IBIT vs. QGRW
IBIT (iShares Bitcoin Trust ETF) and QGRW (WisdomTree U.S. Quality Growth Fund) are both exchange-traded funds - IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant, while QGRW is a Large Cap Growth Equities fund tracking the WisdomTree U.S. Quality Growth Index. Both are passively managed. Over the past year, IBIT returned -39.67% vs 29.61% for QGRW. At a 0.39 correlation, their price movements are largely independent. IBIT charges 0.25%/yr vs 0.28%/yr for QGRW.
Performance
IBIT vs. QGRW - Performance Comparison
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Returns By Period
In the year-to-date period, IBIT achieves a -27.41% return, which is significantly lower than QGRW's 10.35% return.
IBIT
- 1D
- -0.03%
- 1M
- -21.94%
- YTD
- -27.41%
- 6M
- -29.61%
- 1Y
- -39.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QGRW
- 1D
- 0.15%
- 1M
- -2.31%
- YTD
- 10.35%
- 6M
- 11.58%
- 1Y
- 29.61%
- 3Y*
- 26.27%
- 5Y*
- —
- 10Y*
- —
IBIT vs. QGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | -27.41% | -6.41% | 89.87% |
QGRW WisdomTree U.S. Quality Growth Fund | 10.35% | 19.20% | 34.56% |
Correlation
The correlation between IBIT and QGRW is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.39 |
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Return for Risk
IBIT vs. QGRW — Risk / Return Rank
IBIT
QGRW
IBIT vs. QGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Bitcoin Trust ETF (IBIT) and WisdomTree U.S. Quality Growth Fund (QGRW). 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.
| IBIT | QGRW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.45 | ||
| Sortino ratioReturn per unit of downside risk | -3.36 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.27 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.78 | 1.80 | -2.58 |
| Martin ratioReturn relative to average drawdown | -1.37 | 6.86 | -8.24 |
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Drawdowns
IBIT vs. QGRW - Drawdown Comparison
The maximum IBIT drawdown since its inception was -52.11%, which is greater than QGRW's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for IBIT and QGRW.
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Drawdown Indicators
| IBIT | QGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.11% | -24.40% | -27.71% |
Max Drawdown (1Y)Largest decline over 1 year | -52.11% | -15.44% | -36.67% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.40% | — |
Current DrawdownCurrent decline from peak | -49.45% | -5.67% | -43.78% |
Average DrawdownAverage peak-to-trough decline | -16.53% | -3.27% | -13.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.64% | 4.04% | +25.60% |
Volatility
IBIT vs. QGRW - Volatility Comparison
iShares Bitcoin Trust ETF (IBIT) has a higher volatility of 12.07% compared to WisdomTree U.S. Quality Growth Fund (QGRW) at 7.09%. This indicates that IBIT's price experiences larger fluctuations and is considered to be riskier than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBIT | QGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.07% | 7.09% | +4.98% |
Volatility (6M)Calculated over the trailing 6-month period | 34.45% | 14.83% | +19.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.10% | 18.25% | +25.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.26% | 21.20% | +29.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.26% | 21.20% | +29.06% |
IBIT vs. QGRW - Expense Ratio Comparison
IBIT has a 0.25% expense ratio, which is lower than QGRW's 0.28% expense ratio.
Dividends
IBIT vs. QGRW - Dividend Comparison
IBIT has not paid dividends to shareholders, while QGRW's dividend yield for the trailing twelve months is around 0.08%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% |
QGRW WisdomTree U.S. Quality Growth Fund | 0.08% | 0.09% | 0.14% | 0.11% |
Frequently Asked Questions
IBIT and QGRW have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (12.07%) compared to QGRW (7.09%). In terms of maximum drawdown, IBIT dropped -52.11% vs QGRW's -24.40%.
On 1-year performance, QGRW leads with 29.61% vs -39.67% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, QGRW has been the lower-risk option at 7.09%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, QGRW has performed better with a 29.61% return vs -39.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIT is cheaper with a 0.25% expense ratio, compared with 0.28% for QGRW.
QGRW has the higher dividend yield at 0.08%, compared with 0.00% for IBIT.
IBIT is categorized as Cryptocurrency, while QGRW is Large Cap Growth Equities. IBIT tracks CME CF Bitcoin Reference Rate - New York Variant, while QGRW tracks WisdomTree U.S. Quality Growth Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.25% for IBIT and 0.28% for QGRW.
QGRW currently has the higher Sharpe Ratio (1.52 vs -0.92), 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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