SCHG vs. IBIT
SCHG (Schwab U.S. Large-Cap Growth ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market 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, SCHG returned 19.69% vs -43.11% for IBIT. At a 0.40 correlation, their price movements are largely independent. SCHG charges 0.04%/yr vs 0.25%/yr for IBIT.
Performance
SCHG vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, SCHG achieves a 2.92% return, which is significantly higher than IBIT's -29.22% return.
SCHG
- 1D
- -0.80%
- 1M
- -1.73%
- YTD
- 2.92%
- 6M
- 2.08%
- 1Y
- 19.69%
- 3Y*
- 23.70%
- 5Y*
- 14.48%
- 10Y*
- 18.43%
IBIT
- 1D
- -2.09%
- 1M
- -22.68%
- YTD
- -29.22%
- 6M
- -33.51%
- 1Y
- -43.11%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SCHG vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SCHG Schwab U.S. Large-Cap Growth ETF | 2.92% | 17.50% | 34.21% |
IBIT iShares Bitcoin Trust ETF | -29.22% | -6.41% | 89.87% |
Correlation
The correlation between SCHG and IBIT is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.40 |
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Return for Risk
SCHG vs. IBIT — Risk / Return Rank
SCHG
IBIT
SCHG vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Growth ETF (SCHG) 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.
| SCHG | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.24 | ||
| Sortino ratioReturn per unit of downside risk | +3.17 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.84 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | -0.83 | +2.03 |
| Martin ratioReturn relative to average drawdown | 4.01 | -1.48 | +5.49 |
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
| SCHG | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | -0.98 | +2.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.20 | +0.63 |
Drawdowns
SCHG vs. IBIT - Drawdown Comparison
The maximum SCHG drawdown since its inception was -34.59%, smaller than the maximum IBIT drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for SCHG and IBIT.
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Drawdown Indicators
| SCHG | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -52.11% | +17.52% |
Max Drawdown (1Y)Largest decline over 1 year | -16.41% | -52.11% | +35.70% |
Max Drawdown (3Y)Largest decline over 3 years | -23.39% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | — | — |
Current DrawdownCurrent decline from peak | -5.01% | -50.71% | +45.70% |
Average DrawdownAverage peak-to-trough decline | -5.20% | -16.37% | +11.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 29.14% | -24.22% |
Volatility
SCHG vs. IBIT - Volatility Comparison
The current volatility for Schwab U.S. Large-Cap Growth ETF (SCHG) is 4.53%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 11.82%. This indicates that SCHG 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
| SCHG | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 11.82% | -7.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 34.49% | -22.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.77% | 44.23% | -28.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.31% | 50.35% | -28.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 50.35% | -28.78% |
SCHG vs. IBIT - Expense Ratio Comparison
SCHG has a 0.04% expense ratio, which is lower than IBIT's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
SCHG vs. IBIT - Dividend Comparison
SCHG's dividend yield for the trailing twelve months is around 0.38%, 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Frequently Asked Questions
SCHG and IBIT have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (11.82%) compared to SCHG (4.53%). In terms of maximum drawdown, SCHG dropped -34.59% vs IBIT's -52.11%.
On 1-year performance, SCHG leads with 19.69% vs -43.11% for IBIT. On fees, SCHG is cheaper at 0.04% per year. On volatility, SCHG has been the lower-risk option at 4.53%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, SCHG has performed better with a 19.69% return vs -43.11%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SCHG is cheaper with a 0.04% expense ratio, compared with 0.25% for IBIT.
SCHG has the higher dividend yield at 0.38%, compared with 0.00% for IBIT.
SCHG is categorized as Large Cap Growth Equities, while IBIT is Cryptocurrency. SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. They also come from different issuers: Charles Schwab and iShares. Their fees differ too: 0.04% for SCHG and 0.25% for IBIT.
SCHG currently has the higher Sharpe Ratio (1.25 vs -0.98), 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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