UNH vs. BTCI
UNH (UnitedHealth Group Incorporated) is a stock, while BTCI (NEOS Bitcoin High Income ETF) is Cryptocurrency fund actively managed by Neos. Over the past year, UNH returned 36.32% vs -34.62% for BTCI. At a 0.05 correlation, their price movements are largely independent.
Performance
UNH vs. BTCI - Performance Comparison
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Returns By Period
In the year-to-date period, UNH achieves a 23.11% return, which is significantly higher than BTCI's -25.54% return.
UNH
- 1D
- 0.36%
- 1M
- 3.80%
- YTD
- 23.11%
- 6M
- 24.12%
- 1Y
- 36.32%
- 3Y*
- -2.42%
- 5Y*
- 2.37%
- 10Y*
- 13.06%
BTCI
- 1D
- -2.32%
- 1M
- -16.42%
- YTD
- -25.54%
- 6M
- -25.93%
- 1Y
- -34.62%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UNH vs. BTCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
UNH UnitedHealth Group Incorporated | 23.11% | -33.14% | -11.12% |
BTCI NEOS Bitcoin High Income ETF | -25.54% | -1.09% | 26.12% |
Correlation
The correlation between UNH and BTCI is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2024 | 0.05 |
The correlation between UNH and BTCI shifts across timeframes, from 0.05 (all time) to 0.17 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
UNH vs. BTCI — Risk / Return Rank
UNH
BTCI
UNH vs. BTCI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) 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.
| UNH | BTCI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.74 | ||
| Sortino ratioReturn per unit of downside risk | +2.51 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.86 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.18 | -0.74 | +1.92 |
| Martin ratioReturn relative to average drawdown | 2.59 | -1.31 | +3.90 |
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Drawdowns
UNH vs. BTCI - Drawdown Comparison
The maximum UNH drawdown since its inception was -74.37%, which is greater than BTCI's maximum drawdown of -47.16%. Use the drawdown chart below to compare losses from any high point for UNH and BTCI.
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Drawdown Indicators
| UNH | BTCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.37% | -47.16% | -27.21% |
Max Drawdown (1Y)Largest decline over 1 year | -28.96% | -47.16% | +18.20% |
Max Drawdown (3Y)Largest decline over 3 years | -61.39% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -61.39% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -61.39% | — | — |
Current DrawdownCurrent decline from peak | -33.15% | -44.94% | +11.79% |
Average DrawdownAverage peak-to-trough decline | -14.78% | -15.92% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.17% | 26.71% | -13.54% |
Volatility
UNH vs. BTCI - Volatility Comparison
The current volatility for UnitedHealth Group Incorporated (UNH) is 7.81%, while NEOS Bitcoin High Income ETF (BTCI) has a volatility of 12.11%. This indicates that UNH experiences smaller price fluctuations and is considered to be less risky 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
| UNH | BTCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.81% | 12.11% | -4.30% |
Volatility (6M)Calculated over the trailing 6-month period | 30.77% | 31.18% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.05% | 39.53% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.89% | 40.31% | -8.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.19% | 40.31% | -10.12% |
Dividends
UNH vs. BTCI - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 2.23%, less than BTCI's 48.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTCI NEOS Bitcoin High Income ETF | 48.02% | 36.46% | 6.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNH UnitedHealth Group Incorporated | 2.23% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Frequently Asked Questions
UNH and BTCI have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTCI has higher volatility (12.11%) compared to UNH (7.81%). In terms of maximum drawdown, UNH dropped -74.37% vs BTCI's -47.16%.
UNH currently has the higher Sharpe Ratio (0.85 vs -0.89), 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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