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 30.65% vs -45.30% 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
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Returns By Period
In the year-to-date period, IJK achieves a 20.02% return, which is significantly higher than IBIT's -32.49% return.
IJK
- 1D
- 0.96%
- 1M
- 1.80%
- YTD
- 20.02%
- 6M
- 17.34%
- 1Y
- 30.65%
- 3Y*
- 17.91%
- 5Y*
- 8.31%
- 10Y*
- 12.28%
IBIT
- 1D
- -1.03%
- 1M
- -22.03%
- YTD
- -32.49%
- 6M
- -32.23%
- 1Y
- -45.30%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJK vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IJK iShares S&P MidCap 400 Growth ETF | 20.02% | 7.28% | 17.49% |
IBIT iShares Bitcoin Trust ETF | -32.49% | -6.41% | 89.87% |
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 11, 2024 | 0.40 |
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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.
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.
| IJK | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.78 | ||
| Sortino ratioReturn per unit of downside risk | +4.02 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.83 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 3.10 | -0.86 | +3.96 |
| Martin ratioReturn relative to average drawdown | 12.17 | -1.47 | +13.63 |
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Drawdowns
IJK vs. IBIT - Drawdown Comparison
The maximum IJK drawdown since its inception was -54.47%, roughly equal to the maximum IBIT drawdown of -52.98%. Use the drawdown chart below to compare losses from any high point for IJK and IBIT.
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Drawdown Indicators
| IJK | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.47% | -52.98% | -1.49% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -52.98% | +43.06% |
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 | -0.28% | -52.98% | +52.70% |
Average DrawdownAverage peak-to-trough decline | -10.78% | -16.97% | +6.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 30.94% | -28.41% |
Volatility
IJK vs. IBIT - Volatility Comparison
The current volatility for iShares S&P MidCap 400 Growth ETF (IJK) is 5.54%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 13.43%. 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.
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Volatility by Period
| IJK | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 13.43% | -7.89% |
Volatility (6M)Calculated over the trailing 6-month period | 13.80% | 34.60% | -20.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.60% | 44.41% | -26.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.78% | 50.21% | -29.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.08% | 50.21% | -29.13% |
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 0.53%, 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 | 0.53% | 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 (13.43%) compared to IJK (5.54%). In terms of maximum drawdown, IJK dropped -54.47% vs IBIT's -52.98%.
On 1-year performance, IJK leads with 30.65% vs -45.30% for IBIT. On fees, IJK is cheaper at 0.17% per year. On volatility, IJK has been the lower-risk option at 5.54%. 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 30.65% return vs -45.30%. 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 0.53%, 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 (1.75 vs -1.02), 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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