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FXE vs. IBIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FXE vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco CurrencyShares® Euro Currency Trust (FXE) and iShares Bitcoin Trust ETF (IBIT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FXE achieves a -2.42% return, which is significantly higher than IBIT's -25.70% return.


FXE

1D
-0.23%
1M
-0.31%
6M
-1.19%
YTD
-2.42%
1Y
-1.00%
3Y*
2.37%
5Y*
0.13%
10Y*
0.37%
ALL TIME*
0.08%

IBIT

1D
1.49%
1M
3.57%
6M
-31.99%
YTD
-25.70%
1Y
-44.68%
3Y*
5Y*
10Y*
ALL TIME*
11.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FXE vs. IBIT - Yearly Performance Comparison


2026 (YTD)20252024
FXE
Invesco CurrencyShares® Euro Currency Trust
-2.42%14.52%-3.62%
IBIT
iShares Bitcoin Trust ETF
-25.70%-6.41%89.87%

Correlation

The correlation between FXE and IBIT is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

Correlation (All Time)
Calculated using the full available price history since Jan 11, 2024

0.17

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Return for Risk

FXE vs. IBIT — Risk / Return Rank

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

FXE
FXE Risk / Return Rank: 88
Overall Rank
FXE Sharpe Ratio Rank: 88
Sharpe Ratio Rank
FXE Sortino Ratio Rank: 77
Sortino Ratio Rank
FXE Omega Ratio Rank: 77
Omega Ratio Rank
FXE Calmar Ratio Rank: 99
Calmar Ratio Rank
FXE Martin Ratio Rank: 88
Martin Ratio Rank

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

FXE vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco CurrencyShares® Euro Currency Trust (FXE) 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.

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.


FXEIBITDifference
Sharpe ratioReturn per unit of total volatility

+0.85

Sortino ratioReturn per unit of downside risk

+1.31

Omega ratioGain probability vs. loss probability

0.98

0.83

+0.14

Calmar ratioReturn relative to maximum drawdown

-0.19

-0.84

+0.65

Martin ratioReturn relative to average drawdown

-0.39

-1.34

+0.95

FXE vs. IBIT - Sharpe Ratio Comparison

The current FXE Sharpe Ratio is -0.16, which is higher than the IBIT Sharpe Ratio of -1.01. The chart below compares the historical Sharpe Ratios of FXE and IBIT, 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

FXE vs. IBIT - Drawdown Comparison

The maximum FXE drawdown since its inception was -43.33%, smaller than the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for FXE and IBIT.


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Drawdown Indicators


FXEIBITDifference

Max Drawdown

Largest peak-to-trough decline

-43.33%

-53.30%

+9.97%

Max Drawdown (1Y)

Largest decline over 1 year

-5.40%

-53.30%

+47.90%

Max Drawdown (3Y)

Largest decline over 3 years

-8.12%

Max Drawdown (5Y)

Largest decline over 5 years

-20.21%

Max Drawdown (10Y)

Largest decline over 10 years

-26.46%

Current Drawdown

Current decline from peak

-29.03%

-48.25%

+19.22%

Average Drawdown

Average peak-to-trough decline

-22.34%

-17.81%

-4.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.60%

33.42%

-30.82%

Volatility

FXE vs. IBIT - Volatility Comparison

The current volatility for Invesco CurrencyShares® Euro Currency Trust (FXE) is 1.26%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 10.67%. This indicates that FXE experiences smaller price fluctuations and is considered to be less risky 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


FXEIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.26%

10.67%

-9.41%

Volatility (6M)

Calculated over the trailing 6-month period

4.46%

34.60%

-30.14%

Volatility (1Y)

Calculated over the trailing 1-year period

6.18%

44.40%

-38.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.66%

49.85%

-42.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.26%

49.85%

-42.59%

FXE vs. IBIT - Expense Ratio Comparison

FXE has a 0.40% expense ratio, which is higher than IBIT's 0.25% expense ratio.


Dividends

FXE vs. IBIT - Dividend Comparison

FXE's dividend yield for the trailing twelve months is around 0.75%, while IBIT has not paid dividends to shareholders.


PositionTTM2025202420232022
FXE
Invesco CurrencyShares® Euro Currency Trust
0.75%0.94%2.28%1.49%0.01%
IBIT
iShares Bitcoin Trust ETF
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FXE and IBIT have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBIT has higher volatility (10.67%) compared to FXE (1.26%). In terms of maximum drawdown, FXE dropped -43.33% vs IBIT's -53.30%.

On 1-year performance, FXE leads with -1.00% vs -44.68% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, FXE has been the lower-risk option at 1.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, FXE has performed better with a -1.00% return vs -44.68%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IBIT is cheaper with a 0.25% expense ratio, compared with 0.40% for FXE.

FXE has the higher dividend yield at 0.75%, compared with 0.00% for IBIT.

FXE is categorized as Currency, while IBIT is Cryptocurrency. FXE tracks Euro, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.40% for FXE and 0.25% for IBIT.

FXE currently has the higher Sharpe Ratio (-0.16 vs -1.01), 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 FXE and IBIT

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