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

Performance

EZBC vs. BTC-USD - Performance Comparison

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

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Returns By Period

The year-to-date returns for both investments are quite close, with EZBC having a -23.26% return and BTC-USD slightly higher at -23.17%.


EZBC

1D
-5.96%
1M
-14.30%
YTD
-23.26%
6M
-26.35%
1Y
-35.86%
3Y*
5Y*
10Y*

BTC-USD

1D
0.85%
1M
-14.42%
YTD
-23.17%
6M
-26.37%
1Y
-36.52%
3Y*
35.33%
5Y*
12.77%
10Y*
60.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EZBC vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)20252024
EZBC
Franklin Bitcoin ETF
-23.26%-6.56%100.18%
BTC-USD
Bitcoin
-23.17%-6.27%101.44%

Correlation

The correlation between EZBC and BTC-USD is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.72

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

0.72

The correlation between EZBC and BTC-USD has been stable across timeframes, ranging from 0.72 to 0.72 - a consistent structural relationship.

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Return for Risk

EZBC vs. BTC-USD — Risk / Return Rank

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

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

BTC-USD
BTC-USD Risk / Return Rank: 3434
Overall Rank
BTC-USD Sharpe Ratio Rank: 2626
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: 5656
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 1717
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.

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

This table presents a comparison of risk-adjusted performance metrics for Franklin Bitcoin ETF (EZBC) 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.


EZBCBTC-USDDifference

Sharpe ratio

Return per unit of total volatility

-0.83

-0.85

+0.03

Sortino ratio

Return per unit of downside risk

-1.09

-1.14

+0.05

Omega ratio

Gain probability vs. loss probability

0.88

0.88

-0.01

Calmar ratio

Return relative to maximum drawdown

-0.73

-1.07

+0.34

Martin ratio

Return relative to average drawdown

-1.27

-1.57

+0.30

EZBC vs. BTC-USD - Sharpe Ratio Comparison

The current EZBC Sharpe Ratio is -0.83, which is comparable to the BTC-USD Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of EZBC 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


EZBCBTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.83

-0.85

+0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

1.14

-0.81

Drawdowns

EZBC vs. BTC-USD - Drawdown Comparison

The maximum EZBC drawdown since its inception was -49.37%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for EZBC and BTC-USD.


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Drawdown Indicators


EZBCBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-49.37%

-85.30%

+35.93%

Max Drawdown (1Y)

Largest decline over 1 year

-49.37%

-49.65%

+0.28%

Max Drawdown (3Y)

Largest decline over 3 years

-49.65%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

Current Drawdown

Current decline from peak

-46.58%

-46.10%

-0.48%

Average Drawdown

Average peak-to-trough decline

-15.96%

-42.27%

+26.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.26%

33.71%

-5.45%

Volatility

EZBC vs. BTC-USD - Volatility Comparison

Franklin Bitcoin ETF (EZBC) and Bitcoin (BTC-USD) have volatilities of 9.72% and 9.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EZBCBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.72%

9.90%

-0.18%

Volatility (6M)

Calculated over the trailing 6-month period

34.80%

33.98%

+0.82%

Volatility (1Y)

Calculated over the trailing 1-year period

43.59%

35.37%

+8.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.07%

45.01%

+5.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.07%

56.68%

-6.61%

Frequently Asked Questions


EZBC and BTC-USD have a correlation of 0.72, 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 (9.90%) compared to EZBC (9.72%). In terms of maximum drawdown, EZBC dropped -49.37% vs BTC-USD's -85.30%.

EZBC currently has the higher Sharpe Ratio (-0.83 vs -0.85), 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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