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IMST vs. ZHDG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IMST vs. ZHDG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitwise Funds Trust (IMST) and ZEGA Buy and Hedge ETF (ZHDG). The values are adjusted to include any dividend payments, if applicable.

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IMST vs. ZHDG - Yearly Performance Comparison


2026 (YTD)2025
IMST
Bitwise Funds Trust
-6.63%-44.26%
ZHDG
ZEGA Buy and Hedge ETF
-6.67%22.38%

Returns By Period

The year-to-date returns for both stocks are quite close, with IMST having a -6.63% return and ZHDG slightly lower at -6.67%.


IMST

1D
2.70%
1M
-2.43%
YTD
-6.63%
6M
-52.50%
1Y
3Y*
5Y*
10Y*

ZHDG

1D
1.31%
1M
-5.73%
YTD
-6.67%
6M
-4.69%
1Y
11.89%
3Y*
10.96%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IMST vs. ZHDG - Expense Ratio Comparison

IMST has a 0.99% expense ratio, which is higher than ZHDG's 0.98% expense ratio.


Return for Risk

IMST vs. ZHDG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IMST

ZHDG
ZHDG Risk / Return Rank: 5656
Overall Rank
ZHDG Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
ZHDG Sortino Ratio Rank: 5656
Sortino Ratio Rank
ZHDG Omega Ratio Rank: 4949
Omega Ratio Rank
ZHDG Calmar Ratio Rank: 5656
Calmar Ratio Rank
ZHDG Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IMST vs. ZHDG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bitwise Funds Trust (IMST) and ZEGA Buy and Hedge ETF (ZHDG). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IMST vs. ZHDG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IMSTZHDGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.78

0.31

-1.09

Correlation

The correlation between IMST and ZHDG is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

IMST vs. ZHDG - Dividend Comparison

IMST's dividend yield for the trailing twelve months is around 256.65%, more than ZHDG's 2.75% yield.


TTM20252024202320222021
IMST
Bitwise Funds Trust
256.65%195.93%0.00%0.00%0.00%0.00%
ZHDG
ZEGA Buy and Hedge ETF
2.75%2.57%2.59%1.52%3.58%1.33%

Drawdowns

IMST vs. ZHDG - Drawdown Comparison

The maximum IMST drawdown since its inception was -69.86%, which is greater than ZHDG's maximum drawdown of -23.27%. Use the drawdown chart below to compare losses from any high point for IMST and ZHDG.


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Drawdown Indicators


IMSTZHDGDifference

Max Drawdown

Largest peak-to-trough decline

-69.86%

-23.27%

-46.59%

Max Drawdown (1Y)

Largest decline over 1 year

-8.56%

Current Drawdown

Current decline from peak

-63.47%

-7.37%

-56.10%

Average Drawdown

Average peak-to-trough decline

-31.01%

-8.40%

-22.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.92%

Volatility

IMST vs. ZHDG - Volatility Comparison


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Volatility by Period


IMSTZHDGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.44%

Volatility (6M)

Calculated over the trailing 6-month period

8.02%

Volatility (1Y)

Calculated over the trailing 1-year period

61.92%

11.75%

+50.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

61.92%

11.79%

+50.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

61.92%

11.79%

+50.13%