IMTB vs. IBIT
IMTB (iShares Core 5-10 Year USD Bond ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - IMTB is a Intermediate Core-Plus Bond fund tracking the Bloomberg U.S. Universal 5-10 Years 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, IMTB returned 5.97% vs -38.74% for IBIT. At a 0.05 correlation, their price movements are largely independent. IMTB charges 0.06%/yr vs 0.25%/yr for IBIT.
Performance
IMTB vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, IMTB achieves a -0.02% return, which is significantly higher than IBIT's -25.48% return.
IMTB
- 1D
- -0.31%
- 1M
- -0.07%
- YTD
- -0.02%
- 6M
- 0.07%
- 1Y
- 5.97%
- 3Y*
- 4.75%
- 5Y*
- 0.55%
- 10Y*
- —
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMTB vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | -0.02% | 8.88% | 2.40% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between IMTB and IBIT is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.05 |
The correlation between IMTB and IBIT shifts across timeframes, from 0.05 (all time) to 0.15 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IMTB vs. IBIT — Risk / Return Rank
IMTB
IBIT
IMTB vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core 5-10 Year USD Bond ETF (IMTB) 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.
| IMTB | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.37 | ||
| Sortino ratioReturn per unit of downside risk | +3.48 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.86 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | -0.79 | +2.89 |
| Martin ratioReturn relative to average drawdown | 6.51 | -1.36 | +7.87 |
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
| IMTB | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | -0.89 | +2.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.30 | +0.07 |
Drawdowns
IMTB vs. IBIT - Drawdown Comparison
The maximum IMTB drawdown since its inception was -18.15%, smaller than the maximum IBIT drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for IMTB and IBIT.
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Drawdown Indicators
| IMTB | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.15% | -49.36% | +31.21% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -49.36% | +46.50% |
Max Drawdown (3Y)Largest decline over 3 years | -6.80% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -18.11% | — | — |
Current DrawdownCurrent decline from peak | -1.74% | -48.10% | +46.36% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -16.02% | +11.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 28.44% | -27.52% |
Volatility
IMTB vs. IBIT - Volatility Comparison
The current volatility for iShares Core 5-10 Year USD Bond ETF (IMTB) is 1.45%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that IMTB 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
| IMTB | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 9.50% | -8.05% |
Volatility (6M)Calculated over the trailing 6-month period | 3.02% | 34.44% | -31.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.05% | 43.73% | -39.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.28% | 50.19% | -43.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.18% | 50.19% | -45.01% |
IMTB vs. IBIT - Expense Ratio Comparison
IMTB 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
IMTB vs. IBIT - Dividend Comparison
IMTB's dividend yield for the trailing twelve months is around 4.52%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IMTB iShares Core 5-10 Year USD Bond ETF | 4.52% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
Frequently Asked Questions
IMTB and IBIT have a correlation of 0.15, 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 IMTB (1.45%). In terms of maximum drawdown, IMTB dropped -18.15% vs IBIT's -49.36%.
On 1-year performance, IMTB leads with 5.97% vs -38.74% for IBIT. On fees, IMTB is cheaper at 0.06% per year. On volatility, IMTB has been the lower-risk option at 1.45%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IMTB has performed better with a 5.97% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IMTB is cheaper with a 0.06% expense ratio, compared with 0.25% for IBIT.
IMTB has the higher dividend yield at 4.52%, compared with 0.00% for IBIT.
IMTB is categorized as Intermediate Core-Plus Bond, while IBIT is Cryptocurrency. IMTB tracks Bloomberg U.S. Universal 5-10 Years Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.06% for IMTB and 0.25% for IBIT.
IMTB currently has the higher Sharpe Ratio (1.48 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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