BPI vs XCLR

Comparison between GRAYSCALE BITCOIN PREMIUM INCOME ETF (BPI, ETF) and GLOBAL X S&P 500 COLLAR 95-110 ETF (XCLR, ETF).

BPI vs XCLR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BPI(ETF)	XCLR(ETF)
Net Assets	$3.30M	$3.30M
Expense Ratio	0.65%	0.25%
Max Drawdown	26.45%	25.74%
Sharpe Ratio	-6.51	1.04
5Y Beta	1.31	0.56
P/E Ratio	N/A	28.99
Forward P/E	N/A	22.40
5Y EPS CAGR	N/A	26.01%
Debt to Equity	N/A	32.92%
P/S Ratio	N/A	3.73
P/B Ratio	N/A	5.61

Net Assets

BPI

$3.30M

XCLR

$3.30M

Expense Ratio

BPI

0.65%

Winner

XCLR

0.25%

Max Drawdown

BPI

26.45%

Winner

XCLR

25.74%

Sharpe Ratio

BPI

-6.51

Winner

XCLR

1.04

5Y Beta

BPI

1.31

Winner

XCLR

0.56

P/E Ratio

BPI

N/A

XCLR

28.99

Forward P/E

BPI

N/A

XCLR

22.40

5Y EPS CAGR

BPI

N/A

XCLR

26.01%

Debt to Equity

BPI

N/A

XCLR

32.92%

P/S Ratio

BPI

N/A

XCLR

3.73

P/B Ratio

BPI

N/A

XCLR

5.61

BPI vs XCLR - Holdings Comparison

BPI and XCLR have 0 common holdings. Overlap is 0.00%

BPI's top 25 holdings weight is 0.09%. XCLR's top 25 holdings weight is 54.97%.

Rank	BPI	XCLR
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.09%	NVIDIA CORP (NVDA) - 8.49%
#2	N/A	APPLE INC (AAPL) - 7.37%
#3	N/A	MICROSOFT CORP (MSFT) - 5.03%
#4	N/A	AMAZON.COM INC (AMZN) - 4.23%
#5	N/A	ALPHABET INC CLASS A (GOOGL) - 3.69%
#6	N/A	BROADCOM INC (AVGO) - 3.26%
#7	N/A	ALPHABET INC CLASS C (GOOG) - 2.93%
#8	N/A	META PLATFORMS INC CLASS A (META) - 2.17%
#9	N/A	TESLA INC (TSLA) - 1.98%
#10	N/A	MICRON TECHNOLOGY INC (MU) - 1.63%
#11	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45%
#12	N/A	ELI LILLY AND CO (LLY) - 1.39%
#13	N/A	JPMORGAN CHASE & CO (JPM) - 1.35%
#14	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.33%
#15	N/A	EXXON MOBIL CORP (XOM) - 1.02%
#16	N/A	INTEL CORP (INTC) - 0.92%
#17	N/A	JOHNSON & JOHNSON (JNJ) - 0.90%
#18	N/A	VISA INC CLASS A (V) - 0.89%
#19	N/A	WALMART INC (WMT) - 0.84%
#20	N/A	CISCO SYSTEMS INC (CSCO) - 0.76%
#21	N/A	COSTCO WHOLESALE CORP (COST) - 0.73%
#22	N/A	CATERPILLAR INC (CAT) - 0.69%
#23	N/A	MASTERCARD INC CLASS A (MA) - 0.66%
#24	N/A	LAM RESEARCH CORP (LRCX) - 0.65%
#25	N/A	ABBVIE INC (ABBV) - 0.61%
Total Holdings	1	507

BPI vs XCLR - Historical Returns

Returns include dividend reinvestment.

Period	BPI	XCLR
1 month	-25.07%	+1.37%
3 months	N/A	+2.70%
6 months	N/A	+1.63%
1 year	N/A	+13.65%
5 years(CAGR)	N/A	+7.55%
Max(CAGR)	-90.05%	+7.55%

BPI

-25.07%

Winner

XCLR

+1.37%

BPI

N/A

XCLR

+2.70%

BPI

N/A

XCLR

+1.63%

BPI

N/A

XCLR

+13.65%

5Y(CAGR)

BPI

N/A

XCLR

+7.55%

Max(CAGR)

BPI

-90.05%

Winner

XCLR

+7.55%

BPI vs XCLR - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BPI	XCLR
2026	-20.34%	+2.07%
2025	N/A	+10.48%
2024	N/A	+21.45%
2023	N/A	+15.85%
2022	N/A	-13.20%
2021	N/A	+3.45%

BPI vs XCLR Drawdown Comparison

The maximum drawdown for BPI was -25.50%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for XCLR was -14.62%, occurring on Oct 14, 2022. Recovery took 496 trading sessions.

The current BPI drawdown is -25.50%. The current XCLR drawdown is -0.37%.

Rank	BPI	XCLR
#1	-25.50% May 11, 2026 - Jun 5, 2026	-14.62% Dec 29, 2021 - Dec 19, 2023
#2	-2.08% May 5, 2026 - May 11, 2026	-12.46% Feb 19, 2025 - Jul 22, 2025
#3	N/A	-8.29% Jan 28, 2026 - May 21, 2026
#4	N/A	-5.81% Jul 16, 2024 - Sep 19, 2024
#5	N/A	-4.35% Sep 2, 2021 - Oct 29, 2021
#6	N/A	-4.16% Mar 28, 2024 - May 15, 2024
#7	N/A	-3.96% Oct 28, 2025 - Dec 24, 2025
#8	N/A	-3.91% Dec 6, 2024 - Feb 19, 2025
#9	N/A	-3.27% Nov 18, 2021 - Dec 10, 2021
#10	N/A	-2.54% Dec 10, 2021 - Dec 27, 2021
#11	N/A	-2.32% Oct 18, 2024 - Nov 6, 2024
#12	N/A	-2.10% Jan 12, 2026 - Jan 28, 2026
#13	N/A	-1.89% Oct 8, 2025 - Oct 24, 2025
#14	N/A	-1.84% Nov 11, 2024 - Nov 26, 2024
#15	N/A	-1.59% Jul 28, 2025 - Aug 8, 2025

Correlation

Correlation between BPI and XCLR is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.55

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