SOEZ vs. OBTC
SOEZ (Franklin Solana ETF) and OBTC (Osprey Bitcoin Trust) are both Cryptocurrency funds. SOEZ is actively managed, while OBTC is passively managed. Their correlation of 0.89 suggests significant overlap in exposure. SOEZ charges 0.19%/yr vs 0.49%/yr for OBTC.
Performance
SOEZ vs. OBTC - Performance Comparison
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Returns By Period
In the year-to-date period, SOEZ achieves a -40.75% return, which is significantly lower than OBTC's -25.45% return.
SOEZ
- 1D
- -4.56%
- 1M
- -14.51%
- YTD
- -40.75%
- 6M
- -47.84%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OBTC
- 1D
- -2.72%
- 1M
- -18.30%
- YTD
- -25.45%
- 6M
- -25.31%
- 1Y
- -28.83%
- 3Y*
- 53.99%
- 5Y*
- 8.44%
- 10Y*
- —
SOEZ vs. OBTC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SOEZ Franklin Solana ETF | -40.75% | -11.97% |
OBTC Osprey Bitcoin Trust | -25.45% | 0.19% |
Correlation
The correlation between SOEZ and OBTC is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 4, 2025 | 0.89 |
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Return for Risk
SOEZ vs. OBTC — Risk / Return Rank
SOEZ
OBTC
SOEZ vs. OBTC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Solana ETF (SOEZ) and Osprey Bitcoin Trust (OBTC). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| SOEZ | OBTC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -0.65 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.15 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -1.07 | -0.21 | -0.86 |
Drawdowns
SOEZ vs. OBTC - Drawdown Comparison
The maximum SOEZ drawdown since its inception was -50.21%, smaller than the maximum OBTC drawdown of -94.50%. Use the drawdown chart below to compare losses from any high point for SOEZ and OBTC.
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Drawdown Indicators
| SOEZ | OBTC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.21% | -94.50% | +44.29% |
Max Drawdown (1Y)Largest decline over 1 year | — | -45.41% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -45.41% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -83.76% | — |
Current DrawdownCurrent decline from peak | -50.21% | -62.77% | +12.56% |
Average DrawdownAverage peak-to-trough decline | -30.80% | -69.63% | +38.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 25.06% | — |
Volatility
SOEZ vs. OBTC - Volatility Comparison
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Volatility by Period
| SOEZ | OBTC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.55% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 34.48% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 68.92% | 44.27% | +24.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 68.92% | 58.11% | +10.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 68.92% | 71.56% | -2.64% |
SOEZ vs. OBTC - Expense Ratio Comparison
SOEZ has a 0.19% expense ratio, which is lower than OBTC's 0.49% expense ratio.
Dividends
SOEZ vs. OBTC - Dividend Comparison
SOEZ's dividend yield for the trailing twelve months is around 0.57%, while OBTC has not paid dividends to shareholders.
| Position | TTM |
|---|---|
OBTC Osprey Bitcoin Trust | 0.00% |
SOEZ Franklin Solana ETF | 0.57% |
Frequently Asked Questions
SOEZ and OBTC have a correlation of 0.89, 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 0.49% for OBTC.
SOEZ has the higher dividend yield at 0.57%, compared with 0.00% for OBTC.
They also come from different issuers: Franklin and Osprey Funds. Their fees differ too: 0.19% for SOEZ and 0.49% for OBTC.
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