PortfoliosLab logoPortfoliosLab logo
BTC-USD vs. VIG
Performance
Return for Risk
Drawdowns
Volatility

Performance

BTC-USD vs. VIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin (BTC-USD) and Vanguard Dividend Appreciation ETF (VIG). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BTC-USD achieves a -23.90% return, which is significantly lower than VIG's 8.70% return. Over the past 10 years, BTC-USD has outperformed VIG with an annualized return of 58.69%, while VIG has yielded a comparatively lower 12.84% annualized return.


BTC-USD

1D
2.10%
1M
5.29%
6M
-24.60%
YTD
-23.90%
1Y
-43.30%
3Y*
30.74%
5Y*
15.58%
10Y*
58.69%
ALL TIME*
89.03%

VIG

1D
0.43%
1M
1.19%
6M
7.68%
YTD
8.70%
1Y
16.82%
3Y*
14.67%
5Y*
10.48%
10Y*
12.84%
ALL TIME*
10.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. VIG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTC-USD
Bitcoin
-23.90%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%
VIG
Vanguard Dividend Appreciation ETF
8.70%14.17%16.99%14.51%-9.80%23.76%15.43%29.62%-2.08%22.22%

Correlation

The correlation between BTC-USD and VIG is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.31

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

0.22

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

0.26

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

0.15

Correlation (All Time)
Calculated using the full available price history since Nov 5, 2012

0.10

Over the past year, BTC-USD and VIG have become more correlated (0.31) than their long-term average of 0.10, meaning their price movements have been converging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BTC-USD vs. VIG — 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: 4545
Overall Rank
BTC-USD Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 5050
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 4949
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 6666
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3838
Martin Ratio Rank

VIG
VIG Risk / Return Rank: 6767
Overall Rank
VIG Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VIG Sortino Ratio Rank: 7373
Sortino Ratio Rank
VIG Omega Ratio Rank: 6969
Omega Ratio Rank
VIG Calmar Ratio Rank: 5757
Calmar Ratio Rank
VIG Martin Ratio Rank: 6666
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. VIG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bitcoin (BTC-USD) and Vanguard Dividend Appreciation ETF (VIG). 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-USDVIGDifference
Sharpe ratioReturn per unit of total volatility

-2.69

Sortino ratioReturn per unit of downside risk

-3.93

Omega ratioGain probability vs. loss probability

0.85

1.30

-0.45

Calmar ratioReturn relative to maximum drawdown

-0.82

2.14

-2.95

Martin ratioReturn relative to average drawdown

-1.30

8.62

-9.92

BTC-USD vs. VIG - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -1.01, which is lower than the VIG Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of BTC-USD and VIG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

BTC-USD vs. VIG - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for BTC-USD and VIG.


Loading charts...

Drawdown Indicators


BTC-USDVIGDifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-46.81%

-38.49%

Max Drawdown (1Y)

Largest decline over 1 year

-53.08%

-7.91%

-45.17%

Max Drawdown (3Y)

Largest decline over 3 years

-53.08%

-14.95%

-38.13%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-20.39%

-56.28%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

-31.72%

-52.08%

Current Drawdown

Current decline from peak

-46.61%

-0.90%

-45.71%

Average Drawdown

Average peak-to-trough decline

-42.62%

-5.48%

-37.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.11%

1.95%

+25.16%

Volatility

BTC-USD vs. VIG - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 9.38% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.11%. This indicates that BTC-USD's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


BTC-USDVIGDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.38%

2.11%

+7.27%

Volatility (6M)

Calculated over the trailing 6-month period

34.69%

7.68%

+27.01%

Volatility (1Y)

Calculated over the trailing 1-year period

35.80%

10.02%

+25.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.84%

14.19%

+29.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.33%

16.02%

+40.31%

Frequently Asked Questions


BTC-USD and VIG have a correlation of 0.31, 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 (9.38%) compared to VIG (2.11%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs VIG's -46.81%.

VIG currently has the higher Sharpe Ratio (1.69 vs -1.01), 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

Find the right allocation for BTC-USD and VIG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer