BITA vs INVG
Comparison between iShares Bitcoin Premium Income ETF (BITA, ETF) and GMO SYSTEMATIC INVESTMENT GRADE CREDIT ETF (INVG, ETF).
BITA vs INVG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BITA
$28M
INVG
$28M
Expense Ratio
BITA
0.65%
Winner
INVG
0.25%
Max Drawdown
BITA
8.67%
Winner
INVG
4.71%
Sharpe Ratio
Winner
BITA
0.47
INVG
-0.07
5Y Beta
BITA
0.97
Winner
INVG
0.15
BITA vs INVG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BITA
+4.02%
INVG
-1.36%
3M
BITA
N/A
INVG
-0.92%
6M
BITA
N/A
INVG
-0.96%
1Y
BITA
N/A
INVG
+3.03%
Max(CAGR)
BITA
-1.14%
Winner
INVG
+3.75%
BITA vs INVG - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | BITA | INVG |
|---|---|---|
| 2026 | -0.12% | -0.40% |
| 2025 | N/A | +4.70% |
BITA vs INVG Drawdown Comparison
The maximum drawdown for BITA was -8.67%, occurring on Jun 30, 2026. Recovery took 19 trading sessions.
The maximum drawdown for INVG was -3.15%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current BITA drawdown is -1.91%. The current INVG drawdown is -1.96%.
| Rank | BITA | INVG |
|---|---|---|
| #1 | -8.67% Jun 16, 2026 - Jul 15, 2026 | -3.15% Feb 20, 2026 - Mar 27, 2026 |
| #2 | -1.91% Jul 21, 2026 - Jul 23, 2026 | -1.67% Oct 28, 2025 - Feb 10, 2026 |
| #3 | -0.91% Jul 15, 2026 - Jul 20, 2026 | -1.12% Jul 1, 2025 - Jul 29, 2025 |
| #4 | N/A | -0.88% Sep 16, 2025 - Oct 14, 2025 |
| #5 | N/A | -0.63% Jun 4, 2025 - Jun 12, 2025 |
| #6 | N/A | -0.59% Aug 13, 2025 - Aug 22, 2025 |
| #7 | N/A | -0.53% Jun 12, 2025 - Jun 23, 2025 |
| #8 | N/A | -0.52% Aug 28, 2025 - Sep 4, 2025 |
| #9 | N/A | -0.35% Aug 6, 2025 - Aug 13, 2025 |
| #10 | N/A | -0.28% Jul 29, 2025 - Aug 1, 2025 |
| #11 | N/A | -0.20% Sep 8, 2025 - Sep 10, 2025 |
| #12 | N/A | -0.20% Jun 26, 2025 - Jun 30, 2025 |
| #13 | N/A | -0.16% Aug 22, 2025 - Aug 28, 2025 |
| #14 | N/A | -0.14% Sep 11, 2025 - Sep 15, 2025 |
| #15 | N/A | -0.14% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between BITA and INVG is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-1.00
-101
Dividend Comparison (2025 - 2026)
BITA vs INVG dividend yield comparison.
| Year | BITA | INVG |
|---|---|---|
| 2026 | 1.00% | 2.25% |
| 2025 | 0.00% | 2.81% |
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