LFGY vs. IBIT
LFGY (YieldMax Crypto Industry & Tech Portfolio Option Income ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - LFGY is a Derivative Income fund actively managed by YieldMax, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. LFGY is actively managed, while IBIT is passively managed. Over the past year, LFGY returned 8.63% vs -39.60% for IBIT. A 0.74 correlation means they provide meaningful diversification when combined. LFGY charges 0.99%/yr vs 0.25%/yr for IBIT.
Performance
LFGY vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, LFGY achieves a 17.68% return, which is significantly higher than IBIT's -27.45% return.
LFGY
- 1D
- 0.00%
- 1M
- 2.32%
- YTD
- 17.68%
- 6M
- 7.03%
- 1Y
- 8.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBIT
- 1D
- -2.65%
- 1M
- -22.17%
- YTD
- -27.45%
- 6M
- -31.40%
- 1Y
- -39.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LFGY vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 17.68% | -8.18% |
IBIT iShares Bitcoin Trust ETF | -27.45% | -9.45% |
Correlation
The correlation between LFGY and IBIT is 0.74, 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 | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jan 15, 2025 | 0.74 |
The correlation between LFGY and IBIT has been stable across timeframes, ranging from 0.74 to 0.74 - a consistent structural relationship.
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Return for Risk
LFGY vs. IBIT — Risk / Return Rank
LFGY
IBIT
LFGY vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) 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.
| LFGY | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.14 | ||
| Sortino ratioReturn per unit of downside risk | +1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.86 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.24 | -0.80 | +1.04 |
| Martin ratioReturn relative to average drawdown | 0.53 | -1.39 | +1.91 |
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
| LFGY | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | -0.91 | +1.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.27 | -0.13 |
Drawdowns
LFGY vs. IBIT - Drawdown Comparison
The maximum LFGY drawdown since its inception was -35.94%, smaller than the maximum IBIT drawdown of -49.47%. Use the drawdown chart below to compare losses from any high point for LFGY and IBIT.
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Drawdown Indicators
| LFGY | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.94% | -49.47% | +13.53% |
Max Drawdown (1Y)Largest decline over 1 year | -35.94% | -49.47% | +13.53% |
Current DrawdownCurrent decline from peak | -10.11% | -49.47% | +39.36% |
Average DrawdownAverage peak-to-trough decline | -14.06% | -16.07% | +2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.43% | 28.61% | -12.18% |
Volatility
LFGY vs. IBIT - Volatility Comparison
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) has a higher volatility of 10.49% compared to iShares Bitcoin Trust ETF (IBIT) at 9.14%. This indicates that LFGY's price experiences larger fluctuations and is considered to be riskier 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
| LFGY | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.49% | 9.14% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 30.08% | 33.89% | -3.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.07% | 43.76% | -6.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.90% | 50.18% | -8.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.90% | 50.18% | -8.28% |
LFGY vs. IBIT - Expense Ratio Comparison
LFGY has a 0.99% expense ratio, which is higher than IBIT's 0.25% expense ratio.
Dividends
LFGY vs. IBIT - Dividend Comparison
LFGY's dividend yield for the trailing twelve months is around 82.56%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% |
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 82.56% | 94.90% |
Frequently Asked Questions
LFGY and IBIT have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LFGY has higher volatility (10.49%) compared to IBIT (9.14%). In terms of maximum drawdown, LFGY dropped -35.94% vs IBIT's -49.47%.
On 1-year performance, LFGY leads with 8.63% vs -39.60% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, IBIT has been the lower-risk option at 9.14%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, LFGY has performed better with a 8.63% return vs -39.60%. 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 0.99% for LFGY.
LFGY has the higher dividend yield at 82.56%, compared with 0.00% for IBIT.
LFGY is categorized as Derivative Income, while IBIT is Cryptocurrency. They also come from different issuers: YieldMax and iShares. Their fees differ too: 0.99% for LFGY and 0.25% for IBIT.
LFGY currently has the higher Sharpe Ratio (0.23 vs -0.91), 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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