RXI vs. IBIT
RXI (iShares Global Consumer Discretionary ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - RXI is a Consumer Discretionary Equities fund tracking the S&P Global Consumer Discretionary 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, RXI returned 9.67% vs -44.19% for IBIT. Their 0.39 correlation means their historical movements had little consistent relationship. RXI charges 0.46%/yr vs 0.25%/yr for IBIT.
Performance
RXI vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, RXI achieves a -0.35% return, which is significantly higher than IBIT's -26.71% return.
RXI
- 1D
- 0.23%
- 1M
- 4.24%
- 6M
- -0.61%
- YTD
- -0.35%
- 1Y
- 9.67%
- 3Y*
- 10.30%
- 5Y*
- 4.73%
- 10Y*
- 9.86%
- ALL TIME*
- 8.65%
IBIT
- 1D
- 0.64%
- 1M
- 4.36%
- 6M
- -15.96%
- YTD
- -26.71%
- 1Y
- -44.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.29B | $1.33B | $1.64B | |
| $4.84M | $2.90M | $2.10M |
RXI vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
RXI iShares Global Consumer Discretionary ETF | -0.35% | 13.16% | 19.51% |
IBIT iShares Bitcoin Trust ETF | -26.71% | -6.41% | 89.87% |
Correlation
The correlation between RXI and IBIT is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.39 |
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Return for Risk
RXI vs. IBIT — Risk / Return Rank
RXI
IBIT
RXI vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Discretionary ETF (RXI) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RXI | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.57 | ||
| Sortino ratioReturn per unit of downside risk | +2.39 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 0.84 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | -0.83 | +1.47 |
| Martin ratioReturn relative to average drawdown | 1.61 | -1.27 | +2.88 |
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Drawdowns
RXI vs. IBIT - Drawdown Comparison
The maximum RXI drawdown since its inception was -60.36%, which is greater than IBIT's maximum drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for RXI and IBIT.
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Drawdown Indicators
| RXI | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.36% | -53.30% | -7.06% |
Max Drawdown (1Y)Largest decline over 1 year | -15.17% | -53.30% | +38.13% |
Max Drawdown (3Y)Largest decline over 3 years | -19.64% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -35.78% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.78% | — | — |
Current DrawdownCurrent decline from peak | -4.22% | -48.95% | +44.73% |
Average DrawdownAverage peak-to-trough decline | -10.52% | -18.34% | +7.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 34.94% | -28.93% |
Volatility
RXI vs. IBIT - Volatility Comparison
The current volatility for iShares Global Consumer Discretionary ETF (RXI) is 5.46%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 8.29%. This indicates that RXI 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
| RXI | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 8.29% | -2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 13.67% | 33.07% | -19.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.00% | 44.40% | -27.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.08% | 49.53% | -28.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.11% | 49.53% | -29.42% |
RXI vs. IBIT - Expense Ratio Comparison
RXI has a 0.46% expense ratio, which is higher than IBIT's 0.25% expense ratio.
Dividends
RXI vs. IBIT - Dividend Comparison
RXI's dividend yield for the trailing twelve months is around 1.40%, 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% |
RXI iShares Global Consumer Discretionary ETF | 1.40% | 1.55% | 1.07% | 1.00% | 1.00% | 0.89% | 0.65% | 1.48% | 1.73% | 1.26% | 1.77% | 1.17% |
Frequently Asked Questions
RXI and IBIT have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (8.29%) compared to RXI (5.46%). In terms of maximum drawdown, RXI dropped -60.36% vs IBIT's -53.30%.
On 1-year performance, RXI leads with 9.67% vs -44.19% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, RXI has been the lower-risk option at 5.46%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, RXI has performed better with a 9.67% return vs -44.19%. 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 RXI.
RXI has the higher dividend yield at 1.40%, compared with 0.00% for IBIT.
RXI is categorized as Consumer Discretionary Equities, while IBIT is Cryptocurrency. RXI tracks S&P Global Consumer Discretionary Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.46% for RXI and 0.25% for IBIT.
RXI currently has the higher Sharpe Ratio (0.57 vs -1.00), 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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