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BDYN vs. IBIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BDYN vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Dynamic Equity Active ETF (BDYN) 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, BDYN achieves a 8.12% return, which is significantly higher than IBIT's -25.48% return.


BDYN

1D
-0.86%
1M
5.01%
YTD
8.12%
6M
8.71%
1Y
3Y*
5Y*
10Y*

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)

BDYN vs. IBIT - Yearly Performance Comparison


2026 (YTD)2025
BDYN
iShares Dynamic Equity Active ETF
8.12%3.68%
IBIT
iShares Bitcoin Trust ETF
-25.48%-24.20%

Correlation

The correlation between BDYN and IBIT is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 16, 2025

0.50

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Return for Risk

BDYN vs. IBIT — Risk / Return Rank

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

BDYN

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.

BDYN vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Dynamic Equity Active ETF (BDYN) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BDYN vs. IBIT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BDYNIBITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

1.23

0.30

+0.93

Drawdowns

BDYN vs. IBIT - Drawdown Comparison

The maximum BDYN drawdown since its inception was -10.85%, smaller than the maximum IBIT drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for BDYN and IBIT.


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Drawdown Indicators


BDYNIBITDifference

Max Drawdown

Largest peak-to-trough decline

-10.85%

-49.36%

+38.51%

Max Drawdown (1Y)

Largest decline over 1 year

-49.36%

Current Drawdown

Current decline from peak

-0.86%

-48.10%

+47.24%

Average Drawdown

Average peak-to-trough decline

-1.80%

-16.02%

+14.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.44%

Volatility

BDYN vs. IBIT - Volatility Comparison


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Volatility by Period


BDYNIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.50%

Volatility (6M)

Calculated over the trailing 6-month period

34.44%

Volatility (1Y)

Calculated over the trailing 1-year period

14.17%

43.73%

-29.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.17%

50.19%

-36.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.17%

50.19%

-36.02%

BDYN vs. IBIT - Expense Ratio Comparison

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


Dividends

BDYN vs. IBIT - Dividend Comparison

BDYN's dividend yield for the trailing twelve months is around 2.01%, while IBIT has not paid dividends to shareholders.


PositionTTM2025
BDYN
iShares Dynamic Equity Active ETF
2.01%2.18%
IBIT
iShares Bitcoin Trust ETF
0.00%0.00%

Frequently Asked Questions


BDYN and IBIT have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IBIT is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBIT is cheaper with a 0.25% expense ratio, compared with 0.40% for BDYN.

BDYN has the higher dividend yield at 2.01%, compared with 0.00% for IBIT.

BDYN is categorized as Global Equities, while IBIT is Cryptocurrency. Their fees differ too: 0.40% for BDYN and 0.25% for IBIT.

Portfolio Optimizer

Find the right allocation for BDYN and IBIT

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

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