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EDV vs. IBIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EDV vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Extended Duration Treasury ETF (EDV) and iShares Bitcoin Trust ETF (IBIT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EDV achieves a 0.01% return, which is significantly higher than IBIT's -27.41% return.


EDV

1D
-0.39%
1M
2.28%
YTD
0.01%
6M
0.03%
1Y
3.37%
3Y*
-4.76%
5Y*
-10.27%
10Y*
-3.49%

IBIT

1D
-0.03%
1M
-21.94%
YTD
-27.41%
6M
-29.61%
1Y
-39.67%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EDV vs. IBIT - Yearly Performance Comparison


2026 (YTD)20252024
EDV
Vanguard Extended Duration Treasury ETF
0.01%0.65%-8.94%
IBIT
iShares Bitcoin Trust ETF
-27.41%-6.41%89.87%

Correlation

The correlation between EDV and IBIT is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

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

0.03

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Return for Risk

EDV vs. IBIT — Risk / Return Rank

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

EDV
EDV Risk / Return Rank: 1111
Overall Rank
EDV Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
EDV Sortino Ratio Rank: 1111
Sortino Ratio Rank
EDV Omega Ratio Rank: 1111
Omega Ratio Rank
EDV Calmar Ratio Rank: 1111
Calmar Ratio Rank
EDV Martin Ratio Rank: 1111
Martin Ratio Rank

IBIT
IBIT Risk / Return Rank: 33
Overall Rank
IBIT Sharpe Ratio Rank: 22
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 33
Sortino Ratio Rank
IBIT Omega Ratio Rank: 33
Omega Ratio Rank
IBIT Calmar Ratio Rank: 33
Calmar Ratio Rank
IBIT Martin Ratio Rank: 22
Martin Ratio Rank
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.

EDV vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Duration Treasury ETF (EDV) 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.


EDVIBITDifference
Sharpe ratioReturn per unit of total volatility

+1.05

Sortino ratioReturn per unit of downside risk

+1.58

Omega ratioGain probability vs. loss probability

1.03

0.85

+0.18

Calmar ratioReturn relative to maximum drawdown

0.14

-0.78

+0.92

Martin ratioReturn relative to average drawdown

0.31

-1.37

+1.68

EDV vs. IBIT - Sharpe Ratio Comparison

The current EDV Sharpe Ratio is 0.12, which is higher than the IBIT Sharpe Ratio of -0.92. The chart below compares the historical Sharpe Ratios of EDV 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.


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Drawdowns

EDV vs. IBIT - Drawdown Comparison

The maximum EDV drawdown since its inception was -59.96%, which is greater than IBIT's maximum drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for EDV and IBIT.


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Drawdown Indicators


EDVIBITDifference

Max Drawdown

Largest peak-to-trough decline

-59.96%

-52.11%

-7.85%

Max Drawdown (1Y)

Largest decline over 1 year

-12.54%

-52.11%

+39.57%

Max Drawdown (3Y)

Largest decline over 3 years

-26.99%

Max Drawdown (5Y)

Largest decline over 5 years

-55.03%

Max Drawdown (10Y)

Largest decline over 10 years

-59.96%

Current Drawdown

Current decline from peak

-54.12%

-49.45%

-4.67%

Average Drawdown

Average peak-to-trough decline

-23.48%

-16.53%

-6.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.55%

29.64%

-24.09%

Volatility

EDV vs. IBIT - Volatility Comparison

The current volatility for Vanguard Extended Duration Treasury ETF (EDV) is 4.21%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 12.07%. This indicates that EDV 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


EDVIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.21%

12.07%

-7.86%

Volatility (6M)

Calculated over the trailing 6-month period

9.89%

34.45%

-24.56%

Volatility (1Y)

Calculated over the trailing 1-year period

14.54%

44.10%

-29.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.62%

50.26%

-28.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.82%

50.26%

-30.44%

EDV vs. IBIT - Expense Ratio Comparison

EDV has a 0.05% 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

EDV vs. IBIT - Dividend Comparison

EDV's dividend yield for the trailing twelve months is around 4.95%, while IBIT has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EDV
Vanguard Extended Duration Treasury ETF
4.95%4.94%4.65%3.81%3.28%1.95%5.54%3.51%2.90%2.92%5.32%4.24%
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


EDV and IBIT have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBIT has higher volatility (12.07%) compared to EDV (4.21%). In terms of maximum drawdown, EDV dropped -59.96% vs IBIT's -52.11%.

On 1-year performance, EDV leads with 3.37% vs -39.67% for IBIT. On fees, EDV is cheaper at 0.05% per year. On volatility, EDV has been the lower-risk option at 4.21%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, EDV has performed better with a 3.37% return vs -39.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EDV is cheaper with a 0.05% expense ratio, compared with 0.25% for IBIT.

EDV has the higher dividend yield at 4.95%, compared with 0.00% for IBIT.

EDV is categorized as Government Bonds, while IBIT is Cryptocurrency. EDV tracks Bloomberg U.S. Treasury STRIPS 20-30 Year Equal Par Bond Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.05% for EDV and 0.25% for IBIT.

EDV currently has the higher Sharpe Ratio (0.12 vs -0.92), 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

Find the right allocation for EDV and IBIT

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