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SIEGY vs. IBIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SIEGY vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Siemens Aktiengesellschaft (SIEGY) 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, SIEGY achieves a 11.68% return, which is significantly higher than IBIT's -27.41% return.


SIEGY

1D
-0.16%
1M
-2.53%
YTD
11.68%
6M
12.22%
1Y
23.99%
3Y*
22.88%
5Y*
15.84%
10Y*
15.98%

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)

SIEGY vs. IBIT - Yearly Performance Comparison


2026 (YTD)20252024
SIEGY
Siemens Aktiengesellschaft
11.68%48.14%12.65%
IBIT
iShares Bitcoin Trust ETF
-27.41%-6.41%89.87%

Correlation

The correlation between SIEGY and IBIT is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.29

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

0.28

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Return for Risk

SIEGY vs. IBIT — Risk / Return Rank

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

SIEGY
SIEGY Risk / Return Rank: 6464
Overall Rank
SIEGY Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
SIEGY Sortino Ratio Rank: 6161
Sortino Ratio Rank
SIEGY Omega Ratio Rank: 6060
Omega Ratio Rank
SIEGY Calmar Ratio Rank: 6464
Calmar Ratio Rank
SIEGY Martin Ratio Rank: 7070
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.

SIEGY vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Siemens Aktiengesellschaft (SIEGY) 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.


SIEGYIBITDifference
Sharpe ratioReturn per unit of total volatility

+1.66

Sortino ratioReturn per unit of downside risk

+2.48

Omega ratioGain probability vs. loss probability

1.15

0.85

+0.29

Calmar ratioReturn relative to maximum drawdown

1.04

-0.78

+1.82

Martin ratioReturn relative to average drawdown

3.37

-1.37

+4.74

SIEGY vs. IBIT - Sharpe Ratio Comparison

The current SIEGY Sharpe Ratio is 0.73, which is higher than the IBIT Sharpe Ratio of -0.92. The chart below compares the historical Sharpe Ratios of SIEGY 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

SIEGY vs. IBIT - Drawdown Comparison

The maximum SIEGY drawdown since its inception was -54.15%, roughly equal to the maximum IBIT drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for SIEGY and IBIT.


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Drawdown Indicators


SIEGYIBITDifference

Max Drawdown

Largest peak-to-trough decline

-54.15%

-52.11%

-2.04%

Max Drawdown (1Y)

Largest decline over 1 year

-23.23%

-52.11%

+28.88%

Max Drawdown (3Y)

Largest decline over 3 years

-29.91%

Max Drawdown (5Y)

Largest decline over 5 years

-46.02%

Max Drawdown (10Y)

Largest decline over 10 years

-54.15%

Current Drawdown

Current decline from peak

-5.37%

-49.45%

+44.08%

Average Drawdown

Average peak-to-trough decline

-12.82%

-16.53%

+3.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.14%

29.64%

-22.50%

Volatility

SIEGY vs. IBIT - Volatility Comparison

The current volatility for Siemens Aktiengesellschaft (SIEGY) is 10.01%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 12.07%. This indicates that SIEGY 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


SIEGYIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.01%

12.07%

-2.06%

Volatility (6M)

Calculated over the trailing 6-month period

26.19%

34.45%

-8.26%

Volatility (1Y)

Calculated over the trailing 1-year period

32.87%

44.10%

-11.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.74%

50.26%

-18.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.56%

50.26%

-20.70%

Dividends

SIEGY vs. IBIT - Dividend Comparison

SIEGY's dividend yield for the trailing twelve months is around 2.07%, 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%
SIEGY
Siemens Aktiengesellschaft
2.07%1.94%2.64%2.43%2.42%1.81%10.83%2.44%2.86%6.82%5.76%2.87%

Frequently Asked Questions


SIEGY and IBIT have a correlation of 0.29, 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 SIEGY (10.01%). In terms of maximum drawdown, SIEGY dropped -54.15% vs IBIT's -52.11%.

SIEGY currently has the higher Sharpe Ratio (0.73 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.

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