BITX vs IMCV
Comparison between 2X BITCOIN STRATEGY ETF (BITX, ETF) and ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF).
BITX vs IMCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BITX
$1B
IMCV
$1B
Expense Ratio
BITX
N/A
IMCV
0.06%
Max Drawdown
BITX
84.21%
Winner
IMCV
66.48%
Sharpe Ratio
BITX
-1.22
Winner
IMCV
1.66
5Y Beta
BITX
2.57
Winner
IMCV
0.70
P/E Ratio
BITX
N/A
IMCV
20.43
Forward P/E
BITX
N/A
IMCV
13.55
PEG Ratio
BITX
N/A
IMCV
0.30
5Y Dividends CAGR
BITX
N/A
IMCV
9.93%
5Y EPS CAGR
BITX
N/A
IMCV
10.70%
Debt to Equity
BITX
N/A
IMCV
63.18%
P/S Ratio
BITX
N/A
IMCV
1.35
P/B Ratio
BITX
N/A
IMCV
2.44
BITX vs IMCV - Holdings Comparison
BITX and IMCV have 0 common holdings. Overlap is 0.00%
BITX's top 25 holdings weight is 24.79%. IMCV's top 25 holdings weight is 25.47%.
| Rank | BITX | IMCV |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 24.79% | NEWMONT CORP (NEM) - 1.59% |
| #2 | N/A | ELEVANCE HEALTH INC (ELV) - 1.21% |
| #3 | N/A | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.18% |
| #4 | N/A | CSX CORP (CSX) - 1.16% |
| #5 | N/A | WILLIAMS COMPANIES INC (WMB) - 1.15% |
| #6 | N/A | U.S. BANCORP (USB) - 1.13% |
| #7 | N/A | SLB LTD (SLB) - 1.10% |
| #8 | N/A | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.09% |
| #9 | N/A | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.07% |
| #10 | N/A | VALERO ENERGY CORP (VLO) - 1.04% |
| #11 | N/A | MARATHON PETROLEUM CORP (MPC) - 1.01% |
| #12 | N/A | FEDEX CORP (FDX) - 1.01% |
| #13 | N/A | GENERAL MOTORS CO (GM) - 1.01% |
| #14 | N/A | EOG RESOURCES INC (EOG) - 1.01% |
| #15 | N/A | THE CIGNA GROUP (CI) - 0.98% |
| #16 | N/A | ILLINOIS TOOL WORKS INC (ITW) - 0.96% |
| #17 | N/A | WESTERN DIGITAL CORP (WDC) - 0.93% |
| #18 | N/A | FORD MOTOR CO (F) - 0.89% |
| #19 | N/A | SIMON PROPERTY GROUP INC (SPG) - 0.89% |
| #20 | N/A | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.86% |
| #21 | N/A | THE TRAVELERS COMPANIES INC (TRV) - 0.85% |
| #22 | N/A | n/a (WBD) - 0.84% |
| #23 | N/A | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.84% |
| #24 | N/A | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.84% |
| #25 | N/A | n/a (DELL) - 0.83% |
| Total Holdings | 1 | 279 |
BITX vs IMCV - Historical Returns
Returns include dividend reinvestment.
