IDU vs. IBIT
IDU (iShares U.S. Utilities ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - IDU is a Utilities Equities fund tracking the Dow Jones U.S. Utilities Index, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. Both are passively managed. Over the past year, IDU returned 9.25% vs -39.60% for IBIT. At a 0.16 correlation, their price movements are largely independent. IDU charges 0.42%/yr vs 0.25%/yr for IBIT.
Performance
IDU vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, IDU achieves a 3.25% return, which is significantly higher than IBIT's -27.45% return.
IDU
- 1D
- 0.60%
- 1M
- -4.84%
- YTD
- 3.25%
- 6M
- 1.90%
- 1Y
- 9.25%
- 3Y*
- 13.84%
- 5Y*
- 9.17%
- 10Y*
- 8.80%
IBIT
- 1D
- -2.65%
- 1M
- -22.17%
- YTD
- -27.45%
- 6M
- -31.40%
- 1Y
- -39.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDU vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IDU iShares U.S. Utilities ETF | 3.25% | 15.23% | 24.15% |
IBIT iShares Bitcoin Trust ETF | -27.45% | -6.41% | 99.21% |
Correlation
The correlation between IDU and IBIT is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.16 |
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Return for Risk
IDU vs. IBIT — Risk / Return Rank
IDU
IBIT
IDU vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Utilities ETF (IDU) 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.
| IDU | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.59 | ||
| Sortino ratioReturn per unit of downside risk | +2.27 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.86 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.01 | -0.80 | +1.82 |
| Martin ratioReturn relative to average drawdown | 2.38 | -1.39 | +3.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IDU | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | -0.91 | +1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.27 | +0.15 |
Drawdowns
IDU vs. IBIT - Drawdown Comparison
The maximum IDU drawdown since its inception was -53.88%, which is greater than IBIT's maximum drawdown of -49.47%. Use the drawdown chart below to compare losses from any high point for IDU and IBIT.
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Drawdown Indicators
| IDU | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.88% | -49.47% | -4.41% |
Max Drawdown (1Y)Largest decline over 1 year | -9.15% | -49.47% | +40.32% |
Max Drawdown (3Y)Largest decline over 3 years | -16.74% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -24.11% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.18% | — | — |
Current DrawdownCurrent decline from peak | -7.30% | -49.47% | +42.17% |
Average DrawdownAverage peak-to-trough decline | -11.38% | -16.07% | +4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 28.61% | -24.72% |
Volatility
IDU vs. IBIT - Volatility Comparison
The current volatility for iShares U.S. Utilities ETF (IDU) is 5.11%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.14%. This indicates that IDU 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
| IDU | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 9.14% | -4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 10.94% | 33.89% | -22.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.80% | 43.76% | -29.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 50.18% | -33.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.72% | 50.18% | -31.46% |
IDU vs. IBIT - Expense Ratio Comparison
IDU has a 0.42% expense ratio, which is higher than IBIT's 0.25% expense ratio.
Dividends
IDU vs. IBIT - Dividend Comparison
IDU's dividend yield for the trailing twelve months is around 2.23%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDU iShares U.S. Utilities ETF | 2.23% | 2.23% | 2.29% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% |
Frequently Asked Questions
IDU and IBIT have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (9.14%) compared to IDU (5.11%). In terms of maximum drawdown, IDU dropped -53.88% vs IBIT's -49.47%.
On 1-year performance, IDU leads with 9.25% vs -39.60% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, IDU has been the lower-risk option at 5.11%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IDU has performed better with a 9.25% return vs -39.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIT is cheaper with a 0.25% expense ratio, compared with 0.42% for IDU.
IDU has the higher dividend yield at 2.23%, compared with 0.00% for IBIT.
IDU is categorized as Utilities Equities, while IBIT is Cryptocurrency. IDU tracks Dow Jones U.S. Utilities Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.42% for IDU and 0.25% for IBIT.
IDU currently has the higher Sharpe Ratio (0.68 vs -0.91), 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.
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