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IBIT vs. QQQM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBIT vs. QQQM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Bitcoin Trust ETF (IBIT) and Invesco NASDAQ 100 ETF (QQQM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBIT achieves a -27.39% return, which is significantly lower than QQQM's 16.81% return.


IBIT

1D
2.77%
1M
-21.29%
YTD
-27.39%
6M
-30.81%
1Y
-41.70%
3Y*
5Y*
10Y*

QQQM

1D
3.18%
1M
1.33%
YTD
16.81%
6M
14.85%
1Y
35.30%
3Y*
26.57%
5Y*
16.78%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBIT vs. QQQM - Yearly Performance Comparison


2026 (YTD)20252024
IBIT
iShares Bitcoin Trust ETF
-27.39%-6.41%89.87%
QQQM
Invesco NASDAQ 100 ETF
16.81%20.85%25.97%

Correlation

The correlation between IBIT and QQQM is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.51

Correlation (All Time)
Calculated using the full available price history since Jan 11, 2024

0.41

The correlation between IBIT and QQQM has been stable across timeframes, ranging from 0.41 to 0.51 - a consistent structural relationship.

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Return for Risk

IBIT vs. QQQM — Risk / Return Rank

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

IBIT
IBIT Risk / Return Rank: 22
Overall Rank
IBIT Sharpe Ratio Rank: 22
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 22
Sortino Ratio Rank
IBIT Omega Ratio Rank: 22
Omega Ratio Rank
IBIT Calmar Ratio Rank: 22
Calmar Ratio Rank
IBIT Martin Ratio Rank: 22
Martin Ratio Rank

QQQM
QQQM Risk / Return Rank: 7474
Overall Rank
QQQM Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
QQQM Sortino Ratio Rank: 7373
Sortino Ratio Rank
QQQM Omega Ratio Rank: 7575
Omega Ratio Rank
QQQM Calmar Ratio Rank: 7272
Calmar Ratio Rank
QQQM Martin Ratio Rank: 7272
Martin Ratio Rank
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. QQQM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Bitcoin Trust ETF (IBIT) and Invesco NASDAQ 100 ETF (QQQM). 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.


IBITQQQMDifference
Sharpe ratioReturn per unit of total volatility

-3.02

Sortino ratioReturn per unit of downside risk

-4.06

Omega ratioGain probability vs. loss probability

0.85

1.36

-0.52

Calmar ratioReturn relative to maximum drawdown

-0.80

2.96

-3.77

Martin ratioReturn relative to average drawdown

-1.42

11.06

-12.48

IBIT vs. QQQM - Sharpe Ratio Comparison

The current IBIT Sharpe Ratio is -0.95, which is lower than the QQQM Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of IBIT and QQQM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IBIT vs. QQQM - Drawdown Comparison

The maximum IBIT drawdown since its inception was -52.11%, which is greater than QQQM's maximum drawdown of -35.04%. Use the drawdown chart below to compare losses from any high point for IBIT and QQQM.


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Drawdown Indicators


IBITQQQMDifference

Max Drawdown

Largest peak-to-trough decline

-52.11%

-35.04%

-17.07%

Max Drawdown (1Y)

Largest decline over 1 year

-52.11%

-11.96%

-40.15%

Max Drawdown (3Y)

Largest decline over 3 years

-22.70%

Max Drawdown (5Y)

Largest decline over 5 years

-35.04%

Current Drawdown

Current decline from peak

-49.43%

-3.97%

-45.46%

Average Drawdown

Average peak-to-trough decline

-16.48%

-8.23%

-8.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

29.48%

3.20%

+26.28%

Volatility

IBIT vs. QQQM - Volatility Comparison

iShares Bitcoin Trust ETF (IBIT) has a higher volatility of 12.02% compared to Invesco NASDAQ 100 ETF (QQQM) at 7.49%. This indicates that IBIT's price experiences larger fluctuations and is considered to be riskier than QQQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBITQQQMDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.02%

7.49%

+4.53%

Volatility (6M)

Calculated over the trailing 6-month period

34.45%

13.70%

+20.75%

Volatility (1Y)

Calculated over the trailing 1-year period

44.10%

17.11%

+26.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.30%

22.41%

+27.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.30%

22.23%

+28.07%

IBIT vs. QQQM - Expense Ratio Comparison

IBIT has a 0.25% expense ratio, which is higher than QQQM's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IBIT vs. QQQM - Dividend Comparison

IBIT has not paid dividends to shareholders, while QQQM's dividend yield for the trailing twelve months is around 0.43%.


PositionTTM202520242023202220212020
IBIT
iShares Bitcoin Trust ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
QQQM
Invesco NASDAQ 100 ETF
0.43%0.50%0.61%0.65%0.83%0.40%0.16%

Frequently Asked Questions


IBIT and QQQM have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBIT has higher volatility (12.02%) compared to QQQM (7.49%). In terms of maximum drawdown, IBIT dropped -52.11% vs QQQM's -35.04%.

On 1-year performance, QQQM leads with 35.30% vs -41.70% for IBIT. On fees, QQQM is cheaper at 0.15% per year. On volatility, QQQM has been the lower-risk option at 7.49%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, QQQM has performed better with a 35.30% return vs -41.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QQQM is cheaper with a 0.15% expense ratio, compared with 0.25% for IBIT.

QQQM has the higher dividend yield at 0.43%, compared with 0.00% for IBIT.

IBIT is categorized as Cryptocurrency, while QQQM is Nasdaq-100. IBIT tracks CME CF Bitcoin Reference Rate - New York Variant, while QQQM tracks NASDAQ-100 Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.25% for IBIT and 0.15% for QQQM.

QQQM currently has the higher Sharpe Ratio (2.07 vs -0.95), 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.

Portfolio Optimizer

Find the right allocation for IBIT and QQQM

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