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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 -1.14% return, which is significantly higher than IBIT's -27.41% return.


FXE

1D
-0.05%
1M
-1.06%
YTD
-1.14%
6M
-1.00%
1Y
0.73%
3Y*
3.95%
5Y*
-0.15%
10Y*
0.28%

IBIT

1D
-0.03%
1M
-20.12%
YTD
-27.41%
6M
-29.61%
1Y
-40.63%
3Y*
5Y*
10Y*
*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
-1.14%14.52%-3.62%
IBIT
iShares Bitcoin Trust ETF
-27.41%-6.41%89.87%

Correlation

The correlation between FXE and IBIT is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.21

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

0.16

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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: 1111
Overall Rank
FXE Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
FXE Sortino Ratio Rank: 1010
Sortino Ratio Rank
FXE Omega Ratio Rank: 1010
Omega Ratio Rank
FXE Calmar Ratio Rank: 1111
Calmar Ratio Rank
FXE Martin Ratio Rank: 1111
Martin Ratio Rank

IBIT
IBIT Risk / Return Rank: 33
Overall Rank
IBIT Sharpe Ratio Rank: 22
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 33
Sortino Ratio Rank
IBIT Omega Ratio Rank: 33
Omega Ratio Rank
IBIT Calmar Ratio Rank: 33
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

+1.04

Sortino ratioReturn per unit of downside risk

+1.52

Omega ratioGain probability vs. loss probability

1.03

0.85

+0.17

Calmar ratioReturn relative to maximum drawdown

0.15

-0.78

+0.93

Martin ratioReturn relative to average drawdown

0.33

-1.37

+1.71

FXE vs. IBIT - Sharpe Ratio Comparison

The current FXE Sharpe Ratio is 0.12, which is higher than the IBIT Sharpe Ratio of -0.92. 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 -52.11%. 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%

-52.11%

+8.78%

Max Drawdown (1Y)

Largest decline over 1 year

-5.02%

-52.11%

+47.09%

Max Drawdown (3Y)

Largest decline over 3 years

-8.12%

Max Drawdown (5Y)

Largest decline over 5 years

-21.86%

Max Drawdown (10Y)

Largest decline over 10 years

-26.46%

Current Drawdown

Current decline from peak

-28.10%

-49.45%

+21.35%

Average Drawdown

Average peak-to-trough decline

-22.31%

-16.53%

-5.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.18%

29.64%

-27.46%

Volatility

FXE vs. IBIT - Volatility Comparison

The current volatility for Invesco CurrencyShares® Euro Currency Trust (FXE) is 1.30%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 12.07%. 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

1.30%

12.07%

-10.77%

Volatility (6M)

Calculated over the trailing 6-month period

4.28%

34.45%

-30.17%

Volatility (1Y)

Calculated over the trailing 1-year period

6.23%

44.10%

-37.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.66%

50.26%

-42.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.32%

50.26%

-42.94%

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 0.73%, while IBIT has not paid dividends to shareholders.


PositionTTM2025202420232022
FXE
Invesco CurrencyShares® Euro Currency Trust
0.73%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 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBIT has higher volatility (12.07%) compared to FXE (1.30%). In terms of maximum drawdown, FXE dropped -43.33% vs IBIT's -52.11%.

On 1-year performance, FXE leads with 0.73% vs -40.63% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, FXE has been the lower-risk option at 1.30%. 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 0.73% return vs -40.63%. 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 0.73%, 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 (0.12 vs -0.92), 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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