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DVYA vs. IBIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DVYA vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Asia/Pacific Dividend ETF (DVYA) and iShares Bitcoin Trust ETF (IBIT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DVYA achieves a 13.35% return, which is significantly higher than IBIT's -25.48% return.


DVYA

1D
-0.86%
1M
0.51%
YTD
13.35%
6M
13.63%
1Y
39.49%
3Y*
21.73%
5Y*
9.88%
10Y*
7.30%

IBIT

1D
-2.76%
1M
-18.50%
YTD
-25.48%
6M
-29.84%
1Y
-38.74%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DVYA vs. IBIT - Yearly Performance Comparison


2026 (YTD)20252024
DVYA
iShares Asia/Pacific Dividend ETF
13.35%30.22%6.56%
IBIT
iShares Bitcoin Trust ETF
-25.48%-6.41%99.21%

Correlation

The correlation between DVYA and IBIT is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

Correlation (All Time)
Calculated using the full available price history since Jan 12, 2024

0.29

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Return for Risk

DVYA vs. IBIT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DVYA
DVYA Risk / Return Rank: 8585
Overall Rank
DVYA Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
DVYA Sortino Ratio Rank: 8888
Sortino Ratio Rank
DVYA Omega Ratio Rank: 8585
Omega Ratio Rank
DVYA Calmar Ratio Rank: 8484
Calmar Ratio Rank
DVYA Martin Ratio Rank: 8282
Martin Ratio Rank

IBIT
IBIT Risk / Return Rank: 22
Overall Rank
IBIT Sharpe Ratio Rank: 22
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 22
Sortino Ratio Rank
IBIT Omega Ratio Rank: 22
Omega Ratio Rank
IBIT Calmar Ratio Rank: 22
Calmar Ratio Rank
IBIT Martin Ratio Rank: 22
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.

DVYA vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Asia/Pacific Dividend ETF (DVYA) and iShares Bitcoin Trust ETF (IBIT). 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.


DVYAIBITDifference
Sharpe ratioReturn per unit of total volatility

+3.94

Sortino ratioReturn per unit of downside risk

+5.29

Omega ratioGain probability vs. loss probability

1.53

0.86

+0.67

Calmar ratioReturn relative to maximum drawdown

4.59

-0.79

+5.38

Martin ratioReturn relative to average drawdown

16.66

-1.36

+18.03

DVYA vs. IBIT - Sharpe Ratio Comparison

The current DVYA Sharpe Ratio is 3.05, which is higher than the IBIT Sharpe Ratio of -0.89. The chart below compares the historical Sharpe Ratios of DVYA and IBIT, 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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Sharpe Ratios by Period


DVYAIBITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.05

-0.89

+3.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.30

+0.01

Drawdowns

DVYA vs. IBIT - Drawdown Comparison

The maximum DVYA drawdown since its inception was -45.61%, smaller than the maximum IBIT drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for DVYA and IBIT.


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Drawdown Indicators


DVYAIBITDifference

Max Drawdown

Largest peak-to-trough decline

-45.61%

-49.36%

+3.75%

Max Drawdown (1Y)

Largest decline over 1 year

-8.64%

-49.36%

+40.72%

Max Drawdown (3Y)

Largest decline over 3 years

-19.15%

Max Drawdown (5Y)

Largest decline over 5 years

-25.37%

Max Drawdown (10Y)

Largest decline over 10 years

-45.61%

Current Drawdown

Current decline from peak

-3.11%

-48.10%

+44.99%

Average Drawdown

Average peak-to-trough decline

-10.06%

-16.02%

+5.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.38%

28.44%

-26.06%

Volatility

DVYA vs. IBIT - Volatility Comparison

The current volatility for iShares Asia/Pacific Dividend ETF (DVYA) is 3.94%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that DVYA experiences smaller price fluctuations and is considered to be less risky than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DVYAIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.94%

9.50%

-5.56%

Volatility (6M)

Calculated over the trailing 6-month period

10.44%

34.44%

-24.00%

Volatility (1Y)

Calculated over the trailing 1-year period

13.00%

43.73%

-30.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.08%

50.19%

-35.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.55%

50.19%

-32.64%

DVYA vs. IBIT - Expense Ratio Comparison

DVYA has a 0.49% expense ratio, which is higher than IBIT's 0.25% expense ratio.


Dividends

DVYA vs. IBIT - Dividend Comparison

DVYA's dividend yield for the trailing twelve months is around 4.33%, while IBIT has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DVYA
iShares Asia/Pacific Dividend ETF
4.33%4.71%5.97%6.48%7.29%5.81%3.66%5.52%6.24%4.74%4.79%5.33%
IBIT
iShares Bitcoin Trust ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


DVYA and IBIT have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBIT has higher volatility (9.50%) compared to DVYA (3.94%). In terms of maximum drawdown, DVYA dropped -45.61% vs IBIT's -49.36%.

On 1-year performance, DVYA leads with 39.49% vs -38.74% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, DVYA has been the lower-risk option at 3.94%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, DVYA has performed better with a 39.49% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IBIT is cheaper with a 0.25% expense ratio, compared with 0.49% for DVYA.

DVYA has the higher dividend yield at 4.33%, compared with 0.00% for IBIT.

DVYA is categorized as Asia Pacific Equities, while IBIT is Cryptocurrency. DVYA tracks Dow Jones Asia/Pacific Select Dividend 30 Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.49% for DVYA and 0.25% for IBIT.

DVYA currently has the higher Sharpe Ratio (3.05 vs -0.89), 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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