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

Performance

BTC-USD vs. IDHQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin (BTC-USD) and Invesco S&P International Developed High Quality ETF (IDHQ). 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 -26.27% return, which is significantly lower than IDHQ's 19.79% return. Over the past 10 years, BTC-USD has outperformed IDHQ with an annualized return of 57.23%, while IDHQ has yielded a comparatively lower 10.67% annualized return.


BTC-USD

1D
1.71%
1M
-20.43%
YTD
-26.27%
6M
-28.52%
1Y
-39.20%
3Y*
36.94%
5Y*
9.74%
10Y*
57.23%

IDHQ

1D
-0.33%
1M
3.46%
YTD
19.79%
6M
21.75%
1Y
30.93%
3Y*
18.28%
5Y*
8.69%
10Y*
10.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. IDHQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTC-USD
Bitcoin
-26.27%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%
IDHQ
Invesco S&P International Developed High Quality ETF
19.79%27.46%1.33%18.80%-20.23%11.38%16.09%29.58%-13.38%28.16%

Correlation

The correlation between BTC-USD and IDHQ 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

0.29

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

0.17

Correlation (All Time)
Calculated using the full available price history since Sep 28, 2012

0.11

Over the past year, BTC-USD and IDHQ have become more correlated (0.34) than their long-term average of 0.11, meaning their price movements have been converging.

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Return for Risk

BTC-USD vs. IDHQ — 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: 3434
Overall Rank
BTC-USD Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3737
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3535
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5151
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3030
Martin Ratio Rank

IDHQ
IDHQ Risk / Return Rank: 5151
Overall Rank
IDHQ Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IDHQ Sortino Ratio Rank: 4949
Sortino Ratio Rank
IDHQ Omega Ratio Rank: 5050
Omega Ratio Rank
IDHQ Calmar Ratio Rank: 5050
Calmar Ratio Rank
IDHQ Martin Ratio Rank: 5656
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. IDHQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bitcoin (BTC-USD) and Invesco S&P International Developed High Quality ETF (IDHQ). 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-USDIDHQDifference
Sharpe ratioReturn per unit of total volatility

-2.38

Sortino ratioReturn per unit of downside risk

-3.43

Omega ratioGain probability vs. loss probability

0.87

1.28

-0.41

Calmar ratioReturn relative to maximum drawdown

-0.77

2.19

-2.96

Martin ratioReturn relative to average drawdown

-1.33

8.67

-10.01

BTC-USD vs. IDHQ - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -0.92, which is lower than the IDHQ Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of BTC-USD and IDHQ, 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. IDHQ - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, which is greater than IDHQ's maximum drawdown of -73.84%. Use the drawdown chart below to compare losses from any high point for BTC-USD and IDHQ.


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Drawdown Indicators


BTC-USDIDHQDifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-73.84%

-11.46%

Max Drawdown (1Y)

Largest decline over 1 year

-51.21%

-13.44%

-37.77%

Max Drawdown (3Y)

Largest decline over 3 years

-51.21%

-14.07%

-37.14%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-33.54%

-43.13%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

-33.54%

-50.26%

Current Drawdown

Current decline from peak

-48.27%

-0.33%

-47.94%

Average Drawdown

Average peak-to-trough decline

-42.36%

-21.16%

-21.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.16%

3.41%

+31.75%

Volatility

BTC-USD vs. IDHQ - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 11.97% compared to Invesco S&P International Developed High Quality ETF (IDHQ) at 9.75%. This indicates that BTC-USD's price experiences larger fluctuations and is considered to be riskier than IDHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTC-USDIDHQDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.97%

9.75%

+2.22%

Volatility (6M)

Calculated over the trailing 6-month period

34.64%

18.25%

+16.39%

Volatility (1Y)

Calculated over the trailing 1-year period

35.59%

20.20%

+15.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.57%

17.74%

+26.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.61%

18.06%

+38.55%

Frequently Asked Questions


BTC-USD and IDHQ 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 (11.97%) compared to IDHQ (9.75%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs IDHQ's -73.84%.

IDHQ currently has the higher Sharpe Ratio (1.46 vs -0.92), 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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