IUSV vs. IBIT
IUSV (iShares Core S&P U.S. Value ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - IUSV is a Large Cap Value Equities fund tracking the S&P 900 Value 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, IUSV returned 21.24% vs -38.74% for IBIT. At a 0.33 correlation, their price movements are largely independent. IUSV charges 0.04%/yr vs 0.25%/yr for IBIT.
Performance
IUSV vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, IUSV achieves a 7.63% return, which is significantly higher than IBIT's -25.48% return.
IUSV
- 1D
- -0.37%
- 1M
- 2.24%
- YTD
- 7.63%
- 6M
- 7.88%
- 1Y
- 21.24%
- 3Y*
- 15.62%
- 5Y*
- 10.47%
- 10Y*
- 12.04%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSV vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 7.63% | 12.85% | 12.65% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between IUSV and IBIT is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.33 |
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Return for Risk
IUSV vs. IBIT — Risk / Return Rank
IUSV
IBIT
IUSV vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Value ETF (IUSV) 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.
| IUSV | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.03 | ||
| Sortino ratioReturn per unit of downside risk | +4.24 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 0.86 | +0.52 |
| Calmar ratioReturn relative to maximum drawdown | 3.35 | -0.79 | +4.14 |
| Martin ratioReturn relative to average drawdown | 12.84 | -1.36 | +14.21 |
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
| IUSV | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | -0.89 | +3.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.30 | +0.31 |
Drawdowns
IUSV vs. IBIT - Drawdown Comparison
The maximum IUSV drawdown since its inception was -56.88%, which is greater than IBIT's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for IUSV and IBIT.
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Drawdown Indicators
| IUSV | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.88% | -49.36% | -7.52% |
Max Drawdown (1Y)Largest decline over 1 year | -6.36% | -49.36% | +43.00% |
Max Drawdown (3Y)Largest decline over 3 years | -17.76% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.95% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | — | — |
Current DrawdownCurrent decline from peak | -0.51% | -48.10% | +47.59% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -16.02% | +9.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 28.44% | -26.78% |
Volatility
IUSV vs. IBIT - Volatility Comparison
The current volatility for iShares Core S&P U.S. Value ETF (IUSV) is 2.14%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that IUSV 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
| IUSV | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.14% | 9.50% | -7.36% |
Volatility (6M)Calculated over the trailing 6-month period | 7.14% | 34.44% | -27.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.98% | 43.73% | -33.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.55% | 50.19% | -35.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 50.19% | -33.12% |
IUSV vs. IBIT - Expense Ratio Comparison
IUSV 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
IUSV vs. IBIT - Dividend Comparison
IUSV's dividend yield for the trailing twelve months is around 1.68%, 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% |
IUSV iShares Core S&P U.S. Value ETF | 1.68% | 1.78% | 2.15% | 1.75% | 2.22% | 1.87% | 2.40% | 2.19% | 2.67% | 1.93% | 4.44% | 7.63% |
Frequently Asked Questions
IUSV and IBIT have a correlation of 0.35, 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 IUSV (2.14%). In terms of maximum drawdown, IUSV dropped -56.88% vs IBIT's -49.36%.
On 1-year performance, IUSV leads with 21.24% vs -38.74% for IBIT. On fees, IUSV is cheaper at 0.04% per year. On volatility, IUSV has been the lower-risk option at 2.14%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IUSV has performed better with a 21.24% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IUSV is cheaper with a 0.04% expense ratio, compared with 0.25% for IBIT.
IUSV has the higher dividend yield at 1.68%, compared with 0.00% for IBIT.
IUSV is categorized as Large Cap Value Equities, while IBIT is Cryptocurrency. IUSV tracks S&P 900 Value Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.04% for IUSV and 0.25% for IBIT.
IUSV currently has the higher Sharpe Ratio (2.14 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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