IJK vs. IBIT
Compare and contrast key facts about iShares S&P MidCap 400 Growth ETF (IJK) and iShares Bitcoin Trust ETF (IBIT).
IJK and IBIT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IJK is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400/Citigroup Growth Index. It was launched on Jul 24, 2000. IBIT is a passively managed fund by iShares that tracks the performance of the CME CF Bitcoin Reference Rate - New York Variant. It was launched on Jan 5, 2024. Both IJK and IBIT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IJK vs. IBIT - Performance Comparison
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IJK vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IJK iShares S&P MidCap 400 Growth ETF | 3.97% | 7.28% | 17.45% |
IBIT iShares Bitcoin Trust ETF | -22.62% | -6.41% | 99.21% |
Returns By Period
In the year-to-date period, IJK achieves a 3.97% return, which is significantly higher than IBIT's -22.62% return.
IJK
- 1D
- 3.50%
- 1M
- -5.52%
- YTD
- 3.97%
- 6M
- 5.26%
- 1Y
- 21.61%
- 3Y*
- 13.00%
- 5Y*
- 5.68%
- 10Y*
- 10.44%
IBIT
- 1D
- 1.96%
- 1M
- 3.31%
- YTD
- -22.62%
- 6M
- -40.89%
- 1Y
- -17.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IJK vs. IBIT - Expense Ratio Comparison
IJK has a 0.24% 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%.
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 | 0.97 | -0.40 | +1.37 |
Sortino ratioReturn per unit of downside risk | 1.50 | -0.29 | +1.79 |
Omega ratioGain probability vs. loss probability | 1.20 | 0.97 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | -0.39 | +1.98 |
Martin ratioReturn relative to average drawdown | 6.85 | -0.83 | +7.68 |
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
| IJK | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | -0.40 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.35 | -0.01 |
Correlation
The correlation between IJK and IBIT is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IJK vs. IBIT - Dividend Comparison
IJK's dividend yield for the trailing twelve months is around 0.62%, while IBIT has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJK iShares S&P MidCap 400 Growth ETF | 0.62% | 0.66% | 0.79% | 1.13% | 1.08% | 0.50% | 0.70% | 1.09% | 1.13% | 0.93% | 1.15% | 1.12% |
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% |
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 -49.36%. 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% | -49.36% | -5.11% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -49.36% | +35.65% |
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 | -6.77% | -46.11% | +39.34% |
Average DrawdownAverage peak-to-trough decline | -10.86% | -14.13% | +3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 23.09% | -19.91% |
Volatility
IJK vs. IBIT - Volatility Comparison
The current volatility for iShares S&P MidCap 400 Growth ETF (IJK) is 7.99%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 12.99%. 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 | 7.99% | 12.99% | -5.00% |
Volatility (6M)Calculated over the trailing 6-month period | 13.33% | 36.75% | -23.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.37% | 45.42% | -23.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.64% | 51.26% | -30.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.01% | 51.26% | -30.25% |