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 4.25% vs -45.30% for IBIT. At a 0.39 correlation, their price movements are largely independent. 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 -6.99% return, which is significantly higher than IBIT's -32.49% return.
RXI
- 1D
- -1.22%
- 1M
- -4.32%
- YTD
- -6.99%
- 6M
- -8.46%
- 1Y
- 4.25%
- 3Y*
- 9.19%
- 5Y*
- 3.14%
- 10Y*
- 10.20%
IBIT
- 1D
- -1.03%
- 1M
- -22.03%
- YTD
- -32.49%
- 6M
- -32.23%
- 1Y
- -45.30%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RXI vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
RXI iShares Global Consumer Discretionary ETF | -6.99% | 13.16% | 19.51% |
IBIT iShares Bitcoin Trust ETF | -32.49% | -6.41% | 89.87% |
Correlation
The correlation between RXI and IBIT is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
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 | +1.28 | ||
| Sortino ratioReturn per unit of downside risk | +2.02 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 0.83 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.28 | -0.86 | +1.14 |
| Martin ratioReturn relative to average drawdown | 0.79 | -1.47 | +2.25 |
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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 -52.98%. 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% | -52.98% | -7.38% |
Max Drawdown (1Y)Largest decline over 1 year | -15.17% | -52.98% | +37.81% |
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 | -10.60% | -52.98% | +42.38% |
Average DrawdownAverage peak-to-trough decline | -10.53% | -16.97% | +6.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.41% | 30.94% | -25.53% |
Volatility
RXI vs. IBIT - Volatility Comparison
The current volatility for iShares Global Consumer Discretionary ETF (RXI) is 5.84%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 13.43%. 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 | 5.84% | 13.43% | -7.59% |
Volatility (6M)Calculated over the trailing 6-month period | 13.16% | 34.60% | -21.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.69% | 44.41% | -27.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.03% | 50.21% | -29.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 50.21% | -30.12% |
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 1.50%, 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 | 1.50% | 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 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (13.43%) compared to RXI (5.84%). In terms of maximum drawdown, RXI dropped -60.36% vs IBIT's -52.98%.
On 1-year performance, RXI leads with 4.25% vs -45.30% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, RXI has been the lower-risk option at 5.84%. 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 4.25% return vs -45.30%. 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 1.50%, 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 (0.26 vs -1.02), 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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