AVUS vs. IBIT

Last updated Jun 13, 2026

AVUS (Avantis U.S. Equity ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - AVUS is a Large Cap Blend Equities fund actively managed by Avantis, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. AVUS is actively managed, while IBIT is passively managed. Over the past year, AVUS returned 31.83% vs -39.67% for IBIT. At a 0.42 correlation, their price movements are largely independent. AVUS charges 0.15%/yr vs 0.25%/yr for IBIT.

Performance

AVUS vs. IBIT - Performance Comparison

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

Returns By Period

In the year-to-date period, AVUS achieves a 13.94% return, which is significantly higher than IBIT's -27.41% return.

AVUS

• 1D: 0.65%
• 1M: 0.95%
• YTD: 13.94%
• 6M: 13.87%
• 1Y: 31.83%
• 3Y*: 21.18%
• 5Y*: 12.87%
• 10Y*: —

IBIT

• 1D: -0.03%
• 1M: -21.94%
• YTD: -27.41%
• 6M: -29.61%
• 1Y: -39.67%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVUS vs. IBIT - Yearly Performance Comparison

	2026 (YTD)	2025	2024
AVUS Avantis U.S. Equity ETF	13.94%	16.68%	21.22%
IBIT iShares Bitcoin Trust ETF	-27.41%	-6.41%	89.87%

Correlation

The correlation between AVUS and IBIT is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.46
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024	0.42

Return for Risk

AVUS vs. IBIT — Risk / Return Rank

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

AVUS

AVUS Risk / Return Rank: 85
AVUS Sharpe Ratio Rank: 86
AVUS Sortino Ratio Rank: 84
AVUS Omega Ratio Rank: 84
AVUS Calmar Ratio Rank: 83
AVUS Martin Ratio Rank: 89

IBIT

IBIT Risk / Return Rank: 3
IBIT Sharpe Ratio Rank: 2
IBIT Sortino Ratio Rank: 3
IBIT Omega Ratio Rank: 3
IBIT Calmar Ratio Rank: 3
IBIT Martin Ratio Rank: 2

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.

AVUS vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity ETF (AVUS) 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.

	AVUS	IBIT	Difference
Sharpe ratio: Return per unit of total volatility	2.42	-0.92	+3.34
Sortino ratio: Return per unit of downside risk	3.27	-1.30	+4.57
Omega ratio: Gain probability vs. loss probability	1.43	0.85	+0.58
Calmar ratio: Return relative to maximum drawdown	3.88	-0.78	+4.66
Martin ratio: Return relative to average drawdown	17.32	-1.37	+18.69

AVUS vs. IBIT - Sharpe Ratio Comparison

The current AVUS Sharpe Ratio is 2.42, which is higher than the IBIT Sharpe Ratio of -0.92. The chart below compares the historical Sharpe Ratios of AVUS 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.

Drawdowns

AVUS vs. IBIT - Drawdown Comparison

The maximum AVUS drawdown since its inception was -37.04%, smaller than the maximum IBIT drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for AVUS and IBIT.

Drawdown Indicators

	AVUS	IBIT	Difference
Max Drawdown Largest peak-to-trough decline	-37.04%	-52.11%	+15.07%
Max Drawdown (1Y) Largest decline over 1 year	-7.85%	-52.11%	+44.26%
Max Drawdown (3Y) Largest decline over 3 years	-19.74%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-22.19%	—	—
Current Drawdown Current decline from peak	-0.97%	-49.45%	+48.48%
Average Drawdown Average peak-to-trough decline	-5.08%	-16.53%	+11.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.76%	29.64%	-27.88%

Volatility

AVUS vs. IBIT - Volatility Comparison

The current volatility for Avantis U.S. Equity ETF (AVUS) is 4.40%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 12.07%. This indicates that AVUS 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.

Volatility by Period

	AVUS	IBIT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.40%	12.07%	-7.67%
Volatility (6M) Calculated over the trailing 6-month period	9.64%	34.45%	-24.81%
Volatility (1Y) Calculated over the trailing 1-year period	12.60%	44.10%	-31.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.35%	50.26%	-32.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.84%	50.26%	-29.42%

AVUS vs. IBIT - Expense Ratio Comparison

AVUS has a 0.15% 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%.

Dividends

AVUS vs. IBIT - Dividend Comparison

AVUS's dividend yield for the trailing twelve months is around 1.18%, while IBIT has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVUS Avantis U.S. Equity ETF	1.18%	1.08%	1.27%	1.41%	1.59%	1.08%	1.19%	0.35%
IBIT iShares Bitcoin Trust ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AVUS and IBIT in my portfolio?

AVUS and IBIT have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVUS or IBIT?

IBIT has higher volatility (12.07%) compared to AVUS (4.40%). In terms of maximum drawdown, AVUS dropped -37.04% vs IBIT's -52.11%.

Which ETF is better, AVUS or IBIT?

On 1-year performance, AVUS leads with 31.83% vs -39.67% for IBIT. On fees, AVUS is cheaper at 0.15% per year. On volatility, AVUS has been the lower-risk option at 4.40%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVUS or IBIT?

Over the 1-year period, AVUS has performed better with a 31.83% return vs -39.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVUS or IBIT?

AVUS is cheaper with a 0.15% expense ratio, compared with 0.25% for IBIT.

Which ETF pays a higher dividend yield, AVUS or IBIT?

AVUS has the higher dividend yield at 1.18%, compared with 0.00% for IBIT.

What is the main difference between AVUS and IBIT?

AVUS is categorized as Large Cap Blend Equities, while IBIT is Cryptocurrency. They also come from different issuers: Avantis and iShares. Their fees differ too: 0.15% for AVUS and 0.25% for IBIT.

Which has better risk-adjusted returns?

AVUS currently has the higher Sharpe Ratio (2.42 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.