IBIT vs. WELL
IBIT (iShares Bitcoin Trust ETF) is Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant, while WELL (Welltower Inc.) is a stock. Over the past year, IBIT returned -39.67% vs 42.73% for WELL. At a 0.08 correlation, their price movements are largely independent.
Performance
IBIT vs. WELL - 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 WELL's 16.22% return.
IBIT
- 1D
- -0.03%
- 1M
- -19.59%
- YTD
- -27.41%
- 6M
- -29.61%
- 1Y
- -39.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WELL
- 1D
- 1.69%
- 1M
- 0.23%
- YTD
- 16.22%
- 6M
- 15.53%
- 1Y
- 42.73%
- 3Y*
- 40.64%
- 5Y*
- 24.91%
- 10Y*
- 15.50%
IBIT vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | -27.41% | -6.41% | 89.87% |
WELL Welltower Inc. | 16.22% | 49.86% | 42.19% |
Correlation
The correlation between IBIT and WELL is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.08 |
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Return for Risk
IBIT vs. WELL — Risk / Return Rank
IBIT
WELL
IBIT vs. WELL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Bitcoin Trust ETF (IBIT) and Welltower Inc. (WELL). 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 | WELL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.93 | ||
| Sortino ratioReturn per unit of downside risk | -3.96 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.34 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.78 | 3.44 | -4.22 |
| Martin ratioReturn relative to average drawdown | -1.37 | 8.47 | -9.84 |
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Drawdowns
IBIT vs. WELL - Drawdown Comparison
The maximum IBIT drawdown since its inception was -52.11%, smaller than the maximum WELL drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for IBIT and WELL.
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Drawdown Indicators
| IBIT | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.11% | -63.33% | +11.22% |
Max Drawdown (1Y)Largest decline over 1 year | -52.11% | -12.61% | -39.50% |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.99% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -63.33% | — |
Current DrawdownCurrent decline from peak | -49.45% | -2.68% | -46.77% |
Average DrawdownAverage peak-to-trough decline | -16.53% | -10.31% | -6.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.64% | 5.11% | +24.53% |
Volatility
IBIT vs. WELL - Volatility Comparison
iShares Bitcoin Trust ETF (IBIT) has a higher volatility of 12.07% compared to Welltower Inc. (WELL) at 9.54%. This indicates that IBIT's price experiences larger fluctuations and is considered to be riskier than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBIT | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.07% | 9.54% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 34.45% | 17.14% | +17.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.10% | 21.65% | +22.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.26% | 23.82% | +26.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.26% | 31.90% | +18.36% |
Dividends
IBIT vs. WELL - Dividend Comparison
IBIT has not paid dividends to shareholders, while WELL's dividend yield for the trailing twelve months is around 1.38%.
| 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% |
WELL Welltower Inc. | 1.38% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
Frequently Asked Questions
IBIT and WELL have a correlation of -0.02, 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 WELL (9.54%). In terms of maximum drawdown, IBIT dropped -52.11% vs WELL's -63.33%.
WELL currently has the higher Sharpe Ratio (2.01 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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