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 -33.31% vs -33.02% for BTCI. A 0.56 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 -16.81% return, which is significantly higher than BTCI's -23.73% return.
STRK
- 1D
- -0.55%
- 1M
- -13.43%
- YTD
- -16.81%
- 6M
- -21.03%
- 1Y
- -33.31%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BTCI
- 1D
- 2.44%
- 1M
- -14.38%
- YTD
- -23.73%
- 6M
- -24.54%
- 1Y
- -33.02%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STRK vs. BTCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -16.81% | -0.74% |
BTCI NEOS Bitcoin High Income ETF | -23.73% | -6.45% |
Correlation
The correlation between STRK and BTCI is 0.58, 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 | 0.58 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.56 |
The correlation between STRK and BTCI has been stable across timeframes, ranging from 0.56 to 0.58 - 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 | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 0.87 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | -0.70 | -0.03 |
| Martin ratioReturn relative to average drawdown | -1.11 | -1.23 | +0.12 |
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Drawdowns
STRK vs. BTCI - Drawdown Comparison
The maximum STRK drawdown since its inception was -45.54%, roughly equal to the maximum BTCI drawdown of -47.16%. 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 | -45.54% | -47.16% | +1.62% |
Max Drawdown (1Y)Largest decline over 1 year | -45.54% | -47.16% | +1.62% |
Current DrawdownCurrent decline from peak | -45.54% | -43.60% | -1.94% |
Average DrawdownAverage peak-to-trough decline | -22.39% | -15.98% | -6.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.06% | 26.85% | +3.21% |
Volatility
STRK vs. BTCI - Volatility Comparison
Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) and NEOS Bitcoin High Income ETF (BTCI) have volatilities of 12.27% and 12.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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 | 12.27% | 12.42% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 23.93% | 31.24% | -7.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.51% | 39.69% | -3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.68% | 40.30% | -4.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.68% | 40.30% | -4.62% |
Dividends
STRK vs. BTCI - Dividend Comparison
STRK's dividend yield for the trailing twelve months is around 16.61%, less than BTCI's 46.88% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BTCI NEOS Bitcoin High Income ETF | 46.88% | 36.46% | 6.76% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 16.61% | 9.19% | 0.00% |
Frequently Asked Questions
STRK and BTCI have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTCI has higher volatility (12.42%) compared to STRK (12.27%). In terms of maximum drawdown, STRK dropped -45.54% vs BTCI's -47.16%.
BTCI currently has the higher Sharpe Ratio (-0.84 vs -0.92), 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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