PortfoliosLab logoPortfoliosLab logo
XBCI vs. IBIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XBCI vs. IBIT - Performance Comparison

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

Loading charts...

Returns By Period


XBCI

1D
-3.98%
1M
-23.50%
YTD
6M
1Y
3Y*
5Y*
10Y*

IBIT

1D
-2.76%
1M
-18.50%
YTD
-25.48%
6M
-29.84%
1Y
-38.74%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XBCI vs. IBIT - Yearly Performance Comparison


Correlation

The correlation between XBCI and IBIT is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 4, 2026

0.99

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

XBCI vs. IBIT — Risk / Return Rank

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

XBCI

IBIT
IBIT Risk / Return Rank: 22
Overall Rank
IBIT Sharpe Ratio Rank: 22
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 22
Sortino Ratio Rank
IBIT Omega Ratio Rank: 22
Omega Ratio Rank
IBIT Calmar Ratio Rank: 22
Calmar Ratio Rank
IBIT Martin Ratio Rank: 22
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. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS Boosted Bitcoin High Income ETF (XBCI) and iShares Bitcoin Trust ETF (IBIT). 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. IBIT - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


XBCIIBITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.63

0.30

-0.92

Drawdowns

XBCI vs. IBIT - Drawdown Comparison

The maximum XBCI drawdown since its inception was -25.99%, smaller than the maximum IBIT drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for XBCI and IBIT.


Loading charts...

Drawdown Indicators


XBCIIBITDifference

Max Drawdown

Largest peak-to-trough decline

-25.99%

-49.36%

+23.37%

Max Drawdown (1Y)

Largest decline over 1 year

-49.36%

Current Drawdown

Current decline from peak

-25.99%

-48.10%

+22.11%

Average Drawdown

Average peak-to-trough decline

-8.06%

-16.02%

+7.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.44%

Volatility

XBCI vs. IBIT - Volatility Comparison


Loading charts...

Volatility by Period


XBCIIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.50%

Volatility (6M)

Calculated over the trailing 6-month period

34.44%

Volatility (1Y)

Calculated over the trailing 1-year period

67.08%

43.73%

+23.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

67.08%

50.19%

+16.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

67.08%

50.19%

+16.89%

XBCI vs. IBIT - Expense Ratio Comparison

XBCI has a 0.98% expense ratio, which is higher than IBIT's 0.25% expense ratio.


Dividends

XBCI vs. IBIT - Dividend Comparison

XBCI's dividend yield for the trailing twelve months is around 20.51%, while IBIT has not paid dividends to shareholders.


Frequently Asked Questions


With a correlation of 0.99, XBCI and IBIT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, IBIT is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBIT is cheaper with a 0.25% expense ratio, compared with 0.98% for XBCI.

XBCI has the higher dividend yield at 20.51%, compared with 0.00% for IBIT.

They also come from different issuers: Neos and iShares. Their fees differ too: 0.98% for XBCI and 0.25% for IBIT.

Portfolio Optimizer

Find the right allocation for XBCI and IBIT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer