IJK vs. IBIT
IJK (iShares S&P MidCap 400 Growth ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - IJK is a Mid Cap Growth Equities fund tracking the S&P MidCap 400 Growth 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, IJK returned 30.22% vs -39.60% for IBIT. At a 0.40 correlation, their price movements are largely independent. IJK charges 0.17%/yr vs 0.25%/yr for IBIT.
Performance
IJK vs. IBIT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IJK achieves a 19.41% return, which is significantly higher than IBIT's -27.45% return.
IJK
- 1D
- 0.34%
- 1M
- 4.53%
- YTD
- 19.41%
- 6M
- 18.76%
- 1Y
- 30.22%
- 3Y*
- 18.50%
- 5Y*
- 8.64%
- 10Y*
- 11.54%
IBIT
- 1D
- -2.65%
- 1M
- -22.17%
- YTD
- -27.45%
- 6M
- -31.40%
- 1Y
- -39.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJK vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IJK iShares S&P MidCap 400 Growth ETF | 19.41% | 7.28% | 17.45% |
IBIT iShares Bitcoin Trust ETF | -27.45% | -6.41% | 99.21% |
Correlation
The correlation between IJK and IBIT is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.40 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IJK vs. IBIT — Risk / Return Rank
IJK
IBIT
IJK vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P MidCap 400 Growth ETF (IJK) 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.
| IJK | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.69 | ||
| Sortino ratioReturn per unit of downside risk | +3.82 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.86 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 3.06 | -0.80 | +3.86 |
| Martin ratioReturn relative to average drawdown | 12.09 | -1.39 | +13.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| IJK | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | -0.91 | +2.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.27 | +0.10 |
Drawdowns
IJK vs. IBIT - Drawdown Comparison
The maximum IJK drawdown since its inception was -54.47%, which is greater than IBIT's maximum drawdown of -49.47%. Use the drawdown chart below to compare losses from any high point for IJK and IBIT.
Loading charts...
Drawdown Indicators
| IJK | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.47% | -49.47% | -5.00% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -49.47% | +39.55% |
Max Drawdown (3Y)Largest decline over 3 years | -25.63% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.25% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -49.47% | +49.47% |
Average DrawdownAverage peak-to-trough decline | -10.80% | -16.07% | +5.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 28.61% | -26.10% |
Volatility
IJK vs. IBIT - Volatility Comparison
The current volatility for iShares S&P MidCap 400 Growth ETF (IJK) is 4.98%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.14%. This indicates that IJK 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.
Loading charts...
Volatility by Period
| IJK | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 9.14% | -4.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.15% | 33.89% | -20.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.00% | 43.76% | -26.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.69% | 50.18% | -29.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.06% | 50.18% | -29.12% |
IJK vs. IBIT - Expense Ratio Comparison
IJK has a 0.17% 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
IJK vs. IBIT - Dividend Comparison
IJK's dividend yield for the trailing twelve months is around 0.54%, 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% |
IJK iShares S&P MidCap 400 Growth ETF | 0.54% | 0.66% | 0.79% | 1.13% | 1.08% | 0.50% | 0.70% | 1.09% | 1.13% | 0.93% | 1.15% | 1.12% |
Frequently Asked Questions
IJK and IBIT have a correlation of 0.43, 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 IJK (4.98%). In terms of maximum drawdown, IJK dropped -54.47% vs IBIT's -49.47%.
On 1-year performance, IJK leads with 30.22% vs -39.60% for IBIT. On fees, IJK is cheaper at 0.17% per year. On volatility, IJK has been the lower-risk option at 4.98%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IJK has performed better with a 30.22% return vs -39.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IJK is cheaper with a 0.17% expense ratio, compared with 0.25% for IBIT.
IJK has the higher dividend yield at 0.54%, compared with 0.00% for IBIT.
IJK is categorized as Mid Cap Growth Equities, while IBIT is Cryptocurrency. IJK tracks S&P MidCap 400 Growth Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.17% for IJK and 0.25% for IBIT.
IJK currently has the higher Sharpe Ratio (1.79 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.
Find the right allocation for IJK and IBIT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer