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IRBO vs. IBIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IRBO vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) and iShares Bitcoin Trust ETF (IBIT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IRBO achieves a 66.09% return, which is significantly higher than IBIT's -25.48% return.


IRBO

1D
-0.90%
1M
26.10%
YTD
66.09%
6M
63.47%
1Y
112.42%
3Y*
36.54%
5Y*
14.13%
10Y*

IBIT

1D
-2.76%
1M
-18.50%
YTD
-25.48%
6M
-29.84%
1Y
-38.74%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IRBO vs. IBIT - Yearly Performance Comparison


2026 (YTD)20252024
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
66.09%29.97%11.71%
IBIT
iShares Bitcoin Trust ETF
-25.48%-6.41%99.21%

Correlation

The correlation between IRBO 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

0.41

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Return for Risk

IRBO vs. IBIT — Risk / Return Rank

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

IRBO
IRBO Risk / Return Rank: 9090
Overall Rank
IRBO Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
IRBO Sortino Ratio Rank: 8888
Sortino Ratio Rank
IRBO Omega Ratio Rank: 8787
Omega Ratio Rank
IRBO Calmar Ratio Rank: 9191
Calmar Ratio Rank
IRBO Martin Ratio Rank: 9090
Martin Ratio Rank

IBIT
IBIT Risk / Return Rank: 22
Overall Rank
IBIT Sharpe Ratio Rank: 22
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 22
Sortino Ratio Rank
IBIT Omega Ratio Rank: 22
Omega Ratio Rank
IBIT Calmar Ratio Rank: 22
Calmar Ratio Rank
IBIT Martin Ratio Rank: 22
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.

IRBO vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) 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.


IRBOIBITDifference
Sharpe ratioReturn per unit of total volatility

+4.67

Sortino ratioReturn per unit of downside risk

+5.36

Omega ratioGain probability vs. loss probability

1.55

0.86

+0.68

Calmar ratioReturn relative to maximum drawdown

6.01

-0.79

+6.80

Martin ratioReturn relative to average drawdown

20.88

-1.36

+22.24

IRBO vs. IBIT - Sharpe Ratio Comparison

The current IRBO Sharpe Ratio is 3.78, which is higher than the IBIT Sharpe Ratio of -0.89. The chart below compares the historical Sharpe Ratios of IRBO and IBIT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IRBOIBITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.78

-0.89

+4.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.30

+0.34

Drawdowns

IRBO vs. IBIT - Drawdown Comparison

The maximum IRBO drawdown since its inception was -54.50%, which is greater than IBIT's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for IRBO and IBIT.


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Drawdown Indicators


IRBOIBITDifference

Max Drawdown

Largest peak-to-trough decline

-54.50%

-49.36%

-5.14%

Max Drawdown (1Y)

Largest decline over 1 year

-18.81%

-49.36%

+30.55%

Max Drawdown (3Y)

Largest decline over 3 years

-32.44%

Max Drawdown (5Y)

Largest decline over 5 years

-50.53%

Current Drawdown

Current decline from peak

-0.90%

-48.10%

+47.20%

Average Drawdown

Average peak-to-trough decline

-19.85%

-16.02%

-3.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.40%

28.44%

-23.04%

Volatility

IRBO vs. IBIT - Volatility Comparison

iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) has a higher volatility of 12.01% compared to iShares Bitcoin Trust ETF (IBIT) at 9.50%. This indicates that IRBO's price experiences larger fluctuations and is considered to be riskier 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


IRBOIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.01%

9.50%

+2.51%

Volatility (6M)

Calculated over the trailing 6-month period

25.12%

34.44%

-9.32%

Volatility (1Y)

Calculated over the trailing 1-year period

29.94%

43.73%

-13.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.58%

50.19%

-21.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.75%

50.19%

-22.44%

IRBO vs. IBIT - Expense Ratio Comparison

IRBO has a 0.47% expense ratio, which is higher than IBIT's 0.25% expense ratio.


Dividends

IRBO vs. IBIT - Dividend Comparison

Neither IRBO nor IBIT has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
IBIT
iShares Bitcoin Trust ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
0.00%0.00%0.50%0.88%0.75%2.41%0.53%0.69%0.34%

Frequently Asked Questions


IRBO 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.

IRBO has higher volatility (12.01%) compared to IBIT (9.50%). In terms of maximum drawdown, IRBO dropped -54.50% vs IBIT's -49.36%.

On 1-year performance, IRBO leads with 112.42% vs -38.74% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, IBIT has been the lower-risk option at 9.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IRBO has performed better with a 112.42% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IBIT is cheaper with a 0.25% expense ratio, compared with 0.47% for IRBO.

IRBO and IBIT have nearly identical dividend yields, around 0.00%.

IRBO is categorized as Robotics, while IBIT is Cryptocurrency. IRBO tracks NYSE FactSet Global Robotics and Artificial Intelligence Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.47% for IRBO and 0.25% for IBIT.

IRBO currently has the higher Sharpe Ratio (3.78 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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