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ETHE.SW vs. IBIT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ETHE.SW vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in CoinShares Physical Ethereum (ETH) (ETHE.SW) and iShares Bitcoin Trust ETF (IBIT). The values are adjusted to include any dividend payments, if applicable.

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ETHE.SW vs. IBIT - Yearly Performance Comparison


2026 (YTD)20252024
ETHE.SW
CoinShares Physical Ethereum (ETH)
-30.80%-20.51%35.91%
IBIT
iShares Bitcoin Trust ETF
-22.18%-18.22%112.27%
Different Trading Currencies

ETHE.SW is traded in CHF, while IBIT is traded in USD. To make them comparable, the IBIT values have been converted to CHF using the latest available exchange rates.

Returns By Period

In the year-to-date period, ETHE.SW achieves a -30.80% return, which is significantly lower than IBIT's -22.18% return.


ETHE.SW

1D
-0.70%
1M
9.73%
YTD
-30.80%
6M
-50.02%
1Y
3.91%
3Y*
0.72%
5Y*
-0.76%
10Y*

IBIT

1D
1.88%
1M
7.26%
YTD
-22.18%
6M
-40.70%
1Y
-25.95%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ETHE.SW vs. IBIT - Expense Ratio Comparison

ETHE.SW has a 0.00% expense ratio, which is lower than IBIT's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

ETHE.SW vs. IBIT — Risk / Return Rank

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

ETHE.SW
ETHE.SW Risk / Return Rank: 1818
Overall Rank
ETHE.SW Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
ETHE.SW Sortino Ratio Rank: 2626
Sortino Ratio Rank
ETHE.SW Omega Ratio Rank: 2424
Omega Ratio Rank
ETHE.SW Calmar Ratio Rank: 1212
Calmar Ratio Rank
ETHE.SW Martin Ratio Rank: 1212
Martin Ratio Rank

IBIT
IBIT Risk / Return Rank: 66
Overall Rank
IBIT Sharpe Ratio Rank: 55
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 66
Sortino Ratio Rank
IBIT Omega Ratio Rank: 77
Omega Ratio Rank
IBIT Calmar Ratio Rank: 66
Calmar Ratio Rank
IBIT Martin Ratio Rank: 66
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.

ETHE.SW vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CoinShares Physical Ethereum (ETH) (ETHE.SW) 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.


ETHE.SWIBITDifference

Sharpe ratio

Return per unit of total volatility

0.05

-0.56

+0.60

Sortino ratio

Return per unit of downside risk

0.72

-0.56

+1.28

Omega ratio

Gain probability vs. loss probability

1.09

0.94

+0.15

Calmar ratio

Return relative to maximum drawdown

-0.00

-0.53

+0.53

Martin ratio

Return relative to average drawdown

-0.00

-1.14

+1.14

ETHE.SW vs. IBIT - Sharpe Ratio Comparison

The current ETHE.SW Sharpe Ratio is 0.05, which is higher than the IBIT Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of ETHE.SW and IBIT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ETHE.SWIBITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.05

-0.56

+0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.28

-0.25

Correlation

The correlation between ETHE.SW and IBIT is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ETHE.SW vs. IBIT - Dividend Comparison

Neither ETHE.SW nor IBIT has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

ETHE.SW vs. IBIT - Drawdown Comparison

The maximum ETHE.SW drawdown since its inception was -77.57%, which is greater than IBIT's maximum drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for ETHE.SW and IBIT.


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Drawdown Indicators


ETHE.SWIBITDifference

Max Drawdown

Largest peak-to-trough decline

-77.57%

-49.36%

-28.21%

Max Drawdown (1Y)

Largest decline over 1 year

-61.87%

-49.36%

-12.51%

Max Drawdown (5Y)

Largest decline over 5 years

-77.57%

Current Drawdown

Current decline from peak

-62.57%

-46.11%

-16.46%

Average Drawdown

Average peak-to-trough decline

-42.54%

-14.13%

-28.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

29.52%

23.09%

+6.43%

Volatility

ETHE.SW vs. IBIT - Volatility Comparison

CoinShares Physical Ethereum (ETH) (ETHE.SW) has a higher volatility of 45.18% compared to iShares Bitcoin Trust ETF (IBIT) at 12.33%. This indicates that ETHE.SW's price experiences larger fluctuations and is considered to be riskier 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


ETHE.SWIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

45.18%

12.33%

+32.85%

Volatility (6M)

Calculated over the trailing 6-month period

64.87%

36.88%

+27.99%

Volatility (1Y)

Calculated over the trailing 1-year period

84.96%

46.88%

+38.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

88.20%

52.25%

+35.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

88.18%

52.25%

+35.93%