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AGRH vs. IBIT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AGRH vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) and iShares Bitcoin Trust ETF (IBIT). The values are adjusted to include any dividend payments, if applicable.

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AGRH vs. IBIT - Yearly Performance Comparison


2026 (YTD)20252024
AGRH
iShares Interest Rate Hedged U.S. Aggregate Bond ETF
0.36%6.00%5.50%
IBIT
iShares Bitcoin Trust ETF
-22.62%-6.41%99.21%

Returns By Period

In the year-to-date period, AGRH achieves a 0.36% return, which is significantly higher than IBIT's -22.62% return.


AGRH

1D
0.13%
1M
-0.03%
YTD
0.36%
6M
2.20%
1Y
5.36%
3Y*
5.81%
5Y*
10Y*

IBIT

1D
1.96%
1M
3.31%
YTD
-22.62%
6M
-40.89%
1Y
-17.92%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AGRH vs. IBIT - Expense Ratio Comparison

AGRH has a 0.13% expense ratio, which is lower than IBIT's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

AGRH vs. IBIT — Risk / Return Rank

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

AGRH
AGRH Risk / Return Rank: 9696
Overall Rank
AGRH Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
AGRH Sortino Ratio Rank: 9898
Sortino Ratio Rank
AGRH Omega Ratio Rank: 9898
Omega Ratio Rank
AGRH Calmar Ratio Rank: 9292
Calmar Ratio Rank
AGRH Martin Ratio Rank: 9797
Martin Ratio Rank

IBIT
IBIT Risk / Return Rank: 66
Overall Rank
IBIT Sharpe Ratio Rank: 55
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 66
Sortino Ratio Rank
IBIT Omega Ratio Rank: 77
Omega Ratio Rank
IBIT Calmar Ratio Rank: 66
Calmar Ratio Rank
IBIT Martin Ratio Rank: 66
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.

AGRH vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) 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.


AGRHIBITDifference

Sharpe ratio

Return per unit of total volatility

2.87

-0.40

+3.27

Sortino ratio

Return per unit of downside risk

4.04

-0.29

+4.33

Omega ratio

Gain probability vs. loss probability

1.69

0.97

+0.72

Calmar ratio

Return relative to maximum drawdown

3.36

-0.39

+3.75

Martin ratio

Return relative to average drawdown

18.63

-0.83

+19.46

AGRH vs. IBIT - Sharpe Ratio Comparison

The current AGRH Sharpe Ratio is 2.87, which is higher than the IBIT Sharpe Ratio of -0.40. The chart below compares the historical Sharpe Ratios of AGRH and IBIT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AGRHIBITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.87

-0.40

+3.27

Sharpe Ratio (All Time)

Calculated using the full available price history

3.03

0.35

+2.67

Correlation

The correlation between AGRH and IBIT is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

AGRH vs. IBIT - Dividend Comparison

AGRH's dividend yield for the trailing twelve months is around 4.64%, while IBIT has not paid dividends to shareholders.


TTM2025202420232022
AGRH
iShares Interest Rate Hedged U.S. Aggregate Bond ETF
4.64%4.63%5.17%4.69%1.24%
IBIT
iShares Bitcoin Trust ETF
0.00%0.00%0.00%0.00%0.00%

Drawdowns

AGRH vs. IBIT - Drawdown Comparison

The maximum AGRH drawdown since its inception was -1.73%, smaller than the maximum IBIT drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for AGRH and IBIT.


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Drawdown Indicators


AGRHIBITDifference

Max Drawdown

Largest peak-to-trough decline

-1.73%

-49.36%

+47.63%

Max Drawdown (1Y)

Largest decline over 1 year

-1.57%

-49.36%

+47.79%

Current Drawdown

Current decline from peak

-0.25%

-46.11%

+45.86%

Average Drawdown

Average peak-to-trough decline

-0.16%

-14.13%

+13.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.28%

23.09%

-22.81%

Volatility

AGRH vs. IBIT - Volatility Comparison

The current volatility for iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) is 0.59%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 12.99%. This indicates that AGRH 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


AGRHIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.59%

12.99%

-12.40%

Volatility (6M)

Calculated over the trailing 6-month period

0.96%

36.75%

-35.79%

Volatility (1Y)

Calculated over the trailing 1-year period

1.88%

45.42%

-43.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.80%

51.26%

-49.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.80%

51.26%

-49.46%