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IBLC vs. LEGR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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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IBLC vs. LEGR - Yearly Performance Comparison


2026 (YTD)2025202420232022
IBLC
iShares Blockchain and Tech ETF
-10.68%27.05%18.58%201.47%-57.76%
LEGR
First Trust Indxx Innovative Transaction & Process ETF
-2.67%30.83%16.25%22.79%-4.52%

Returns By Period

In the year-to-date period, IBLC achieves a -10.68% return, which is significantly lower than LEGR's -2.67% return.


IBLC

1D
6.56%
1M
-5.99%
YTD
-10.68%
6M
-29.99%
1Y
57.18%
3Y*
34.97%
5Y*
10Y*

LEGR

1D
2.90%
1M
-5.47%
YTD
-2.67%
6M
3.46%
1Y
20.85%
3Y*
18.46%
5Y*
9.89%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IBLC vs. LEGR - Expense Ratio Comparison

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


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: 5151
Overall Rank
IBLC Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
IBLC Sortino Ratio Rank: 6767
Sortino Ratio Rank
IBLC Omega Ratio Rank: 5252
Omega Ratio Rank
IBLC Calmar Ratio Rank: 4949
Calmar Ratio Rank
IBLC Martin Ratio Rank: 3131
Martin Ratio Rank

LEGR
LEGR Risk / Return Rank: 7171
Overall Rank
LEGR Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
LEGR Sortino Ratio Rank: 7171
Sortino Ratio Rank
LEGR Omega Ratio Rank: 7171
Omega Ratio Rank
LEGR Calmar Ratio Rank: 6868
Calmar Ratio Rank
LEGR Martin Ratio Rank: 7070
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.


IBLCLEGRDifference

Sharpe ratio

Return per unit of total volatility

0.99

1.26

-0.28

Sortino ratio

Return per unit of downside risk

1.62

1.76

-0.14

Omega ratio

Gain probability vs. loss probability

1.19

1.26

-0.07

Calmar ratio

Return relative to maximum drawdown

1.18

1.69

-0.50

Martin ratio

Return relative to average drawdown

2.64

6.89

-4.25

IBLC vs. LEGR - Sharpe Ratio Comparison

The current IBLC Sharpe Ratio is 0.99, which is comparable to the LEGR Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of IBLC and LEGR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IBLCLEGRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

1.26

-0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.52

-0.29

Correlation

The correlation between IBLC and LEGR is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

IBLC vs. LEGR - Dividend Comparison

IBLC's dividend yield for the trailing twelve months is around 7.06%, more than LEGR's 1.92% yield.


TTM20252024202320222021202020192018
IBLC
iShares Blockchain and Tech ETF
7.06%6.31%1.60%1.79%0.84%0.00%0.00%0.00%0.00%
LEGR
First Trust Indxx Innovative Transaction & Process ETF
1.92%1.84%2.40%2.56%2.64%1.80%0.95%2.04%1.30%

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%

-12.58%

-32.36%

Max Drawdown (5Y)

Largest decline over 5 years

-31.45%

Current Drawdown

Current decline from peak

-41.28%

-7.62%

-33.66%

Average Drawdown

Average peak-to-trough decline

-26.00%

-6.72%

-19.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.15%

3.08%

+17.07%

Volatility

IBLC vs. LEGR - Volatility Comparison

iShares Blockchain and Tech ETF (IBLC) has a higher volatility of 18.51% compared to First Trust Indxx Innovative Transaction & Process ETF (LEGR) at 6.49%. 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

18.51%

6.49%

+12.02%

Volatility (6M)

Calculated over the trailing 6-month period

44.23%

10.59%

+33.64%

Volatility (1Y)

Calculated over the trailing 1-year period

58.34%

16.57%

+41.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

65.16%

16.86%

+48.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

65.16%

20.39%

+44.77%