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

Performance

BTC-USD vs. IEFA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin (BTC-USD) and iShares Core MSCI EAFE ETF (IEFA). 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 IEFA's 7.49% return. Over the past 10 years, BTC-USD has outperformed IEFA with an annualized return of 59.68%, while IEFA has yielded a comparatively lower 9.37% 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%

IEFA

1D
0.63%
1M
-1.17%
YTD
7.49%
6M
10.04%
1Y
19.61%
3Y*
16.13%
5Y*
7.82%
10Y*
9.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. IEFA - 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%
IEFA
iShares Core MSCI EAFE ETF
7.49%32.08%3.26%17.95%-15.24%11.63%8.18%22.64%-14.14%26.57%

Correlation

The correlation between BTC-USD and IEFA is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.33

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

0.22

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 Oct 25, 2012

0.11

Over the past year, BTC-USD and IEFA have become more correlated (0.33) 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. IEFA — 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

IEFA
IEFA Risk / Return Rank: 4040
Overall Rank
IEFA Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
IEFA Sortino Ratio Rank: 4040
Sortino Ratio Rank
IEFA Omega Ratio Rank: 4040
Omega Ratio Rank
IEFA Calmar Ratio Rank: 3838
Calmar Ratio Rank
IEFA Martin Ratio Rank: 4343
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. IEFA - Risk-Adjusted Trends Comparison

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

-2.25

Sortino ratioReturn per unit of downside risk

-3.23

Omega ratioGain probability vs. loss probability

0.86

1.24

-0.38

Calmar ratioReturn relative to maximum drawdown

-0.80

1.71

-2.51

Martin ratioReturn relative to average drawdown

-1.42

6.52

-7.93

BTC-USD vs. IEFA - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -0.95, which is lower than the IEFA Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of BTC-USD and IEFA, 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-USDIEFADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.95

1.30

-2.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.47

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

0.54

+0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

1.13

0.50

+0.63

Drawdowns

BTC-USD vs. IEFA - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, which is greater than IEFA's maximum drawdown of -34.78%. Use the drawdown chart below to compare losses from any high point for BTC-USD and IEFA.


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Drawdown Indicators


BTC-USDIEFADifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-34.78%

-50.52%

Max Drawdown (1Y)

Largest decline over 1 year

-51.21%

-11.50%

-39.71%

Max Drawdown (3Y)

Largest decline over 3 years

-51.21%

-13.76%

-37.45%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-30.41%

-46.26%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

-34.78%

-49.02%

Current Drawdown

Current decline from peak

-49.86%

-2.44%

-47.42%

Average Drawdown

Average peak-to-trough decline

-42.32%

-6.69%

-35.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.46%

3.02%

+31.44%

Volatility

BTC-USD vs. IEFA - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 11.59% compared to iShares Core MSCI EAFE ETF (IEFA) at 4.54%. This indicates that BTC-USD's price experiences larger fluctuations and is considered to be riskier than IEFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTC-USDIEFADifference

Volatility (1M)

Calculated over the trailing 1-month period

11.59%

4.54%

+7.05%

Volatility (6M)

Calculated over the trailing 6-month period

34.53%

12.74%

+21.79%

Volatility (1Y)

Calculated over the trailing 1-year period

35.67%

15.22%

+20.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.95%

16.55%

+28.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.71%

17.32%

+39.39%

Frequently Asked Questions


BTC-USD and IEFA have a correlation of 0.33, 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 IEFA (4.54%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs IEFA's -34.78%.

IEFA currently has the higher Sharpe Ratio (1.30 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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