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 24.57% vs -41.01% for IBIT. At a 0.38 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 11.87% return, which is significantly higher than IBIT's -31.24% return.
XJH
- 1D
- -2.05%
- 1M
- -0.88%
- YTD
- 11.87%
- 6M
- 11.82%
- 1Y
- 24.57%
- 3Y*
- 14.70%
- 5Y*
- 7.22%
- 10Y*
- —
IBIT
- 1D
- -5.22%
- 1M
- -26.09%
- YTD
- -31.24%
- 6M
- -32.65%
- 1Y
- -41.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XJH vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
XJH iShares ESG Screened S&P Mid-Cap ETF | 11.87% | 8.12% | 14.36% |
IBIT iShares Bitcoin Trust ETF | -31.24% | -6.41% | 99.21% |
Correlation
The correlation between XJH and IBIT is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2024 | 0.38 |
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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.
| XJH | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.44 | ||
| Sortino ratioReturn per unit of downside risk | +3.53 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.85 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 2.57 | -0.79 | +3.36 |
| Martin ratioReturn relative to average drawdown | 9.44 | -1.43 | +10.87 |
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
| XJH | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | -0.94 | +2.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.22 | +0.52 |
Drawdowns
XJH vs. IBIT - Drawdown Comparison
The maximum XJH drawdown since its inception was -25.07%, smaller than the maximum IBIT drawdown of -52.11%. 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% | -52.11% | +27.04% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -52.11% | +42.50% |
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 | -2.05% | -52.11% | +50.06% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -16.13% | +9.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 28.80% | -26.19% |
Volatility
XJH vs. IBIT - Volatility Comparison
The current volatility for iShares ESG Screened S&P Mid-Cap ETF (XJH) is 4.49%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.97%. 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 | 4.49% | 9.97% | -5.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 34.18% | -22.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 44.04% | -27.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.94% | 50.26% | -30.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.89% | 50.26% | -30.37% |
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 1.12%, 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 | 1.12% | 1.24% | 1.24% | 1.38% | 1.45% | 1.04% | 0.36% |
Frequently Asked Questions
XJH and IBIT have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (9.97%) compared to XJH (4.49%). In terms of maximum drawdown, XJH dropped -25.07% vs IBIT's -52.11%.
On 1-year performance, XJH leads with 24.57% vs -41.01% for IBIT. On fees, XJH is cheaper at 0.12% per year. On volatility, XJH has been the lower-risk option at 4.49%. 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 24.57% return vs -41.01%. 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 1.12%, 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 (1.51 vs -0.94), 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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