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

Performance

BTC-USD vs. IEMG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin (BTC-USD) and iShares Core MSCI Emerging Markets ETF (IEMG). 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 IEMG's 22.84% return. Over the past 10 years, BTC-USD has outperformed IEMG with an annualized return of 57.23%, while IEMG has yielded a comparatively lower 10.42% 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%

IEMG

1D
0.61%
1M
0.34%
YTD
22.84%
6M
25.59%
1Y
44.83%
3Y*
21.33%
5Y*
7.15%
10Y*
10.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. IEMG - 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%
IEMG
iShares Core MSCI Emerging Markets ETF
22.84%32.56%6.50%11.52%-19.98%-0.64%17.87%17.81%-14.92%37.38%

Correlation

The correlation between BTC-USD and IEMG is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.16

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

0.10

Over the past year, BTC-USD and IEMG have become more correlated (0.37) 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. IEMG — 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

IEMG
IEMG Risk / Return Rank: 7373
Overall Rank
IEMG Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
IEMG Sortino Ratio Rank: 6767
Sortino Ratio Rank
IEMG Omega Ratio Rank: 7676
Omega Ratio Rank
IEMG Calmar Ratio Rank: 7373
Calmar Ratio Rank
IEMG Martin Ratio Rank: 7373
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. IEMG - Risk-Adjusted Trends Comparison

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

-2.94

Sortino ratioReturn per unit of downside risk

-3.92

Omega ratioGain probability vs. loss probability

0.87

1.39

-0.52

Calmar ratioReturn relative to maximum drawdown

-0.77

3.23

-4.00

Martin ratioReturn relative to average drawdown

-1.33

11.89

-13.22

BTC-USD vs. IEMG - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -0.92, which is lower than the IEMG Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of BTC-USD and IEMG, 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. IEMG - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, which is greater than IEMG's maximum drawdown of -38.71%. Use the drawdown chart below to compare losses from any high point for BTC-USD and IEMG.


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Drawdown Indicators


BTC-USDIEMGDifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-38.71%

-46.59%

Max Drawdown (1Y)

Largest decline over 1 year

-51.21%

-13.21%

-38.00%

Max Drawdown (3Y)

Largest decline over 3 years

-51.21%

-17.21%

-34.00%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-35.75%

-40.92%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

-38.71%

-45.09%

Current Drawdown

Current decline from peak

-48.27%

-3.98%

-44.29%

Average Drawdown

Average peak-to-trough decline

-42.36%

-12.95%

-29.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.16%

3.59%

+31.57%

Volatility

BTC-USD vs. IEMG - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 11.97% compared to iShares Core MSCI Emerging Markets ETF (IEMG) at 10.60%. This indicates that BTC-USD's price experiences larger fluctuations and is considered to be riskier than IEMG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTC-USDIEMGDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.97%

10.60%

+1.37%

Volatility (6M)

Calculated over the trailing 6-month period

34.64%

18.89%

+15.75%

Volatility (1Y)

Calculated over the trailing 1-year period

35.59%

21.08%

+14.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.57%

18.73%

+25.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.61%

20.17%

+36.44%

Frequently Asked Questions


BTC-USD and IEMG have a correlation of 0.37, 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 IEMG (10.60%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs IEMG's -38.71%.

IEMG currently has the higher Sharpe Ratio (2.03 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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