REM vs. IBIT
REM (iShares Mortgage Real Estate ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - REM is a REIT fund tracking the FTSE NAREIT All Mortgage Capped 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, REM returned 11.53% vs -38.74% for IBIT. At a 0.25 correlation, their price movements are largely independent. REM charges 0.48%/yr vs 0.25%/yr for IBIT.
Performance
REM vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, REM achieves a -2.10% return, which is significantly higher than IBIT's -25.48% return.
REM
- 1D
- -1.24%
- 1M
- -4.86%
- YTD
- -2.10%
- 6M
- -2.10%
- 1Y
- 11.53%
- 3Y*
- 8.00%
- 5Y*
- -2.48%
- 10Y*
- 2.55%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
REM vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
REM iShares Mortgage Real Estate ETF | -2.10% | 13.30% | -0.70% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between REM and IBIT is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.25 |
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Return for Risk
REM vs. IBIT — Risk / Return Rank
REM
IBIT
REM vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Mortgage Real Estate ETF (REM) 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.
| REM | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.58 | ||
| Sortino ratioReturn per unit of downside risk | +2.27 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.86 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.81 | -0.79 | +1.60 |
| Martin ratioReturn relative to average drawdown | 2.33 | -1.36 | +3.70 |
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
| REM | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | -0.89 | +1.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.30 | -0.34 |
Drawdowns
REM vs. IBIT - Drawdown Comparison
The maximum REM drawdown since its inception was -74.73%, which is greater than IBIT's maximum drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for REM and IBIT.
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Drawdown Indicators
| REM | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.73% | -49.36% | -25.37% |
Max Drawdown (1Y)Largest decline over 1 year | -14.25% | -49.36% | +35.11% |
Max Drawdown (3Y)Largest decline over 3 years | -21.91% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -43.31% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -68.52% | — | — |
Current DrawdownCurrent decline from peak | -23.85% | -48.10% | +24.25% |
Average DrawdownAverage peak-to-trough decline | -38.35% | -16.02% | -22.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 28.44% | -23.49% |
Volatility
REM vs. IBIT - Volatility Comparison
The current volatility for iShares Mortgage Real Estate ETF (REM) is 3.81%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that REM 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
| REM | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 9.50% | -5.69% |
Volatility (6M)Calculated over the trailing 6-month period | 13.01% | 34.44% | -21.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.85% | 43.73% | -26.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.57% | 50.19% | -26.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.27% | 50.19% | -21.92% |
REM vs. IBIT - Expense Ratio Comparison
REM has a 0.48% expense ratio, which is higher than IBIT's 0.25% expense ratio.
Dividends
REM vs. IBIT - Dividend Comparison
REM's dividend yield for the trailing twelve months is around 9.19%, 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% |
REM iShares Mortgage Real Estate ETF | 9.19% | 8.70% | 9.61% | 9.46% | 11.13% | 7.29% | 7.72% | 8.16% | 10.00% | 9.97% | 10.03% | 11.99% |
Frequently Asked Questions
REM and IBIT have a correlation of 0.25, 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 REM (3.81%). In terms of maximum drawdown, REM dropped -74.73% vs IBIT's -49.36%.
On 1-year performance, REM leads with 11.53% vs -38.74% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, REM has been the lower-risk option at 3.81%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, REM has performed better with a 11.53% 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 0.48% for REM.
REM has the higher dividend yield at 9.19%, compared with 0.00% for IBIT.
REM is categorized as REIT, while IBIT is Cryptocurrency. REM tracks FTSE NAREIT All Mortgage Capped Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.48% for REM and 0.25% for IBIT.
REM currently has the higher Sharpe Ratio (0.69 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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