IJS vs. IBIT
IJS (iShares S&P SmallCap 600 Value ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - IJS is a Small Cap Value Equities fund tracking the S&P SmallCap 600 Value 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, IJS returned 37.29% vs -39.82% for IBIT. At a 0.36 correlation, their price movements are largely independent. Both charge a 0.25% expense ratio.
Performance
IJS vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, IJS achieves a 17.37% return, which is significantly higher than IBIT's -28.88% return.
IJS
- 1D
- -0.23%
- 1M
- 2.94%
- YTD
- 17.37%
- 6M
- 16.01%
- 1Y
- 37.29%
- 3Y*
- 15.33%
- 5Y*
- 6.10%
- 10Y*
- 10.48%
IBIT
- 1D
- -3.26%
- 1M
- -17.81%
- YTD
- -28.88%
- 6M
- -28.88%
- 1Y
- -39.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJS vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IJS iShares S&P SmallCap 600 Value ETF | 17.37% | 6.54% | 10.63% |
IBIT iShares Bitcoin Trust ETF | -28.88% | -6.41% | 89.87% |
Correlation
The correlation between IJS and IBIT is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.36 |
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Return for Risk
IJS vs. IBIT — Risk / Return Rank
IJS
IBIT
IJS vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P SmallCap 600 Value ETF (IJS) 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.
| IJS | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.95 | ||
| Sortino ratioReturn per unit of downside risk | +4.19 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 0.86 | +0.49 |
| Calmar ratioReturn relative to maximum drawdown | 4.04 | -0.77 | +4.80 |
| Martin ratioReturn relative to average drawdown | 13.28 | -1.30 | +14.58 |
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Drawdowns
IJS vs. IBIT - Drawdown Comparison
The maximum IJS drawdown since its inception was -60.11%, which is greater than IBIT's maximum drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for IJS and IBIT.
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Drawdown Indicators
| IJS | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.11% | -52.11% | -8.00% |
Max Drawdown (1Y)Largest decline over 1 year | -9.28% | -52.11% | +42.83% |
Max Drawdown (3Y)Largest decline over 3 years | -28.65% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -28.65% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -47.68% | — | — |
Current DrawdownCurrent decline from peak | -1.64% | -50.47% | +48.83% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -16.85% | +6.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 30.58% | -27.76% |
Volatility
IJS vs. IBIT - Volatility Comparison
The current volatility for iShares S&P SmallCap 600 Value ETF (IJS) is 4.85%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 13.18%. This indicates that IJS 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
| IJS | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 13.18% | -8.33% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 34.64% | -22.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.34% | 44.31% | -25.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.94% | 50.22% | -28.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.59% | 50.22% | -26.63% |
IJS vs. IBIT - Expense Ratio Comparison
Both IJS and IBIT have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
IJS vs. IBIT - Dividend Comparison
IJS's dividend yield for the trailing twelve months is around 1.36%, 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% |
IJS iShares S&P SmallCap 600 Value ETF | 1.36% | 1.62% | 1.78% | 1.42% | 1.46% | 1.52% | 1.00% | 1.66% | 1.75% | 1.41% | 1.22% | 1.59% |
Frequently Asked Questions
IJS and IBIT have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (13.18%) compared to IJS (4.85%). In terms of maximum drawdown, IJS dropped -60.11% vs IBIT's -52.11%.
On 1-year performance, IJS leads with 37.29% vs -39.82% for IBIT. Both ETFs have the same 0.25% expense ratio. On volatility, IJS has been the lower-risk option at 4.85%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IJS has performed better with a 37.29% return vs -39.82%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IJS and IBIT have the same expense ratio: 0.25% per year.
IJS has the higher dividend yield at 1.36%, compared with 0.00% for IBIT.
IJS is categorized as Small Cap Value Equities, while IBIT is Cryptocurrency. IJS tracks S&P SmallCap 600 Value Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant.
IJS currently has the higher Sharpe Ratio (2.05 vs -0.90), 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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