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BTC-USD vs. PE500.PA
Performance
Return for Risk
Drawdowns
Volatility

Performance

BTC-USD vs. PE500.PA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin (BTC-USD) and Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

BTC-USD is traded in USD, while PE500.PA is traded in EUR. To make them comparable, the PE500.PA values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, BTC-USD achieves a -26.27% return, which is significantly lower than PE500.PA's 8.56% 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%

PE500.PA

1D
1.74%
1M
0.79%
YTD
8.56%
6M
9.88%
1Y
27.32%
3Y*
20.31%
5Y*
12.99%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. PE500.PA - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BTC-USD
Bitcoin
-26.27%-6.27%120.76%155.82%-64.23%59.40%304.57%31.68%
PE500.PA
Amundi ETF PEA S&P 500 UCITS ETF EUR
8.56%17.84%24.55%25.81%-19.35%30.95%17.47%11.59%

Correlation

The correlation between BTC-USD and PE500.PA is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.26

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

0.18

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

0.19

Correlation (All Time)
Calculated using the full available price history since Apr 25, 2019

0.15

The correlation between BTC-USD and PE500.PA shifts across timeframes, from 0.15 (all time) to 0.26 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

BTC-USD vs. PE500.PA — 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

PE500.PA
PE500.PA Risk / Return Rank: 8282
Overall Rank
PE500.PA Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
PE500.PA Sortino Ratio Rank: 8484
Sortino Ratio Rank
PE500.PA Omega Ratio Rank: 8383
Omega Ratio Rank
PE500.PA Calmar Ratio Rank: 7878
Calmar Ratio Rank
PE500.PA Martin Ratio Rank: 8181
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. PE500.PA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bitcoin (BTC-USD) and Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA). 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-USDPE500.PADifference
Sharpe ratioReturn per unit of total volatility

-3.22

Sortino ratioReturn per unit of downside risk

-4.64

Omega ratioGain probability vs. loss probability

0.87

1.41

-0.54

Calmar ratioReturn relative to maximum drawdown

-0.77

2.85

-3.62

Martin ratioReturn relative to average drawdown

-1.33

12.23

-13.56

BTC-USD vs. PE500.PA - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -0.92, which is lower than the PE500.PA Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of BTC-USD and PE500.PA, 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. PE500.PA - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, which is greater than PE500.PA's maximum drawdown of -34.26%. Use the drawdown chart below to compare losses from any high point for BTC-USD and PE500.PA.


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Drawdown Indicators


BTC-USDPE500.PADifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-34.26%

-51.04%

Max Drawdown (1Y)

Largest decline over 1 year

-51.21%

-9.45%

-41.76%

Max Drawdown (3Y)

Largest decline over 3 years

-51.21%

-20.52%

-30.69%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-24.42%

-52.25%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

Current Drawdown

Current decline from peak

-48.27%

-1.07%

-47.20%

Average Drawdown

Average peak-to-trough decline

-42.36%

-5.33%

-37.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.16%

2.21%

+32.95%

Volatility

BTC-USD vs. PE500.PA - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 11.97% compared to Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA) at 3.40%. This indicates that BTC-USD's price experiences larger fluctuations and is considered to be riskier than PE500.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTC-USDPE500.PADifference

Volatility (1M)

Calculated over the trailing 1-month period

11.97%

3.40%

+8.57%

Volatility (6M)

Calculated over the trailing 6-month period

34.64%

8.64%

+26.00%

Volatility (1Y)

Calculated over the trailing 1-year period

35.59%

11.73%

+23.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.57%

15.96%

+28.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.61%

17.61%

+39.00%

Frequently Asked Questions


BTC-USD and PE500.PA have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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