KXI vs. IBIT
KXI (iShares Global Consumer Staples ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - KXI is a Consumer Staples Equities fund tracking the S&P Global Consumer Staples 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, KXI returned 1.68% vs -38.74% for IBIT. At a 0.05 correlation, their price movements are largely independent. KXI charges 0.46%/yr vs 0.25%/yr for IBIT.
Performance
KXI vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, KXI achieves a 3.26% return, which is significantly higher than IBIT's -25.48% return.
KXI
- 1D
- 0.15%
- 1M
- -1.82%
- YTD
- 3.26%
- 6M
- 2.93%
- 1Y
- 1.68%
- 3Y*
- 5.80%
- 5Y*
- 3.75%
- 10Y*
- 5.53%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KXI vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 3.26% | 9.68% | 3.92% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between KXI and IBIT is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.05 |
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Return for Risk
KXI vs. IBIT — Risk / Return Rank
KXI
IBIT
KXI vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Staples ETF (KXI) 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.
| KXI | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.03 | ||
| Sortino ratioReturn per unit of downside risk | +1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.86 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.17 | -0.79 | +0.95 |
| Martin ratioReturn relative to average drawdown | 0.37 | -1.36 | +1.73 |
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
| KXI | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | -0.89 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.30 | +0.19 |
Drawdowns
KXI vs. IBIT - Drawdown Comparison
The maximum KXI drawdown since its inception was -42.27%, smaller than the maximum IBIT drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for KXI and IBIT.
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Drawdown Indicators
| KXI | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.27% | -49.36% | +7.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -49.36% | +39.12% |
Max Drawdown (3Y)Largest decline over 3 years | -11.92% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -24.59% | — | — |
Current DrawdownCurrent decline from peak | -9.24% | -48.10% | +38.86% |
Average DrawdownAverage peak-to-trough decline | -5.36% | -16.02% | +10.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 28.44% | -23.82% |
Volatility
KXI vs. IBIT - Volatility Comparison
The current volatility for iShares Global Consumer Staples ETF (KXI) is 3.90%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that KXI 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
| KXI | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 9.50% | -5.60% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 34.44% | -25.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.78% | 43.73% | -31.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.45% | 50.19% | -37.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.74% | 50.19% | -36.45% |
KXI vs. IBIT - Expense Ratio Comparison
KXI has a 0.46% expense ratio, which is higher than IBIT's 0.25% expense ratio.
Dividends
KXI vs. IBIT - Dividend Comparison
KXI's dividend yield for the trailing twelve months is around 2.22%, 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% |
KXI iShares Global Consumer Staples ETF | 2.22% | 2.29% | 2.51% | 2.99% | 1.98% | 2.26% | 2.34% | 2.17% | 2.97% | 2.17% | 2.34% | 2.20% |
Frequently Asked Questions
KXI and IBIT have a correlation of -0.02, 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 KXI (3.90%). In terms of maximum drawdown, KXI dropped -42.27% vs IBIT's -49.36%.
On 1-year performance, KXI leads with 1.68% vs -38.74% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, KXI has been the lower-risk option at 3.90%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, KXI has performed better with a 1.68% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIT is cheaper with a 0.25% expense ratio, compared with 0.46% for KXI.
KXI has the higher dividend yield at 2.22%, compared with 0.00% for IBIT.
KXI is categorized as Consumer Staples Equities, while IBIT is Cryptocurrency. KXI tracks S&P Global Consumer Staples Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.46% for KXI and 0.25% for IBIT.
KXI currently has the higher Sharpe Ratio (0.14 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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