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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 -23.90% return, which is significantly lower than EDIV's 9.71% return. Over the past 10 years, BTC-USD has outperformed EDIV with an annualized return of 58.69%, while EDIV has yielded a comparatively lower 8.46% annualized return.


BTC-USD

1D
2.10%
1M
5.29%
6M
-24.60%
YTD
-23.90%
1Y
-43.30%
3Y*
30.74%
5Y*
15.58%
10Y*
58.69%
ALL TIME*
89.03%

EDIV

1D
0.55%
1M
2.35%
6M
6.95%
YTD
9.71%
1Y
13.24%
3Y*
16.56%
5Y*
12.20%
10Y*
8.46%
ALL TIME*
3.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. EDIV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTC-USD
Bitcoin
-23.90%-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
9.71%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

0.19

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

0.23

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

0.14

Correlation (All Time)
Calculated using the full available price history since Nov 5, 2012

0.10

Over the past year, BTC-USD and EDIV have become more correlated (0.35) than their long-term average of 0.10, 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: 4545
Overall Rank
BTC-USD Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 5050
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 4949
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 6666
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3838
Martin Ratio Rank

EDIV
EDIV Risk / Return Rank: 3737
Overall Rank
EDIV Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
EDIV Sortino Ratio Rank: 3838
Sortino Ratio Rank
EDIV Omega Ratio Rank: 3838
Omega Ratio Rank
EDIV Calmar Ratio Rank: 3434
Calmar Ratio Rank
EDIV Martin Ratio Rank: 3535
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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BTC-USDEDIVDifference
Sharpe ratioReturn per unit of total volatility

-2.05

Sortino ratioReturn per unit of downside risk

-3.00

Omega ratioGain probability vs. loss probability

0.85

1.19

-0.34

Calmar ratioReturn relative to maximum drawdown

-0.82

1.28

-2.10

Martin ratioReturn relative to average drawdown

-1.30

3.74

-5.04

BTC-USD vs. EDIV - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -1.01, which is lower than the EDIV Sharpe Ratio of 1.04. 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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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

-53.08%

-10.36%

-42.72%

Max Drawdown (3Y)

Largest decline over 3 years

-53.08%

-13.84%

-39.24%

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

-46.61%

-1.10%

-45.51%

Average Drawdown

Average peak-to-trough decline

-42.62%

-19.22%

-23.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.11%

3.55%

+23.56%

Volatility

BTC-USD vs. EDIV - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 9.38% compared to SPDR S&P Emerging Markets Dividend ETF (EDIV) at 3.86%. 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

9.38%

3.86%

+5.52%

Volatility (6M)

Calculated over the trailing 6-month period

34.69%

11.06%

+23.63%

Volatility (1Y)

Calculated over the trailing 1-year period

35.80%

12.79%

+23.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.84%

13.94%

+29.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.33%

17.30%

+39.03%

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 (9.38%) compared to EDIV (3.86%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs EDIV's -53.36%.

EDIV currently has the higher Sharpe Ratio (1.04 vs -1.01), 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.

Portfolio Optimizer

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