CGDG vs. IBIT

Last updated Jun 9, 2026

CGDG (Capital Group Dividend Growers ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - CGDG is a Global Equities fund actively managed by Capital Group, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. CGDG is actively managed, while IBIT is passively managed. Over the past year, CGDG returned 14.02% vs -39.44% for IBIT. At a 0.35 correlation, their price movements are largely independent. CGDG charges 0.47%/yr vs 0.25%/yr for IBIT.

Performance

CGDG vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group Dividend Growers ETF (CGDG) 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, CGDG achieves a 4.06% return, which is significantly higher than IBIT's -27.71% return.

CGDG

• 1D: -0.11%
• 1M: -0.38%
• YTD: 4.06%
• 6M: 5.30%
• 1Y: 14.02%
• 3Y*: —
• 5Y*: —
• 10Y*: —

IBIT

• 1D: 5.13%
• 1M: -21.03%
• YTD: -27.71%
• 6M: -30.34%
• 1Y: -39.44%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CGDG vs. IBIT - Yearly Performance Comparison

	2026 (YTD)	2025	2024
CGDG Capital Group Dividend Growers ETF	4.06%	22.74%	12.43%
IBIT iShares Bitcoin Trust ETF	-27.71%	-6.41%	89.87%

Correlation

The correlation between CGDG and IBIT is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.38
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024	0.35

Return for Risk

CGDG vs. IBIT — Risk / Return Rank

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

CGDG

CGDG Risk / Return Rank: 41
CGDG Sharpe Ratio Rank: 41
CGDG Sortino Ratio Rank: 40
CGDG Omega Ratio Rank: 38
CGDG Calmar Ratio Rank: 41
CGDG Martin Ratio Rank: 47

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.

CGDG vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Growers ETF (CGDG) 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.

	CGDG	IBIT	Difference
Sharpe ratio: Return per unit of total volatility	1.31	-0.90	+2.21
Sortino ratio: Return per unit of downside risk	1.86	-1.24	+3.10
Omega ratio: Gain probability vs. loss probability	1.23	0.86	+0.37
Calmar ratio: Return relative to maximum drawdown	1.82	-0.76	+2.58
Martin ratio: Return relative to average drawdown	7.01	-1.36	+8.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CGDG vs. IBIT - Sharpe Ratio Comparison

The current CGDG Sharpe Ratio is 1.31, which is higher than the IBIT Sharpe Ratio of -0.90. The chart below compares the historical Sharpe Ratios of CGDG 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.

Sharpe Ratios by Period

	CGDG	IBIT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.31	-0.90	+2.21
Sharpe Ratio (All Time) Calculated using the full available price history	1.49	0.26	+1.22

Drawdowns

CGDG vs. IBIT - Drawdown Comparison

The maximum CGDG drawdown since its inception was -10.52%, smaller than the maximum IBIT drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for CGDG and IBIT.

Drawdown Indicators

	CGDG	IBIT	Difference
Max Drawdown Largest peak-to-trough decline	-10.52%	-52.11%	+41.59%
Max Drawdown (1Y) Largest decline over 1 year	-7.72%	-52.11%	+44.39%
Current Drawdown Current decline from peak	-2.28%	-49.66%	+47.38%
Average Drawdown Average peak-to-trough decline	-1.32%	-16.19%	+14.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.00%	28.97%	-26.97%

Volatility

CGDG vs. IBIT - Volatility Comparison

The current volatility for Capital Group Dividend Growers ETF (CGDG) is 2.82%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 11.85%. This indicates that CGDG 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

	CGDG	IBIT	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.82%	11.85%	-9.03%
Volatility (6M) Calculated over the trailing 6-month period	8.35%	34.60%	-26.25%
Volatility (1Y) Calculated over the trailing 1-year period	10.73%	44.28%	-33.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.16%	50.32%	-38.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.16%	50.32%	-38.16%

CGDG vs. IBIT - Expense Ratio Comparison

CGDG has a 0.47% expense ratio, which is higher than IBIT's 0.25% expense ratio.

Dividends

CGDG vs. IBIT - Dividend Comparison

CGDG's dividend yield for the trailing twelve months is around 1.90%, while IBIT has not paid dividends to shareholders.

Position	TTM	2025	2024	2023
CGDG Capital Group Dividend Growers ETF	1.90%	1.95%	2.15%	0.39%
IBIT iShares Bitcoin Trust ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CGDG and IBIT in my portfolio?

CGDG and IBIT have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CGDG or IBIT?

IBIT has higher volatility (11.85%) compared to CGDG (2.82%). In terms of maximum drawdown, CGDG dropped -10.52% vs IBIT's -52.11%.

Which ETF is better, CGDG or IBIT?

On 1-year performance, CGDG leads with 14.02% vs -39.44% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, CGDG has been the lower-risk option at 2.82%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CGDG or IBIT?

Over the 1-year period, CGDG has performed better with a 14.02% return vs -39.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, CGDG or IBIT?

IBIT is cheaper with a 0.25% expense ratio, compared with 0.47% for CGDG.

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

CGDG has the higher dividend yield at 1.90%, compared with 0.00% for IBIT.

What is the main difference between CGDG and IBIT?

CGDG is categorized as Global Equities, while IBIT is Cryptocurrency. They also come from different issuers: Capital Group and iShares. Their fees differ too: 0.47% for CGDG and 0.25% for IBIT.

Which has better risk-adjusted returns?

CGDG currently has the higher Sharpe Ratio (1.31 vs -0.90), 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.