DSI vs. IBIT

Last updated Aug 4, 2026

DSI (iShares ESG MSCI KLD 400 ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - DSI is a Large Cap Blend Equities fund tracking the MSCI KLD 400 Social Index, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. Both are passively managed. Over the past year, DSI returned 23.30% vs -43.69% for IBIT. Their 0.40 correlation means their historical movements had little consistent relationship. Both charge a 0.25% expense ratio.

Performance

DSI vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG MSCI KLD 400 ETF (DSI) 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, DSI achieves a 12.46% return, which is significantly higher than IBIT's -27.17% return.

DSI

• 1D: 1.97%
• 1M: 2.00%
• 6M: 10.56%
• YTD: 12.46%
• 1Y: 23.30%
• 3Y*: 20.53%
• 5Y*: 12.38%
• 10Y*: 15.02%
• ALL TIME*: 10.75%

IBIT

• 1D: 1.46%
• 1M: 3.70%
• 6M: -18.23%
• YTD: -27.17%
• 1Y: -43.69%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 10.60%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DSI iShares ESG MSCI KLD 400 ETF	$16.78M	$14.31M	$16.21M
IBIT iShares Bitcoin Trust ETF	$1.33B	$1.34B	$1.65B

DSI vs. IBIT - Yearly Performance Comparison

	2026 (YTD)	2025	2024
DSI iShares ESG MSCI KLD 400 ETF	12.46%	18.03%	22.00%
IBIT iShares Bitcoin Trust ETF	-27.17%	-6.41%	89.87%

Correlation

The correlation between DSI and IBIT is 0.45, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.45
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024	0.40

Return for Risk

DSI vs. IBIT — Risk / Return Rank

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

DSI

DSI Risk / Return Rank: 65
DSI Sharpe Ratio Rank: 68
DSI Sortino Ratio Rank: 67
DSI Omega Ratio Rank: 66
DSI Calmar Ratio Rank: 58
DSI Martin Ratio Rank: 66

IBIT

IBIT Risk / Return Rank: 2
IBIT Sharpe Ratio Rank: 2
IBIT Sortino Ratio Rank: 2
IBIT Omega Ratio Rank: 2
IBIT Calmar Ratio Rank: 2
IBIT Martin Ratio Rank: 3

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.

DSI vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI KLD 400 ETF (DSI) 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.

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.

	DSI	IBIT	Difference
Sharpe ratio: Return per unit of total volatility	1.62	-0.99	+2.61
Sortino ratio: Return per unit of downside risk	2.27	-1.44	+3.72
Omega ratio: Gain probability vs. loss probability	1.29	0.84	+0.45
Calmar ratio: Return relative to maximum drawdown	2.12	-0.82	+2.94
Martin ratio: Return relative to average drawdown	8.22	-1.26	+9.48

DSI vs. IBIT - Sharpe Ratio Comparison

The current DSI Sharpe Ratio is 1.62, which is higher than the IBIT Sharpe Ratio of -0.99. The chart below compares the historical Sharpe Ratios of DSI 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.

Drawdowns

DSI vs. IBIT - Drawdown Comparison

The maximum DSI drawdown since its inception was -54.23%, roughly equal to the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for DSI and IBIT.

Drawdown Indicators

	DSI	IBIT	Difference
Max Drawdown Largest peak-to-trough decline	-54.23%	-53.30%	-0.93%
Max Drawdown (1Y) Largest decline over 1 year	-11.05%	-53.30%	+42.25%
Max Drawdown (3Y) Largest decline over 3 years	-20.58%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-28.36%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-34.10%	—	—
Current Drawdown Current decline from peak	0.00%	-49.28%	+49.28%
Average Drawdown Average peak-to-trough decline	-7.48%	-18.29%	+10.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.84%	34.80%	-31.96%

Volatility

DSI vs. IBIT - Volatility Comparison

The current volatility for iShares ESG MSCI KLD 400 ETF (DSI) is 4.96%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 8.98%. This indicates that DSI 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

	DSI	IBIT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.96%	8.98%	-4.02%
Volatility (6M) Calculated over the trailing 6-month period	11.78%	33.79%	-22.01%
Volatility (1Y) Calculated over the trailing 1-year period	14.48%	44.48%	-30.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.14%	49.57%	-31.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.75%	49.57%	-30.82%

DSI vs. IBIT - Expense Ratio Comparison

Both DSI and IBIT have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

DSI vs. IBIT - Dividend Comparison

DSI's dividend yield for the trailing twelve months is around 0.86%, while IBIT has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DSI iShares ESG MSCI KLD 400 ETF	0.86%	0.92%	1.03%	1.19%	1.39%	0.99%	1.22%	1.40%	1.63%	1.28%	1.51%	1.46%
IBIT iShares Bitcoin Trust ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DSI and IBIT in my portfolio?

DSI and IBIT have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DSI or IBIT?

IBIT has higher volatility (8.98%) compared to DSI (4.96%). In terms of maximum drawdown, DSI dropped -54.23% vs IBIT's -53.30%.

Which ETF is better, DSI or IBIT?

On 1-year performance, DSI leads with 23.30% vs -43.69% for IBIT. Both ETFs have the same 0.25% expense ratio. On volatility, DSI has been the lower-risk option at 4.96%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DSI or IBIT?

Over the 1-year period, DSI has performed better with a 23.30% return vs -43.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DSI or IBIT?

DSI and IBIT have the same expense ratio: 0.25% per year.

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

DSI has the higher dividend yield at 0.86%, compared with 0.00% for IBIT.

What is the main difference between DSI and IBIT?

DSI is categorized as Large Cap Blend Equities, while IBIT is Cryptocurrency. DSI tracks MSCI KLD 400 Social Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant.

Which has better risk-adjusted returns?

DSI currently has the higher Sharpe Ratio (1.62 vs -0.99), 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.