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IEUS vs. IBIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IEUS vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Europe Small-Cap ETF (IEUS) 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, IEUS achieves a 5.69% return, which is significantly higher than IBIT's -25.48% return.


IEUS

1D
-1.28%
1M
1.99%
YTD
5.69%
6M
9.19%
1Y
14.01%
3Y*
14.06%
5Y*
2.76%
10Y*
7.44%

IBIT

1D
-2.76%
1M
-18.50%
YTD
-25.48%
6M
-29.84%
1Y
-38.74%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEUS vs. IBIT - Yearly Performance Comparison


2026 (YTD)20252024
IEUS
iShares MSCI Europe Small-Cap ETF
5.69%32.06%1.46%
IBIT
iShares Bitcoin Trust ETF
-25.48%-6.41%99.21%

Correlation

The correlation between IEUS and IBIT is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.33

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Return for Risk

IEUS vs. IBIT — Risk / Return Rank

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

IEUS
IEUS Risk / Return Rank: 2525
Overall Rank
IEUS Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
IEUS Sortino Ratio Rank: 2424
Sortino Ratio Rank
IEUS Omega Ratio Rank: 2424
Omega Ratio Rank
IEUS Calmar Ratio Rank: 2323
Calmar Ratio Rank
IEUS Martin Ratio Rank: 2727
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.

IEUS vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Small-Cap ETF (IEUS) 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.


IEUSIBITDifference
Sharpe ratioReturn per unit of total volatility

+1.78

Sortino ratioReturn per unit of downside risk

+2.56

Omega ratioGain probability vs. loss probability

1.16

0.86

+0.30

Calmar ratioReturn relative to maximum drawdown

1.10

-0.79

+1.89

Martin ratioReturn relative to average drawdown

3.75

-1.36

+5.11

IEUS vs. IBIT - Sharpe Ratio Comparison

The current IEUS Sharpe Ratio is 0.89, which is higher than the IBIT Sharpe Ratio of -0.89. The chart below compares the historical Sharpe Ratios of IEUS 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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Sharpe Ratios by Period


IEUSIBITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

-0.89

+1.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.30

-0.06

Drawdowns

IEUS vs. IBIT - Drawdown Comparison

The maximum IEUS drawdown since its inception was -62.12%, which is greater than IBIT's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for IEUS and IBIT.


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Drawdown Indicators


IEUSIBITDifference

Max Drawdown

Largest peak-to-trough decline

-62.12%

-49.36%

-12.76%

Max Drawdown (1Y)

Largest decline over 1 year

-12.81%

-49.36%

+36.55%

Max Drawdown (3Y)

Largest decline over 3 years

-18.05%

Max Drawdown (5Y)

Largest decline over 5 years

-44.86%

Max Drawdown (10Y)

Largest decline over 10 years

-44.86%

Current Drawdown

Current decline from peak

-1.96%

-48.10%

+46.14%

Average Drawdown

Average peak-to-trough decline

-14.91%

-16.02%

+1.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.75%

28.44%

-24.69%

Volatility

IEUS vs. IBIT - Volatility Comparison

The current volatility for iShares MSCI Europe Small-Cap ETF (IEUS) is 5.42%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that IEUS 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


IEUSIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.42%

9.50%

-4.08%

Volatility (6M)

Calculated over the trailing 6-month period

13.06%

34.44%

-21.38%

Volatility (1Y)

Calculated over the trailing 1-year period

15.91%

43.73%

-27.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.78%

50.19%

-29.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.51%

50.19%

-29.68%

IEUS vs. IBIT - Expense Ratio Comparison

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


Dividends

IEUS vs. IBIT - Dividend Comparison

IEUS's dividend yield for the trailing twelve months is around 3.02%, while IBIT has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IBIT
iShares Bitcoin Trust ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IEUS
iShares MSCI Europe Small-Cap ETF
3.02%3.19%3.25%2.97%3.00%2.63%1.21%4.03%3.21%2.13%2.48%2.06%

Frequently Asked Questions


IEUS and IBIT have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBIT has higher volatility (9.50%) compared to IEUS (5.42%). In terms of maximum drawdown, IEUS dropped -62.12% vs IBIT's -49.36%.

On 1-year performance, IEUS leads with 14.01% vs -38.74% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, IEUS has been the lower-risk option at 5.42%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IEUS has performed better with a 14.01% return vs -38.74%. 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 IEUS.

IEUS has the higher dividend yield at 3.02%, compared with 0.00% for IBIT.

IEUS is categorized as Europe Equities, while IBIT is Cryptocurrency. IEUS tracks MSCI Europe Small Cap Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.40% for IEUS and 0.25% for IBIT.

IEUS currently has the higher Sharpe Ratio (0.89 vs -0.89), 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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