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 -43.95% vs -42.24% for BTCI. A 0.57 correlation means they provide meaningful diversification when combined.
Performance
STRK vs. BTCI - Performance Comparison
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Returns By Period
In the year-to-date period, STRK achieves a -16.59% return, which is significantly higher than BTCI's -26.61% return.
STRK
- 1D
- -0.97%
- 1M
- -7.95%
- 6M
- -23.32%
- YTD
- -16.59%
- 1Y
- -43.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BTCI
- 1D
- -2.06%
- 1M
- -2.74%
- 6M
- -29.51%
- YTD
- -26.61%
- 1Y
- -42.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STRK vs. BTCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -16.59% | -0.74% |
BTCI NEOS Bitcoin High Income ETF | -26.61% | -6.45% |
Correlation
The correlation between STRK and BTCI is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
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 0.60 - 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 | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 0.82 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.86 | -0.87 | +0.02 |
| Martin ratioReturn relative to average drawdown | -1.48 | -1.46 | -0.02 |
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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 | -51.53% | -48.42% | -3.11% |
Current DrawdownCurrent decline from peak | -45.40% | -45.73% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -23.33% | -16.97% | -6.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.30% | 28.99% | +1.31% |
Volatility
STRK vs. BTCI - Volatility Comparison
Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) has a higher volatility of 19.21% compared to NEOS Bitcoin High Income ETF (BTCI) at 10.63%. 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 | 19.21% | 10.63% | +8.58% |
Volatility (6M)Calculated over the trailing 6-month period | 27.68% | 31.57% | -3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.76% | 39.92% | -3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.59% | 40.10% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.59% | 40.10% | -2.51% |
Dividends
STRK vs. BTCI - Dividend Comparison
STRK's dividend yield for the trailing twelve months is around 16.57%, less than BTCI's 43.77% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BTCI NEOS Bitcoin High Income ETF | 43.77% | 36.46% | 6.76% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 16.57% | 9.19% | 0.00% |
Frequently Asked Questions
STRK and BTCI have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRK has higher volatility (19.21%) compared to BTCI (10.63%). In terms of maximum drawdown, STRK dropped -53.21% vs BTCI's -48.42%.
BTCI currently has the higher Sharpe Ratio (-1.06 vs -1.20), 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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