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BTCW vs. IBLC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTCW vs. IBLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wisdom Tree Bitcoin Fund (BTCW) and iShares Blockchain and Tech ETF (IBLC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BTCW achieves a -28.33% return, which is significantly lower than IBLC's 5.99% return.


BTCW

1D
-2.95%
1M
2.34%
6M
-25.06%
YTD
-28.33%
1Y
-44.53%
3Y*
5Y*
10Y*
ALL TIME*
10.76%

IBLC

1D
-2.87%
1M
-4.33%
6M
0.61%
YTD
5.99%
1Y
17.60%
3Y*
26.70%
5Y*
10Y*
ALL TIME*
17.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.20M$1.71M$1.37M
$395.00K$481.87K$794.27K

BTCW vs. IBLC - Yearly Performance Comparison


2026 (YTD)20252024
BTCW
Wisdom Tree Bitcoin Fund
-28.33%-6.05%92.79%
IBLC
iShares Blockchain and Tech ETF
5.99%27.05%20.96%

Correlation

The correlation between BTCW and IBLC is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.70

Correlation (All Time)
Calculated using the full available price history since Jan 11, 2024

0.69

The correlation between BTCW and IBLC has been stable across timeframes, ranging from 0.69 to 0.70 - a consistent structural relationship.

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Return for Risk

BTCW vs. IBLC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BTCW
BTCW Risk / Return Rank: 11
Overall Rank
BTCW Sharpe Ratio Rank: 11
Sharpe Ratio Rank
BTCW Sortino Ratio Rank: 11
Sortino Ratio Rank
BTCW Omega Ratio Rank: 22
Omega Ratio Rank
BTCW Calmar Ratio Rank: 22
Calmar Ratio Rank
BTCW Martin Ratio Rank: 22
Martin Ratio Rank

IBLC
IBLC Risk / Return Rank: 1616
Overall Rank
IBLC Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
IBLC Sortino Ratio Rank: 1919
Sortino Ratio Rank
IBLC Omega Ratio Rank: 1818
Omega Ratio Rank
IBLC Calmar Ratio Rank: 1414
Calmar Ratio Rank
IBLC Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BTCW vs. IBLC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Wisdom Tree Bitcoin Fund (BTCW) and iShares Blockchain and Tech ETF (IBLC). 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.


BTCWIBLCDifference
Sharpe ratioReturn per unit of total volatility

-1.20

Sortino ratioReturn per unit of downside risk

-2.22

Omega ratioGain probability vs. loss probability

0.83

1.07

-0.25

Calmar ratioReturn relative to maximum drawdown

-0.87

0.20

-1.07

Martin ratioReturn relative to average drawdown

-1.34

0.36

-1.70

BTCW vs. IBLC - Sharpe Ratio Comparison

The current BTCW Sharpe Ratio is -1.05, which is lower than the IBLC Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of BTCW and IBLC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BTCW vs. IBLC - Drawdown Comparison

The maximum BTCW drawdown since its inception was -53.37%, smaller than the maximum IBLC drawdown of -62.54%. Use the drawdown chart below to compare losses from any high point for BTCW and IBLC.


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Drawdown Indicators


BTCWIBLCDifference

Max Drawdown

Largest peak-to-trough decline

-53.37%

-62.54%

+9.17%

Max Drawdown (1Y)

Largest decline over 1 year

-53.37%

-44.94%

-8.43%

Max Drawdown (3Y)

Largest decline over 3 years

-51.68%

Current Drawdown

Current decline from peak

-50.05%

-30.32%

-19.73%

Average Drawdown

Average peak-to-trough decline

-18.19%

-25.78%

+7.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.63%

24.44%

+10.19%

Volatility

BTCW vs. IBLC - Volatility Comparison

The current volatility for Wisdom Tree Bitcoin Fund (BTCW) is 9.16%, while iShares Blockchain and Tech ETF (IBLC) has a volatility of 19.77%. This indicates that BTCW experiences smaller price fluctuations and is considered to be less risky than IBLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTCWIBLCDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.16%

19.77%

-10.61%

Volatility (6M)

Calculated over the trailing 6-month period

33.66%

43.51%

-9.85%

Volatility (1Y)

Calculated over the trailing 1-year period

44.25%

57.85%

-13.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.47%

64.48%

-15.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.47%

64.48%

-15.01%

BTCW vs. IBLC - Expense Ratio Comparison

BTCW has a 0.25% expense ratio, which is lower than IBLC's 0.47% expense ratio.


Dividends

BTCW vs. IBLC - Dividend Comparison

BTCW has not paid dividends to shareholders, while IBLC's dividend yield for the trailing twelve months is around 5.91%.


PositionTTM2025202420232022
BTCW
Wisdom Tree Bitcoin Fund
0.00%0.00%0.00%0.00%0.00%
IBLC
iShares Blockchain and Tech ETF
5.91%6.31%1.60%1.79%0.84%

Frequently Asked Questions


BTCW and IBLC have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBLC has higher volatility (19.77%) compared to BTCW (9.16%). In terms of maximum drawdown, BTCW dropped -53.37% vs IBLC's -62.54%.

On 1-year performance, IBLC leads with 17.60% vs -44.53% for BTCW. On fees, BTCW is cheaper at 0.25% per year. On volatility, BTCW has been the lower-risk option at 9.16%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IBLC has performed better with a 17.60% return vs -44.53%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BTCW is cheaper with a 0.25% expense ratio, compared with 0.47% for IBLC.

IBLC has the higher dividend yield at 5.91%, compared with 0.00% for BTCW.

BTCW tracks No Index (Physical Bitcoin), while IBLC tracks ICE FactSet Global Blockchain Technologies Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.25% for BTCW and 0.47% for IBLC.

IBLC currently has the higher Sharpe Ratio (0.15 vs -1.05), 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.

Portfolio Optimizer

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