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 -28.54% return, which is significantly lower than VIG's 6.58% return. Over the past 10 years, BTC-USD has outperformed VIG with an annualized return of 59.68%, while VIG has yielded a comparatively lower 13.05% 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%

VIG

1D
0.03%
1M
2.32%
YTD
6.58%
6M
6.47%
1Y
18.31%
3Y*
16.04%
5Y*
10.62%
10Y*
13.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. VIG - 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%
VIG
Vanguard Dividend Appreciation ETF
6.58%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

0.14

Correlation (All Time)
Calculated using the full available price history since Sep 24, 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: 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

VIG
VIG Risk / Return Rank: 5858
Overall Rank
VIG Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
VIG Sortino Ratio Rank: 6464
Sortino Ratio Rank
VIG Omega Ratio Rank: 5858
Omega Ratio Rank
VIG Calmar Ratio Rank: 5252
Calmar Ratio Rank
VIG Martin Ratio Rank: 5858
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.


BTC-USDVIGDifference
Sharpe ratioReturn per unit of total volatility

-2.78

Sortino ratioReturn per unit of downside risk

-4.01

Omega ratioGain probability vs. loss probability

0.86

1.33

-0.46

Calmar ratioReturn relative to maximum drawdown

-0.80

2.33

-3.12

Martin ratioReturn relative to average drawdown

-1.42

9.37

-10.79

BTC-USD vs. VIG - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -0.95, which is lower than the VIG Sharpe Ratio of 1.82. 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...

Sharpe Ratios by Period


BTC-USDVIGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.95

1.82

-2.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.75

-0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

0.82

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

1.13

0.60

+0.54

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

-51.21%

-7.91%

-43.30%

Max Drawdown (3Y)

Largest decline over 3 years

-51.21%

-14.95%

-36.26%

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

-49.86%

-1.34%

-48.52%

Average Drawdown

Average peak-to-trough decline

-42.32%

-5.51%

-36.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.46%

1.96%

+32.50%

Volatility

BTC-USD vs. VIG - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 11.59% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.42%. 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

11.59%

2.42%

+9.17%

Volatility (6M)

Calculated over the trailing 6-month period

34.53%

7.68%

+26.85%

Volatility (1Y)

Calculated over the trailing 1-year period

35.67%

10.10%

+25.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.95%

14.24%

+30.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.71%

16.06%

+40.65%

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 (11.59%) compared to VIG (2.42%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs VIG's -46.81%.

VIG currently has the higher Sharpe Ratio (1.82 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.

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