EPGAX vs. IBIT
EPGAX (Fidelity Advisor Equity Growth Fund Class A) and IBIT (iShares Bitcoin Trust ETF) are both funds - EPGAX is a Large Cap Growth Equities fund managed by Fidelity, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. Over the past year, EPGAX returned 22.35% vs -40.63% for IBIT. At a 0.40 correlation, their price movements are largely independent. EPGAX charges 0.97%/yr vs 0.25%/yr for IBIT.
Performance
EPGAX vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, EPGAX achieves a 9.95% return, which is significantly higher than IBIT's -27.41% return.
EPGAX
- 1D
- 2.41%
- 1M
- -2.18%
- YTD
- 9.95%
- 6M
- 11.02%
- 1Y
- 22.35%
- 3Y*
- 17.84%
- 5Y*
- 10.31%
- 10Y*
- 17.17%
IBIT
- 1D
- -0.03%
- 1M
- -20.12%
- YTD
- -27.41%
- 6M
- -29.61%
- 1Y
- -40.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EPGAX vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | 9.95% | 14.27% | 14.77% |
IBIT iShares Bitcoin Trust ETF | -27.41% | -6.41% | 89.87% |
Correlation
The correlation between EPGAX and IBIT is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.40 |
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Return for Risk
EPGAX vs. IBIT — Risk / Return Rank
EPGAX
IBIT
EPGAX vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) 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.
| EPGAX | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.24 | ||
| Sortino ratioReturn per unit of downside risk | +3.11 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.85 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | -0.78 | +2.57 |
| Martin ratioReturn relative to average drawdown | 6.64 | -1.37 | +8.01 |
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Drawdowns
EPGAX vs. IBIT - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -63.20%, which is greater than IBIT's maximum drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for EPGAX and IBIT.
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Drawdown Indicators
| EPGAX | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.20% | -52.11% | -11.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | -52.11% | +39.44% |
Max Drawdown (3Y)Largest decline over 3 years | -30.60% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -31.17% | — | — |
Current DrawdownCurrent decline from peak | -4.68% | -49.45% | +44.77% |
Average DrawdownAverage peak-to-trough decline | -16.23% | -16.53% | +0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 29.64% | -26.24% |
Volatility
EPGAX vs. IBIT - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class A (EPGAX) is 6.93%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 12.07%. This indicates that EPGAX 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
| EPGAX | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.93% | 12.07% | -5.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.97% | 34.45% | -20.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.25% | 44.10% | -26.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.92% | 50.26% | -29.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.90% | 50.26% | -29.36% |
EPGAX vs. IBIT - Expense Ratio Comparison
EPGAX has a 0.97% expense ratio, which is higher than IBIT's 0.25% expense ratio.
Dividends
EPGAX vs. IBIT - Dividend Comparison
EPGAX's dividend yield for the trailing twelve months is around 0.56%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | 0.56% | 0.62% | 0.00% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 2.37% |
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
EPGAX and IBIT have a correlation of 0.49, 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 EPGAX (6.93%). In terms of maximum drawdown, EPGAX dropped -63.20% vs IBIT's -52.11%.
EPGAX currently has the higher Sharpe Ratio (1.31 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.
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