IBIT vs. VUG
IBIT (iShares Bitcoin Trust ETF) and VUG (Vanguard Growth ETF) are both exchange-traded funds - IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant, while VUG is a Large Cap Growth Equities fund tracking the CRSP US Large Cap Growth Index. Both are passively managed. Over the past year, IBIT returned -46.26% vs 12.79% for VUG. Their 0.39 correlation means their historical movements had little consistent relationship. IBIT charges 0.25%/yr vs 0.03%/yr for VUG.
Performance
IBIT vs. VUG - Performance Comparison
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Returns By Period
In the year-to-date period, IBIT achieves a -28.22% return, which is significantly lower than VUG's 5.02% return.
IBIT
- 1D
- -2.89%
- 1M
- 4.82%
- 6M
- -24.95%
- YTD
- -28.22%
- 1Y
- -46.26%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.01%
VUG
- 1D
- 1.10%
- 1M
- -1.13%
- 6M
- 6.39%
- YTD
- 5.02%
- 1Y
- 12.79%
- 3Y*
- 21.19%
- 5Y*
- 12.16%
- 10Y*
- 17.38%
- ALL TIME*
- 12.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.30B | $1.34B | $1.68B | |
| $556.11M | $661.72M | $650.91M |
IBIT vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | -28.22% | -6.41% | 89.87% |
VUG Vanguard Growth ETF | 5.02% | 19.40% | 32.32% |
Correlation
The correlation between IBIT and VUG is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.47 |
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. VUG — Risk / Return Rank
IBIT
VUG
IBIT vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Bitcoin Trust ETF (IBIT) and Vanguard Growth ETF (VUG). 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 | VUG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.77 | ||
| Sortino ratioReturn per unit of downside risk | -2.67 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.13 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.87 | 0.78 | -1.65 |
| Martin ratioReturn relative to average drawdown | -1.34 | 2.47 | -3.80 |
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Drawdowns
IBIT vs. VUG - Drawdown Comparison
The maximum IBIT drawdown since its inception was -53.30%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for IBIT and VUG.
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Drawdown Indicators
| IBIT | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -50.68% | -2.62% |
Max Drawdown (1Y)Largest decline over 1 year | -53.30% | -16.53% | -36.77% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.85% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.61% | — |
Current DrawdownCurrent decline from peak | -50.01% | -5.53% | -44.48% |
Average DrawdownAverage peak-to-trough decline | -18.24% | -7.08% | -11.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 34.66% | 5.20% | +29.46% |
Volatility
IBIT vs. VUG - Volatility Comparison
iShares Bitcoin Trust ETF (IBIT) has a higher volatility of 9.21% compared to Vanguard Growth ETF (VUG) at 5.58%. This indicates that IBIT's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBIT | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.21% | 5.58% | +3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 33.74% | 14.24% | +19.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.46% | 17.74% | +26.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.60% | 22.49% | +27.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.60% | 21.55% | +28.05% |
IBIT vs. VUG - Expense Ratio Comparison
IBIT has a 0.25% expense ratio, which is higher than VUG's 0.03% 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. VUG - Dividend Comparison
IBIT has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.40%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VUG Vanguard Growth ETF | 0.40% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Frequently Asked Questions
IBIT and VUG have a correlation of 0.47, 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 VUG (5.58%). In terms of maximum drawdown, IBIT dropped -53.30% vs VUG's -50.68%.
On 1-year performance, VUG leads with 12.79% vs -46.26% for IBIT. On fees, VUG is cheaper at 0.03% per year. On volatility, VUG has been the lower-risk option at 5.58%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, VUG has performed better with a 12.79% return vs -46.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VUG is cheaper with a 0.03% expense ratio, compared with 0.25% for IBIT.
VUG has the higher dividend yield at 0.40%, compared with 0.00% for IBIT.
IBIT is categorized as Cryptocurrency, while VUG is Large Cap Growth Equities. IBIT tracks CME CF Bitcoin Reference Rate - New York Variant, while VUG tracks CRSP US Large Cap Growth Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.25% for IBIT and 0.03% for VUG.
VUG currently has the higher Sharpe Ratio (0.72 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.
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