ILCG vs. IBIT
ILCG (iShares Morningstar Growth ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - ILCG is a Large Cap Growth Equities fund tracking the Morningstar US Large-Mid Cap Broad Growth Index Gross, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. Both are passively managed. Over the past year, ILCG returned 29.51% vs -38.74% for IBIT. At a 0.40 correlation, their price movements are largely independent. ILCG charges 0.04%/yr vs 0.25%/yr for IBIT.
Performance
ILCG vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, ILCG achieves a 14.48% return, which is significantly higher than IBIT's -25.48% return.
ILCG
- 1D
- -1.02%
- 1M
- 7.68%
- YTD
- 14.48%
- 6M
- 14.61%
- 1Y
- 29.51%
- 3Y*
- 26.55%
- 5Y*
- 14.95%
- 10Y*
- 18.15%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ILCG vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ILCG iShares Morningstar Growth ETF | 14.48% | 16.71% | 32.16% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between ILCG and IBIT is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.40 |
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Return for Risk
ILCG vs. IBIT — Risk / Return Rank
ILCG
IBIT
ILCG vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Growth ETF (ILCG) 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.
| ILCG | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.71 | ||
| Sortino ratioReturn per unit of downside risk | +3.67 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.86 | +0.46 |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | -0.79 | +2.68 |
| Martin ratioReturn relative to average drawdown | 6.68 | -1.36 | +8.04 |
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
| ILCG | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | -0.89 | +2.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.30 | +0.29 |
Drawdowns
ILCG vs. IBIT - Drawdown Comparison
The maximum ILCG drawdown since its inception was -52.98%, which is greater than IBIT's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for ILCG and IBIT.
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Drawdown Indicators
| ILCG | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.98% | -49.36% | -3.62% |
Max Drawdown (1Y)Largest decline over 1 year | -15.65% | -49.36% | +33.71% |
Max Drawdown (3Y)Largest decline over 3 years | -23.10% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -35.38% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.38% | — | — |
Current DrawdownCurrent decline from peak | -1.02% | -48.10% | +47.08% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -16.02% | +7.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 28.44% | -24.01% |
Volatility
ILCG vs. IBIT - Volatility Comparison
The current volatility for iShares Morningstar Growth ETF (ILCG) is 4.40%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that ILCG 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
| ILCG | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 9.50% | -5.10% |
Volatility (6M)Calculated over the trailing 6-month period | 12.81% | 34.44% | -21.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 43.73% | -27.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.00% | 50.19% | -28.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 50.19% | -28.66% |
ILCG vs. IBIT - Expense Ratio Comparison
ILCG has a 0.04% 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
ILCG vs. IBIT - Dividend Comparison
ILCG's dividend yield for the trailing twelve months is around 0.40%, 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% |
ILCG iShares Morningstar Growth ETF | 0.40% | 0.47% | 0.50% | 0.69% | 0.75% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% |
Frequently Asked Questions
ILCG and IBIT have a correlation of 0.48, 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 ILCG (4.40%). In terms of maximum drawdown, ILCG dropped -52.98% vs IBIT's -49.36%.
On 1-year performance, ILCG leads with 29.51% vs -38.74% for IBIT. On fees, ILCG is cheaper at 0.04% per year. On volatility, ILCG has been the lower-risk option at 4.40%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ILCG has performed better with a 29.51% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ILCG is cheaper with a 0.04% expense ratio, compared with 0.25% for IBIT.
ILCG has the higher dividend yield at 0.40%, compared with 0.00% for IBIT.
ILCG is categorized as Large Cap Growth Equities, while IBIT is Cryptocurrency. ILCG tracks Morningstar US Large-Mid Cap Broad Growth Index Gross, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.04% for ILCG and 0.25% for IBIT.
ILCG currently has the higher Sharpe Ratio (1.82 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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