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XBCI vs. BTRN
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XBCI vs. BTRN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NEOS Boosted Bitcoin High Income ETF (XBCI) and Global X Bitcoin Trend Strategy ETF (BTRN). The values are adjusted to include any dividend payments, if applicable.

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XBCI vs. BTRN - Yearly Performance Comparison


Returns By Period


XBCI

1D
0.57%
1M
-0.61%
YTD
6M
1Y
3Y*
5Y*
10Y*

BTRN

1D
0.04%
1M
-0.80%
YTD
-1.55%
6M
-11.91%
1Y
2.67%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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XBCI vs. BTRN - Expense Ratio Comparison

XBCI has a 0.98% expense ratio, which is higher than BTRN's 0.95% expense ratio.


Return for Risk

XBCI vs. BTRN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XBCI

BTRN
BTRN Risk / Return Rank: 1414
Overall Rank
BTRN Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
BTRN Sortino Ratio Rank: 1414
Sortino Ratio Rank
BTRN Omega Ratio Rank: 1515
Omega Ratio Rank
BTRN Calmar Ratio Rank: 1414
Calmar Ratio Rank
BTRN Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XBCI vs. BTRN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS Boosted Bitcoin High Income ETF (XBCI) and Global X Bitcoin Trend Strategy ETF (BTRN). 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.

XBCI vs. BTRN - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XBCIBTRNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.64

0.13

-0.78

Correlation

The correlation between XBCI and BTRN is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

XBCI vs. BTRN - Dividend Comparison

XBCI's dividend yield for the trailing twelve months is around 7.25%, less than BTRN's 28.19% yield.


TTM20252024
XBCI
NEOS Boosted Bitcoin High Income ETF
7.25%0.00%0.00%
BTRN
Global X Bitcoin Trend Strategy ETF
28.19%27.76%2.56%

Drawdowns

XBCI vs. BTRN - Drawdown Comparison

The maximum XBCI drawdown since its inception was -19.49%, smaller than the maximum BTRN drawdown of -36.97%. Use the drawdown chart below to compare losses from any high point for XBCI and BTRN.


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Drawdown Indicators


XBCIBTRNDifference

Max Drawdown

Largest peak-to-trough decline

-19.49%

-36.97%

+17.48%

Max Drawdown (1Y)

Largest decline over 1 year

-19.80%

Current Drawdown

Current decline from peak

-11.88%

-18.92%

+7.04%

Average Drawdown

Average peak-to-trough decline

-11.13%

-14.13%

+3.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.79%

Volatility

XBCI vs. BTRN - Volatility Comparison


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Volatility by Period


XBCIBTRNDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.69%

Volatility (6M)

Calculated over the trailing 6-month period

9.24%

Volatility (1Y)

Calculated over the trailing 1-year period

86.31%

20.02%

+66.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

86.31%

31.64%

+54.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

86.31%

31.64%

+54.67%