BTCI vs SPY

Comparison between NEOS BITCOIN HIGH INCOME ETF (BTCI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

BTCI vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTCI(ETF)	SPY(ETF)
Net Assets	$1B	$781B
Expense Ratio	0.99%	0.09%
Max Drawdown	60.27%	56.47%
Sharpe Ratio	-1.19	1.34
5Y Beta	1.04	1.00
P/E Ratio	N/A	28.84
Forward P/E	N/A	21.59
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	N/A	25.26%
Debt to Equity	N/A	31.47%
P/S Ratio	N/A	3.85
P/B Ratio	N/A	5.70

Net Assets

BTCI

$1B

Winner

SPY

$781B

Expense Ratio

BTCI

0.99%

Winner

SPY

0.09%

Max Drawdown

BTCI

60.27%

Winner

SPY

56.47%

Sharpe Ratio

BTCI

-1.19

Winner

SPY

1.34

5Y Beta

BTCI

1.04

Winner

SPY

1.00

P/E Ratio

BTCI

N/A

SPY

28.84

Forward P/E

BTCI

N/A

SPY

21.59

5Y Dividends CAGR

BTCI

N/A

SPY

6.00%

5Y EPS CAGR

BTCI

N/A

SPY

25.26%

Debt to Equity

BTCI

N/A

SPY

31.47%

P/S Ratio

BTCI

N/A

SPY

3.85

P/B Ratio

BTCI

N/A

SPY

5.70

BTCI vs SPY - Holdings Comparison

BTCI and SPY have 0 common holdings. Overlap is 0.00%

BTCI's top 25 holdings weight is 21.54%. SPY's top 25 holdings weight is 51.08%.

Rank	BTCI	SPY
#1	ISHARES BITCOIN TRUST ETF (IBIT) - 12.18%	NVIDIA CORP (NVDA) - 7.50%
#2	VANECK BITCOIN ETF (HODL) - 7.13%	APPLE INC (AAPL) - 6.58%
#3	NORTHERN US GOVERNMENT SELECT MMKT (NOSXX) - 1.55%	MICROSOFT CORP (MSFT) - 4.29%
#4	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.68%	AMAZON.COM INC (AMZN) - 3.61%
#5	N/A	ALPHABET INC CLASS A (GOOGL) - 3.24%
#6	N/A	BROADCOM INC (AVGO) - 2.77%
#7	N/A	ALPHABET INC CLASS C (GOOG) - 2.58%
#8	N/A	MICRON TECHNOLOGY INC (MU) - 2.01%
#9	N/A	META PLATFORMS INC CLASS A (META) - 1.91%
#10	N/A	TESLA INC (TSLA) - 1.83%
#11	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12	N/A	ELI LILLY AND CO (LLY) - 1.47%
#13	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14	N/A	JPMORGAN CHASE & CO (JPM) - 1.36%
#15	N/A	INTEL CORP (INTC) - 1.02%
#16	N/A	JOHNSON & JOHNSON (JNJ) - 0.95%
#17	N/A	APPLIED MATERIALS INC (AMAT) - 0.89%
#18	N/A	VISA INC CLASS A (V) - 0.88%
#19	N/A	EXXON MOBIL CORP (XOM) - 0.88%
#20	N/A	LAM RESEARCH CORP (LRCX) - 0.84%
#21	N/A	WALMART INC (WMT) - 0.77%
#22	N/A	CATERPILLAR INC (CAT) - 0.76%
#23	N/A	CISCO SYSTEMS INC (CSCO) - 0.72%
#24	N/A	ABBVIE INC (ABBV) - 0.69%
#25	N/A	COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings	4	502

BTCI vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BTCI	SPY
1 month	-3.98%	-0.14%
3 months	-12.58%	+8.54%
6 months	-30.91%	+9.48%
1 year	-41.32%	+21.66%
5 years(CAGR)	N/A	+13.03%
10 years(CAGR)	N/A	+15.12%
Max(CAGR)	-2.35%	+8.52%

BTCI

-3.98%

Winner

SPY

-0.14%

BTCI

-12.58%

Winner

SPY

+8.54%

BTCI

-30.91%

Winner

SPY

+9.48%

BTCI

-41.32%

Winner

SPY

+21.66%

5Y(CAGR)

BTCI

N/A

SPY

+13.03%

10Y(CAGR)

BTCI

N/A

SPY

+15.12%

Max(CAGR)

BTCI

-2.35%

Winner

SPY

+8.52%

BTCI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTCI	SPY
2026	-25.79%	+10.64%
2025	-4.60%	+18.00%
2024	+28.09%	+25.59%
2023	N/A	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

BTCI vs SPY Drawdown Comparison

The maximum drawdown for BTCI was -48.38%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BTCI drawdown is -44.02%. The current SPY drawdown is -0.77%.

Rank	BTCI	SPY
#1	-48.38% Oct 6, 2025 - Jun 30, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-24.23% Jan 30, 2025 - May 13, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-10.95% Dec 17, 2024 - Jan 21, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-10.73% Aug 13, 2025 - Oct 6, 2025	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-7.87% Oct 29, 2024 - Nov 6, 2024	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-5.43% May 22, 2025 - Jun 9, 2025	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-4.82% Dec 6, 2024 - Dec 13, 2024	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-4.79% Nov 22, 2024 - Dec 4, 2024	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-4.70% Jun 10, 2025 - Jul 2, 2025	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-3.77% Jul 24, 2025 - Aug 11, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-2.54% Oct 18, 2024 - Oct 28, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-2.52% Jan 24, 2025 - Jan 30, 2025	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-2.00% Jul 14, 2025 - Jul 24, 2025	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-1.75% Nov 13, 2024 - Nov 15, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-1.74% Jan 21, 2025 - Jan 24, 2025	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BTCI and SPY is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37

-101

Dividend Comparison (1999 - 2026)

BTCI vs SPY dividend yield comparison.

Year	BTCI	SPY
2026	16.57%	0.49%
2025	36.46%	1.07%
2024	6.76%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	0.00%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%

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BTCI vs SPY

BTCI vs SPY - Performance Comparison

Key Characteristics

BTCI vs SPY - Holdings Comparison

BTCI vs SPY - Historical Returns

BTCI vs SPY - Annual Returns (1999 - 2026)

BTCI vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

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