BITSX vs. GBTC
Compare and contrast key facts about iShares Total U.S. Stock Market Index Fund (BITSX) and Grayscale Bitcoin Trust (BTC) (GBTC).
BITSX is managed by BlackRock. It was launched on Aug 13, 2015.
Performance
BITSX vs. GBTC - Performance Comparison
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BITSX vs. GBTC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BITSX iShares Total U.S. Stock Market Index Fund | -3.96% | 17.10% | 23.79% | 25.97% | -19.10% | 25.50% | 20.76% | 31.06% | -5.42% | 20.99% |
GBTC Grayscale Bitcoin Trust (BTC) | -22.40% | -7.65% | 113.81% | 317.61% | -75.80% | 7.03% | 290.72% | 106.56% | -82.10% | 1,787.72% |
Returns By Period
In the year-to-date period, BITSX achieves a -3.96% return, which is significantly higher than GBTC's -22.40% return. Over the past 10 years, BITSX has underperformed GBTC with an annualized return of 13.59%, while GBTC has yielded a comparatively higher 58.56% annualized return.
BITSX
- 1D
- 2.93%
- 1M
- -5.12%
- YTD
- -3.96%
- 6M
- -2.01%
- 1Y
- 17.54%
- 3Y*
- 17.84%
- 5Y*
- 10.57%
- 10Y*
- 13.59%
GBTC
- 1D
- 0.55%
- 1M
- -1.56%
- YTD
- -22.40%
- 6M
- -42.46%
- 1Y
- -21.01%
- 3Y*
- 48.01%
- 5Y*
- 0.84%
- 10Y*
- 58.56%
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Return for Risk
BITSX vs. GBTC — Risk / Return Rank
BITSX
GBTC
BITSX vs. GBTC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Total U.S. Stock Market Index Fund (BITSX) and Grayscale Bitcoin Trust (BTC) (GBTC). 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.
| BITSX | GBTC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | -0.47 | +1.44 |
Sortino ratioReturn per unit of downside risk | 1.49 | -0.41 | +1.90 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.95 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | -0.38 | +1.88 |
Martin ratioReturn relative to average drawdown | 7.20 | -0.80 | +7.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BITSX | GBTC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | -0.47 | +1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.01 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.71 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.67 | +0.07 |
Correlation
The correlation between BITSX and GBTC is 0.28, 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
BITSX vs. GBTC - Dividend Comparison
BITSX's dividend yield for the trailing twelve months is around 1.15%, while GBTC has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BITSX iShares Total U.S. Stock Market Index Fund | 1.15% | 1.10% | 1.24% | 1.42% | 1.59% | 1.53% | 1.47% | 2.11% | 2.44% | 2.14% | 1.51% |
GBTC Grayscale Bitcoin Trust (BTC) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 5.61% | 0.00% |
Drawdowns
BITSX vs. GBTC - Drawdown Comparison
The maximum BITSX drawdown since its inception was -34.97%, smaller than the maximum GBTC drawdown of -89.91%. Use the drawdown chart below to compare losses from any high point for BITSX and GBTC.
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Drawdown Indicators
| BITSX | GBTC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.97% | -89.91% | +54.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -49.55% | +37.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.00% | -85.80% | +60.80% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -89.91% | +54.94% |
Current DrawdownCurrent decline from peak | -6.20% | -46.10% | +39.90% |
Average DrawdownAverage peak-to-trough decline | -4.60% | -43.48% | +38.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 23.39% | -20.81% |
Volatility
BITSX vs. GBTC - Volatility Comparison
The current volatility for iShares Total U.S. Stock Market Index Fund (BITSX) is 5.45%, while Grayscale Bitcoin Trust (BTC) (GBTC) has a volatility of 12.99%. This indicates that BITSX experiences smaller price fluctuations and is considered to be less risky than GBTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BITSX | GBTC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 12.99% | -7.54% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 36.80% | -27.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.57% | 45.30% | -26.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 64.19% | -46.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 82.56% | -64.15% |