XJH vs. IBIT
XJH (iShares ESG Screened S&P Mid-Cap ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - XJH is a Mid Cap Blend Equities fund tracking the S&P MidCap 400 Sustainability 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, XJH returned 22.06% vs -46.27% for IBIT. At a 0.37 correlation, their price movements are largely independent. XJH charges 0.12%/yr vs 0.25%/yr for IBIT.
Performance
XJH vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, XJH achieves a 15.24% return, which is significantly higher than IBIT's -26.79% return.
XJH
- 1D
- -0.75%
- 1M
- 1.19%
- 6M
- 8.80%
- YTD
- 15.24%
- 1Y
- 22.06%
- 3Y*
- 12.98%
- 5Y*
- 8.72%
- 10Y*
- —
IBIT
- 1D
- -0.11%
- 1M
- -0.03%
- 6M
- -32.98%
- YTD
- -26.79%
- 1Y
- -46.27%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XJH vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
XJH iShares ESG Screened S&P Mid-Cap ETF | 15.24% | 8.12% | 14.11% |
IBIT iShares Bitcoin Trust ETF | -26.79% | -6.41% | 89.87% |
Correlation
The correlation between XJH and IBIT is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.37 |
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Return for Risk
XJH vs. IBIT — Risk / Return Rank
XJH
IBIT
XJH vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P Mid-Cap ETF (XJH) 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.
| XJH | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.40 | ||
| Sortino ratioReturn per unit of downside risk | +3.62 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.83 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | -0.87 | +3.18 |
| Martin ratioReturn relative to average drawdown | 8.46 | -1.39 | +9.85 |
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Drawdowns
XJH vs. IBIT - Drawdown Comparison
The maximum XJH drawdown since its inception was -25.07%, smaller than the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for XJH and IBIT.
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Drawdown Indicators
| XJH | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.07% | -53.30% | +28.23% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -53.30% | +43.69% |
Max Drawdown (3Y)Largest decline over 3 years | -24.56% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | — | — |
Current DrawdownCurrent decline from peak | -1.78% | -49.01% | +47.23% |
Average DrawdownAverage peak-to-trough decline | -6.70% | -17.76% | +11.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 33.29% | -30.67% |
Volatility
XJH vs. IBIT - Volatility Comparison
The current volatility for iShares ESG Screened S&P Mid-Cap ETF (XJH) is 3.60%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 10.80%. This indicates that XJH 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
| XJH | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 10.80% | -7.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.30% | 34.63% | -22.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.38% | 44.30% | -27.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 49.88% | -29.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.79% | 49.88% | -30.09% |
XJH vs. IBIT - Expense Ratio Comparison
XJH has a 0.12% 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
XJH vs. IBIT - Dividend Comparison
XJH's dividend yield for the trailing twelve months is around 1.08%, 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% |
XJH iShares ESG Screened S&P Mid-Cap ETF | 1.08% | 1.24% | 1.24% | 1.38% | 1.45% | 1.04% | 0.36% |
Frequently Asked Questions
XJH and IBIT have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (10.80%) compared to XJH (3.60%). In terms of maximum drawdown, XJH dropped -25.07% vs IBIT's -53.30%.
On 1-year performance, XJH leads with 22.06% vs -46.27% for IBIT. On fees, XJH is cheaper at 0.12% per year. On volatility, XJH has been the lower-risk option at 3.60%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XJH has performed better with a 22.06% return vs -46.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XJH is cheaper with a 0.12% expense ratio, compared with 0.25% for IBIT.
XJH has the higher dividend yield at 1.08%, compared with 0.00% for IBIT.
XJH is categorized as Mid Cap Blend Equities, while IBIT is Cryptocurrency. XJH tracks S&P MidCap 400 Sustainability Screened Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.12% for XJH and 0.25% for IBIT.
XJH currently has the higher Sharpe Ratio (1.36 vs -1.05), 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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