IJR vs. IBIT
IJR (iShares Core S&P Small-Cap ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - IJR is a Small Cap Blend Equities fund tracking the S&P SmallCap 600 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, IJR returned 38.11% vs -43.69% for IBIT. Their 0.39 correlation means their historical movements had little consistent relationship. IJR charges 0.06%/yr vs 0.25%/yr for IBIT.
Performance
IJR vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, IJR achieves a 23.60% return, which is significantly higher than IBIT's -27.17% return.
IJR
- 1D
- 1.65%
- 1M
- 0.94%
- 6M
- 15.73%
- YTD
- 23.60%
- 1Y
- 38.11%
- 3Y*
- 14.47%
- 5Y*
- 8.07%
- 10Y*
- 10.83%
- ALL TIME*
- 10.21%
IBIT
- 1D
- 1.46%
- 1M
- 3.70%
- 6M
- -18.23%
- YTD
- -27.17%
- 1Y
- -43.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.33B | $1.34B | $1.65B | |
| $497.97M | $462.30M | $544.01M |
IJR vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IJR iShares Core S&P Small-Cap ETF | 23.60% | 5.89% | 11.70% |
IBIT iShares Bitcoin Trust ETF | -27.17% | -6.41% | 89.87% |
Correlation
The correlation between IJR and IBIT is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.39 |
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Return for Risk
IJR vs. IBIT — Risk / Return Rank
IJR
IBIT
IJR vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Small-Cap ETF (IJR) 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.
| IJR | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.21 | ||
| Sortino ratioReturn per unit of downside risk | +4.66 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 0.84 | +0.54 |
| Calmar ratioReturn relative to maximum drawdown | 4.41 | -0.82 | +5.23 |
| Martin ratioReturn relative to average drawdown | 15.06 | -1.26 | +16.32 |
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Drawdowns
IJR vs. IBIT - Drawdown Comparison
The maximum IJR drawdown since its inception was -58.15%, which is greater than IBIT's maximum drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for IJR and IBIT.
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Drawdown Indicators
| IJR | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -53.30% | -4.85% |
Max Drawdown (1Y)Largest decline over 1 year | -8.68% | -53.30% | +44.62% |
Max Drawdown (3Y)Largest decline over 3 years | -28.02% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.36% | — | — |
Current DrawdownCurrent decline from peak | -0.30% | -49.28% | +48.98% |
Average DrawdownAverage peak-to-trough decline | -9.23% | -18.29% | +9.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 34.80% | -32.26% |
Volatility
IJR vs. IBIT - Volatility Comparison
The current volatility for iShares Core S&P Small-Cap ETF (IJR) is 3.73%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 8.98%. This indicates that IJR 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
| IJR | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 8.98% | -5.25% |
Volatility (6M)Calculated over the trailing 6-month period | 11.70% | 33.79% | -22.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.30% | 44.48% | -27.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.26% | 49.57% | -28.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.86% | 49.57% | -26.71% |
IJR vs. IBIT - Expense Ratio Comparison
IJR has a 0.06% 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
IJR vs. IBIT - Dividend Comparison
IJR's dividend yield for the trailing twelve months is around 1.11%, 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% |
IJR iShares Core S&P Small-Cap ETF | 1.11% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Frequently Asked Questions
IJR and IBIT have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (8.98%) compared to IJR (3.73%). In terms of maximum drawdown, IJR dropped -58.15% vs IBIT's -53.30%.
On 1-year performance, IJR leads with 38.11% vs -43.69% for IBIT. On fees, IJR is cheaper at 0.06% per year. On volatility, IJR has been the lower-risk option at 3.73%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IJR has performed better with a 38.11% return vs -43.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IJR is cheaper with a 0.06% expense ratio, compared with 0.25% for IBIT.
IJR has the higher dividend yield at 1.11%, compared with 0.00% for IBIT.
IJR is categorized as Small Cap Blend Equities, while IBIT is Cryptocurrency. IJR tracks S&P SmallCap 600 Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.06% for IJR and 0.25% for IBIT.
IJR currently has the higher Sharpe Ratio (2.22 vs -0.99), 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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