IJH vs. IBIT
IJH (iShares Core S&P Mid-Cap ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - IJH is a Mid Cap Blend Equities fund tracking the S&P MidCap 400 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, IJH returned 25.45% vs -38.74% for IBIT. At a 0.40 correlation, their price movements are largely independent. IJH charges 0.05%/yr vs 0.25%/yr for IBIT.
Performance
IJH vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, IJH achieves a 14.10% return, which is significantly higher than IBIT's -25.48% return.
IJH
- 1D
- -0.12%
- 1M
- 3.84%
- YTD
- 14.10%
- 6M
- 14.33%
- 1Y
- 25.45%
- 3Y*
- 16.09%
- 5Y*
- 8.17%
- 10Y*
- 11.27%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJH vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IJH iShares Core S&P Mid-Cap ETF | 14.10% | 7.42% | 16.02% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between IJH and IBIT is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.40 |
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Return for Risk
IJH vs. IBIT — Risk / Return Rank
IJH
IBIT
IJH vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Mid-Cap ETF (IJH) 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.
| IJH | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.54 | ||
| Sortino ratioReturn per unit of downside risk | +3.64 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 0.86 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 2.90 | -0.79 | +3.68 |
| Martin ratioReturn relative to average drawdown | 10.60 | -1.36 | +11.96 |
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
| IJH | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | -0.89 | +2.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.30 | +0.17 |
Drawdowns
IJH vs. IBIT - Drawdown Comparison
The maximum IJH drawdown since its inception was -55.07%, which is greater than IBIT's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for IJH and IBIT.
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Drawdown Indicators
| IJH | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.07% | -49.36% | -5.71% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -49.36% | +40.53% |
Max Drawdown (3Y)Largest decline over 3 years | -24.10% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -24.10% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.18% | — | — |
Current DrawdownCurrent decline from peak | -0.12% | -48.10% | +47.98% |
Average DrawdownAverage peak-to-trough decline | -7.57% | -16.02% | +8.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 28.44% | -26.03% |
Volatility
IJH vs. IBIT - Volatility Comparison
The current volatility for iShares Core S&P Mid-Cap ETF (IJH) is 4.37%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that IJH 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
| IJH | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 9.50% | -5.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 34.44% | -23.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 43.73% | -28.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.74% | 50.19% | -30.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.18% | 50.19% | -29.01% |
IJH vs. IBIT - Expense Ratio Comparison
IJH has a 0.05% expense ratio, which is lower than IBIT's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IJH vs. IBIT - Dividend Comparison
IJH's dividend yield for the trailing twelve months is around 1.18%, 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% |
IJH iShares Core S&P Mid-Cap ETF | 1.18% | 1.36% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% |
Frequently Asked Questions
IJH and IBIT have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (9.50%) compared to IJH (4.37%). In terms of maximum drawdown, IJH dropped -55.07% vs IBIT's -49.36%.
On 1-year performance, IJH leads with 25.45% vs -38.74% for IBIT. On fees, IJH is cheaper at 0.05% per year. On volatility, IJH has been the lower-risk option at 4.37%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IJH has performed better with a 25.45% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IJH is cheaper with a 0.05% expense ratio, compared with 0.25% for IBIT.
IJH has the higher dividend yield at 1.18%, compared with 0.00% for IBIT.
IJH is categorized as Mid Cap Blend Equities, while IBIT is Cryptocurrency. IJH tracks S&P MidCap 400 Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.05% for IJH and 0.25% for IBIT.
IJH currently has the higher Sharpe Ratio (1.65 vs -0.89), 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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