XVV vs. IBIT
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 22.18% vs -39.82% 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
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Returns By Period
In the year-to-date period, XVV achieves a 6.55% return, which is significantly higher than IBIT's -28.88% return.
XVV
- 1D
- -1.36%
- 1M
- -1.49%
- YTD
- 6.55%
- 6M
- 5.50%
- 1Y
- 22.18%
- 3Y*
- 20.50%
- 5Y*
- 12.69%
- 10Y*
- —
IBIT
- 1D
- -3.26%
- 1M
- -17.81%
- YTD
- -28.88%
- 6M
- -28.88%
- 1Y
- -39.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XVV vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
XVV iShares ESG Screened S&P 500 ETF | 6.55% | 17.53% | 25.40% |
IBIT iShares Bitcoin Trust ETF | -28.88% | -6.41% | 89.87% |
Correlation
The correlation between XVV and IBIT is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.40 |
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Return for Risk
XVV vs. IBIT — Risk / Return Rank
XVV
IBIT
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 ratioReturn per unit of total volatility | +2.58 | ||
| Sortino ratioReturn per unit of downside risk | +3.56 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 0.86 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | -0.77 | +2.87 |
| Martin ratioReturn relative to average drawdown | 9.02 | -1.30 | +10.32 |
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Drawdowns
XVV vs. IBIT - Drawdown Comparison
The maximum XVV drawdown since its inception was -27.20%, smaller than the maximum IBIT drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for XVV and IBIT.
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Drawdown Indicators
| XVV | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.20% | -52.11% | +24.91% |
Max Drawdown (1Y)Largest decline over 1 year | -10.59% | -52.11% | +41.52% |
Max Drawdown (3Y)Largest decline over 3 years | -19.59% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.20% | — | — |
Current DrawdownCurrent decline from peak | -3.41% | -50.47% | +47.06% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -16.85% | +11.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 30.58% | -28.12% |
Volatility
XVV vs. IBIT - Volatility Comparison
The current volatility for iShares ESG Screened S&P 500 ETF (XVV) is 5.00%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 13.18%. 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.
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Volatility by Period
| XVV | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 13.18% | -8.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 34.64% | -24.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.29% | 44.31% | -31.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 50.22% | -32.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 50.22% | -32.84% |
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 0.95%, 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 | 0.95% | 0.94% | 1.05% | 1.25% | 1.57% | 0.81% | 0.31% |
Frequently Asked Questions
XVV and IBIT have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (13.18%) compared to XVV (5.00%). In terms of maximum drawdown, XVV dropped -27.20% vs IBIT's -52.11%.
On 1-year performance, XVV leads with 22.18% vs -39.82% for IBIT. On fees, XVV is cheaper at 0.08% per year. On volatility, XVV has been the lower-risk option at 5.00%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XVV has performed better with a 22.18% return vs -39.82%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XVV is cheaper with a 0.08% expense ratio, compared with 0.25% for IBIT.
XVV has the higher dividend yield at 0.95%, compared with 0.00% for 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.
XVV currently has the higher Sharpe Ratio (1.68 vs -0.90), 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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