ISCG vs. IBIT
ISCG (iShares Morningstar Small-Cap Growth ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - ISCG is a Small Cap Growth Equities fund tracking the Morningstar US Small Cap Broad Growth 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, ISCG returned 30.64% vs -38.74% for IBIT. At a 0.46 correlation, their price movements are largely independent. ISCG charges 0.06%/yr vs 0.25%/yr for IBIT.
Performance
ISCG vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, ISCG achieves a 12.92% return, which is significantly higher than IBIT's -25.48% return.
ISCG
- 1D
- -0.93%
- 1M
- 3.29%
- YTD
- 12.92%
- 6M
- 12.57%
- 1Y
- 30.64%
- 3Y*
- 17.01%
- 5Y*
- 5.31%
- 10Y*
- 11.37%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISCG vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ISCG iShares Morningstar Small-Cap Growth ETF | 12.92% | 12.88% | 16.61% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between ISCG and IBIT is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.46 |
The correlation between ISCG and IBIT has been stable across timeframes, ranging from 0.46 to 0.50 - a consistent structural relationship.
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Return for Risk
ISCG vs. IBIT — Risk / Return Rank
ISCG
IBIT
ISCG vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap Growth ETF (ISCG) 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.
| ISCG | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.59 | ||
| Sortino ratioReturn per unit of downside risk | +3.63 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 0.86 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 2.69 | -0.79 | +3.48 |
| Martin ratioReturn relative to average drawdown | 10.31 | -1.36 | +11.67 |
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
| ISCG | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | -0.89 | +2.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.30 | +0.11 |
Drawdowns
ISCG vs. IBIT - Drawdown Comparison
The maximum ISCG drawdown since its inception was -57.72%, which is greater than IBIT's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for ISCG and IBIT.
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Drawdown Indicators
| ISCG | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.72% | -49.36% | -8.36% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -49.36% | +37.93% |
Max Drawdown (3Y)Largest decline over 3 years | -26.71% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -37.80% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | — | — |
Current DrawdownCurrent decline from peak | -0.93% | -48.10% | +47.17% |
Average DrawdownAverage peak-to-trough decline | -11.63% | -16.02% | +4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 28.44% | -25.46% |
Volatility
ISCG vs. IBIT - Volatility Comparison
The current volatility for iShares Morningstar Small-Cap Growth ETF (ISCG) is 4.93%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that ISCG 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
| ISCG | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.93% | 9.50% | -4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 13.09% | 34.44% | -21.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 43.73% | -25.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.95% | 50.19% | -27.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.16% | 50.19% | -27.03% |
ISCG vs. IBIT - Expense Ratio Comparison
ISCG 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
ISCG vs. IBIT - Dividend Comparison
ISCG's dividend yield for the trailing twelve months is around 0.56%, 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% |
ISCG iShares Morningstar Small-Cap Growth ETF | 0.56% | 0.61% | 0.84% | 0.77% | 0.92% | 0.62% | 0.10% | 0.27% | 0.40% | 0.52% | 1.19% | 0.64% |
Frequently Asked Questions
ISCG and IBIT have a correlation of 0.50, 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 ISCG (4.93%). In terms of maximum drawdown, ISCG dropped -57.72% vs IBIT's -49.36%.
On 1-year performance, ISCG leads with 30.64% vs -38.74% for IBIT. On fees, ISCG is cheaper at 0.06% per year. On volatility, ISCG has been the lower-risk option at 4.93%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ISCG has performed better with a 30.64% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ISCG is cheaper with a 0.06% expense ratio, compared with 0.25% for IBIT.
ISCG has the higher dividend yield at 0.56%, compared with 0.00% for IBIT.
ISCG is categorized as Small Cap Growth Equities, while IBIT is Cryptocurrency. ISCG tracks Morningstar US Small Cap Broad Growth Extended Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.06% for ISCG and 0.25% for IBIT.
ISCG currently has the higher Sharpe Ratio (1.70 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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