ISCB vs. IBIT
ISCB (iShares Morningstar Small-Cap ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - ISCB is a Small Cap Blend Equities fund tracking the Morningstar US Small Cap Extended 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, ISCB returned 29.48% vs -38.74% for IBIT. At a 0.44 correlation, their price movements are largely independent. ISCB charges 0.04%/yr vs 0.25%/yr for IBIT.
Performance
ISCB vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, ISCB achieves a 11.43% return, which is significantly higher than IBIT's -25.48% return.
ISCB
- 1D
- -0.67%
- 1M
- 2.77%
- YTD
- 11.43%
- 6M
- 11.42%
- 1Y
- 29.48%
- 3Y*
- 16.41%
- 5Y*
- 5.72%
- 10Y*
- 9.30%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISCB vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ISCB iShares Morningstar Small-Cap ETF | 11.43% | 12.46% | 14.17% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between ISCB and IBIT is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.44 |
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Return for Risk
ISCB vs. IBIT — Risk / Return Rank
ISCB
IBIT
ISCB vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap ETF (ISCB) 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.
| ISCB | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.69 | ||
| Sortino ratioReturn per unit of downside risk | +3.82 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.86 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | -0.79 | +3.94 |
| Martin ratioReturn relative to average drawdown | 11.26 | -1.36 | +12.62 |
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
| ISCB | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | -0.89 | +2.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.30 | +0.08 |
Drawdowns
ISCB vs. IBIT - Drawdown Comparison
The maximum ISCB drawdown since its inception was -61.25%, which is greater than IBIT's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for ISCB and IBIT.
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Drawdown Indicators
| ISCB | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.25% | -49.36% | -11.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | -49.36% | +39.97% |
Max Drawdown (3Y)Largest decline over 3 years | -26.22% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.94% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.18% | — | — |
Current DrawdownCurrent decline from peak | -0.67% | -48.10% | +47.43% |
Average DrawdownAverage peak-to-trough decline | -9.80% | -16.02% | +6.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 28.44% | -25.81% |
Volatility
ISCB vs. IBIT - Volatility Comparison
The current volatility for iShares Morningstar Small-Cap ETF (ISCB) is 4.28%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that ISCB 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
| ISCB | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 9.50% | -5.22% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 34.44% | -23.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.51% | 43.73% | -27.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.39% | 50.19% | -28.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.68% | 50.19% | -27.51% |
ISCB vs. IBIT - Expense Ratio Comparison
ISCB 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
ISCB vs. IBIT - Dividend Comparison
ISCB's dividend yield for the trailing twelve months is around 1.27%, 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% |
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 IBIT have a correlation of 0.46, 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 ISCB (4.28%). In terms of maximum drawdown, ISCB dropped -61.25% vs IBIT's -49.36%.
On 1-year performance, ISCB leads with 29.48% vs -38.74% for IBIT. On fees, ISCB is cheaper at 0.04% per year. On volatility, ISCB has been the lower-risk option at 4.28%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ISCB has performed better with a 29.48% return vs -38.74%. 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 0.25% for IBIT.
ISCB has the higher dividend yield at 1.27%, compared with 0.00% for IBIT.
ISCB is categorized as Small Cap Blend Equities, while IBIT is Cryptocurrency. ISCB tracks Morningstar US Small Cap Extended Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.04% for ISCB and 0.25% for IBIT.
ISCB currently has the higher Sharpe Ratio (1.80 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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