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IGM vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

IGM vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Expanded Tech Sector ETF (IGM) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IGM achieves a 27.92% return, which is significantly higher than BTC-USD's -24.33% return. Over the past 10 years, IGM has underperformed BTC-USD with an annualized return of 25.12%, while BTC-USD has yielded a comparatively higher 56.48% annualized return.


IGM

1D
3.64%
1M
7.10%
YTD
27.92%
6M
29.29%
1Y
56.16%
3Y*
36.48%
5Y*
20.96%
10Y*
25.12%

BTC-USD

1D
0.77%
1M
-15.23%
YTD
-24.33%
6M
-23.38%
1Y
-37.30%
3Y*
35.99%
5Y*
11.54%
10Y*
56.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGM vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IGM
iShares Expanded Tech Sector ETF
27.92%26.76%36.99%60.68%-35.83%25.72%45.11%41.81%2.26%37.20%
BTC-USD
Bitcoin
-24.33%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between IGM and BTC-USD is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (10Y)
Calculated over the trailing 10-year period

0.19

Correlation (All Time)
Calculated using the full available price history since Sep 30, 2012

0.14

Over the past year, IGM and BTC-USD have become more correlated (0.37) than their long-term average of 0.14, meaning their price movements have been converging.

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Return for Risk

IGM vs. BTC-USD — Risk / Return Rank

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

IGM
IGM Risk / Return Rank: 7878
Overall Rank
IGM Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
IGM Sortino Ratio Rank: 7979
Sortino Ratio Rank
IGM Omega Ratio Rank: 8080
Omega Ratio Rank
IGM Calmar Ratio Rank: 7474
Calmar Ratio Rank
IGM Martin Ratio Rank: 7070
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3636
Overall Rank
BTC-USD Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3636
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3535
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5151
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3636
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.

IGM vs. BTC-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Expanded Tech Sector ETF (IGM) and Bitcoin (BTC-USD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IGMBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+3.41

Sortino ratioReturn per unit of downside risk

+4.30

Omega ratioGain probability vs. loss probability

1.42

0.88

+0.54

Calmar ratioReturn relative to maximum drawdown

3.43

-0.73

+4.16

Martin ratioReturn relative to average drawdown

11.62

-1.26

+12.88

IGM vs. BTC-USD - Sharpe Ratio Comparison

The current IGM Sharpe Ratio is 2.54, which is higher than the BTC-USD Sharpe Ratio of -0.87. The chart below compares the historical Sharpe Ratios of IGM and BTC-USD, 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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Drawdowns

IGM vs. BTC-USD - Drawdown Comparison

The maximum IGM drawdown since its inception was -65.59%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for IGM and BTC-USD.


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Drawdown Indicators


IGMBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-65.59%

-85.30%

+19.71%

Max Drawdown (1Y)

Largest decline over 1 year

-16.44%

-51.21%

+34.77%

Max Drawdown (3Y)

Largest decline over 3 years

-26.39%

-51.21%

+24.82%

Max Drawdown (5Y)

Largest decline over 5 years

-40.68%

-76.67%

+35.99%

Max Drawdown (10Y)

Largest decline over 10 years

-40.68%

-83.80%

+43.12%

Current Drawdown

Current decline from peak

-3.41%

-46.91%

+43.50%

Average Drawdown

Average peak-to-trough decline

-15.22%

-42.38%

+27.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.85%

34.75%

-29.90%

Volatility

IGM vs. BTC-USD - Volatility Comparison

The current volatility for iShares Expanded Tech Sector ETF (IGM) is 10.54%, while Bitcoin (BTC-USD) has a volatility of 12.14%. This indicates that IGM experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IGMBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.54%

12.14%

-1.60%

Volatility (6M)

Calculated over the trailing 6-month period

18.42%

34.59%

-16.17%

Volatility (1Y)

Calculated over the trailing 1-year period

22.24%

35.62%

-13.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.97%

44.55%

-18.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.70%

56.55%

-31.85%

Frequently Asked Questions


IGM and BTC-USD have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BTC-USD has higher volatility (12.14%) compared to IGM (10.54%). In terms of maximum drawdown, IGM dropped -65.59% vs BTC-USD's -85.30%.

IGM currently has the higher Sharpe Ratio (2.54 vs -0.87), 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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