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IBLC vs. FBTC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IBLC and FBTC is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

IBLC vs. FBTC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Blockchain and Tech ETF (IBLC) and Fidelity Wise Origin Bitcoin Trust (FBTC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

IBLC:

39.56%

FBTC:

53.95%

Max Drawdown

IBLC:

0.00%

FBTC:

-28.21%

Current Drawdown

IBLC:

0.00%

FBTC:

-3.44%

Returns By Period


IBLC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FBTC

YTD

10.47%

1M

23.05%

6M

34.15%

1Y

69.88%

5Y*

N/A

10Y*

N/A

*Annualized

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IBLC vs. FBTC - Expense Ratio Comparison

IBLC has a 0.47% expense ratio, which is higher than FBTC's 0.25% expense ratio.


Risk-Adjusted Performance

IBLC vs. FBTC — Risk-Adjusted Performance Rank

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

IBLC
The Risk-Adjusted Performance Rank of IBLC is 4242
Overall Rank
The Sharpe Ratio Rank of IBLC is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of IBLC is 5656
Sortino Ratio Rank
The Omega Ratio Rank of IBLC is 4747
Omega Ratio Rank
The Calmar Ratio Rank of IBLC is 4242
Calmar Ratio Rank
The Martin Ratio Rank of IBLC is 3030
Martin Ratio Rank

FBTC
The Risk-Adjusted Performance Rank of FBTC is 8888
Overall Rank
The Sharpe Ratio Rank of FBTC is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of FBTC is 8888
Sortino Ratio Rank
The Omega Ratio Rank of FBTC is 8585
Omega Ratio Rank
The Calmar Ratio Rank of FBTC is 9595
Calmar Ratio Rank
The Martin Ratio Rank of FBTC is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IBLC vs. FBTC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Blockchain and Tech ETF (IBLC) and Fidelity Wise Origin Bitcoin Trust (FBTC). 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.



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Dividends

IBLC vs. FBTC - Dividend Comparison

Neither IBLC nor FBTC has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

IBLC vs. FBTC - Drawdown Comparison

The maximum IBLC drawdown since its inception was 0.00%, smaller than the maximum FBTC drawdown of -28.21%. Use the drawdown chart below to compare losses from any high point for IBLC and FBTC. For additional features, visit the drawdowns tool.


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Volatility

IBLC vs. FBTC - Volatility Comparison


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