USXF vs. IBIT
USXF (iShares ESG Advanced MSCI USA ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - USXF is a Large Cap Growth Equities fund tracking the MSCI USA Choice ESG Screened 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, USXF returned 36.70% vs -37.79% for IBIT. At a 0.41 correlation, their price movements are largely independent. USXF charges 0.10%/yr vs 0.25%/yr for IBIT.
Performance
USXF vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, USXF achieves a 21.17% return, which is significantly higher than IBIT's -26.49% return.
USXF
- 1D
- 0.37%
- 1M
- 4.92%
- YTD
- 21.17%
- 6M
- 20.48%
- 1Y
- 36.70%
- 3Y*
- 26.99%
- 5Y*
- 15.57%
- 10Y*
- —
IBIT
- 1D
- 2.47%
- 1M
- -15.04%
- YTD
- -26.49%
- 6M
- -27.13%
- 1Y
- -37.79%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USXF vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
USXF iShares ESG Advanced MSCI USA ETF | 21.17% | 16.97% | 25.94% |
IBIT iShares Bitcoin Trust ETF | -26.49% | -6.41% | 89.87% |
Correlation
The correlation between USXF and IBIT is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.41 |
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Return for Risk
USXF vs. IBIT — Risk / Return Rank
USXF
IBIT
USXF vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced MSCI USA ETF (USXF) 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.
| USXF | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.97 | ||
| Sortino ratioReturn per unit of downside risk | +3.95 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 0.87 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 3.62 | -0.73 | +4.35 |
| Martin ratioReturn relative to average drawdown | 13.89 | -1.24 | +15.14 |
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Drawdowns
USXF vs. IBIT - Drawdown Comparison
The maximum USXF drawdown since its inception was -29.54%, smaller than the maximum IBIT drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for USXF and IBIT.
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Drawdown Indicators
| USXF | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.54% | -52.11% | +22.57% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -52.11% | +41.92% |
Max Drawdown (3Y)Largest decline over 3 years | -20.93% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.54% | — | — |
Current DrawdownCurrent decline from peak | -0.18% | -48.80% | +48.62% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -16.79% | +10.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 30.41% | -27.76% |
Volatility
USXF vs. IBIT - Volatility Comparison
The current volatility for iShares ESG Advanced MSCI USA ETF (USXF) is 7.80%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 13.00%. This indicates that USXF 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
| USXF | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.80% | 13.00% | -5.20% |
Volatility (6M)Calculated over the trailing 6-month period | 14.29% | 34.53% | -20.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.45% | 44.29% | -26.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.79% | 50.21% | -30.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.32% | 50.21% | -30.89% |
USXF vs. IBIT - Expense Ratio Comparison
USXF has a 0.10% 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
USXF vs. IBIT - Dividend Comparison
USXF's dividend yield for the trailing twelve months is around 0.79%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USXF iShares ESG Advanced MSCI USA ETF | 0.79% | 0.93% | 1.00% | 1.21% | 1.39% | 0.86% | 0.58% |
Frequently Asked Questions
USXF and IBIT have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (13.00%) compared to USXF (7.80%). In terms of maximum drawdown, USXF dropped -29.54% vs IBIT's -52.11%.
On 1-year performance, USXF leads with 36.70% vs -37.79% for IBIT. On fees, USXF is cheaper at 0.10% per year. On volatility, USXF has been the lower-risk option at 7.80%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, USXF has performed better with a 36.70% return vs -37.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USXF is cheaper with a 0.10% expense ratio, compared with 0.25% for IBIT.
USXF has the higher dividend yield at 0.79%, compared with 0.00% for IBIT.
USXF is categorized as Large Cap Growth Equities, while IBIT is Cryptocurrency. USXF tracks MSCI USA Choice ESG Screened Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.10% for USXF and 0.25% for IBIT.
USXF currently has the higher Sharpe Ratio (2.12 vs -0.86), 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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