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IBIT vs. BITU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IBIT and BITU is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

IBIT vs. BITU - Performance Comparison

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

-20.00%0.00%20.00%40.00%60.00%80.00%December2025FebruaryMarchAprilMay
53.24%
39.85%
IBIT
BITU

Key characteristics

Sharpe Ratio

IBIT:

1.17

BITU:

0.62

Sortino Ratio

IBIT:

1.77

BITU:

1.50

Omega Ratio

IBIT:

1.21

BITU:

1.18

Calmar Ratio

IBIT:

2.13

BITU:

1.09

Martin Ratio

IBIT:

4.65

BITU:

2.05

Ulcer Index

IBIT:

12.90%

BITU:

29.58%

Daily Std Dev

IBIT:

53.97%

BITU:

107.74%

Max Drawdown

IBIT:

-28.22%

BITU:

-55.28%

Current Drawdown

IBIT:

-5.12%

BITU:

-24.47%

Returns By Period

In the year-to-date period, IBIT achieves a 8.61% return, which is significantly higher than BITU's 1.41% return.


IBIT

YTD

8.61%

1M

32.19%

6M

32.16%

1Y

62.86%

5Y*

N/A

10Y*

N/A

BITU

YTD

1.41%

1M

68.90%

6M

38.58%

1Y

65.92%

5Y*

N/A

10Y*

N/A

*Annualized

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IBIT vs. BITU - Expense Ratio Comparison

IBIT has a 0.25% expense ratio, which is lower than BITU's 0.95% expense ratio.


Risk-Adjusted Performance

IBIT vs. BITU — Risk-Adjusted Performance Rank

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

IBIT
The Risk-Adjusted Performance Rank of IBIT is 8686
Overall Rank
The Sharpe Ratio Rank of IBIT is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of IBIT is 8686
Sortino Ratio Rank
The Omega Ratio Rank of IBIT is 8282
Omega Ratio Rank
The Calmar Ratio Rank of IBIT is 9494
Calmar Ratio Rank
The Martin Ratio Rank of IBIT is 8383
Martin Ratio Rank

BITU
The Risk-Adjusted Performance Rank of BITU is 7474
Overall Rank
The Sharpe Ratio Rank of BITU is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of BITU is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BITU is 7676
Omega Ratio Rank
The Calmar Ratio Rank of BITU is 8484
Calmar Ratio Rank
The Martin Ratio Rank of BITU is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IBIT vs. BITU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Bitcoin Trust (IBIT) and Proshares Ultra Bitcoin ETF (BITU). 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.


The current IBIT Sharpe Ratio is 1.17, which is higher than the BITU Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of IBIT and BITU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.00Fri 04Apr 06Tue 08Thu 10Sat 12Mon 14Wed 16Fri 18Apr 20Tue 22Thu 24Sat 26Mon 28Wed 30Fri 02May 04Tue 06Thu 08
1.17
0.62
IBIT
BITU

Dividends

IBIT vs. BITU - Dividend Comparison

IBIT has not paid dividends to shareholders, while BITU's dividend yield for the trailing twelve months is around 4.27%.


TTM2024
IBIT
iShares Bitcoin Trust
0.00%0.00%
BITU
Proshares Ultra Bitcoin ETF
4.27%0.12%

Drawdowns

IBIT vs. BITU - Drawdown Comparison

The maximum IBIT drawdown since its inception was -28.22%, smaller than the maximum BITU drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for IBIT and BITU. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-5.12%
-24.47%
IBIT
BITU

Volatility

IBIT vs. BITU - Volatility Comparison

The current volatility for iShares Bitcoin Trust (IBIT) is 12.38%, while Proshares Ultra Bitcoin ETF (BITU) has a volatility of 23.83%. This indicates that IBIT experiences smaller price fluctuations and is considered to be less risky than BITU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%December2025FebruaryMarchAprilMay
12.38%
23.83%
IBIT
BITU