IBIT vs. CGDG

Last updated Jun 9, 2026

IBIT (iShares Bitcoin Trust ETF) and CGDG (Capital Group Dividend Growers ETF) are both exchange-traded funds - IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant, while CGDG is a Global Equities fund actively managed by Capital Group. IBIT is passively managed, while CGDG is actively managed. Over the past year, IBIT returned -39.44% vs 14.02% for CGDG. At a 0.35 correlation, their price movements are largely independent. IBIT charges 0.25%/yr vs 0.47%/yr for CGDG.

Performance

IBIT vs. CGDG - Performance Comparison

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

Returns By Period

In the year-to-date period, IBIT achieves a -27.71% return, which is significantly lower than CGDG's 4.06% return.

IBIT

• 1D: 5.13%
• 1M: -21.03%
• YTD: -27.71%
• 6M: -30.34%
• 1Y: -39.44%
• 3Y*: —
• 5Y*: —
• 10Y*: —

CGDG

• 1D: -0.11%
• 1M: -0.38%
• YTD: 4.06%
• 6M: 5.30%
• 1Y: 14.02%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

IBIT vs. CGDG - Yearly Performance Comparison

	2026 (YTD)	2025	2024
IBIT iShares Bitcoin Trust ETF	-27.71%	-6.41%	89.87%
CGDG Capital Group Dividend Growers ETF	4.06%	22.74%	12.43%

Correlation

The correlation between IBIT and CGDG 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	0.35

Return for Risk

IBIT vs. CGDG — Risk / Return Rank

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

IBIT

IBIT Risk / Return Rank: 3
IBIT Sharpe Ratio Rank: 2
IBIT Sortino Ratio Rank: 3
IBIT Omega Ratio Rank: 3
IBIT Calmar Ratio Rank: 3
IBIT Martin Ratio Rank: 2

CGDG

CGDG Risk / Return Rank: 41
CGDG Sharpe Ratio Rank: 41
CGDG Sortino Ratio Rank: 40
CGDG Omega Ratio Rank: 38
CGDG Calmar Ratio Rank: 41
CGDG Martin Ratio Rank: 47

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.

IBIT vs. CGDG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Bitcoin Trust ETF (IBIT) and Capital Group Dividend Growers ETF (CGDG). 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	CGDG	Difference
Sharpe ratio: Return per unit of total volatility	-0.90	1.31	-2.21
Sortino ratio: Return per unit of downside risk	-1.24	1.86	-3.10
Omega ratio: Gain probability vs. loss probability	0.86	1.23	-0.37
Calmar ratio: Return relative to maximum drawdown	-0.76	1.82	-2.58
Martin ratio: Return relative to average drawdown	-1.36	7.01	-8.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IBIT vs. CGDG - Sharpe Ratio Comparison

The current IBIT Sharpe Ratio is -0.90, which is lower than the CGDG Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of IBIT and CGDG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	IBIT	CGDG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.90	1.31	-2.21
Sharpe Ratio (All Time) Calculated using the full available price history	0.26	1.49	-1.22

Drawdowns

IBIT vs. CGDG - Drawdown Comparison

The maximum IBIT drawdown since its inception was -52.11%, which is greater than CGDG's maximum drawdown of -10.52%. Use the drawdown chart below to compare losses from any high point for IBIT and CGDG.

Drawdown Indicators

	IBIT	CGDG	Difference
Max Drawdown Largest peak-to-trough decline	-52.11%	-10.52%	-41.59%
Max Drawdown (1Y) Largest decline over 1 year	-52.11%	-7.72%	-44.39%
Current Drawdown Current decline from peak	-49.66%	-2.28%	-47.38%
Average Drawdown Average peak-to-trough decline	-16.19%	-1.32%	-14.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	28.97%	2.00%	+26.97%

Volatility

IBIT vs. CGDG - Volatility Comparison

iShares Bitcoin Trust ETF (IBIT) has a higher volatility of 11.85% compared to Capital Group Dividend Growers ETF (CGDG) at 2.82%. This indicates that IBIT's price experiences larger fluctuations and is considered to be riskier than CGDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IBIT	CGDG	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.85%	2.82%	+9.03%
Volatility (6M) Calculated over the trailing 6-month period	34.60%	8.35%	+26.25%
Volatility (1Y) Calculated over the trailing 1-year period	44.28%	10.73%	+33.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	50.32%	12.16%	+38.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.32%	12.16%	+38.16%

IBIT vs. CGDG - Expense Ratio Comparison

IBIT has a 0.25% expense ratio, which is lower than CGDG's 0.47% expense ratio.

Dividends

IBIT vs. CGDG - Dividend Comparison

IBIT has not paid dividends to shareholders, while CGDG's dividend yield for the trailing twelve months is around 1.90%.

Position	TTM	2025	2024	2023
CGDG Capital Group Dividend Growers ETF	1.90%	1.95%	2.15%	0.39%
IBIT iShares Bitcoin Trust ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IBIT and CGDG in my portfolio?

IBIT and CGDG 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, IBIT or CGDG?

IBIT has higher volatility (11.85%) compared to CGDG (2.82%). In terms of maximum drawdown, IBIT dropped -52.11% vs CGDG's -10.52%.

Which ETF is better, IBIT or CGDG?

On 1-year performance, CGDG leads with 14.02% vs -39.44% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, CGDG has been the lower-risk option at 2.82%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IBIT or CGDG?

Over the 1-year period, CGDG has performed better with a 14.02% return vs -39.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IBIT or CGDG?

IBIT is cheaper with a 0.25% expense ratio, compared with 0.47% for CGDG.

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

CGDG has the higher dividend yield at 1.90%, compared with 0.00% for IBIT.

What is the main difference between IBIT and CGDG?

IBIT is categorized as Cryptocurrency, while CGDG is Global Equities. They also come from different issuers: iShares and Capital Group. Their fees differ too: 0.25% for IBIT and 0.47% for CGDG.

Which has better risk-adjusted returns?

CGDG currently has the higher Sharpe Ratio (1.31 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.