IBTI vs. BITC
Compare and contrast key facts about iShares iBonds Dec 2028 Term Treasury ETF (IBTI) and Bitwise Bitcoin Strategy Optimum Roll ETF (BITC).
IBTI and BITC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBTI is a passively managed fund by iShares that tracks the performance of the ICE 2028 Maturity US Treasury Index. It was launched on Feb 25, 2020. BITC is an actively managed fund by Bitwise. It was launched on Mar 20, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBTI or BITC.
Correlation
The correlation between IBTI and BITC is 0.03, 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
IBTI vs. BITC - Performance Comparison
Key characteristics
IBTI:
1.19
BITC:
1.01
IBTI:
1.76
BITC:
1.70
IBTI:
1.21
BITC:
1.21
IBTI:
0.29
BITC:
1.78
IBTI:
3.16
BITC:
3.52
IBTI:
1.28%
BITC:
15.77%
IBTI:
3.37%
BITC:
55.04%
IBTI:
-18.45%
BITC:
-31.26%
IBTI:
-9.31%
BITC:
-18.94%
Returns By Period
In the year-to-date period, IBTI achieves a 0.48% return, which is significantly higher than BITC's -6.18% return.
IBTI
0.48%
0.55%
-0.13%
4.12%
N/A
N/A
BITC
-6.18%
-3.73%
38.76%
54.45%
N/A
N/A
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IBTI vs. BITC - Expense Ratio Comparison
IBTI has a 0.07% expense ratio, which is lower than BITC's 0.88% expense ratio.
Risk-Adjusted Performance
IBTI vs. BITC — Risk-Adjusted Performance Rank
IBTI
BITC
IBTI vs. BITC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Treasury ETF (IBTI) and Bitwise Bitcoin Strategy Optimum Roll ETF (BITC). 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.
Dividends
IBTI vs. BITC - Dividend Comparison
IBTI's dividend yield for the trailing twelve months is around 3.93%, less than BITC's 45.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
IBTI iShares iBonds Dec 2028 Term Treasury ETF | 3.93% | 3.93% | 3.26% | 1.71% | 0.90% | 0.56% |
BITC Bitwise Bitcoin Strategy Optimum Roll ETF | 45.49% | 42.68% | 5.65% | 0.00% | 0.00% | 0.00% |
Drawdowns
IBTI vs. BITC - Drawdown Comparison
The maximum IBTI drawdown since its inception was -18.45%, smaller than the maximum BITC drawdown of -31.26%. Use the drawdown chart below to compare losses from any high point for IBTI and BITC. For additional features, visit the drawdowns tool.
Volatility
IBTI vs. BITC - Volatility Comparison
The current volatility for iShares iBonds Dec 2028 Term Treasury ETF (IBTI) is 0.66%, while Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) has a volatility of 6.95%. This indicates that IBTI experiences smaller price fluctuations and is considered to be less risky than BITC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.