ILCB vs. IBIT
ILCB (iShares Morningstar U.S. Equity ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - ILCB is a Large Cap Growth Equities fund tracking the Morningstar US Large-Mid Cap 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, ILCB returned 23.00% vs -43.69% for IBIT. Their 0.42 correlation means their historical movements had little consistent relationship. ILCB charges 0.03%/yr vs 0.25%/yr for IBIT.
Performance
ILCB vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, ILCB achieves a 11.73% return, which is significantly higher than IBIT's -27.17% return.
ILCB
- 1D
- 1.54%
- 1M
- 1.56%
- 6M
- 9.71%
- YTD
- 11.73%
- 1Y
- 23.00%
- 3Y*
- 20.96%
- 5Y*
- 12.54%
- 10Y*
- 14.42%
- ALL TIME*
- 11.23%
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 | |
| $1.31M | $1.30M | $1.40M |
ILCB vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ILCB iShares Morningstar U.S. Equity ETF | 11.73% | 17.70% | 24.82% |
IBIT iShares Bitcoin Trust ETF | -27.17% | -6.41% | 89.87% |
Correlation
The correlation between ILCB and IBIT is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.42 |
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Return for Risk
ILCB vs. IBIT — Risk / Return Rank
ILCB
IBIT
ILCB vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar U.S. Equity ETF (ILCB) 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.
| ILCB | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.77 | ||
| Sortino ratioReturn per unit of downside risk | +3.91 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.84 | +0.48 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | -0.82 | +3.36 |
| Martin ratioReturn relative to average drawdown | 10.74 | -1.26 | +12.00 |
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Drawdowns
ILCB vs. IBIT - Drawdown Comparison
The maximum ILCB drawdown since its inception was -51.53%, roughly equal to the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for ILCB and IBIT.
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Drawdown Indicators
| ILCB | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.53% | -53.30% | +1.77% |
Max Drawdown (1Y)Largest decline over 1 year | -9.09% | -53.30% | +44.21% |
Max Drawdown (3Y)Largest decline over 3 years | -19.05% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.47% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.30% | — | — |
Current DrawdownCurrent decline from peak | -0.12% | -49.28% | +49.16% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -18.29% | +12.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 34.80% | -32.65% |
Volatility
ILCB vs. IBIT - Volatility Comparison
The current volatility for iShares Morningstar U.S. Equity ETF (ILCB) is 3.90%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 8.98%. This indicates that ILCB 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
| ILCB | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 8.98% | -5.08% |
Volatility (6M)Calculated over the trailing 6-month period | 10.31% | 33.79% | -23.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 44.48% | -31.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.25% | 49.57% | -32.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.20% | 49.57% | -31.37% |
ILCB vs. IBIT - Expense Ratio Comparison
ILCB has a 0.03% 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
ILCB vs. IBIT - Dividend Comparison
ILCB's dividend yield for the trailing twelve months is around 0.97%, 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% |
ILCB iShares Morningstar U.S. Equity ETF | 0.97% | 1.11% | 1.19% | 1.43% | 1.65% | 1.16% | 1.26% | 2.25% | 2.17% | 1.81% | 1.97% | 2.44% |
Frequently Asked Questions
ILCB and IBIT have a correlation of 0.49, 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 ILCB (3.90%). In terms of maximum drawdown, ILCB dropped -51.53% vs IBIT's -53.30%.
On 1-year performance, ILCB leads with 23.00% vs -43.69% for IBIT. On fees, ILCB is cheaper at 0.03% per year. On volatility, ILCB has been the lower-risk option at 3.90%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ILCB has performed better with a 23.00% return vs -43.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ILCB is cheaper with a 0.03% expense ratio, compared with 0.25% for IBIT.
ILCB has the higher dividend yield at 0.97%, compared with 0.00% for IBIT.
ILCB is categorized as Large Cap Growth Equities, while IBIT is Cryptocurrency. ILCB tracks Morningstar US Large-Mid Cap Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.03% for ILCB and 0.25% for IBIT.
ILCB currently has the higher Sharpe Ratio (1.78 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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