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IBLC vs. LEGR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBLC vs. LEGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Blockchain and Tech ETF (IBLC) and First Trust Indxx Innovative Transaction & Process ETF (LEGR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBLC achieves a 30.07% return, which is significantly higher than LEGR's 11.39% return.


IBLC

1D
-0.70%
1M
2.21%
YTD
30.07%
6M
19.82%
1Y
65.77%
3Y*
46.30%
5Y*
10Y*

LEGR

1D
0.48%
1M
1.45%
YTD
11.39%
6M
11.72%
1Y
29.51%
3Y*
23.21%
5Y*
12.04%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBLC vs. LEGR - Yearly Performance Comparison


2026 (YTD)2025202420232022
IBLC
iShares Blockchain and Tech ETF
30.07%27.05%18.58%201.47%-58.93%
LEGR
First Trust Indxx Innovative Transaction & Process ETF
11.39%30.83%16.25%22.79%-3.84%

Correlation

The correlation between IBLC and LEGR is 0.60, 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

0.60

Correlation (3Y)
Calculated over the trailing 3-year period

0.55

Correlation (All Time)
Calculated using the full available price history since Apr 27, 2022

0.59

The correlation between IBLC and LEGR has been stable across timeframes, ranging from 0.55 to 0.60 - a consistent structural relationship.

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Return for Risk

IBLC vs. LEGR — Risk / Return Rank

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

IBLC
IBLC Risk / Return Rank: 3131
Overall Rank
IBLC Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
IBLC Sortino Ratio Rank: 3434
Sortino Ratio Rank
IBLC Omega Ratio Rank: 3232
Omega Ratio Rank
IBLC Calmar Ratio Rank: 3030
Calmar Ratio Rank
IBLC Martin Ratio Rank: 2323
Martin Ratio Rank

LEGR
LEGR Risk / Return Rank: 6262
Overall Rank
LEGR Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
LEGR Sortino Ratio Rank: 6262
Sortino Ratio Rank
LEGR Omega Ratio Rank: 6161
Omega Ratio Rank
LEGR Calmar Ratio Rank: 5959
Calmar Ratio Rank
LEGR Martin Ratio Rank: 6060
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.

IBLC vs. LEGR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Blockchain and Tech ETF (IBLC) and First Trust Indxx Innovative Transaction & Process ETF (LEGR). 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.


IBLCLEGRDifference
Sharpe ratioReturn per unit of total volatility

-0.87

Sortino ratioReturn per unit of downside risk

-1.02

Omega ratioGain probability vs. loss probability

1.21

1.36

-0.15

Calmar ratioReturn relative to maximum drawdown

1.47

2.85

-1.38

Martin ratioReturn relative to average drawdown

2.89

10.43

-7.55

IBLC vs. LEGR - Sharpe Ratio Comparison

The current IBLC Sharpe Ratio is 1.18, which is lower than the LEGR Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of IBLC and LEGR, 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

IBLC vs. LEGR - Drawdown Comparison

The maximum IBLC drawdown since its inception was -62.54%, which is greater than LEGR's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for IBLC and LEGR.


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Drawdown Indicators


IBLCLEGRDifference

Max Drawdown

Largest peak-to-trough decline

-62.54%

-36.12%

-26.42%

Max Drawdown (1Y)

Largest decline over 1 year

-44.94%

-10.40%

-34.54%

Max Drawdown (3Y)

Largest decline over 3 years

-51.68%

-14.25%

-37.43%

Max Drawdown (5Y)

Largest decline over 5 years

-31.45%

Current Drawdown

Current decline from peak

-14.49%

-2.37%

-12.12%

Average Drawdown

Average peak-to-trough decline

-25.77%

-6.59%

-19.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.86%

2.84%

+20.02%

Volatility

IBLC vs. LEGR - Volatility Comparison

iShares Blockchain and Tech ETF (IBLC) has a higher volatility of 17.30% compared to First Trust Indxx Innovative Transaction & Process ETF (LEGR) at 5.63%. This indicates that IBLC's price experiences larger fluctuations and is considered to be riskier than LEGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBLCLEGRDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.30%

5.63%

+11.67%

Volatility (6M)

Calculated over the trailing 6-month period

41.59%

12.16%

+29.43%

Volatility (1Y)

Calculated over the trailing 1-year period

55.92%

14.43%

+41.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

64.54%

17.07%

+47.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

64.54%

20.32%

+44.22%

IBLC vs. LEGR - Expense Ratio Comparison

IBLC has a 0.47% expense ratio, which is lower than LEGR's 0.65% expense ratio.


Dividends

IBLC vs. LEGR - Dividend Comparison

IBLC's dividend yield for the trailing twelve months is around 4.81%, more than LEGR's 1.68% yield.


PositionTTM20252024202320222021202020192018
IBLC
iShares Blockchain and Tech ETF
4.81%6.31%1.60%1.79%0.84%0.00%0.00%0.00%0.00%
LEGR
First Trust Indxx Innovative Transaction & Process ETF
1.68%1.84%2.40%2.56%2.64%1.80%0.95%2.04%1.30%

Frequently Asked Questions


IBLC and LEGR have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBLC has higher volatility (17.30%) compared to LEGR (5.63%). In terms of maximum drawdown, IBLC dropped -62.54% vs LEGR's -36.12%.

On 3-year performance, IBLC leads with 46.30% vs 23.21% for LEGR. On fees, IBLC is cheaper at 0.47% per year. On volatility, LEGR has been the lower-risk option at 5.63%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, IBLC has performed better with a 46.30% return vs 23.21%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IBLC is cheaper with a 0.47% expense ratio, compared with 0.65% for LEGR.

IBLC has the higher dividend yield at 4.81%, compared with 1.68% for LEGR.

IBLC is categorized as Cryptocurrency, while LEGR is Blockchain. IBLC tracks ICE FactSet Global Blockchain Technologies Index, while LEGR tracks Indxx Blockchain Index. They also come from different issuers: iShares and First Trust. Their fees differ too: 0.47% for IBLC and 0.65% for LEGR.

LEGR currently has the higher Sharpe Ratio (2.06 vs 1.18), 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

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