XVV vs. IBIT

Last updated Jul 17, 2026

XVV (iShares ESG Screened S&P 500 ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - XVV is a S&P 500 fund tracking the S&P 500 Sustainablility 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, XVV returned 20.92% vs -46.35% for IBIT. At a 0.40 correlation, their price movements are largely independent. XVV charges 0.08%/yr vs 0.25%/yr for IBIT.

Performance

XVV vs. IBIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Screened S&P 500 ETF (XVV) and iShares Bitcoin Trust ETF (IBIT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XVV achieves a 9.66% return, which is significantly higher than IBIT's -26.71% return.

XVV

• 1D: -0.46%
• 1M: 0.87%
• 6M: 8.76%
• YTD: 9.66%
• 1Y: 20.92%
• 3Y*: 20.00%
• 5Y*: 12.92%
• 10Y*: —

IBIT

• 1D: -1.14%
• 1M: -2.10%
• 6M: -32.61%
• YTD: -26.71%
• 1Y: -46.35%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XVV vs. IBIT - Yearly Performance Comparison

	2026 (YTD)	2025	2024
XVV iShares ESG Screened S&P 500 ETF	9.66%	17.53%	25.40%
IBIT iShares Bitcoin Trust ETF	-26.71%	-6.41%	89.87%

Correlation

The correlation between XVV and IBIT is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.46
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024	0.40

Return for Risk

XVV vs. IBIT — Risk / Return Rank

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

XVV

XVV Risk / Return Rank: 56
XVV Sharpe Ratio Rank: 59
XVV Sortino Ratio Rank: 56
XVV Omega Ratio Rank: 57
XVV Calmar Ratio Rank: 48
XVV Martin Ratio Rank: 60

IBIT

IBIT Risk / Return Rank: 1
IBIT Sharpe Ratio Rank: 1
IBIT Sortino Ratio Rank: 2
IBIT Omega Ratio Rank: 2
IBIT Calmar Ratio Rank: 2
IBIT Martin Ratio Rank: 2

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.

XVV vs. IBIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P 500 ETF (XVV) 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.

	XVV	IBIT	Difference
Sharpe ratio: Return per unit of total volatility	1.58	-1.05	+2.63
Sortino ratio: Return per unit of downside risk	2.19	-1.59	+3.78
Omega ratio: Gain probability vs. loss probability	1.29	0.82	+0.46
Calmar ratio: Return relative to maximum drawdown	1.98	-0.87	+2.86
Martin ratio: Return relative to average drawdown	8.34	-1.40	+9.74

XVV vs. IBIT - Sharpe Ratio Comparison

The current XVV Sharpe Ratio is 1.58, which is higher than the IBIT Sharpe Ratio of -1.05. The chart below compares the historical Sharpe Ratios of XVV 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.

Drawdowns

XVV vs. IBIT - Drawdown Comparison

The maximum XVV drawdown since its inception was -27.20%, smaller than the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for XVV and IBIT.

Drawdown Indicators

	XVV	IBIT	Difference
Max Drawdown Largest peak-to-trough decline	-27.20%	-53.30%	+26.10%
Max Drawdown (1Y) Largest decline over 1 year	-10.59%	-53.30%	+42.71%
Max Drawdown (3Y) Largest decline over 3 years	-19.59%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-27.20%	—	—
Current Drawdown Current decline from peak	-0.60%	-48.95%	+48.35%
Average Drawdown Average peak-to-trough decline	-5.80%	-17.71%	+11.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.52%	33.14%	-30.62%

Volatility

XVV vs. IBIT - Volatility Comparison

The current volatility for iShares ESG Screened S&P 500 ETF (XVV) is 3.60%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 10.89%. This indicates that XVV 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.

Volatility by Period

	XVV	IBIT	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.60%	10.89%	-7.29%
Volatility (6M) Calculated over the trailing 6-month period	10.64%	34.83%	-24.19%
Volatility (1Y) Calculated over the trailing 1-year period	13.30%	44.38%	-31.08%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.72%	49.92%	-32.20%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.31%	49.92%	-32.61%

XVV vs. IBIT - Expense Ratio Comparison

XVV has a 0.08% 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

XVV vs. IBIT - Dividend Comparison

XVV's dividend yield for the trailing twelve months is around 0.92%, 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%
XVV iShares ESG Screened S&P 500 ETF	0.92%	0.94%	1.05%	1.25%	1.57%	0.81%	0.31%

Frequently Asked Questions

Can I hold both XVV and IBIT in my portfolio?

XVV and IBIT have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XVV or IBIT?

IBIT has higher volatility (10.89%) compared to XVV (3.60%). In terms of maximum drawdown, XVV dropped -27.20% vs IBIT's -53.30%.

Which ETF is better, XVV or IBIT?

On 1-year performance, XVV leads with 20.92% vs -46.35% for IBIT. On fees, XVV is cheaper at 0.08% per year. On volatility, XVV has been the lower-risk option at 3.60%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XVV or IBIT?

Over the 1-year period, XVV has performed better with a 20.92% return vs -46.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XVV or IBIT?

XVV is cheaper with a 0.08% expense ratio, compared with 0.25% for IBIT.

Which ETF pays a higher dividend yield, XVV or IBIT?

XVV has the higher dividend yield at 0.92%, compared with 0.00% for IBIT.

What is the main difference between XVV and IBIT?

XVV is categorized as S&P 500, while IBIT is Cryptocurrency. XVV tracks S&P 500 Sustainablility Screened Index, while IBIT tracks CME CF Bitcoin Reference Rate - New York Variant. Their fees differ too: 0.08% for XVV and 0.25% for IBIT.

Which has better risk-adjusted returns?

XVV currently has the higher Sharpe Ratio (1.58 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.