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

Performance

IEFA vs. BTC-USD - Performance Comparison

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

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Returns By Period

In the year-to-date period, IEFA achieves a 7.49% return, which is significantly higher than BTC-USD's -28.54% return. Over the past 10 years, IEFA has underperformed BTC-USD with an annualized return of 9.37%, while BTC-USD has yielded a comparatively higher 59.68% annualized return.


IEFA

1D
0.63%
1M
-1.17%
YTD
7.49%
6M
10.04%
1Y
19.61%
3Y*
16.13%
5Y*
7.82%
10Y*
9.37%

BTC-USD

1D
-1.22%
1M
-22.47%
YTD
-28.54%
6M
-31.02%
1Y
-40.89%
3Y*
33.16%
5Y*
10.82%
10Y*
59.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEFA vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IEFA
iShares Core MSCI EAFE ETF
7.49%32.08%3.26%17.95%-15.24%11.63%8.18%22.64%-14.14%26.57%
BTC-USD
Bitcoin
-28.54%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between IEFA and BTC-USD is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.33

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

0.22

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

0.28

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

0.17

Correlation (All Time)
Calculated using the full available price history since Oct 25, 2012

0.11

Over the past year, IEFA and BTC-USD have become more correlated (0.33) than their long-term average of 0.11, meaning their price movements have been converging.

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Return for Risk

IEFA vs. BTC-USD — Risk / Return Rank

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

IEFA
IEFA Risk / Return Rank: 4040
Overall Rank
IEFA Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
IEFA Sortino Ratio Rank: 4040
Sortino Ratio Rank
IEFA Omega Ratio Rank: 4040
Omega Ratio Rank
IEFA Calmar Ratio Rank: 3838
Calmar Ratio Rank
IEFA Martin Ratio Rank: 4343
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 2828
Overall Rank
BTC-USD Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3333
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3333
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 4646
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 1616
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.

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

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI EAFE ETF (IEFA) 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.


IEFABTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.25

Sortino ratioReturn per unit of downside risk

+3.23

Omega ratioGain probability vs. loss probability

1.24

0.86

+0.38

Calmar ratioReturn relative to maximum drawdown

1.71

-0.80

+2.51

Martin ratioReturn relative to average drawdown

6.52

-1.42

+7.93

IEFA vs. BTC-USD - Sharpe Ratio Comparison

The current IEFA Sharpe Ratio is 1.30, which is higher than the BTC-USD Sharpe Ratio of -0.95. The chart below compares the historical Sharpe Ratios of IEFA 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


IEFABTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

-0.95

+2.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.20

+0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.87

-0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

1.13

-0.63

Drawdowns

IEFA vs. BTC-USD - Drawdown Comparison

The maximum IEFA drawdown since its inception was -34.78%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for IEFA and BTC-USD.


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Drawdown Indicators


IEFABTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-34.78%

-85.30%

+50.52%

Max Drawdown (1Y)

Largest decline over 1 year

-11.50%

-51.21%

+39.71%

Max Drawdown (3Y)

Largest decline over 3 years

-13.76%

-51.21%

+37.45%

Max Drawdown (5Y)

Largest decline over 5 years

-30.41%

-76.67%

+46.26%

Max Drawdown (10Y)

Largest decline over 10 years

-34.78%

-83.80%

+49.02%

Current Drawdown

Current decline from peak

-2.44%

-49.86%

+47.42%

Average Drawdown

Average peak-to-trough decline

-6.69%

-42.32%

+35.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.02%

34.46%

-31.44%

Volatility

IEFA vs. BTC-USD - Volatility Comparison

The current volatility for iShares Core MSCI EAFE ETF (IEFA) is 4.54%, while Bitcoin (BTC-USD) has a volatility of 11.59%. This indicates that IEFA experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IEFABTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.54%

11.59%

-7.05%

Volatility (6M)

Calculated over the trailing 6-month period

12.74%

34.53%

-21.79%

Volatility (1Y)

Calculated over the trailing 1-year period

15.22%

35.67%

-20.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.55%

44.95%

-28.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.32%

56.71%

-39.39%

Frequently Asked Questions


IEFA and BTC-USD have a correlation of 0.33, 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 (11.59%) compared to IEFA (4.54%). In terms of maximum drawdown, IEFA dropped -34.78% vs BTC-USD's -85.30%.

IEFA currently has the higher Sharpe Ratio (1.30 vs -0.95), 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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