF | 31.46% | 27.76% | 2.56% |
SOEZ Franklin Solana ETF | 1.87% | 0.00% | 0.00% |
Frequently Asked Questions
SOEZ and BTRN have a correlation of 0.49, 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 31.46%, compared with 1.87% for SOEZ.
They also come from different issuers: Franklin and Global X. Their fees differ too: 0.19% for SOEZ and 0.95% for BTRN.
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