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BHDG vs TFNS

Comparison between Nicholas Bitcoin Tail ETF (BHDG, ETF) and T. ROWE PRICE FINANCIALS ETF (TFNS, ETF).

BHDG vs TFNS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BHDG
$13M
Winner
TFNS
$13M
Expense Ratio
BHDG
N/A
TFNS
0.44%
Max Drawdown
BHDG
15.06%
Winner
TFNS
14.00%
Sharpe Ratio
BHDG
0.05
Winner
TFNS
0.31
5Y Beta
Winner
BHDG
-0.87
TFNS
0.78
P/E Ratio
BHDG
N/A
TFNS
15.97
Forward P/E
BHDG
N/A
TFNS
15.08
PEG Ratio
BHDG
N/A
TFNS
0.39
5Y EPS CAGR
BHDG
N/A
TFNS
10.55%
Debt to Equity
BHDG
N/A
TFNS
79.36%
P/S Ratio
BHDG
N/A
TFNS
3.48
P/B Ratio
BHDG
N/A
TFNS
2.08

BHDG vs TFNS - Holdings Comparison

BHDG and TFNS have 0 common holdings. Overlap is 0.00%

BHDG's top 25 holdings weight is 81.74%. TFNS's top 25 holdings weight is 70.52%.

RankBHDGTFNS
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 81.74%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 9.89%
#2N/A
VISA INC CLASS A (V) - 6.88%
#3N/A
MASTERCARD INC CLASS A (MA) - 5.70%
#4N/A
BANK OF AMERICA CORP (BAC) - 4.99%
#5N/A
JPMORGAN CHASE & CO (JPM) - 4.88%
#6N/A
THE GOLDMAN SACHS GROUP INC (GS) - 4.41%
#7N/A
WELLS FARGO & CO (WFC) - 3.80%
#8N/A
CITIGROUP INC (C) - 3.56%
#9N/A
CHARLES SCHWAB CORP (SCHW) - 3.47%
#10N/A
MORGAN STANLEY (MS) - 3.07%
#11N/A
CAPITAL ONE FINANCIAL CORP (COF) - 2.87%
#12N/A
CHUBB LTD (CB) - 2.59%
#13N/A
U.S. BANCORP (USB) - 2.04%
#14N/A
MARSH (MRSH) - 1.98%
#15N/A
BLACKROCK INC (BLK) - 1.84%
#16N/A
ALLSTATE CORP (ALL) - 1.63%
#17N/A
S&P GLOBAL INC (SPGI) - 1.57%
#18N/A
APOLLO GLOBAL MANAGEMENT INC (APO) - 1.37%
#19N/A
INTERCONTINENTAL EXCHANGE INC (ICE) - 1.37%
#20N/A
AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.32%
#21N/A
BLACKSTONE INC (BX) - 0.27%
#22N/A
BROWN & BROWN INC (BRO) - 0.26%
#23N/A
LINCOLN INTERNATIONAL INC COMMON STOCK (n/a) - 0.26%
#24N/A
MOODYS CORP (MCO) - 0.25%
#25N/A
STEPSTONE GROUP INC ORDINARY SHARES CLASS A (STEP) - 0.25%
Total Holdings136

BHDG vs TFNS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BHDG
+12.78%
TFNS
+1.28%
3M
BHDG
+0.59%
Winner
TFNS
+3.04%
6M
BHDG
N/A
TFNS
+0.11%
1Y
BHDG
N/A
TFNS
+7.32%
Max(CAGR)
BHDG
+2.76%
Winner
TFNS
+7.47%

BHDG vs TFNS - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearBHDGTFNS
2026+0.59%-3.10%
2025N/A+10.41%

BHDG vs TFNS Drawdown Comparison

The maximum drawdown for BHDG was -15.06%, occurring on May 11, 2026. This drawdown has not yet recovered.

The maximum drawdown for TFNS was -14.00%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current BHDG drawdown is -3.49%. The current TFNS drawdown is -5.52%.

RankBHDGTFNS
#1-15.06%
Mar 27, 2026 - May 11, 2026
-14.00%
Jan 6, 2026 - Mar 27, 2026
#2-1.07%
Mar 24, 2026 - Mar 26, 2026
-5.29%
Sep 19, 2025 - Dec 5, 2025
#3-0.59%
Mar 20, 2026 - Mar 24, 2026
-3.69%
Jul 25, 2025 - Aug 22, 2025
#4N/A-2.85%
Jul 3, 2025 - Jul 23, 2025
#5N/A-2.25%
Jun 12, 2025 - Jun 24, 2025
#6N/A-1.83%
Dec 24, 2025 - Jan 5, 2026
#7N/A-1.79%
Sep 4, 2025 - Sep 18, 2025
#8N/A-0.88%
Aug 29, 2025 - Sep 4, 2025
#9N/A-0.59%
Dec 15, 2025 - Dec 19, 2025
#10N/A-0.44%
Aug 22, 2025 - Aug 26, 2025
#11N/A-0.43%
Dec 5, 2025 - Dec 10, 2025
#12N/A-0.38%
Jun 24, 2025 - Jun 26, 2025
#13N/A-0.11%
Jul 1, 2025 - Jul 3, 2025
#14N/A-0.08%
Jul 23, 2025 - Jul 25, 2025
#15N/A-0.03%
Dec 11, 2025 - Dec 15, 2025

Correlation

Correlation between BHDG and TFNS is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53
-101

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