ITOT vs. IBIT
ITOT (iShares Core S&P Total U.S. Stock Market ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - ITOT is a Large Cap Blend Equities fund tracking the S&P Total Market 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, ITOT returned 28.12% vs -38.74% for IBIT. At a 0.42 correlation, their price movements are largely independent. ITOT charges 0.03%/yr vs 0.25%/yr for IBIT.
Performance
ITOT vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, ITOT achieves a 11.25% return, which is significantly higher than IBIT's -25.48% return.
ITOT
- 1D
- -0.73%
- 1M
- 5.01%
- YTD
- 11.25%
- 6M
- 11.12%
- 1Y
- 28.12%
- 3Y*
- 22.09%
- 5Y*
- 12.69%
- 10Y*
- 15.01%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ITOT vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ITOT iShares Core S&P Total U.S. Stock Market ETF | 11.25% | 17.00% | 24.01% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between ITOT and IBIT is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.42 |
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Return for Risk
ITOT vs. IBIT — Risk / Return Rank
ITOT
IBIT
ITOT vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Total U.S. Stock Market ETF (ITOT) 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.
| ITOT | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.21 | ||
| Sortino ratioReturn per unit of downside risk | +4.40 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 0.86 | +0.55 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | -0.79 | +3.96 |
| Martin ratioReturn relative to average drawdown | 14.57 | -1.36 | +15.93 |
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
| ITOT | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.32 | -0.89 | +3.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.30 | +0.28 |
Drawdowns
ITOT vs. IBIT - Drawdown Comparison
The maximum ITOT drawdown since its inception was -55.20%, which is greater than IBIT's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for ITOT and IBIT.
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Drawdown Indicators
| ITOT | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.20% | -49.36% | -5.84% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -49.36% | +40.46% |
Max Drawdown (3Y)Largest decline over 3 years | -19.44% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.00% | — | — |
Current DrawdownCurrent decline from peak | -0.73% | -48.10% | +47.37% |
Average DrawdownAverage peak-to-trough decline | -6.97% | -16.02% | +9.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 28.44% | -26.50% |
Volatility
ITOT vs. IBIT - Volatility Comparison
The current volatility for iShares Core S&P Total U.S. Stock Market ETF (ITOT) is 2.99%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that ITOT 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
| ITOT | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 9.50% | -6.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 34.44% | -25.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.20% | 43.73% | -31.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.36% | 50.19% | -32.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 50.19% | -31.93% |
ITOT vs. IBIT - Expense Ratio Comparison
ITOT has a 0.03% 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
ITOT vs. IBIT - Dividend Comparison
ITOT's dividend yield for the trailing twelve months is around 0.98%, 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% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 0.98% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
Frequently Asked Questions
ITOT and IBIT have a correlation of 0.49, 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 ITOT (2.99%). In terms of maximum drawdown, ITOT dropped -55.20% vs IBIT's -49.36%.
On 1-year performance, ITOT leads with 28.12% vs -38.74% for IBIT. On fees, ITOT is cheaper at 0.03% per year. On volatility, ITOT has been the lower-risk option at 2.99%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ITOT has performed better with a 28.12% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ITOT is cheaper with a 0.03% expense ratio, compared with 0.25% for IBIT.
ITOT has the higher dividend yield at 0.98%, compared with 0.00% for IBIT.
ITOT is categorized as Large Cap Blend Equities, while IBIT is Cryptocurrency. ITOT tracks S&P Total Market Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.03% for ITOT and 0.25% for IBIT.
ITOT currently has the higher Sharpe Ratio (2.32 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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