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IBIT vs. VIS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBIT vs. VIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Bitcoin Trust ETF (IBIT) and Vanguard Industrials ETF (VIS). 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 -28.22% return, which is significantly lower than VIS's 15.98% return.


IBIT

1D
-2.89%
1M
4.82%
6M
-24.95%
YTD
-28.22%
1Y
-46.26%
3Y*
5Y*
10Y*
ALL TIME*
10.01%

VIS

1D
0.72%
1M
-3.24%
6M
8.07%
YTD
15.98%
1Y
19.96%
3Y*
18.87%
5Y*
13.25%
10Y*
13.86%
ALL TIME*
11.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.30B$1.34B$1.68B
$22.93M$23.95M$29.49M

IBIT vs. VIS - Yearly Performance Comparison


2026 (YTD)20252024
IBIT
iShares Bitcoin Trust ETF
-28.22%-6.41%89.87%
VIS
Vanguard Industrials ETF
15.98%18.57%19.11%

Correlation

The correlation between IBIT and VIS is 0.34, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.34

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

0.34

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Return for Risk

IBIT vs. VIS — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IBIT
IBIT Risk / Return Rank: 11
Overall Rank
IBIT Sharpe Ratio Rank: 11
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 11
Sortino Ratio Rank
IBIT Omega Ratio Rank: 22
Omega Ratio Rank
IBIT Calmar Ratio Rank: 22
Calmar Ratio Rank
IBIT Martin Ratio Rank: 11
Martin Ratio Rank

VIS
VIS Risk / Return Rank: 4646
Overall Rank
VIS Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
VIS Sortino Ratio Rank: 4545
Sortino Ratio Rank
VIS Omega Ratio Rank: 4242
Omega Ratio Rank
VIS Calmar Ratio Rank: 4646
Calmar Ratio Rank
VIS Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IBIT vs. VIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Bitcoin Trust ETF (IBIT) and Vanguard Industrials ETF (VIS). 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.


IBITVISDifference
Sharpe ratioReturn per unit of total volatility

-2.16

Sortino ratioReturn per unit of downside risk

-3.21

Omega ratioGain probability vs. loss probability

0.83

1.20

-0.37

Calmar ratioReturn relative to maximum drawdown

-0.87

1.63

-2.50

Martin ratioReturn relative to average drawdown

-1.34

6.48

-7.81

IBIT vs. VIS - Sharpe Ratio Comparison

The current IBIT Sharpe Ratio is -1.04, which is lower than the VIS Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of IBIT and VIS, 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. VIS - Drawdown Comparison

The maximum IBIT drawdown since its inception was -53.30%, smaller than the maximum VIS drawdown of -63.51%. Use the drawdown chart below to compare losses from any high point for IBIT and VIS.


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Drawdown Indicators


IBITVISDifference

Max Drawdown

Largest peak-to-trough decline

-53.30%

-63.51%

+10.21%

Max Drawdown (1Y)

Largest decline over 1 year

-53.30%

-12.29%

-41.01%

Max Drawdown (3Y)

Largest decline over 3 years

-20.80%

Max Drawdown (5Y)

Largest decline over 5 years

-22.96%

Max Drawdown (10Y)

Largest decline over 10 years

-42.42%

Current Drawdown

Current decline from peak

-50.01%

-4.42%

-45.59%

Average Drawdown

Average peak-to-trough decline

-18.24%

-8.33%

-9.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.66%

3.09%

+31.57%

Volatility

IBIT vs. VIS - Volatility Comparison

iShares Bitcoin Trust ETF (IBIT) has a higher volatility of 9.21% compared to Vanguard Industrials ETF (VIS) at 5.07%. This indicates that IBIT's price experiences larger fluctuations and is considered to be riskier than VIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBITVISDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.21%

5.07%

+4.14%

Volatility (6M)

Calculated over the trailing 6-month period

33.74%

14.66%

+19.08%

Volatility (1Y)

Calculated over the trailing 1-year period

44.46%

17.97%

+26.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.60%

18.55%

+31.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.60%

20.48%

+29.12%

IBIT vs. VIS - Expense Ratio Comparison

IBIT has a 0.25% expense ratio, which is higher than VIS's 0.09% 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. VIS - Dividend Comparison

IBIT has not paid dividends to shareholders, while VIS's dividend yield for the trailing twelve months is around 0.90%.


PositionTTM20252024202320222021202020192018201720162015
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%
VIS
Vanguard Industrials ETF
0.90%1.01%1.23%1.36%1.52%1.11%1.38%1.68%1.90%1.60%1.81%1.94%

Frequently Asked Questions


IBIT and VIS have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBIT has higher volatility (9.21%) compared to VIS (5.07%). In terms of maximum drawdown, IBIT dropped -53.30% vs VIS's -63.51%.

On 1-year performance, VIS leads with 19.96% vs -46.26% for IBIT. On fees, VIS is cheaper at 0.09% per year. On volatility, VIS has been the lower-risk option at 5.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, VIS has performed better with a 19.96% return vs -46.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VIS is cheaper with a 0.09% expense ratio, compared with 0.25% for IBIT.

VIS has the higher dividend yield at 0.90%, compared with 0.00% for IBIT.

IBIT is categorized as Cryptocurrency, while VIS is Industrials Equities. IBIT tracks CME CF Bitcoin Reference Rate - New York Variant, while VIS tracks MSCI US Investable Market Industrials 25/50 Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.25% for IBIT and 0.09% for VIS.

VIS currently has the higher Sharpe Ratio (1.12 vs -1.04), 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 VIS

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