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URA vs. IBIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

URA vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Uranium ETF (URA) and iShares Bitcoin Trust ETF (IBIT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, URA achieves a 7.47% return, which is significantly higher than IBIT's -27.71% return.


URA

1D
1.35%
1M
-16.78%
YTD
7.47%
6M
0.63%
1Y
43.02%
3Y*
33.80%
5Y*
19.23%
10Y*
15.57%

IBIT

1D
5.13%
1M
-21.03%
YTD
-27.71%
6M
-30.34%
1Y
-39.44%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

URA vs. IBIT - Yearly Performance Comparison


2026 (YTD)20252024
URA
Global X Uranium ETF
7.47%67.18%-4.38%
IBIT
iShares Bitcoin Trust ETF
-27.71%-6.41%89.87%

Correlation

The correlation between URA and IBIT is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.41

Correlation (All Time)
Calculated using the full available price history since Jan 11, 2024

0.33

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Return for Risk

URA vs. IBIT — Risk / Return Rank

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

URA
URA Risk / Return Rank: 2828
Overall Rank
URA Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
URA Sortino Ratio Rank: 2929
Sortino Ratio Rank
URA Omega Ratio Rank: 2727
Omega Ratio Rank
URA Calmar Ratio Rank: 3434
Calmar Ratio Rank
URA Martin Ratio Rank: 2525
Martin Ratio Rank

IBIT
IBIT Risk / Return Rank: 33
Overall Rank
IBIT Sharpe Ratio Rank: 22
Sharpe Ratio Rank
IBIT Sortino Ratio Rank: 33
Sortino Ratio Rank
IBIT Omega Ratio Rank: 33
Omega Ratio Rank
IBIT Calmar Ratio Rank: 33
Calmar Ratio Rank
IBIT 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.

URA vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Uranium ETF (URA) 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.


URAIBITDifference
Sharpe ratioReturn per unit of total volatility

+1.74

Sortino ratioReturn per unit of downside risk

+2.68

Omega ratioGain probability vs. loss probability

1.17

0.86

+0.31

Calmar ratioReturn relative to maximum drawdown

1.52

-0.76

+2.28

Martin ratioReturn relative to average drawdown

3.16

-1.36

+4.52

URA vs. IBIT - Sharpe Ratio Comparison

The current URA Sharpe Ratio is 0.85, which is higher than the IBIT Sharpe Ratio of -0.90. The chart below compares the historical Sharpe Ratios of URA and IBIT, 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


URAIBITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

-0.90

+1.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.07

0.26

-0.33

Drawdowns

URA vs. IBIT - Drawdown Comparison

The maximum URA drawdown since its inception was -93.54%, which is greater than IBIT's maximum drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for URA and IBIT.


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Drawdown Indicators


URAIBITDifference

Max Drawdown

Largest peak-to-trough decline

-93.54%

-52.11%

-41.43%

Max Drawdown (1Y)

Largest decline over 1 year

-28.43%

-52.11%

+23.68%

Max Drawdown (3Y)

Largest decline over 3 years

-37.81%

Max Drawdown (5Y)

Largest decline over 5 years

-37.90%

Max Drawdown (10Y)

Largest decline over 10 years

-61.45%

Current Drawdown

Current decline from peak

-47.89%

-49.66%

+1.77%

Average Drawdown

Average peak-to-trough decline

-74.99%

-16.19%

-58.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.66%

28.97%

-15.31%

Volatility

URA vs. IBIT - Volatility Comparison

Global X Uranium ETF (URA) has a higher volatility of 16.85% compared to iShares Bitcoin Trust ETF (IBIT) at 11.85%. This indicates that URA's price experiences larger fluctuations and is considered to be riskier 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


URAIBITDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.85%

11.85%

+5.00%

Volatility (6M)

Calculated over the trailing 6-month period

39.19%

34.60%

+4.59%

Volatility (1Y)

Calculated over the trailing 1-year period

51.23%

44.28%

+6.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.83%

50.32%

-6.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.84%

50.32%

-12.48%

URA vs. IBIT - Expense Ratio Comparison

URA has a 0.69% expense ratio, which is higher than IBIT's 0.25% expense ratio.


Dividends

URA vs. IBIT - Dividend Comparison

URA's dividend yield for the trailing twelve months is around 4.54%, while IBIT has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
URA
Global X Uranium ETF
4.54%4.88%2.86%6.07%0.76%5.84%1.69%1.66%0.44%2.03%7.28%1.96%

Frequently Asked Questions


URA and IBIT have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

URA has higher volatility (16.85%) compared to IBIT (11.85%). In terms of maximum drawdown, URA dropped -93.54% vs IBIT's -52.11%.

On 1-year performance, URA leads with 43.02% vs -39.44% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, IBIT has been the lower-risk option at 11.85%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, URA has performed better with a 43.02% return vs -39.44%. 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 0.69% for URA.

URA has the higher dividend yield at 4.54%, compared with 0.00% for IBIT.

URA is categorized as Commodity Producers Equities, while IBIT is Cryptocurrency. URA tracks Solactive Global Uranium & Nuclear Components Total Return Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. They also come from different issuers: Global X and iShares. Their fees differ too: 0.69% for URA and 0.25% for IBIT.

URA currently has the higher Sharpe Ratio (0.85 vs -0.90), 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

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