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BTC vs UCON

Comparison between Grayscale Bitcoin Mini Trust ETF (BTC, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

BTC vs UCON - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BTC
$3.20B
Winner
UCON
$3.30B
Expense Ratio
Winner
BTC
0.15%
UCON
0.86%
Max Drawdown
BTC
53.30%
Winner
UCON
15.31%
Sharpe Ratio
BTC
-1.24
Winner
UCON
-0.02
5Y Beta
BTC
1.30
Winner
UCON
0.04
5Y Dividends CAGR
BTC
N/A
UCON
9.97%

BTC vs UCON - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BTC
+8.83%
UCON
-0.98%
3M
BTC
-15.53%
Winner
UCON
-0.22%
6M
BTC
-27.33%
Winner
UCON
+0.02%
1Y
BTC
-45.12%
Winner
UCON
+3.75%
5Y(CAGR)
BTC
N/A
UCON
+2.63%
10Y(CAGR)
BTC
N/A
UCON
+3.58%
Max(CAGR)
BTC
-0.40%
Winner
UCON
+3.58%

BTC vs UCON - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearBTCUCON
2026-27.73%+0.16%
2025-10.26%+7.00%
2024+44.64%+4.90%
2023N/A+7.67%
2022N/A-5.72%
2021N/A+1.05%
2020N/A+6.67%
2019N/A+7.13%
2018N/A+1.11%

BTC vs UCON Drawdown Comparison

The maximum drawdown for BTC was -53.30%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current BTC drawdown is -48.32%. The current UCON drawdown is -1.06%.

RankBTCUCON
#1-53.30%
Oct 6, 2025 - Jun 30, 2026
-15.31%
Mar 5, 2020 - Jul 2, 2020
#2-28.14%
Dec 17, 2024 - May 20, 2025
-9.60%
Sep 14, 2021 - Dec 14, 2023
#3-17.96%
Jul 31, 2024 - Sep 27, 2024
-2.45%
Feb 26, 2026 - Jun 29, 2026
#4-11.96%
Aug 13, 2025 - Oct 6, 2025
-1.70%
Feb 1, 2024 - May 15, 2024
#5-9.11%
Sep 27, 2024 - Oct 14, 2024
-1.67%
Sep 24, 2024 - Feb 24, 2025
#6-8.47%
Nov 22, 2024 - Dec 6, 2024
-1.53%
Mar 3, 2025 - May 30, 2025
#7-8.44%
May 22, 2025 - Jul 9, 2025
-1.31%
Jun 29, 2026 - Jul 23, 2026
#8-7.30%
Oct 29, 2024 - Nov 6, 2024
-1.12%
Nov 9, 2018 - Jan 10, 2019
#9-5.81%
Jul 14, 2025 - Aug 13, 2025
-1.07%
Feb 11, 2021 - May 26, 2021
#10-5.48%
Dec 6, 2024 - Dec 13, 2024
-0.96%
Sep 4, 2019 - Oct 1, 2019
#11-3.29%
Oct 18, 2024 - Oct 28, 2024
-0.88%
Feb 24, 2020 - Mar 3, 2020
#12-2.51%
Nov 13, 2024 - Nov 15, 2024
-0.87%
Dec 28, 2023 - Jan 12, 2024
#13-1.50%
Oct 16, 2024 - Oct 18, 2024
-0.83%
Oct 13, 2020 - Nov 5, 2020
#14N/A-0.75%
Oct 28, 2025 - Nov 25, 2025
#15N/A-0.73%
May 15, 2024 - Jun 4, 2024

Correlation

Correlation between BTC and UCON is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.07
-101

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