BTCT vs. IWD
BTCT (BTC Digital Ltd.) is a stock, while IWD (iShares Russell 1000 Value ETF) is Large Cap Value Equities fund tracking the Russell 1000 Value Index. Over the past 5 years, BTCT returned -71.38%/yr vs 11.05%/yr for IWD. At a 0.21 correlation, their price movements are largely independent.
Performance
BTCT vs. IWD - Performance Comparison
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Returns By Period
In the year-to-date period, BTCT achieves a -12.31% return, which is significantly lower than IWD's 17.01% return.
BTCT
- 1D
- -5.00%
- 1M
- 0.00%
- YTD
- -12.31%
- 6M
- -33.72%
- 1Y
- -62.50%
- 3Y*
- -33.84%
- 5Y*
- -71.38%
- 10Y*
- —
IWD
- 1D
- 1.41%
- 1M
- 2.89%
- YTD
- 17.01%
- 6M
- 15.79%
- 1Y
- 29.73%
- 3Y*
- 18.80%
- 5Y*
- 11.05%
- 10Y*
- 12.00%
BTCT vs. IWD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BTCT BTC Digital Ltd. | -12.31% | -72.80% | -0.83% | 37.40% | -97.67% | -87.48% | -88.89% |
IWD iShares Russell 1000 Value ETF | 17.01% | 15.68% | 14.17% | 11.34% | -7.75% | 24.95% | 37.62% |
Correlation
The correlation between BTCT and IWD is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2020 | 0.21 |
The correlation between BTCT and IWD shifts across timeframes, from 0.21 (all time) to 0.36 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BTCT vs. IWD — Risk / Return Rank
BTCT
IWD
BTCT vs. IWD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BTC Digital Ltd. (BTCT) and iShares Russell 1000 Value ETF (IWD). 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.
| BTCT | IWD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.44 | ||
| Sortino ratioReturn per unit of downside risk | -4.95 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.48 | -0.61 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | 4.40 | -5.24 |
| Martin ratioReturn relative to average drawdown | -1.09 | 18.23 | -19.32 |
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Drawdowns
BTCT vs. IWD - Drawdown Comparison
The maximum BTCT drawdown since its inception was -99.99%, which is greater than IWD's maximum drawdown of -60.10%. Use the drawdown chart below to compare losses from any high point for BTCT and IWD.
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Drawdown Indicators
| BTCT | IWD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.99% | -60.10% | -39.89% |
Max Drawdown (1Y)Largest decline over 1 year | -74.59% | -6.79% | -67.80% |
Max Drawdown (3Y)Largest decline over 3 years | -94.53% | -15.71% | -78.82% |
Max Drawdown (5Y)Largest decline over 5 years | -99.82% | -19.04% | -80.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.51% | — |
Current DrawdownCurrent decline from peak | -99.99% | 0.00% | -99.99% |
Average DrawdownAverage peak-to-trough decline | -94.85% | -8.63% | -86.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 57.19% | 1.63% | +55.56% |
Volatility
BTCT vs. IWD - Volatility Comparison
BTC Digital Ltd. (BTCT) has a higher volatility of 26.56% compared to iShares Russell 1000 Value ETF (IWD) at 4.25%. This indicates that BTCT's price experiences larger fluctuations and is considered to be riskier than IWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTCT | IWD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 26.56% | 4.25% | +22.31% |
Volatility (6M)Calculated over the trailing 6-month period | 55.05% | 8.74% | +46.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 79.25% | 11.30% | +67.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 186.76% | 14.85% | +171.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 173.99% | 17.28% | +156.71% |
Dividends
BTCT vs. IWD - Dividend Comparison
BTCT has not paid dividends to shareholders, while IWD's dividend yield for the trailing twelve months is around 1.43%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTCT BTC Digital Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWD iShares Russell 1000 Value ETF | 1.43% | 1.69% | 1.87% | 2.02% | 2.15% | 1.62% | 2.05% | 2.45% | 2.71% | 2.09% | 2.25% | 2.47% |
Frequently Asked Questions
BTCT and IWD have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTCT has higher volatility (26.56%) compared to IWD (4.25%). In terms of maximum drawdown, BTCT dropped -99.99% vs IWD's -60.10%.
IWD currently has the higher Sharpe Ratio (2.65 vs -0.79), 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.
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