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ETHA vs. ACWI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ETHA vs. ACWI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Ethereum Trust ETF (ETHA) and iShares MSCI ACWI ETF (ACWI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ETHA achieves a -35.44% return, which is significantly lower than ACWI's 14.17% return.


ETHA

1D
2.33%
1M
6.86%
6M
-11.38%
YTD
-35.44%
1Y
-46.41%
3Y*
5Y*
10Y*
ALL TIME*
-25.83%

ACWI

1D
-0.08%
1M
1.60%
6M
11.42%
YTD
14.17%
1Y
25.54%
3Y*
20.39%
5Y*
11.20%
10Y*
12.69%
ALL TIME*
8.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$416.62M$465.89M$498.47M
$419.00M$406.74M$410.66M

ETHA vs. ACWI - Yearly Performance Comparison


2026 (YTD)20252024
ETHA
iShares Ethereum Trust ETF
-35.44%-11.31%-4.89%
ACWI
iShares MSCI ACWI ETF
14.17%22.41%3.38%

Correlation

The correlation between ETHA and ACWI is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.53

Correlation (All Time)
Calculated using the full available price history since Jul 23, 2024

0.51

The correlation between ETHA and ACWI has been stable across timeframes, ranging from 0.51 to 0.53 - a consistent structural relationship.

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Return for Risk

ETHA vs. ACWI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ETHA
ETHA Risk / Return Rank: 44
Overall Rank
ETHA Sharpe Ratio Rank: 33
Sharpe Ratio Rank
ETHA Sortino Ratio Rank: 44
Sortino Ratio Rank
ETHA Omega Ratio Rank: 44
Omega Ratio Rank
ETHA Calmar Ratio Rank: 44
Calmar Ratio Rank
ETHA Martin Ratio Rank: 44
Martin Ratio Rank

ACWI
ACWI Risk / Return Rank: 7070
Overall Rank
ACWI Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
ACWI Sortino Ratio Rank: 6868
Sortino Ratio Rank
ACWI Omega Ratio Rank: 6969
Omega Ratio Rank
ACWI Calmar Ratio Rank: 6666
Calmar Ratio Rank
ACWI Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ETHA vs. ACWI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Ethereum Trust ETF (ETHA) and iShares MSCI ACWI ETF (ACWI). 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.


ETHAACWIDifference
Sharpe ratioReturn per unit of total volatility

-2.53

Sortino ratioReturn per unit of downside risk

-3.38

Omega ratioGain probability vs. loss probability

0.91

1.33

-0.42

Calmar ratioReturn relative to maximum drawdown

-0.69

2.64

-3.32

Martin ratioReturn relative to average drawdown

-1.01

11.01

-12.02

ETHA vs. ACWI - Sharpe Ratio Comparison

The current ETHA Sharpe Ratio is -0.69, which is lower than the ACWI Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of ETHA and ACWI, 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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Drawdowns

ETHA vs. ACWI - Drawdown Comparison

The maximum ETHA drawdown since its inception was -67.91%, which is greater than ACWI's maximum drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for ETHA and ACWI.


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Drawdown Indicators


ETHAACWIDifference

Max Drawdown

Largest peak-to-trough decline

-67.91%

-56.00%

-11.91%

Max Drawdown (1Y)

Largest decline over 1 year

-67.91%

-9.73%

-58.18%

Max Drawdown (3Y)

Largest decline over 3 years

-16.55%

Max Drawdown (5Y)

Largest decline over 5 years

-26.42%

Max Drawdown (10Y)

Largest decline over 10 years

-33.53%

Current Drawdown

Current decline from peak

-60.43%

-0.08%

-60.35%

Average Drawdown

Average peak-to-trough decline

-35.35%

-8.55%

-26.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

45.85%

2.33%

+43.52%

Volatility

ETHA vs. ACWI - Volatility Comparison

iShares Ethereum Trust ETF (ETHA) has a higher volatility of 11.68% compared to iShares MSCI ACWI ETF (ACWI) at 4.18%. This indicates that ETHA's price experiences larger fluctuations and is considered to be riskier than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ETHAACWIDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.68%

4.18%

+7.50%

Volatility (6M)

Calculated over the trailing 6-month period

43.78%

11.80%

+31.98%

Volatility (1Y)

Calculated over the trailing 1-year period

67.06%

13.99%

+53.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

71.34%

16.25%

+55.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

71.34%

17.07%

+54.27%

ETHA vs. ACWI - Expense Ratio Comparison

ETHA has a 0.25% expense ratio, which is lower than ACWI's 0.32% expense ratio.


Dividends

ETHA vs. ACWI - Dividend Comparison

ETHA has not paid dividends to shareholders, while ACWI's dividend yield for the trailing twelve months is around 1.40%.


PositionTTM20252024202320222021202020192018201720162015
ACWI
iShares MSCI ACWI ETF
1.40%1.55%1.70%1.88%1.79%1.71%1.43%2.33%2.18%1.94%2.19%2.56%
ETHA
iShares Ethereum 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


ETHA and ACWI have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ETHA has higher volatility (11.68%) compared to ACWI (4.18%). In terms of maximum drawdown, ETHA dropped -67.91% vs ACWI's -56.00%.

On 1-year performance, ACWI leads with 25.54% vs -46.41% for ETHA. On fees, ETHA is cheaper at 0.25% per year. On volatility, ACWI has been the lower-risk option at 4.18%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, ACWI has performed better with a 25.54% return vs -46.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ETHA is cheaper with a 0.25% expense ratio, compared with 0.32% for ACWI.

ACWI has the higher dividend yield at 1.40%, compared with 0.00% for ETHA.

ETHA is categorized as Cryptocurrency, while ACWI is Global Equities. ETHA tracks CME CF Ether Dollar Reference Rate - New York Variant, while ACWI tracks MSCI All Country World Index. Their fees differ too: 0.25% for ETHA and 0.32% for ACWI.

ACWI currently has the higher Sharpe Ratio (1.83 vs -0.69), 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 ETHA and ACWI

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