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

Performance

EFA vs. BTC-USD - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, EFA achieves a 9.36% return, which is significantly higher than BTC-USD's -25.06% return. Over the past 10 years, EFA has underperformed BTC-USD with an annualized return of 9.84%, while BTC-USD has yielded a comparatively higher 55.97% annualized return.


EFA

1D
0.28%
1M
3.24%
YTD
9.36%
6M
10.80%
1Y
21.90%
3Y*
16.14%
5Y*
8.36%
10Y*
9.84%

BTC-USD

1D
2.42%
1M
-17.06%
YTD
-25.06%
6M
-25.64%
1Y
-37.83%
3Y*
36.87%
5Y*
10.30%
10Y*
55.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EFA vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EFA
iShares MSCI EAFE ETF
9.36%31.55%3.49%18.36%-14.39%11.45%7.60%22.04%-13.82%25.07%
BTC-USD
Bitcoin
-25.06%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between EFA and BTC-USD 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 (3Y)
Calculated over the trailing 3-year period

0.23

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

0.28

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

0.17

Correlation (All Time)
Calculated using the full available price history since Sep 29, 2012

0.12

Over the past year, EFA and BTC-USD have become more correlated (0.34) than their long-term average of 0.12, 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

EFA vs. BTC-USD — Risk / Return Rank

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

EFA
EFA Risk / Return Rank: 4242
Overall Rank
EFA Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
EFA Sortino Ratio Rank: 4242
Sortino Ratio Rank
EFA Omega Ratio Rank: 4141
Omega Ratio Rank
EFA Calmar Ratio Rank: 4040
Calmar Ratio Rank
EFA Martin Ratio Rank: 4646
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3636
Overall Rank
BTC-USD Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3636
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3535
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5353
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3535
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.

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

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EAFE ETF (EFA) 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.

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.


EFABTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.19

Sortino ratioReturn per unit of downside risk

+3.11

Omega ratioGain probability vs. loss probability

1.24

0.88

+0.36

Calmar ratioReturn relative to maximum drawdown

1.79

-0.74

+2.53

Martin ratioReturn relative to average drawdown

6.67

-1.28

+7.95

EFA vs. BTC-USD - Sharpe Ratio Comparison

The current EFA Sharpe Ratio is 1.31, which is higher than the BTC-USD Sharpe Ratio of -0.88. The chart below compares the historical Sharpe Ratios of EFA 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.


Loading charts...

Drawdowns

EFA vs. BTC-USD - Drawdown Comparison

The maximum EFA drawdown since its inception was -61.04%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for EFA and BTC-USD.


Loading charts...

Drawdown Indicators


EFABTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-61.04%

-85.30%

+24.26%

Max Drawdown (1Y)

Largest decline over 1 year

-11.42%

-51.21%

+39.79%

Max Drawdown (3Y)

Largest decline over 3 years

-14.05%

-51.21%

+37.16%

Max Drawdown (5Y)

Largest decline over 5 years

-29.53%

-76.67%

+47.14%

Max Drawdown (10Y)

Largest decline over 10 years

-34.19%

-83.80%

+49.61%

Current Drawdown

Current decline from peak

-0.61%

-47.43%

+46.82%

Average Drawdown

Average peak-to-trough decline

-11.92%

-42.37%

+30.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.07%

35.28%

-32.21%

Volatility

EFA vs. BTC-USD - Volatility Comparison

The current volatility for iShares MSCI EAFE ETF (EFA) is 5.50%, while Bitcoin (BTC-USD) has a volatility of 12.10%. This indicates that EFA 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.


Loading charts...

Volatility by Period


EFABTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.50%

12.10%

-6.60%

Volatility (6M)

Calculated over the trailing 6-month period

13.19%

34.64%

-21.45%

Volatility (1Y)

Calculated over the trailing 1-year period

15.64%

35.63%

-19.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.58%

44.55%

-27.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.27%

56.61%

-39.34%

Frequently Asked Questions


EFA and BTC-USD 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.

BTC-USD has higher volatility (12.10%) compared to EFA (5.50%). In terms of maximum drawdown, EFA dropped -61.04% vs BTC-USD's -85.30%.

EFA currently has the higher Sharpe Ratio (1.31 vs -0.88), 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 EFA and BTC-USD

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