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

Performance

EDIV vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR S&P Emerging Markets Dividend ETF (EDIV) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EDIV achieves a 4.31% return, which is significantly higher than BTC-USD's -28.54% return. Over the past 10 years, EDIV has underperformed BTC-USD with an annualized return of 8.98%, while BTC-USD has yielded a comparatively higher 59.68% annualized return.


EDIV

1D
-0.17%
1M
-3.46%
YTD
4.31%
6M
6.35%
1Y
11.64%
3Y*
16.98%
5Y*
10.20%
10Y*
8.98%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EDIV vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EDIV
SPDR S&P Emerging Markets Dividend ETF
4.31%16.45%12.75%41.91%-15.31%11.21%-9.95%11.80%-6.16%28.20%
BTC-USD
Bitcoin
-28.54%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between EDIV and BTC-USD is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.35

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

0.18

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

0.22

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

0.13

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2012

0.09

Over the past year, EDIV and BTC-USD have become more correlated (0.35) than their long-term average of 0.09, meaning their price movements have been converging.

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Return for Risk

EDIV vs. BTC-USD — Risk / Return Rank

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

EDIV
EDIV Risk / Return Rank: 2727
Overall Rank
EDIV Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
EDIV Sortino Ratio Rank: 2727
Sortino Ratio Rank
EDIV Omega Ratio Rank: 2929
Omega Ratio Rank
EDIV Calmar Ratio Rank: 2626
Calmar Ratio Rank
EDIV Martin Ratio Rank: 2727
Martin Ratio Rank

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
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.

EDIV vs. BTC-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Emerging Markets Dividend ETF (EDIV) and Bitcoin (BTC-USD). 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.


EDIVBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+1.90

Sortino ratioReturn per unit of downside risk

+2.74

Omega ratioGain probability vs. loss probability

1.18

0.86

+0.32

Calmar ratioReturn relative to maximum drawdown

1.13

-0.80

+1.93

Martin ratioReturn relative to average drawdown

3.45

-1.42

+4.86

EDIV vs. BTC-USD - Sharpe Ratio Comparison

The current EDIV Sharpe Ratio is 0.94, which is higher than the BTC-USD Sharpe Ratio of -0.95. The chart below compares the historical Sharpe Ratios of EDIV and BTC-USD, 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


EDIVBTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.94

-0.95

+1.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.20

+0.54

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.87

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

1.13

-0.97

Drawdowns

EDIV vs. BTC-USD - Drawdown Comparison

The maximum EDIV drawdown since its inception was -53.36%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for EDIV and BTC-USD.


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Drawdown Indicators


EDIVBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-53.36%

-85.30%

+31.94%

Max Drawdown (1Y)

Largest decline over 1 year

-10.36%

-51.21%

+40.85%

Max Drawdown (3Y)

Largest decline over 3 years

-13.84%

-51.21%

+37.37%

Max Drawdown (5Y)

Largest decline over 5 years

-28.32%

-76.67%

+48.35%

Max Drawdown (10Y)

Largest decline over 10 years

-40.76%

-83.80%

+43.04%

Current Drawdown

Current decline from peak

-5.97%

-49.86%

+43.89%

Average Drawdown

Average peak-to-trough decline

-19.35%

-42.32%

+22.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.39%

34.46%

-31.07%

Volatility

EDIV vs. BTC-USD - Volatility Comparison

The current volatility for SPDR S&P Emerging Markets Dividend ETF (EDIV) is 4.14%, while Bitcoin (BTC-USD) has a volatility of 11.59%. This indicates that EDIV experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EDIVBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.14%

11.59%

-7.45%

Volatility (6M)

Calculated over the trailing 6-month period

10.31%

34.53%

-24.22%

Volatility (1Y)

Calculated over the trailing 1-year period

12.42%

35.67%

-23.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.86%

44.95%

-31.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.50%

56.71%

-39.21%

Frequently Asked Questions


EDIV and BTC-USD have a correlation of 0.35, 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 EDIV (4.14%). In terms of maximum drawdown, EDIV dropped -53.36% vs BTC-USD's -85.30%.

EDIV currently has the higher Sharpe Ratio (0.94 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.

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