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ISCB vs. BITI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ISCB vs. BITI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Morningstar Small-Cap ETF (ISCB) and ProShares Short Bitcoin ETF (BITI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ISCB achieves a 15.70% return, which is significantly lower than BITI's 24.48% return.


ISCB

1D
0.47%
1M
2.04%
6M
8.75%
YTD
15.70%
1Y
27.83%
3Y*
14.97%
5Y*
7.86%
10Y*
9.28%

BITI

1D
1.13%
1M
1.49%
6M
35.86%
YTD
24.48%
1Y
64.61%
3Y*
-31.62%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ISCB vs. BITI - Yearly Performance Comparison


2026 (YTD)2025202420232022
ISCB
iShares Morningstar Small-Cap ETF
15.70%12.46%10.90%19.51%6.22%
BITI
ProShares Short Bitcoin ETF
24.48%-1.76%-62.60%-66.17%3.39%

Correlation

The correlation between ISCB and BITI is -0.44, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.44

Correlation (3Y)
Calculated over the trailing 3-year period

-0.39

Correlation (All Time)
Calculated using the full available price history since Jun 21, 2022

-0.41

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Return for Risk

ISCB vs. BITI — Risk / Return Rank

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

ISCB
ISCB Risk / Return Rank: 6868
Overall Rank
ISCB Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
ISCB Sortino Ratio Rank: 6868
Sortino Ratio Rank
ISCB Omega Ratio Rank: 6060
Omega Ratio Rank
ISCB Calmar Ratio Rank: 7373
Calmar Ratio Rank
ISCB Martin Ratio Rank: 7373
Martin Ratio Rank

BITI
BITI Risk / Return Rank: 5252
Overall Rank
BITI Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
BITI Sortino Ratio Rank: 5050
Sortino Ratio Rank
BITI Omega Ratio Rank: 4646
Omega Ratio Rank
BITI Calmar Ratio Rank: 6464
Calmar Ratio Rank
BITI Martin Ratio Rank: 4848
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.

ISCB vs. BITI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap ETF (ISCB) and ProShares Short Bitcoin ETF (BITI). 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.


ISCBBITIDifference
Sharpe ratioReturn per unit of total volatility

+0.23

Sortino ratioReturn per unit of downside risk

+0.44

Omega ratioGain probability vs. loss probability

1.29

1.25

+0.05

Calmar ratioReturn relative to maximum drawdown

2.98

2.57

+0.41

Martin ratioReturn relative to average drawdown

10.62

6.38

+4.24

ISCB vs. BITI - Sharpe Ratio Comparison

The current ISCB Sharpe Ratio is 1.70, which is comparable to the BITI Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of ISCB and BITI, 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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Drawdowns

ISCB vs. BITI - Drawdown Comparison

The maximum ISCB drawdown since its inception was -61.25%, smaller than the maximum BITI drawdown of -92.16%. Use the drawdown chart below to compare losses from any high point for ISCB and BITI.


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Drawdown Indicators


ISCBBITIDifference

Max Drawdown

Largest peak-to-trough decline

-61.25%

-92.16%

+30.91%

Max Drawdown (1Y)

Largest decline over 1 year

-9.39%

-25.28%

+15.89%

Max Drawdown (3Y)

Largest decline over 3 years

-26.22%

-84.63%

+58.41%

Max Drawdown (5Y)

Largest decline over 5 years

-29.94%

Max Drawdown (10Y)

Largest decline over 10 years

-44.18%

Current Drawdown

Current decline from peak

-0.96%

-86.41%

+85.45%

Average Drawdown

Average peak-to-trough decline

-9.75%

-68.40%

+58.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.63%

10.16%

-7.53%

Volatility

ISCB vs. BITI - Volatility Comparison

The current volatility for iShares Morningstar Small-Cap ETF (ISCB) is 3.27%, while ProShares Short Bitcoin ETF (BITI) has a volatility of 10.76%. This indicates that ISCB experiences smaller price fluctuations and is considered to be less risky than BITI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ISCBBITIDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.27%

10.76%

-7.49%

Volatility (6M)

Calculated over the trailing 6-month period

11.57%

34.28%

-22.71%

Volatility (1Y)

Calculated over the trailing 1-year period

16.46%

44.15%

-27.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.35%

52.24%

-30.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.60%

52.24%

-29.64%

ISCB vs. BITI - Expense Ratio Comparison

ISCB has a 0.04% expense ratio, which is lower than BITI's 1.03% expense ratio.


Dividends

ISCB vs. BITI - Dividend Comparison

ISCB's dividend yield for the trailing twelve months is around 1.27%, less than BITI's 15.62% yield.


PositionTTM20252024202320222021202020192018201720162015
BITI
ProShares Short Bitcoin ETF
15.62%1.60%3.91%3.33%0.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ISCB
iShares Morningstar Small-Cap ETF
1.27%1.38%1.31%1.49%1.63%1.26%1.26%1.25%1.60%1.24%1.58%1.40%

Frequently Asked Questions


ISCB and BITI have a correlation of -0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BITI has higher volatility (10.76%) compared to ISCB (3.27%). In terms of maximum drawdown, ISCB dropped -61.25% vs BITI's -92.16%.

On 3-year performance, ISCB leads with 14.97% vs -31.62% for BITI. On fees, ISCB is cheaper at 0.04% per year. On volatility, ISCB has been the lower-risk option at 3.27%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, ISCB has performed better with a 14.97% return vs -31.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ISCB is cheaper with a 0.04% expense ratio, compared with 1.03% for BITI.

BITI has the higher dividend yield at 15.62%, compared with 1.27% for ISCB.

ISCB is categorized as Small Cap Blend Equities, while BITI is Cryptocurrency. ISCB tracks Morningstar US Small Cap Extended Index, while BITI tracks Bloomberg Bitcoin Index. They also come from different issuers: iShares and ProShares. Their fees differ too: 0.04% for ISCB and 1.03% for BITI.

ISCB currently has the higher Sharpe Ratio (1.70 vs 1.47), 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.

Portfolio Optimizer

Find the right allocation for ISCB and BITI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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