URTH vs. IBIT
URTH (iShares MSCI World ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - URTH is a Global Equities fund tracking the MSCI World Index (Net), while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. Both are passively managed. Over the past year, URTH returned 26.06% vs -38.74% for IBIT. At a 0.41 correlation, their price movements are largely independent. URTH charges 0.24%/yr vs 0.25%/yr for IBIT.
Performance
URTH vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, URTH achieves a 10.16% return, which is significantly higher than IBIT's -25.48% return.
URTH
- 1D
- -0.74%
- 1M
- 4.65%
- YTD
- 10.16%
- 6M
- 10.88%
- 1Y
- 26.06%
- 3Y*
- 20.81%
- 5Y*
- 11.86%
- 10Y*
- 13.19%
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
URTH vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
URTH iShares MSCI World ETF | 10.16% | 21.36% | 18.84% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
Correlation
The correlation between URTH and IBIT is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.41 |
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Return for Risk
URTH vs. IBIT — Risk / Return Rank
URTH
IBIT
URTH vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World ETF (URTH) 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.
| URTH | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.06 | ||
| Sortino ratioReturn per unit of downside risk | +4.24 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 0.86 | +0.53 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | -0.79 | +3.68 |
| Martin ratioReturn relative to average drawdown | 13.11 | -1.36 | +14.47 |
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
| URTH | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | -0.89 | +3.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.30 | +0.43 |
Drawdowns
URTH vs. IBIT - Drawdown Comparison
The maximum URTH drawdown since its inception was -34.01%, smaller than the maximum IBIT drawdown of -49.36%. Use the drawdown chart below to compare losses from any high point for URTH and IBIT.
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Drawdown Indicators
| URTH | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.01% | -49.36% | +15.35% |
Max Drawdown (1Y)Largest decline over 1 year | -9.06% | -49.36% | +40.30% |
Max Drawdown (3Y)Largest decline over 3 years | -16.94% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.05% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | — | — |
Current DrawdownCurrent decline from peak | -0.74% | -48.10% | +47.36% |
Average DrawdownAverage peak-to-trough decline | -4.37% | -16.02% | +11.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 28.44% | -26.45% |
Volatility
URTH vs. IBIT - Volatility Comparison
The current volatility for iShares MSCI World ETF (URTH) is 3.27%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. This indicates that URTH 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
| URTH | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 9.50% | -6.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 34.44% | -25.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.05% | 43.73% | -31.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.19% | 50.19% | -34.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.27% | 50.19% | -32.92% |
URTH vs. IBIT - Expense Ratio Comparison
URTH has a 0.24% 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
URTH vs. IBIT - Dividend Comparison
URTH's dividend yield for the trailing twelve months is around 1.35%, 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% |
URTH iShares MSCI World ETF | 1.35% | 1.48% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.15% | 2.35% |
Frequently Asked Questions
URTH and IBIT have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (9.50%) compared to URTH (3.27%). In terms of maximum drawdown, URTH dropped -34.01% vs IBIT's -49.36%.
On 1-year performance, URTH leads with 26.06% vs -38.74% for IBIT. On fees, URTH is cheaper at 0.24% per year. On volatility, URTH has been the lower-risk option at 3.27%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, URTH has performed better with a 26.06% return vs -38.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
URTH is cheaper with a 0.24% expense ratio, compared with 0.25% for IBIT.
URTH has the higher dividend yield at 1.35%, compared with 0.00% for IBIT.
URTH is categorized as Global Equities, while IBIT is Cryptocurrency. URTH tracks MSCI World Index (Net), while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.24% for URTH and 0.25% for IBIT.
URTH currently has the higher Sharpe Ratio (2.17 vs -0.89), 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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