XBCI vs CVRD

Comparison between NEOS BOOSTED BITCOIN HIGH INCOME ETF (XBCI, ETF) and MADISON COVERED CALL ETF (CVRD, ETF).

XBCI vs CVRD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XBCI(ETF)	CVRD(ETF)
Net Assets	$35M	$35M
Expense Ratio	N/A	0.92%
Max Drawdown	38.43%	26.36%
Sharpe Ratio	-1.05	0.51
5Y Beta	2.77	0.66
P/E Ratio	N/A	38.43
Forward P/E	N/A	14.97
PEG Ratio	N/A	0.04
5Y EPS CAGR	N/A	14.50%
Debt to Equity	N/A	39.85%
P/S Ratio	N/A	2.61
P/B Ratio	N/A	3.49

Net Assets

Winner

XBCI

$35M

CVRD

$35M

Expense Ratio

XBCI

N/A

CVRD

0.92%

Max Drawdown

XBCI

38.43%

Winner

CVRD

26.36%

Sharpe Ratio

XBCI

-1.05

Winner

CVRD

0.51

5Y Beta

XBCI

2.77

Winner

CVRD

0.66

P/E Ratio

XBCI

N/A

CVRD

38.43

Forward P/E

XBCI

N/A

CVRD

14.97

PEG Ratio

XBCI

N/A

CVRD

0.04

5Y EPS CAGR

XBCI

N/A

CVRD

14.50%

Debt to Equity

XBCI

N/A

CVRD

39.85%

P/S Ratio

XBCI

N/A

CVRD

2.61

P/B Ratio

XBCI

N/A

CVRD

3.49

XBCI vs CVRD - Holdings Comparison

XBCI and CVRD have 0 common holdings. Overlap is 0.00%

XBCI's top 25 holdings weight is 20.58%. CVRD's top 25 holdings weight is 85.61%.

Rank	XBCI	CVRD
#1	ISHARES BITCOIN TRUST ETF (IBIT) - 12.39%	MICROCHIP TECHNOLOGY INC (MCHP) - 5.37%
#2	VANECK BITCOIN ETF (HODL) - 7.33%	QUALCOMM INC (QCOM) - 4.83%
#3	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.86%	ARCHER-DANIELS-MIDLAND CO (ADM) - 4.45%
#4	N/A	TRANSOCEAN LTD (RIG) - 4.17%
#5	N/A	AMAZON.COM INC (AMZN) - 4.14%
#6	N/A	MICROSOFT CORP (MSFT) - 4.05%
#7	N/A	US BANK MMDA USBGFS 9 (n/a) - 3.75%
#8	N/A	BROADCOM INC (AVGO) - 3.65%
#9	N/A	DANAHER CORP (DHR) - 3.42%
#10	N/A	MATADOR RESOURCES CO (MTDR) - 3.34%
#11	N/A	VISA INC CLASS A (V) - 3.27%
#12	N/A	ADOBE INC (ADBE) - 3.26%
#13	N/A	PALO ALTO NETWORKS INC (PANW) - 3.22%
#14	N/A	BLACKROCK INC (BLK) - 3.14%
#15	N/A	TEXAS INSTRUMENTS INC (TXN) - 3.13%
#16	N/A	PEPSICO INC (PEP) - 3.11%
#17	N/A	AGILENT TECHNOLOGIES INC (A) - 3.08%
#18	N/A	AMERICAN TOWER CORP (AMT) - 2.98%
#19	N/A	T-MOBILE US INC (TMUS) - 2.98%
#20	N/A	UNION PACIFIC CORP (UNP) - 2.95%
#21	N/A	ACCENTURE PLC CLASS A (ACN) - 2.72%
#22	N/A	LOWE'S COMPANIES INC (LOW) - 2.71%
#23	N/A	META PLATFORMS INC CLASS A (META) - 2.65%
#24	N/A	HONEYWELL INTERNATIONAL INC (HON) - 2.64%
#25	N/A	SALESFORCE INC (CRM) - 2.60%
Total Holdings	3	62

XBCI vs CVRD - Historical Returns

Returns include dividend reinvestment.

Period	XBCI	CVRD
1 month	-34.05%	-0.50%
3 months	-19.19%	+0.87%
6 months	N/A	+2.40%
1 year	N/A	+8.53%
Max(CAGR)	-59.94%	+6.61%

XBCI

-34.05%

Winner

CVRD

-0.50%

XBCI

-19.19%

Winner

CVRD

+0.87%

XBCI

N/A

CVRD

+2.40%

XBCI

N/A

CVRD

+8.53%

Max(CAGR)

XBCI

-59.94%

Winner

CVRD

+6.61%

XBCI vs CVRD - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	XBCI	CVRD
2026	-26.33%	+2.11%
2025	N/A	+6.01%
2024	N/A	+4.83%
2023	N/A	+5.15%

XBCI vs CVRD Drawdown Comparison

The maximum drawdown for XBCI was -34.64%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for CVRD was -17.95%, occurring on Apr 8, 2025. Recovery took 143 trading sessions.

The current XBCI drawdown is -34.64%. The current CVRD drawdown is -2.02%.

Rank	XBCI	CVRD
#1	-34.64% May 11, 2026 - Jun 5, 2026	-17.95% Dec 2, 2024 - Jul 1, 2025
#2	-19.44% Feb 3, 2026 - Apr 15, 2026	-6.47% Sep 1, 2023 - Dec 1, 2023
#3	-3.63% Apr 22, 2026 - May 1, 2026	-5.70% Jan 26, 2026 - Apr 17, 2026
#4	-3.24% Apr 17, 2026 - Apr 22, 2026	-5.29% Oct 27, 2025 - Dec 10, 2025
#5	-2.33% May 5, 2026 - May 11, 2026	-4.19% Jul 16, 2024 - Aug 15, 2024
#6	N/A	-3.87% Mar 28, 2024 - May 15, 2024
#7	N/A	-3.36% Jul 25, 2025 - Aug 22, 2025
#8	N/A	-2.67% May 17, 2024 - Jul 16, 2024
#9	N/A	-2.65% Aug 22, 2025 - Oct 21, 2025
#10	N/A	-2.22% Apr 30, 2026 - May 29, 2026
#11	N/A	-2.02% Jun 1, 2026 - Jun 5, 2026
#12	N/A	-1.97% Aug 30, 2024 - Sep 17, 2024
#13	N/A	-1.86% Jan 15, 2026 - Jan 22, 2026
#14	N/A	-1.49% Dec 11, 2025 - Jan 5, 2026
#15	N/A	-1.26% Oct 14, 2024 - Nov 6, 2024