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 31.54% vs -38.74% for IBIT. At a 0.40 correlation, their price movements are largely independent. 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 15.38% return, which is significantly higher than IBIT's -25.48% return.
IJR
- 1D
- -0.89%
- 1M
- 1.67%
- YTD
- 15.38%
- 6M
- 14.25%
- 1Y
- 31.54%
- 3Y*
- 14.39%
- 5Y*
- 5.64%
- 10Y*
- 10.66%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJR vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IJR iShares Core S&P Small-Cap ETF | 15.38% | 5.89% | 12.44% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between IJR and IBIT is 0.42, 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
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.
| IJR | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.70 | ||
| Sortino ratioReturn per unit of downside risk | +3.87 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.86 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 3.65 | -0.79 | +4.44 |
| Martin ratioReturn relative to average drawdown | 12.14 | -1.36 | +13.51 |
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
| IJR | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | -0.89 | +2.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.30 | +0.14 |
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 -49.36%. 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% | -49.36% | -8.79% |
Max Drawdown (1Y)Largest decline over 1 year | -8.68% | -49.36% | +40.68% |
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 | -0.91% | -48.10% | +47.19% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -16.02% | +6.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 28.44% | -25.84% |
Volatility
IJR vs. IBIT - Volatility Comparison
The current volatility for iShares Core S&P Small-Cap ETF (IJR) is 4.45%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. 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 | 4.45% | 9.50% | -5.05% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 34.44% | -22.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.54% | 43.73% | -26.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.41% | 50.19% | -28.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.91% | 50.19% | -27.28% |
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 1.15%, 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 | 1.15% | 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 0.42, 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 IJR (4.45%). In terms of maximum drawdown, IJR dropped -58.15% vs IBIT's -49.36%.
On 1-year performance, IJR leads with 31.54% vs -38.74% for IBIT. On fees, IJR is cheaper at 0.06% per year. On volatility, IJR has been the lower-risk option at 4.45%. 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 31.54% return vs -38.74%. 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 1.15%, 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 (1.81 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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