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BTC-USD vs. EDIV
Performance
Return for Risk
Drawdowns
Volatility

Performance

BTC-USD vs. EDIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin (BTC-USD) and SPDR S&P Emerging Markets Dividend ETF (EDIV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BTC-USD achieves a -28.54% return, which is significantly lower than EDIV's 4.31% return. Over the past 10 years, BTC-USD has outperformed EDIV with an annualized return of 59.68%, while EDIV has yielded a comparatively lower 8.98% annualized return.


BTC-USD

1D
-1.22%
1M
-22.47%
YTD
-28.54%
6M
-31.02%
1Y
-40.89%
3Y*
33.16%
5Y*
10.82%
10Y*
59.68%

EDIV

1D
-0.17%
1M
-3.46%
YTD
4.31%
6M
6.35%
1Y
11.64%
3Y*
16.98%
5Y*
10.20%
10Y*
8.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. EDIV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTC-USD
Bitcoin
-28.54%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%
EDIV
SPDR S&P Emerging Markets Dividend ETF
4.31%16.45%12.75%41.91%-15.31%11.21%-9.95%11.80%-6.16%28.20%

Correlation

The correlation between BTC-USD and EDIV is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.18

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2012

0.09

Over the past year, BTC-USD and EDIV have become more correlated (0.35) than their long-term average of 0.09, meaning their price movements have been converging.

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Return for Risk

BTC-USD vs. EDIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BTC-USD
BTC-USD Risk / Return Rank: 2828
Overall Rank
BTC-USD Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3333
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3333
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 4646
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 1616
Martin Ratio Rank

EDIV
EDIV Risk / Return Rank: 2727
Overall Rank
EDIV Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
EDIV Sortino Ratio Rank: 2727
Sortino Ratio Rank
EDIV Omega Ratio Rank: 2929
Omega Ratio Rank
EDIV Calmar Ratio Rank: 2626
Calmar Ratio Rank
EDIV Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BTC-USD vs. EDIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bitcoin (BTC-USD) and SPDR S&P Emerging Markets Dividend ETF (EDIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BTC-USDEDIVDifference
Sharpe ratioReturn per unit of total volatility

-1.90

Sortino ratioReturn per unit of downside risk

-2.74

Omega ratioGain probability vs. loss probability

0.86

1.18

-0.32

Calmar ratioReturn relative to maximum drawdown

-0.80

1.13

-1.93

Martin ratioReturn relative to average drawdown

-1.42

3.45

-4.86

BTC-USD vs. EDIV - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -0.95, which is lower than the EDIV Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of BTC-USD and EDIV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BTC-USDEDIVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.95

0.94

-1.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.74

-0.54

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

0.52

+0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

1.13

0.16

+0.97

Drawdowns

BTC-USD vs. EDIV - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, which is greater than EDIV's maximum drawdown of -53.36%. Use the drawdown chart below to compare losses from any high point for BTC-USD and EDIV.


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Drawdown Indicators


BTC-USDEDIVDifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-53.36%

-31.94%

Max Drawdown (1Y)

Largest decline over 1 year

-51.21%

-10.36%

-40.85%

Max Drawdown (3Y)

Largest decline over 3 years

-51.21%

-13.84%

-37.37%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-28.32%

-48.35%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

-40.76%

-43.04%

Current Drawdown

Current decline from peak

-49.86%

-5.97%

-43.89%

Average Drawdown

Average peak-to-trough decline

-42.32%

-19.35%

-22.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.46%

3.39%

+31.07%

Volatility

BTC-USD vs. EDIV - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 11.59% compared to SPDR S&P Emerging Markets Dividend ETF (EDIV) at 4.14%. This indicates that BTC-USD's price experiences larger fluctuations and is considered to be riskier than EDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTC-USDEDIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.59%

4.14%

+7.45%

Volatility (6M)

Calculated over the trailing 6-month period

34.53%

10.31%

+24.22%

Volatility (1Y)

Calculated over the trailing 1-year period

35.67%

12.42%

+23.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.95%

13.86%

+31.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.71%

17.50%

+39.21%

Frequently Asked Questions


BTC-USD and EDIV have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BTC-USD has higher volatility (11.59%) compared to EDIV (4.14%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs EDIV's -53.36%.

EDIV currently has the higher Sharpe Ratio (0.94 vs -0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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