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

Performance

BTC-USD vs. SOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin (BTC-USD) and iShares Semiconductor ETF (SOXX). 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 -27.32% return, which is significantly lower than SOXX's 98.11% return. Over the past 10 years, BTC-USD has outperformed SOXX with an annualized return of 57.32%, while SOXX has yielded a comparatively lower 35.55% annualized return.


BTC-USD

1D
0.05%
1M
-19.79%
YTD
-27.32%
6M
-29.56%
1Y
-39.85%
3Y*
34.86%
5Y*
10.27%
10Y*
57.32%

SOXX

1D
1.59%
1M
12.86%
YTD
98.11%
6M
99.51%
1Y
164.50%
3Y*
53.00%
5Y*
33.69%
10Y*
35.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. SOXX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTC-USD
Bitcoin
-27.32%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%
SOXX
iShares Semiconductor ETF
98.11%40.74%12.92%67.12%-35.09%44.09%52.72%62.42%-6.49%39.79%

Correlation

The correlation between BTC-USD and SOXX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.36

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

0.25

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

0.31

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

0.18

Correlation (All Time)
Calculated using the full available price history since Sep 27, 2012

0.13

Over the past year, BTC-USD and SOXX have become more correlated (0.36) than their long-term average of 0.13, meaning their price movements have been converging.

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Return for Risk

BTC-USD vs. SOXX — 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: 3737
Overall Rank
BTC-USD Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3939
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3737
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5656
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3232
Martin Ratio Rank

SOXX
SOXX Risk / Return Rank: 9696
Overall Rank
SOXX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SOXX Sortino Ratio Rank: 9494
Sortino Ratio Rank
SOXX Omega Ratio Rank: 9494
Omega Ratio Rank
SOXX Calmar Ratio Rank: 9797
Calmar Ratio Rank
SOXX Martin Ratio Rank: 9797
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. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bitcoin (BTC-USD) and iShares Semiconductor ETF (SOXX). 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-USDSOXXDifference
Sharpe ratioReturn per unit of total volatility

-5.36

Sortino ratioReturn per unit of downside risk

-5.68

Omega ratioGain probability vs. loss probability

0.87

1.62

-0.75

Calmar ratioReturn relative to maximum drawdown

-0.78

10.50

-11.28

Martin ratioReturn relative to average drawdown

-1.36

38.20

-39.56

BTC-USD vs. SOXX - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -0.93, which is lower than the SOXX Sharpe Ratio of 4.43. The chart below compares the historical Sharpe Ratios of BTC-USD and SOXX, 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. SOXX - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, which is greater than SOXX's maximum drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for BTC-USD and SOXX.


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Drawdown Indicators


BTC-USDSOXXDifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-70.21%

-15.09%

Max Drawdown (1Y)

Largest decline over 1 year

-51.21%

-15.77%

-35.44%

Max Drawdown (3Y)

Largest decline over 3 years

-51.21%

-41.36%

-9.85%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-45.75%

-30.92%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

-45.75%

-38.05%

Current Drawdown

Current decline from peak

-49.01%

-3.16%

-45.85%

Average Drawdown

Average peak-to-trough decline

-42.35%

-19.95%

-22.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.02%

4.33%

+30.69%

Volatility

BTC-USD vs. SOXX - Volatility Comparison

The current volatility for Bitcoin (BTC-USD) is 12.11%, while iShares Semiconductor ETF (SOXX) has a volatility of 19.42%. This indicates that BTC-USD experiences smaller price fluctuations and is considered to be less risky than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTC-USDSOXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.11%

19.42%

-7.31%

Volatility (6M)

Calculated over the trailing 6-month period

34.59%

31.46%

+3.13%

Volatility (1Y)

Calculated over the trailing 1-year period

35.62%

37.35%

-1.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.71%

36.73%

+7.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.62%

33.77%

+22.85%

Frequently Asked Questions


BTC-USD and SOXX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXX has higher volatility (19.42%) compared to BTC-USD (12.11%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs SOXX's -70.21%.

SOXX currently has the higher Sharpe Ratio (4.43 vs -0.93), 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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