EAGG vs. IBIT
EAGG (iShares ESG Aware US Aggregate Bond ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - EAGG is a Intermediate Core Bond fund tracking the Bloomberg MSCI U.S. Aggregate ESG Focus 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, EAGG returned 2.00% vs -43.69% for IBIT. Their 0.05 correlation means their historical movements had little consistent relationship. EAGG charges 0.10%/yr vs 0.25%/yr for IBIT.
Performance
EAGG vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, EAGG achieves a -0.38% return, which is significantly higher than IBIT's -27.17% return.
EAGG
- 1D
- 0.18%
- 1M
- -0.99%
- 6M
- -0.46%
- YTD
- -0.38%
- 1Y
- 2.00%
- 3Y*
- 3.94%
- 5Y*
- -0.51%
- 10Y*
- —
- ALL TIME*
- 1.92%
IBIT
- 1D
- 1.46%
- 1M
- 3.70%
- 6M
- -18.23%
- YTD
- -27.17%
- 1Y
- -43.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $13.37M | $13.98M | $19.44M | |
| $1.33B | $1.34B | $1.65B |
EAGG vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EAGG iShares ESG Aware US Aggregate Bond ETF | -0.38% | 7.18% | 2.04% |
IBIT iShares Bitcoin Trust ETF | -27.17% | -6.41% | 89.87% |
Correlation
The correlation between EAGG and IBIT is 0.14, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.05 |
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Return for Risk
EAGG vs. IBIT — Risk / Return Rank
EAGG
IBIT
EAGG vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware US Aggregate Bond ETF (EAGG) 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.
| EAGG | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.54 | ||
| Sortino ratioReturn per unit of downside risk | +2.25 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.84 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | -0.82 | +1.55 |
| Martin ratioReturn relative to average drawdown | 1.83 | -1.26 | +3.09 |
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Drawdowns
EAGG vs. IBIT - Drawdown Comparison
The maximum EAGG drawdown since its inception was -18.74%, smaller than the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for EAGG and IBIT.
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Drawdown Indicators
| EAGG | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.74% | -53.30% | +34.56% |
Max Drawdown (1Y)Largest decline over 1 year | -2.75% | -53.30% | +50.55% |
Max Drawdown (3Y)Largest decline over 3 years | -5.06% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.87% | — | — |
Current DrawdownCurrent decline from peak | -3.42% | -49.28% | +45.86% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -18.29% | +12.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 34.80% | -33.71% |
Volatility
EAGG vs. IBIT - Volatility Comparison
The current volatility for iShares ESG Aware US Aggregate Bond ETF (EAGG) is 1.00%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 8.98%. This indicates that EAGG 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.
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Volatility by Period
| EAGG | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | 8.98% | -7.98% |
Volatility (6M)Calculated over the trailing 6-month period | 2.88% | 33.79% | -30.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.60% | 44.48% | -40.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.04% | 49.57% | -43.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.47% | 49.57% | -44.10% |
EAGG vs. IBIT - Expense Ratio Comparison
EAGG has a 0.10% expense ratio, which is lower than IBIT's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EAGG vs. IBIT - Dividend Comparison
EAGG's dividend yield for the trailing twelve months is around 4.07%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
EAGG iShares ESG Aware US Aggregate Bond ETF | 4.07% | 3.92% | 3.93% | 3.24% | 2.07% | 1.09% | 1.82% | 3.17% | 0.61% |
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EAGG and IBIT have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (8.98%) compared to EAGG (1.00%). In terms of maximum drawdown, EAGG dropped -18.74% vs IBIT's -53.30%.
On 1-year performance, EAGG leads with 2.00% vs -43.69% for IBIT. On fees, EAGG is cheaper at 0.10% per year. On volatility, EAGG has been the lower-risk option at 1.00%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, EAGG has performed better with a 2.00% return vs -43.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EAGG is cheaper with a 0.10% expense ratio, compared with 0.25% for IBIT.
EAGG has the higher dividend yield at 4.07%, compared with 0.00% for IBIT.
EAGG is categorized as Intermediate Core Bond, while IBIT is Cryptocurrency. EAGG tracks Bloomberg MSCI U.S. Aggregate ESG Focus Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.10% for EAGG and 0.25% for IBIT.
EAGG currently has the higher Sharpe Ratio (0.56 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.
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