PortfoliosLab logoPortfoliosLab logo
VTWV vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

VTWV vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Russell 2000 Value ETF (VTWV) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, VTWV achieves a 19.49% return, which is significantly higher than BTC-USD's -27.34% return. Over the past 10 years, VTWV has underperformed BTC-USD with an annualized return of 10.58%, while BTC-USD has yielded a comparatively higher 56.84% annualized return.


VTWV

1D
2.44%
1M
3.11%
YTD
19.49%
6M
15.14%
1Y
40.78%
3Y*
17.72%
5Y*
6.85%
10Y*
10.58%

BTC-USD

1D
3.47%
1M
-21.00%
YTD
-27.34%
6M
-31.30%
1Y
-41.49%
3Y*
34.89%
5Y*
12.33%
10Y*
56.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VTWV vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VTWV
Vanguard Russell 2000 Value ETF
19.49%12.72%7.83%14.67%-14.46%27.90%4.88%22.44%-13.34%8.06%
BTC-USD
Bitcoin
-27.34%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between VTWV and BTC-USD is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.39

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

0.30

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

0.31

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

0.19

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2012

0.13

Over the past year, VTWV and BTC-USD have become more correlated (0.39) than their long-term average of 0.13, meaning their price movements have been converging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

VTWV vs. BTC-USD — Risk / Return Rank

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

VTWV
VTWV Risk / Return Rank: 8484
Overall Rank
VTWV Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
VTWV Sortino Ratio Rank: 8383
Sortino Ratio Rank
VTWV Omega Ratio Rank: 7676
Omega Ratio Rank
VTWV Calmar Ratio Rank: 9090
Calmar Ratio Rank
VTWV Martin Ratio Rank: 8888
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3535
Overall Rank
BTC-USD Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 4141
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3838
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5252
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 2727
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.

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

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 2000 Value ETF (VTWV) 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.

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.


VTWVBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+3.19

Sortino ratioReturn per unit of downside risk

+4.50

Omega ratioGain probability vs. loss probability

1.37

0.86

+0.52

Calmar ratioReturn relative to maximum drawdown

4.74

-0.81

+5.55

Martin ratioReturn relative to average drawdown

16.17

-1.42

+17.59

VTWV vs. BTC-USD - Sharpe Ratio Comparison

The current VTWV Sharpe Ratio is 2.22, which is higher than the BTC-USD Sharpe Ratio of -0.97. The chart below compares the historical Sharpe Ratios of VTWV 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.


Loading charts...

Drawdowns

VTWV vs. BTC-USD - Drawdown Comparison

The maximum VTWV drawdown since its inception was -45.73%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for VTWV and BTC-USD.


Loading charts...

Drawdown Indicators


VTWVBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-45.73%

-85.30%

+39.57%

Max Drawdown (1Y)

Largest decline over 1 year

-8.64%

-51.21%

+42.57%

Max Drawdown (3Y)

Largest decline over 3 years

-26.72%

-51.21%

+24.49%

Max Drawdown (5Y)

Largest decline over 5 years

-26.72%

-76.67%

+49.95%

Max Drawdown (10Y)

Largest decline over 10 years

-45.73%

-83.80%

+38.07%

Current Drawdown

Current decline from peak

0.00%

-49.02%

+49.02%

Average Drawdown

Average peak-to-trough decline

-7.80%

-42.34%

+34.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.53%

34.89%

-32.36%

Volatility

VTWV vs. BTC-USD - Volatility Comparison

The current volatility for Vanguard Russell 2000 Value ETF (VTWV) is 5.87%, while Bitcoin (BTC-USD) has a volatility of 12.11%. This indicates that VTWV 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.


Loading charts...

Volatility by Period


VTWVBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.87%

12.11%

-6.24%

Volatility (6M)

Calculated over the trailing 6-month period

12.65%

34.67%

-22.02%

Volatility (1Y)

Calculated over the trailing 1-year period

18.46%

35.64%

-17.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.77%

44.75%

-22.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.56%

56.63%

-33.07%

Frequently Asked Questions


VTWV and BTC-USD have a correlation of 0.39, 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 (12.11%) compared to VTWV (5.87%). In terms of maximum drawdown, VTWV dropped -45.73% vs BTC-USD's -85.30%.

VTWV currently has the higher Sharpe Ratio (2.22 vs -0.97), 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 VTWV and BTC-USD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer