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IDNA vs. IBIT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IDNA vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) and iShares Bitcoin Trust ETF (IBIT). The values are adjusted to include any dividend payments, if applicable.

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IDNA vs. IBIT - Yearly Performance Comparison


Returns By Period

In the year-to-date period, IDNA achieves a 10.92% return, which is significantly higher than IBIT's -22.62% return.


IDNA

1D
4.46%
1M
-6.68%
YTD
10.92%
6M
23.74%
1Y
43.65%
3Y*
8.86%
5Y*
-8.02%
10Y*

IBIT

1D
1.96%
1M
3.31%
YTD
-22.62%
6M
-40.89%
1Y
-17.92%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IDNA vs. IBIT - Expense Ratio Comparison

IDNA has a 0.47% expense ratio, which is higher than IBIT's 0.25% expense ratio.


Return for Risk

IDNA vs. IBIT — Risk / Return Rank

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

IDNA
IDNA Risk / Return Rank: 8484
Overall Rank
IDNA Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
IDNA Sortino Ratio Rank: 8484
Sortino Ratio Rank
IDNA Omega Ratio Rank: 7272
Omega Ratio Rank
IDNA Calmar Ratio Rank: 9292
Calmar Ratio Rank
IDNA Martin Ratio Rank: 8888
Martin Ratio Rank

IBIT
IBIT Risk / Return Rank: 66
Overall Rank
IBIT Sharpe Ratio Rank: 55
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 66
Sortino Ratio Rank
IBIT Omega Ratio Rank: 77
Omega Ratio Rank
IBIT Calmar Ratio Rank: 66
Calmar Ratio Rank
IBIT Martin Ratio Rank: 66
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.

IDNA vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) and iShares Bitcoin Trust ETF (IBIT). 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.


IDNAIBITDifference

Sharpe ratio

Return per unit of total volatility

1.58

-0.40

+1.98

Sortino ratio

Return per unit of downside risk

2.21

-0.29

+2.50

Omega ratio

Gain probability vs. loss probability

1.26

0.97

+0.30

Calmar ratio

Return relative to maximum drawdown

3.20

-0.39

+3.59

Martin ratio

Return relative to average drawdown

10.48

-0.83

+11.32

IDNA vs. IBIT - Sharpe Ratio Comparison

The current IDNA Sharpe Ratio is 1.58, which is higher than the IBIT Sharpe Ratio of -0.40. The chart below compares the historical Sharpe Ratios of IDNA and IBIT, 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


IDNAIBITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.58

-0.40

+1.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

0.35

-0.25

Correlation

The correlation between IDNA and IBIT is 0.32, 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.


Dividends

IDNA vs. IBIT - Dividend Comparison

IDNA's dividend yield for the trailing twelve months is around 1.06%, while IBIT has not paid dividends to shareholders.


TTM2025202420232022202120202019
IDNA
iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund
1.06%1.18%0.98%1.04%0.54%0.70%0.26%0.80%
IBIT
iShares Bitcoin Trust ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IDNA vs. IBIT - Drawdown Comparison

The maximum IDNA drawdown since its inception was -68.26%, which is greater than IBIT's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for IDNA and IBIT.


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Drawdown Indicators


IDNAIBITDifference

Max Drawdown

Largest peak-to-trough decline

-68.26%

-49.36%

-18.90%

Max Drawdown (1Y)

Largest decline over 1 year

-12.11%

-49.36%

+37.25%

Max Drawdown (5Y)

Largest decline over 5 years

-68.26%

Current Drawdown

Current decline from peak

-45.31%

-46.11%

+0.80%

Average Drawdown

Average peak-to-trough decline

-36.04%

-14.13%

-21.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.83%

23.09%

-19.26%

Volatility

IDNA vs. IBIT - Volatility Comparison

The current volatility for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) is 10.11%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 12.99%. This indicates that IDNA experiences smaller price fluctuations and is considered to be less risky than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDNAIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.11%

12.99%

-2.88%

Volatility (6M)

Calculated over the trailing 6-month period

18.36%

36.75%

-18.39%

Volatility (1Y)

Calculated over the trailing 1-year period

27.87%

45.42%

-17.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.53%

51.26%

-22.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.69%

51.26%

-21.57%