IUSG vs. IBIT
IUSG (iShares Core S&P U.S. Growth ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - IUSG is a Large Cap Growth Equities fund tracking the Russell 3000 Growth 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, IUSG returned 33.89% vs -38.74% for IBIT. At a 0.39 correlation, their price movements are largely independent. IUSG charges 0.04%/yr vs 0.25%/yr for IBIT.
Performance
IUSG vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, IUSG achieves a 14.08% return, which is significantly higher than IBIT's -25.48% return.
IUSG
- 1D
- -0.89%
- 1M
- 7.35%
- YTD
- 14.08%
- 6M
- 13.91%
- 1Y
- 33.89%
- 3Y*
- 27.59%
- 5Y*
- 15.69%
- 10Y*
- 17.88%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSG vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IUSG iShares Core S&P U.S. Growth ETF | 14.08% | 21.23% | 34.12% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between IUSG and IBIT is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.39 |
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Return for Risk
IUSG vs. IBIT — Risk / Return Rank
IUSG
IBIT
IUSG vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Growth ETF (IUSG) 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.
| IUSG | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.06 | ||
| Sortino ratioReturn per unit of downside risk | +4.15 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 0.86 | +0.51 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | -0.79 | +3.39 |
| Martin ratioReturn relative to average drawdown | 11.09 | -1.36 | +12.45 |
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
| IUSG | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | -0.89 | +3.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.30 | +0.09 |
Drawdowns
IUSG vs. IBIT - Drawdown Comparison
The maximum IUSG drawdown since its inception was -63.41%, which is greater than IBIT's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for IUSG and IBIT.
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Drawdown Indicators
| IUSG | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.41% | -49.36% | -14.05% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -49.36% | +36.29% |
Max Drawdown (3Y)Largest decline over 3 years | -22.28% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.35% | — | — |
Current DrawdownCurrent decline from peak | -0.98% | -48.10% | +47.12% |
Average DrawdownAverage peak-to-trough decline | -21.44% | -16.02% | -5.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 28.44% | -25.38% |
Volatility
IUSG vs. IBIT - Volatility Comparison
The current volatility for iShares Core S&P U.S. Growth ETF (IUSG) is 4.23%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that IUSG 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
| IUSG | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 9.50% | -5.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.23% | 34.44% | -22.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.72% | 43.73% | -28.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.87% | 50.19% | -29.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.40% | 50.19% | -29.79% |
IUSG vs. IBIT - Expense Ratio Comparison
IUSG 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
IUSG vs. IBIT - Dividend Comparison
IUSG's dividend yield for the trailing twelve months is around 0.47%, 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% |
IUSG iShares Core S&P U.S. Growth ETF | 0.47% | 0.53% | 0.59% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% |
Frequently Asked Questions
IUSG and IBIT have a correlation of 0.47, 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 IUSG (4.23%). In terms of maximum drawdown, IUSG dropped -63.41% vs IBIT's -49.36%.
On 1-year performance, IUSG leads with 33.89% vs -38.74% for IBIT. On fees, IUSG is cheaper at 0.04% per year. On volatility, IUSG has been the lower-risk option at 4.23%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IUSG has performed better with a 33.89% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IUSG is cheaper with a 0.04% expense ratio, compared with 0.25% for IBIT.
IUSG has the higher dividend yield at 0.47%, compared with 0.00% for IBIT.
IUSG is categorized as Large Cap Growth Equities, while IBIT is Cryptocurrency. IUSG tracks Russell 3000 Growth Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.04% for IUSG and 0.25% for IBIT.
IUSG currently has the higher Sharpe Ratio (2.17 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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