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SGOV vs. BITX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SGOV vs. BITX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 0-3 Month Treasury Bond ETF (SGOV) and 2x Bitcoin Strategy ETF (BITX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SGOV achieves a 1.56% return, which is significantly higher than BITX's -55.64% return.


SGOV

1D
0.01%
1M
0.28%
YTD
1.56%
6M
1.80%
1Y
3.95%
3Y*
4.70%
5Y*
3.55%
10Y*

BITX

1D
9.87%
1M
-39.25%
YTD
-55.64%
6M
-59.53%
1Y
-73.99%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGOV vs. BITX - Yearly Performance Comparison


2026 (YTD)202520242023
SGOV
iShares 0-3 Month Treasury Bond ETF
1.56%4.24%5.27%2.77%
BITX
2x Bitcoin Strategy ETF
-55.64%-38.71%163.41%46.18%

Correlation

The correlation between SGOV and BITX is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.04

Correlation (All Time)
Calculated using the full available price history since Jun 27, 2023

0.02

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Return for Risk

SGOV vs. BITX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
Martin Ratio Rank

BITX
BITX Risk / Return Rank: 22
Overall Rank
BITX Sharpe Ratio Rank: 33
Sharpe Ratio Rank
BITX Sortino Ratio Rank: 22
Sortino Ratio Rank
BITX Omega Ratio Rank: 22
Omega Ratio Rank
BITX Calmar Ratio Rank: 11
Calmar Ratio Rank
BITX Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SGOV vs. BITX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 0-3 Month Treasury Bond ETF (SGOV) and 2x Bitcoin Strategy ETF (BITX). 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.


SGOVBITXDifference
Sharpe ratioReturn per unit of total volatility

+21.12

Sortino ratioReturn per unit of downside risk

+277.15

Omega ratioGain probability vs. loss probability

195.55

0.84

+194.72

Calmar ratioReturn relative to maximum drawdown

398.20

-0.90

+399.10

Martin ratioReturn relative to average drawdown

4,461.99

-1.46

+4,463.45

SGOV vs. BITX - Sharpe Ratio Comparison

The current SGOV Sharpe Ratio is 20.28, which is higher than the BITX Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of SGOV and BITX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SGOVBITXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

20.28

-0.85

+21.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

14.78

Sharpe Ratio (All Time)

Calculated using the full available price history

12.50

0.02

+12.48

Drawdowns

SGOV vs. BITX - Drawdown Comparison

The maximum SGOV drawdown since its inception was -0.03%, smaller than the maximum BITX drawdown of -82.16%. Use the drawdown chart below to compare losses from any high point for SGOV and BITX.


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Drawdown Indicators


SGOVBITXDifference

Max Drawdown

Largest peak-to-trough decline

-0.03%

-82.16%

+82.13%

Max Drawdown (1Y)

Largest decline over 1 year

-0.01%

-82.16%

+82.15%

Max Drawdown (3Y)

Largest decline over 3 years

-0.01%

Max Drawdown (5Y)

Largest decline over 5 years

-0.03%

Current Drawdown

Current decline from peak

0.00%

-80.39%

+80.39%

Average Drawdown

Average peak-to-trough decline

-0.00%

-31.90%

+31.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

50.80%

-50.80%

Volatility

SGOV vs. BITX - Volatility Comparison

The current volatility for iShares 0-3 Month Treasury Bond ETF (SGOV) is 0.06%, while 2x Bitcoin Strategy ETF (BITX) has a volatility of 23.70%. This indicates that SGOV experiences smaller price fluctuations and is considered to be less risky than BITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGOVBITXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.06%

23.70%

-23.64%

Volatility (6M)

Calculated over the trailing 6-month period

0.13%

69.45%

-69.32%

Volatility (1Y)

Calculated over the trailing 1-year period

0.20%

87.88%

-87.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.24%

98.49%

-98.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.24%

98.49%

-98.25%

SGOV vs. BITX - Expense Ratio Comparison

SGOV has a 0.09% expense ratio, which is lower than BITX's 2.38% expense ratio.


Dividends

SGOV vs. BITX - Dividend Comparison

SGOV's dividend yield for the trailing twelve months is around 3.85%, less than BITX's 35.74% yield.


PositionTTM202520242023202220212020
BITX
2x Bitcoin Strategy ETF
35.74%21.69%10.70%0.00%0.00%0.00%0.00%
SGOV
iShares 0-3 Month Treasury Bond ETF
3.85%4.10%5.10%4.87%1.45%0.03%0.05%

Frequently Asked Questions


SGOV and BITX have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BITX has higher volatility (23.70%) compared to SGOV (0.06%). In terms of maximum drawdown, SGOV dropped -0.03% vs BITX's -82.16%.

On 1-year performance, SGOV leads with 3.95% vs -73.99% for BITX. On fees, SGOV is cheaper at 0.09% per year. On volatility, SGOV has been the lower-risk option at 0.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, SGOV has performed better with a 3.95% return vs -73.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SGOV is cheaper with a 0.09% expense ratio, compared with 2.38% for BITX.

BITX has the higher dividend yield at 35.74%, compared with 3.85% for SGOV.

SGOV is categorized as Ultrashort Bond, while BITX is Cryptocurrency. SGOV tracks ICE 0-3 Month US Treasury Securities Index, while BITX tracks S&P CME Bitcoin Futures Daily Roll Index (200%). They also come from different issuers: iShares and Volatility Shares. Their fees differ too: 0.09% for SGOV and 2.38% for BITX.

SGOV currently has the higher Sharpe Ratio (20.28 vs -0.85), 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.

Portfolio Optimizer

Find the right allocation for SGOV and BITX

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