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

Performance

BTC-USD vs. EFA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin (BTC-USD) and iShares MSCI EAFE ETF (EFA). 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 -25.06% return, which is significantly lower than EFA's 9.36% return. Over the past 10 years, BTC-USD has outperformed EFA with an annualized return of 55.97%, while EFA has yielded a comparatively lower 9.84% annualized return.


BTC-USD

1D
2.42%
1M
-17.06%
YTD
-25.06%
6M
-25.64%
1Y
-37.83%
3Y*
36.87%
5Y*
10.30%
10Y*
55.97%

EFA

1D
0.28%
1M
3.24%
YTD
9.36%
6M
10.80%
1Y
21.90%
3Y*
16.14%
5Y*
8.36%
10Y*
9.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. EFA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTC-USD
Bitcoin
-25.06%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%
EFA
iShares MSCI EAFE ETF
9.36%31.55%3.49%18.36%-14.39%11.45%7.60%22.04%-13.82%25.07%

Correlation

The correlation between BTC-USD and EFA is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

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

0.23

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

0.28

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

0.17

Correlation (All Time)
Calculated using the full available price history since Sep 29, 2012

0.12

Over the past year, BTC-USD and EFA have become more correlated (0.34) than their long-term average of 0.12, meaning their price movements have been converging.

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Return for Risk

BTC-USD vs. EFA — 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: 3636
Overall Rank
BTC-USD Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3636
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3535
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5353
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3535
Martin Ratio Rank

EFA
EFA Risk / Return Rank: 4242
Overall Rank
EFA Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
EFA Sortino Ratio Rank: 4242
Sortino Ratio Rank
EFA Omega Ratio Rank: 4141
Omega Ratio Rank
EFA Calmar Ratio Rank: 4040
Calmar Ratio Rank
EFA Martin Ratio Rank: 4646
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. EFA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bitcoin (BTC-USD) and iShares MSCI EAFE ETF (EFA). 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-USDEFADifference
Sharpe ratioReturn per unit of total volatility

-2.19

Sortino ratioReturn per unit of downside risk

-3.11

Omega ratioGain probability vs. loss probability

0.88

1.24

-0.36

Calmar ratioReturn relative to maximum drawdown

-0.74

1.79

-2.53

Martin ratioReturn relative to average drawdown

-1.28

6.67

-7.95

BTC-USD vs. EFA - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -0.88, which is lower than the EFA Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of BTC-USD and EFA, 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. EFA - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, which is greater than EFA's maximum drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for BTC-USD and EFA.


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Drawdown Indicators


BTC-USDEFADifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-61.04%

-24.26%

Max Drawdown (1Y)

Largest decline over 1 year

-51.21%

-11.42%

-39.79%

Max Drawdown (3Y)

Largest decline over 3 years

-51.21%

-14.05%

-37.16%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-29.53%

-47.14%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

-34.19%

-49.61%

Current Drawdown

Current decline from peak

-47.43%

-0.61%

-46.82%

Average Drawdown

Average peak-to-trough decline

-42.37%

-11.92%

-30.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.28%

3.07%

+32.21%

Volatility

BTC-USD vs. EFA - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 12.10% compared to iShares MSCI EAFE ETF (EFA) at 5.50%. This indicates that BTC-USD's price experiences larger fluctuations and is considered to be riskier than EFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTC-USDEFADifference

Volatility (1M)

Calculated over the trailing 1-month period

12.10%

5.50%

+6.60%

Volatility (6M)

Calculated over the trailing 6-month period

34.64%

13.19%

+21.45%

Volatility (1Y)

Calculated over the trailing 1-year period

35.63%

15.64%

+19.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.55%

16.58%

+27.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.61%

17.27%

+39.34%

Frequently Asked Questions


BTC-USD and EFA have a correlation of 0.34, 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 (12.10%) compared to EFA (5.50%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs EFA's -61.04%.

EFA currently has the higher Sharpe Ratio (1.31 vs -0.88), 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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