IBIT vs. AAPL
IBIT (iShares Bitcoin Trust ETF) is Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant, while AAPL (Apple Inc) is a stock. Over the past year, IBIT returned -39.44% vs 48.46% for AAPL. At a 0.14 correlation, their price movements are largely independent.
Performance
IBIT vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, IBIT achieves a -27.71% return, which is significantly lower than AAPL's 11.12% return.
IBIT
- 1D
- 5.13%
- 1M
- -21.03%
- YTD
- -27.71%
- 6M
- -30.34%
- 1Y
- -39.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AAPL
- 1D
- -1.89%
- 1M
- 2.90%
- YTD
- 11.12%
- 6M
- 8.71%
- 1Y
- 48.46%
- 3Y*
- 19.11%
- 5Y*
- 19.46%
- 10Y*
- 29.63%
IBIT vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | -27.71% | -6.41% | 89.87% |
AAPL Apple Inc | 11.12% | 9.05% | 35.16% |
Correlation
The correlation between IBIT and AAPL is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.14 |
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Return for Risk
IBIT vs. AAPL — Risk / Return Rank
IBIT
AAPL
IBIT vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Bitcoin Trust ETF (IBIT) and Apple Inc (AAPL). 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.
| IBIT | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.07 | ||
| Sortino ratioReturn per unit of downside risk | -4.33 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.39 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | -0.76 | 3.53 | -4.29 |
| Martin ratioReturn relative to average drawdown | -1.36 | 8.89 | -10.25 |
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
| IBIT | AAPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.90 | 2.18 | -3.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.71 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.03 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.44 | -0.18 |
Drawdowns
IBIT vs. AAPL - Drawdown Comparison
The maximum IBIT drawdown since its inception was -52.11%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for IBIT and AAPL.
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Drawdown Indicators
| IBIT | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.11% | -81.80% | +29.69% |
Max Drawdown (1Y)Largest decline over 1 year | -52.11% | -13.80% | -38.31% |
Max Drawdown (3Y)Largest decline over 3 years | — | -33.36% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.52% | — |
Current DrawdownCurrent decline from peak | -49.66% | -4.33% | -45.33% |
Average DrawdownAverage peak-to-trough decline | -16.19% | -29.60% | +13.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.97% | 5.48% | +23.49% |
Volatility
IBIT vs. AAPL - Volatility Comparison
iShares Bitcoin Trust ETF (IBIT) has a higher volatility of 11.85% compared to Apple Inc (AAPL) at 5.68%. This indicates that IBIT's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBIT | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.85% | 5.68% | +6.17% |
Volatility (6M)Calculated over the trailing 6-month period | 34.60% | 15.99% | +18.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.28% | 22.41% | +21.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.32% | 27.47% | +22.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.32% | 28.91% | +21.41% |
Dividends
IBIT vs. AAPL - Dividend Comparison
IBIT has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.35%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.35% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
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
IBIT and AAPL have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (11.85%) compared to AAPL (5.68%). In terms of maximum drawdown, IBIT dropped -52.11% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.18 vs -0.90), 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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