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FXF vs. GBTC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FXF vs. GBTC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco CurrencyShares® Swiss Franc Trust (FXF) and Grayscale Bitcoin Trust ETF (GBTC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FXF achieves a 0.11% return, which is significantly higher than GBTC's -27.82% return. Over the past 10 years, FXF has underperformed GBTC with an annualized return of 1.22%, while GBTC has yielded a comparatively higher 49.21% annualized return.


FXF

1D
0.31%
1M
-0.84%
YTD
0.11%
6M
1.55%
1Y
3.13%
3Y*
4.38%
5Y*
2.07%
10Y*
1.22%

GBTC

1D
-2.74%
1M
-22.25%
YTD
-27.82%
6M
-31.83%
1Y
-40.35%
3Y*
53.36%
5Y*
9.81%
10Y*
49.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FXF vs. GBTC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FXF
Invesco CurrencyShares® Swiss Franc Trust
0.11%14.04%-7.46%9.63%-2.29%-4.08%8.18%0.32%-2.01%3.31%
GBTC
Grayscale Bitcoin Trust ETF
-27.82%-7.65%113.81%317.61%-75.80%7.03%290.72%106.56%-82.10%1,787.72%

Correlation

The correlation between FXF and GBTC is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.12

Correlation (10Y)
Calculated over the trailing 10-year period

0.07

Correlation (All Time)
Calculated using the full available price history since May 5, 2015

0.06

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Return for Risk

FXF vs. GBTC — Risk / Return Rank

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

FXF
FXF Risk / Return Rank: 1616
Overall Rank
FXF Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
FXF Sortino Ratio Rank: 1515
Sortino Ratio Rank
FXF Omega Ratio Rank: 1515
Omega Ratio Rank
FXF Calmar Ratio Rank: 1717
Calmar Ratio Rank
FXF Martin Ratio Rank: 1616
Martin Ratio Rank

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

FXF vs. GBTC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco CurrencyShares® Swiss Franc Trust (FXF) and Grayscale Bitcoin Trust ETF (GBTC). 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.


FXFGBTCDifference
Sharpe ratioReturn per unit of total volatility

+1.35

Sortino ratioReturn per unit of downside risk

+2.00

Omega ratioGain probability vs. loss probability

1.08

0.85

+0.22

Calmar ratioReturn relative to maximum drawdown

0.65

-0.81

+1.46

Martin ratioReturn relative to average drawdown

1.45

-1.40

+2.85

FXF vs. GBTC - Sharpe Ratio Comparison

The current FXF Sharpe Ratio is 0.42, which is higher than the GBTC Sharpe Ratio of -0.93. The chart below compares the historical Sharpe Ratios of FXF and GBTC, 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


FXFGBTCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.42

-0.93

+1.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

0.16

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.16

0.60

-0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.65

-0.48

Drawdowns

FXF vs. GBTC - Drawdown Comparison

The maximum FXF drawdown since its inception was -35.58%, smaller than the maximum GBTC drawdown of -89.91%. Use the drawdown chart below to compare losses from any high point for FXF and GBTC.


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Drawdown Indicators


FXFGBTCDifference

Max Drawdown

Largest peak-to-trough decline

-35.58%

-89.91%

+54.33%

Max Drawdown (1Y)

Largest decline over 1 year

-4.82%

-49.87%

+45.05%

Max Drawdown (3Y)

Largest decline over 3 years

-8.52%

-49.87%

+41.35%

Max Drawdown (5Y)

Largest decline over 5 years

-13.03%

-85.42%

+72.39%

Max Drawdown (10Y)

Largest decline over 10 years

-15.04%

-89.91%

+74.87%

Current Drawdown

Current decline from peak

-18.28%

-49.87%

+31.59%

Average Drawdown

Average peak-to-trough decline

-20.84%

-43.43%

+22.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.16%

28.81%

-26.65%

Volatility

FXF vs. GBTC - Volatility Comparison

The current volatility for Invesco CurrencyShares® Swiss Franc Trust (FXF) is 1.73%, while Grayscale Bitcoin Trust ETF (GBTC) has a volatility of 9.07%. This indicates that FXF experiences smaller price fluctuations and is considered to be less risky than GBTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FXFGBTCDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.73%

9.07%

-7.34%

Volatility (6M)

Calculated over the trailing 6-month period

5.56%

33.86%

-28.30%

Volatility (1Y)

Calculated over the trailing 1-year period

7.45%

43.69%

-36.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.32%

62.44%

-54.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.57%

82.20%

-74.63%

FXF vs. GBTC - Expense Ratio Comparison

FXF has a 0.40% expense ratio, which is lower than GBTC's 1.50% expense ratio.


Dividends

FXF vs. GBTC - Dividend Comparison

Neither FXF nor GBTC has paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
FXF
Invesco CurrencyShares® Swiss Franc Trust
0.00%0.00%0.03%0.02%0.00%0.00%0.00%0.00%0.00%0.00%
GBTC
Grayscale Bitcoin Trust ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.61%

Frequently Asked Questions


FXF and GBTC have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GBTC has higher volatility (9.07%) compared to FXF (1.73%). In terms of maximum drawdown, FXF dropped -35.58% vs GBTC's -89.91%.

On 10-year performance, GBTC leads with 49.21% vs 1.22% for FXF. On fees, FXF is cheaper at 0.40% per year. On volatility, FXF has been the lower-risk option at 1.73%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, GBTC has performed better with a 49.21% return vs 1.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FXF is cheaper with a 0.40% expense ratio, compared with 1.50% for GBTC.

FXF and GBTC have nearly identical dividend yields, around 0.00%.

FXF is categorized as Currency, while GBTC is Cryptocurrency. FXF tracks Swiss Franc, while GBTC tracks CoinDesk Bitcoin Benchmark Rate Index. They also come from different issuers: Invesco and Grayscale. Their fees differ too: 0.40% for FXF and 1.50% for GBTC.

FXF currently has the higher Sharpe Ratio (0.42 vs -0.93), 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

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