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IGHG vs. BITU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGHG vs. BITU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Investment Grade-Interest Rate Hedged (IGHG) and Proshares Ultra Bitcoin ETF (BITU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IGHG achieves a 2.17% return, which is significantly higher than BITU's -52.92% return.


IGHG

1D
0.05%
1M
0.76%
YTD
2.17%
6M
2.54%
1Y
5.77%
3Y*
8.57%
5Y*
5.24%
10Y*
4.72%

BITU

1D
-5.58%
1M
-34.84%
YTD
-52.92%
6M
-59.11%
1Y
-73.07%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGHG vs. BITU - Yearly Performance Comparison


2026 (YTD)20252024
IGHG
ProShares Investment Grade-Interest Rate Hedged
2.17%5.65%6.38%
BITU
Proshares Ultra Bitcoin ETF
-52.92%-37.07%37.90%

Correlation

The correlation between IGHG and BITU is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2024

0.27

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Return for Risk

IGHG vs. BITU — Risk / Return Rank

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

IGHG
IGHG Risk / Return Rank: 5656
Overall Rank
IGHG Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IGHG Sortino Ratio Rank: 5252
Sortino Ratio Rank
IGHG Omega Ratio Rank: 5050
Omega Ratio Rank
IGHG Calmar Ratio Rank: 6666
Calmar Ratio Rank
IGHG Martin Ratio Rank: 6464
Martin Ratio Rank

BITU
BITU Risk / Return Rank: 22
Overall Rank
BITU Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BITU Sortino Ratio Rank: 22
Sortino Ratio Rank
BITU Omega Ratio Rank: 22
Omega Ratio Rank
BITU Calmar Ratio Rank: 11
Calmar Ratio Rank
BITU Martin Ratio Rank: 11
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.

IGHG vs. BITU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Investment Grade-Interest Rate Hedged (IGHG) and Proshares Ultra Bitcoin ETF (BITU). 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.


IGHGBITUDifference
Sharpe ratioReturn per unit of total volatility

+2.53

Sortino ratioReturn per unit of downside risk

+3.97

Omega ratioGain probability vs. loss probability

1.32

0.84

+0.48

Calmar ratioReturn relative to maximum drawdown

3.31

-0.93

+4.24

Martin ratioReturn relative to average drawdown

11.71

-1.47

+13.17

IGHG vs. BITU - Sharpe Ratio Comparison

The current IGHG Sharpe Ratio is 1.68, which is higher than the BITU Sharpe Ratio of -0.84. The chart below compares the historical Sharpe Ratios of IGHG and BITU, 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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Sharpe Ratios by Period


IGHGBITUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.68

-0.84

+2.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

-0.35

+0.88

Drawdowns

IGHG vs. BITU - Drawdown Comparison

The maximum IGHG drawdown since its inception was -25.16%, smaller than the maximum BITU drawdown of -78.94%. Use the drawdown chart below to compare losses from any high point for IGHG and BITU.


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Drawdown Indicators


IGHGBITUDifference

Max Drawdown

Largest peak-to-trough decline

-25.16%

-78.94%

+53.78%

Max Drawdown (1Y)

Largest decline over 1 year

-1.75%

-78.94%

+77.19%

Max Drawdown (3Y)

Largest decline over 3 years

-3.74%

Max Drawdown (5Y)

Largest decline over 5 years

-8.75%

Max Drawdown (10Y)

Largest decline over 10 years

-25.16%

Current Drawdown

Current decline from peak

-0.11%

-78.94%

+78.83%

Average Drawdown

Average peak-to-trough decline

-2.30%

-34.49%

+32.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.50%

49.84%

-49.34%

Volatility

IGHG vs. BITU - Volatility Comparison

The current volatility for ProShares Investment Grade-Interest Rate Hedged (IGHG) is 0.62%, while Proshares Ultra Bitcoin ETF (BITU) has a volatility of 18.99%. This indicates that IGHG experiences smaller price fluctuations and is considered to be less risky than BITU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IGHGBITUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.62%

18.99%

-18.37%

Volatility (6M)

Calculated over the trailing 6-month period

2.53%

69.41%

-66.88%

Volatility (1Y)

Calculated over the trailing 1-year period

3.44%

87.00%

-83.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.02%

97.45%

-92.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.46%

97.45%

-89.99%

IGHG vs. BITU - Expense Ratio Comparison

IGHG has a 0.30% expense ratio, which is lower than BITU's 0.95% expense ratio.


Dividends

IGHG vs. BITU - Dividend Comparison

IGHG's dividend yield for the trailing twelve months is around 5.11%, less than BITU's 83.36% yield.


PositionTTM20252024202320222021202020192018201720162015
BITU
Proshares Ultra Bitcoin ETF
83.36%50.23%0.12%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IGHG
ProShares Investment Grade-Interest Rate Hedged
5.11%5.14%5.06%4.99%3.55%2.50%2.79%3.48%4.13%3.36%3.37%3.65%

Frequently Asked Questions


IGHG and BITU have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BITU has higher volatility (18.99%) compared to IGHG (0.62%). In terms of maximum drawdown, IGHG dropped -25.16% vs BITU's -78.94%.

On 1-year performance, IGHG leads with 5.77% vs -73.07% for BITU. On fees, IGHG is cheaper at 0.30% per year. On volatility, IGHG has been the lower-risk option at 0.62%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IGHG has performed better with a 5.77% return vs -73.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IGHG is cheaper with a 0.30% expense ratio, compared with 0.95% for BITU.

BITU has the higher dividend yield at 83.36%, compared with 5.11% for IGHG.

IGHG is categorized as Corporate Bonds, while BITU is Cryptocurrency. IGHG tracks Citi Corporate Investment Grade (Treasury Rate-Hedged) Index, while BITU tracks Bloomberg Bitcoin Index - Benchmark TR Gross. Their fees differ too: 0.30% for IGHG and 0.95% for BITU.

IGHG currently has the higher Sharpe Ratio (1.68 vs -0.84), 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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