BTCI vs IVES
Comparison between NEOS BITCOIN HIGH INCOME ETF (BTCI, ETF) and Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF).
BTCI vs IVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BTCI vs IVES - Holdings Comparison
BTCI and IVES have 0 common holdings. Overlap is 0.00%
BTCI's top 25 holdings weight is 20.83%. IVES's top 25 holdings weight is 53.09%.
| Rank | BTCI | IVES |
|---|---|---|
| #1 | ISHARES BITCOIN TRUST ETF (IBIT) - 12.22% | ELASTIC NV (ESTC) - 4.43% |
| #2 | VANECK BITCOIN ETF (HODL) - 7.16% | GDS HOLDINGS LTD ADR (GDS) - 4.08% |
| #3 | NORTHERN US GOVERNMENT SELECT MMKT (NOSXX) - 0.82% | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% |
| #4 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.63% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% |
| #5 | N/A | SUPER MICRO COMPUTER INC (SMCI) - 3.01% |
| #6 | N/A | DATADOG INC CLASS A (DDOG) - 2.91% |
| #7 | N/A | PURE STORAGE INC CLASS A (PSTG) - 2.86% |
| #8 | N/A | NETAPP INC (NTAP) - 2.77% |
| #9 | N/A | CLOUDFLARE INC (NET) - 2.68% |
| #10 | N/A | NUTANIX INC CLASS A (NTNX) - 2.51% |
| #11 | N/A | MONGODB INC CLASS A (MDB) - 2.34% |
| #12 | N/A | OKTA INC CLASS A (OKTA) - 2.21% |
| #13 | N/A | DROPBOX INC CLASS A (DBX) - 1.49% |
| #14 | N/A | APPFOLIO INC CLASS A (APPF) - 1.47% |
| #15 | N/A | GITLAB INC CLASS A (GTLB) - 1.44% |
| #16 | N/A | SMARTSHEET INC CLASS A (SMAR) - 1.39% |
| #17 | N/A | INFORMATICA INC (INFA) - 1.38% |
| #18 | N/A | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% |
| #19 | N/A | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% |
| #20 | N/A | COMMVAULT SYSTEMS INC (CVLT) - 1.21% |
| #21 | N/A | CONFLUENT INC CLASS A (CFLT) - 1.17% |
| #22 | N/A | VNET GROUP INC ADR (VNET) - 1.11% |
| #23 | N/A | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% |
| #24 | N/A | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% |
| #25 | N/A | BOX INC CLASS A (BOX) - 0.82% |
| Total Holdings | 4 | 46 |
BTCI vs IVES - Historical Returns
Returns include dividend reinvestment.
BTCI vs IVES - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | BTCI | IVES |
|---|---|---|
| 2026 | -26.00% | +15.56% |
| 2025 | -4.60% | +25.06% |
| 2024 | +28.09% | N/A |
BTCI vs IVES Drawdown Comparison
The maximum drawdown for BTCI was -47.13%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The current BTCI drawdown is -44.18%. The current IVES drawdown is -11.38%.
| Rank | BTCI | IVES |
|---|---|---|
| #1 | -47.13% Oct 6, 2025 - Jun 5, 2026 | -22.64% Oct 29, 2025 - May 6, 2026 |
| #2 | -24.23% Jan 30, 2025 - May 13, 2025 | -13.54% Jun 1, 2026 - Jun 10, 2026 |
| #3 | -10.95% Dec 17, 2024 - Jan 21, 2025 | -4.63% Aug 13, 2025 - Aug 28, 2025 |
| #4 | -10.73% Aug 13, 2025 - Oct 6, 2025 | -4.26% Jul 28, 2025 - Aug 13, 2025 |
| #5 | -7.87% Oct 29, 2024 - Nov 6, 2024 | -4.20% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -5.43% May 22, 2025 - Jun 9, 2025 | -3.33% May 14, 2026 - May 21, 2026 |
| #7 | -4.82% Dec 6, 2024 - Dec 13, 2024 | -2.61% Jul 3, 2025 - Jul 17, 2025 |
| #8 | -4.79% Nov 22, 2024 - Dec 4, 2024 | -2.49% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -4.70% Jun 10, 2025 - Jul 2, 2025 | -1.81% Jun 30, 2025 - Jul 3, 2025 |
| #10 | -3.77% Jul 24, 2025 - Aug 11, 2025 | -1.64% Jun 12, 2025 - Jun 16, 2025 |
| #11 | -2.54% Oct 18, 2024 - Oct 28, 2024 | -1.61% May 11, 2026 - May 14, 2026 |
| #12 | -2.52% Jan 24, 2025 - Jan 30, 2025 | -1.57% Aug 28, 2025 - Sep 5, 2025 |
| #13 | -2.00% Jul 14, 2025 - Jul 24, 2025 | -1.41% Jun 16, 2025 - Jun 24, 2025 |
| #14 | -1.75% Nov 13, 2024 - Nov 15, 2024 | -1.32% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -1.74% Jan 21, 2025 - Jan 24, 2025 | -1.04% Jul 18, 2025 - Jul 23, 2025 |
Correlation
Correlation between BTCI and IVES is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2024 - 2026)
BTCI vs IVES dividend yield comparison.
| Year | BTCI | IVES |
|---|---|---|
| 2026 | 14.07% | 0.00% |
| 2025 | 36.46% | 0.41% |
| 2024 | 6.76% | 0.00% |
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