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 26.65% vs -38.74% for IBIT. At a 0.39 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 9.37% return, which is significantly higher than IBIT's -25.48% return.
XVV
- 1D
- -0.86%
- 1M
- 4.81%
- YTD
- 9.37%
- 6M
- 9.29%
- 1Y
- 26.65%
- 3Y*
- 22.30%
- 5Y*
- 13.55%
- 10Y*
- —
IBIT
- 1D
- -2.76%
- 1M
- -18.50%
- YTD
- -25.48%
- 6M
- -29.84%
- 1Y
- -38.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XVV vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
XVV iShares ESG Screened S&P 500 ETF | 9.37% | 17.53% | 25.36% |
IBIT iShares Bitcoin Trust ETF | -25.48% | -6.41% | 99.21% |
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 12, 2024 | 0.39 |
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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.
| XVV | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.00 | ||
| Sortino ratioReturn per unit of downside risk | +4.12 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 0.86 | +0.52 |
| Calmar ratioReturn relative to maximum drawdown | 2.53 | -0.79 | +3.32 |
| Martin ratioReturn relative to average drawdown | 11.18 | -1.36 | +12.54 |
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
| XVV | IBIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | -0.89 | +3.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.30 | +0.70 |
Drawdowns
XVV vs. IBIT - Drawdown Comparison
The maximum XVV drawdown since its inception was -27.20%, smaller than the maximum IBIT drawdown of -49.36%. 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% | -49.36% | +22.16% |
Max Drawdown (1Y)Largest decline over 1 year | -10.59% | -49.36% | +38.77% |
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 | -0.86% | -48.10% | +47.24% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -16.02% | +10.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 28.44% | -26.05% |
Volatility
XVV vs. IBIT - Volatility Comparison
The current volatility for iShares ESG Screened S&P 500 ETF (XVV) is 3.09%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.50%. 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 | 3.09% | 9.50% | -6.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.62% | 34.44% | -24.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.68% | 43.73% | -31.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.61% | 50.19% | -32.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 50.19% | -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 0.88%, 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 | 0.88% | 0.94% | 1.05% | 1.25% | 1.57% | 0.81% | 0.31% |
Frequently Asked Questions
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.
IBIT has higher volatility (9.50%) compared to XVV (3.09%). In terms of maximum drawdown, XVV dropped -27.20% vs IBIT's -49.36%.
On 1-year performance, XVV leads with 26.65% vs -38.74% for IBIT. On fees, XVV is cheaper at 0.08% per year. On volatility, XVV has been the lower-risk option at 3.09%. 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 26.65% return vs -38.74%. 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 0.88%, 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 (2.11 vs -0.89), 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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