STRK vs. BTCI
STRK (Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock) is a stock, while BTCI (NEOS Bitcoin High Income ETF) is Cryptocurrency fund actively managed by Neos. Over the past year, STRK returned -36.08% vs -40.21% for BTCI. Their 0.57 correlation means they have sometimes moved together and sometimes differently.
Performance
STRK vs. BTCI - Performance Comparison
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Returns By Period
In the year-to-date period, STRK achieves a -17.69% return, which is significantly higher than BTCI's -25.73% return.
STRK
- 1D
- -5.49%
- 1M
- -3.09%
- 6M
- -23.73%
- YTD
- -17.69%
- 1Y
- -36.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -12.78%
BTCI
- 1D
- -2.39%
- 1M
- 2.51%
- 6M
- -23.02%
- YTD
- -25.73%
- 1Y
- -40.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -4.18%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $12.53M | $12.80M | $22.67M | |
| $4.70M | $4.68M | $9.85M |
STRK vs. BTCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -17.69% | -0.74% |
BTCI NEOS Bitcoin High Income ETF | -25.73% | -6.45% |
Correlation
The correlation between STRK and BTCI is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.57 |
The correlation between STRK and BTCI has been stable across timeframes, ranging from 0.57 to 0.63 - a consistent structural relationship.
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Return for Risk
STRK vs. BTCI — Risk / Return Rank
STRK
BTCI
STRK vs. BTCI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) and NEOS Bitcoin High Income ETF (BTCI). 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.
| STRK | BTCI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 0.83 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | -0.87 | +0.02 |
| Martin ratioReturn relative to average drawdown | -1.61 | -1.36 | -0.25 |
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Drawdowns
STRK vs. BTCI - Drawdown Comparison
The maximum STRK drawdown since its inception was -53.21%, which is greater than BTCI's maximum drawdown of -48.42%. Use the drawdown chart below to compare losses from any high point for STRK and BTCI.
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Drawdown Indicators
| STRK | BTCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.21% | -48.42% | -4.79% |
Max Drawdown (1Y)Largest decline over 1 year | -46.22% | -48.42% | +2.20% |
Current DrawdownCurrent decline from peak | -46.12% | -45.08% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -24.12% | -17.81% | -6.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.40% | 30.79% | -5.39% |
Volatility
STRK vs. BTCI - Volatility Comparison
Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) has a higher volatility of 8.78% compared to NEOS Bitcoin High Income ETF (BTCI) at 7.31%. This indicates that STRK's price experiences larger fluctuations and is considered to be riskier than BTCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STRK | BTCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.78% | 7.31% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 28.23% | 30.70% | -2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.54% | 40.00% | -3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.37% | 39.67% | -2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.37% | 39.67% | -2.30% |
Dividends
STRK vs. BTCI - Dividend Comparison
STRK's dividend yield for the trailing twelve months is around 16.79%, less than BTCI's 41.26% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BTCI NEOS Bitcoin High Income ETF | 41.26% | 36.46% | 6.76% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 16.79% | 9.19% | 0.00% |
Frequently Asked Questions
STRK and BTCI have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRK has higher volatility (8.78%) compared to BTCI (7.31%). In terms of maximum drawdown, STRK dropped -53.21% vs BTCI's -48.42%.
BTCI currently has the higher Sharpe Ratio (-1.05 vs -1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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