IBDV vs. IBIT
IBDV (iShares iBonds Dec 2030 Term Corporate ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - IBDV is a Corporate Bonds fund tracking the Bloomberg December 2030 Maturity Corporate 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, IBDV returned 4.91% vs -38.74% for IBIT. At a 0.07 correlation, their price movements are largely independent. IBDV charges 0.10%/yr vs 0.25%/yr for IBIT.
Performance
IBDV vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, IBDV achieves a 0.30% return, which is significantly higher than IBIT's -25.48% return.
IBDV
- 1D
- -0.11%
- 1M
- 0.12%
- YTD
- 0.30%
- 6M
- 0.51%
- 1Y
- 4.91%
- 3Y*
- 5.56%
- 5Y*
- 0.95%
- 10Y*
- —
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBDV vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 0.30% | 8.19% | 3.51% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between IBDV and IBIT is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.07 |
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Return for Risk
IBDV vs. IBIT — Risk / Return Rank
IBDV
IBIT
IBDV vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2030 Term Corporate ETF (IBDV) 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.
| IBDV | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.58 | ||
| Sortino ratioReturn per unit of downside risk | +3.84 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.86 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 2.38 | -0.79 | +3.17 |
| Martin ratioReturn relative to average drawdown | 8.25 | -1.36 | +9.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBDV | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | -0.89 | +2.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.30 | -0.12 |
Drawdowns
IBDV vs. IBIT - Drawdown Comparison
The maximum IBDV drawdown since its inception was -21.85%, smaller than the maximum IBIT drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for IBDV and IBIT.
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Drawdown Indicators
| IBDV | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.85% | -49.36% | +27.51% |
Max Drawdown (1Y)Largest decline over 1 year | -2.07% | -49.36% | +47.29% |
Max Drawdown (3Y)Largest decline over 3 years | -5.64% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.54% | — | — |
Current DrawdownCurrent decline from peak | -0.93% | -48.10% | +47.17% |
Average DrawdownAverage peak-to-trough decline | -7.22% | -16.02% | +8.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 28.44% | -27.84% |
Volatility
IBDV vs. IBIT - Volatility Comparison
The current volatility for iShares iBonds Dec 2030 Term Corporate ETF (IBDV) is 0.83%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that IBDV 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
| IBDV | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.83% | 9.50% | -8.67% |
Volatility (6M)Calculated over the trailing 6-month period | 1.98% | 34.44% | -32.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.91% | 43.73% | -40.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.44% | 50.19% | -43.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.27% | 50.19% | -43.92% |
IBDV vs. IBIT - Expense Ratio Comparison
IBDV 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
IBDV vs. IBIT - Dividend Comparison
IBDV's dividend yield for the trailing twelve months is around 4.60%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 4.60% | 4.57% | 4.69% | 4.09% | 3.02% | 1.99% | 0.90% |
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBDV and IBIT have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (9.50%) compared to IBDV (0.83%). In terms of maximum drawdown, IBDV dropped -21.85% vs IBIT's -49.36%.
On 1-year performance, IBDV leads with 4.91% vs -38.74% for IBIT. On fees, IBDV is cheaper at 0.10% per year. On volatility, IBDV has been the lower-risk option at 0.83%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBDV has performed better with a 4.91% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBDV is cheaper with a 0.10% expense ratio, compared with 0.25% for IBIT.
IBDV has the higher dividend yield at 4.60%, compared with 0.00% for IBIT.
IBDV is categorized as Corporate Bonds, while IBIT is Cryptocurrency. IBDV tracks Bloomberg December 2030 Maturity Corporate Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.10% for IBDV and 0.25% for IBIT.
IBDV currently has the higher Sharpe Ratio (1.69 vs -0.89), 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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