EVUS vs. IBIT

Last updated Jul 15, 2026

EVUS (Ishares ESG Aware MSCI USA Value ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - EVUS is a Large Cap Value Equities fund tracking the MSCI USA Value Extended ESG Focus Index - Benchmark TR Gross, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. Both are passively managed. Over the past year, EVUS returned 19.63% vs -46.35% for IBIT. At a 0.32 correlation, their price movements are largely independent. EVUS charges 0.18%/yr vs 0.25%/yr for IBIT.

Performance

EVUS vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares ESG Aware MSCI USA Value ETF (EVUS) 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, EVUS achieves a 12.04% return, which is significantly higher than IBIT's -26.32% return.

EVUS

• 1D: -0.35%
• 1M: 1.44%
• 6M: 9.26%
• YTD: 12.04%
• 1Y: 19.63%
• 3Y*: 15.25%
• 5Y*: —
• 10Y*: —

IBIT

• 1D: 3.86%
• 1M: 1.50%
• 6M: -31.72%
• YTD: -26.32%
• 1Y: -46.35%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

EVUS vs. IBIT - Yearly Performance Comparison

	2026 (YTD)	2025	2024
EVUS Ishares ESG Aware MSCI USA Value ETF	12.04%	13.31%	14.39%
IBIT iShares Bitcoin Trust ETF	-26.32%	-6.41%	89.87%

Correlation

The correlation between EVUS 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	0.32

Return for Risk

EVUS vs. IBIT — Risk / Return Rank

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

EVUS

EVUS Risk / Return Rank: 71
EVUS Sharpe Ratio Rank: 73
EVUS Sortino Ratio Rank: 73
EVUS Omega Ratio Rank: 70
EVUS Calmar Ratio Rank: 64
EVUS Martin Ratio Rank: 74

IBIT

IBIT Risk / Return Rank: 2
IBIT Sharpe Ratio Rank: 1
IBIT Sortino Ratio Rank: 2
IBIT Omega Ratio Rank: 2
IBIT Calmar Ratio Rank: 2
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.

EVUS vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares ESG Aware MSCI USA Value ETF (EVUS) 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.

	EVUS	IBIT	Difference
Sharpe ratio: Return per unit of total volatility	1.86	-1.05	+2.90
Sortino ratio: Return per unit of downside risk	2.63	-1.58	+4.22
Omega ratio: Gain probability vs. loss probability	1.33	0.83	+0.50
Calmar ratio: Return relative to maximum drawdown	2.55	-0.87	+3.43
Martin ratio: Return relative to average drawdown	10.74	-1.41	+12.15

EVUS vs. IBIT - Sharpe Ratio Comparison

The current EVUS Sharpe Ratio is 1.86, which is higher than the IBIT Sharpe Ratio of -1.05. The chart below compares the historical Sharpe Ratios of EVUS 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

EVUS vs. IBIT - Drawdown Comparison

The maximum EVUS drawdown since its inception was -15.65%, smaller than the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for EVUS and IBIT.

Drawdown Indicators

	EVUS	IBIT	Difference
Max Drawdown Largest peak-to-trough decline	-15.65%	-53.30%	+37.65%
Max Drawdown (1Y) Largest decline over 1 year	-7.72%	-53.30%	+45.58%
Max Drawdown (3Y) Largest decline over 3 years	-15.65%	—	—
Current Drawdown Current decline from peak	-0.35%	-48.69%	+48.34%
Average Drawdown Average peak-to-trough decline	-2.71%	-17.61%	+14.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.84%	32.86%	-31.02%

Volatility

EVUS vs. IBIT - Volatility Comparison

The current volatility for Ishares ESG Aware MSCI USA Value ETF (EVUS) is 2.72%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 11.82%. This indicates that EVUS 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

	EVUS	IBIT	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.72%	11.82%	-9.10%
Volatility (6M) Calculated over the trailing 6-month period	8.12%	35.03%	-26.91%
Volatility (1Y) Calculated over the trailing 1-year period	10.61%	44.48%	-33.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.65%	49.99%	-37.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.65%	49.99%	-37.34%

EVUS vs. IBIT - Expense Ratio Comparison

EVUS has a 0.18% 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

EVUS vs. IBIT - Dividend Comparison

EVUS's dividend yield for the trailing twelve months is around 1.50%, while IBIT has not paid dividends to shareholders.

Position	TTM	2025	2024	2023
EVUS Ishares ESG Aware MSCI USA Value ETF	1.50%	1.62%	1.99%	2.31%
IBIT iShares Bitcoin Trust ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EVUS and IBIT in my portfolio?

EVUS 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, EVUS or IBIT?

IBIT has higher volatility (11.82%) compared to EVUS (2.72%). In terms of maximum drawdown, EVUS dropped -15.65% vs IBIT's -53.30%.

Which ETF is better, EVUS or IBIT?

On 1-year performance, EVUS leads with 19.63% vs -46.35% for IBIT. On fees, EVUS is cheaper at 0.18% per year. On volatility, EVUS has been the lower-risk option at 2.72%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EVUS or IBIT?

Over the 1-year period, EVUS has performed better with a 19.63% return vs -46.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EVUS or IBIT?

EVUS is cheaper with a 0.18% expense ratio, compared with 0.25% for IBIT.

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

EVUS has the higher dividend yield at 1.50%, compared with 0.00% for IBIT.

What is the main difference between EVUS and IBIT?

EVUS is categorized as Large Cap Value Equities, while IBIT is Cryptocurrency. EVUS tracks MSCI USA Value Extended ESG Focus Index - Benchmark TR Gross, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.18% for EVUS and 0.25% for IBIT.

Which has better risk-adjusted returns?

EVUS currently has the higher Sharpe Ratio (1.86 vs -1.05), 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.