1M
BITX
-39.77%
Winner
IMCV
+3.73%
3M
BITX
-23.70%
Winner
IMCV
+9.50%
6M
BITX
-58.60%
Winner
IMCV
+11.45%
1Y
BITX
-74.84%
Winner
IMCV
+24.70%
5Y(CAGR)
BITX
N/A
IMCV
+9.23%
10Y(CAGR)
BITX
N/A
IMCV
+10.72%
Max(CAGR)
BITX
+2.09%
Winner
IMCV
+9.76%
BITX vs IMCV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BITX | IMCV |
|---|---|---|
| 2026 | -57.59% | +11.19% |
| 2025 | -43.53% | +13.71% |
| 2024 | +132.62% | +11.90% |
| 2023 | +47.23% | +12.04% |
| 2022 | N/A | -7.02% |
| 2021 | N/A | +35.83% |
| 2020 | N/A | -3.61% |
| 2019 | N/A | +24.35% |
| 2018 | N/A | -11.68% |
| 2017 | N/A | +11.51% |
| 2016 | N/A | +25.77% |
| 2015 | N/A | -2.44% |
| 2014 | N/A | +12.32% |
| 2013 | N/A | +38.47% |
| 2012 | N/A | +15.22% |
| 2011 | N/A | -3.91% |
| 2010 | N/A | +18.47% |
| 2009 | N/A | +31.62% |
| 2008 | N/A | -34.80% |
| 2007 | N/A | -6.70% |
| 2006 | N/A | +17.11% |
| 2005 | N/A | +12.96% |
| 2004 | N/A | +14.93% |
BITX vs IMCV Drawdown Comparison
The maximum drawdown for BITX was -82.08%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.
The current BITX drawdown is -80.20%.
| Rank | BITX | IMCV |
|---|---|---|
| #1 | -82.08% Aug 13, 2025 - Jun 5, 2026 | -64.75% Jun 4, 2007 - Dec 18, 2012 |
| #2 | -61.27% Mar 13, 2024 - Nov 12, 2024 | -46.33% Jan 17, 2020 - Jan 14, 2021 |
| #3 | -56.41% Dec 17, 2024 - Aug 13, 2025 | -19.85% Apr 20, 2022 - Dec 26, 2023 |
| #4 | -43.00% Jul 13, 2023 - Oct 24, 2023 | -19.61% Jan 26, 2018 - Sep 12, 2019 |
| #5 | -31.82% Jan 8, 2024 - Feb 12, 2024 | -18.62% Nov 29, 2024 - Aug 22, 2025 |
| #6 | -17.21% Mar 4, 2024 - Mar 8, 2024 | -16.48% May 21, 2015 - Apr 19, 2016 |
| #7 | -16.65% Dec 8, 2023 - Jan 8, 2024 | -9.36% Aug 29, 2014 - Nov 24, 2014 |
| #8 | -16.49% Nov 22, 2024 - Dec 6, 2024 | -8.13% Aug 3, 2005 - Dec 1, 2005 |
| #9 | -12.26% Nov 10, 2023 - Nov 15, 2023 | -7.88% Jun 8, 2021 - Oct 19, 2021 |
| #10 | -10.82% Dec 6, 2024 - Dec 16, 2024 | -7.59% Jun 23, 2016 - Jul 12, 2016 |
| #11 | -9.18% Nov 15, 2023 - Nov 24, 2023 | -7.49% May 8, 2006 - Oct 5, 2006 |
| #12 | -6.85% Oct 25, 2023 - Nov 2, 2023 | -7.40% Nov 16, 2021 - Dec 31, 2021 |
| #13 | -6.82% Nov 24, 2023 - Nov 28, 2023 | -6.91% Feb 26, 2026 - Apr 30, 2026 |
| #14 | -6.59% Jul 3, 2023 - Jul 13, 2023 | -6.79% Jan 14, 2022 - Mar 25, 2022 |
| #15 | -5.42% Nov 13, 2024 - Nov 15, 2024 | -6.35% Jan 22, 2014 - Feb 20, 2014 |
Correlation
Correlation between BITX and IMCV is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
0.23
-101
Dividend Comparison (2004 - 2026)
BITX vs IMCV dividend yield comparison.
| Year | BITX | IMCV |
|---|---|---|
| 2026 | 0.84% | 0.38% |
| 2025 | 21.69% | 2.23% |
| 2024 | 10.70% | 2.36% |
| 2023 | 0.00% | 2.30% |
| 2022 | 0.00% | 2.36% |
| 2021 | 0.00% | 1.86% |
| 2020 | 0.00% | 2.61% |
| 2019 | 0.00% | 2.45% |
| 2018 | 0.00% | 2.61% |
| 2017 | 0.00% | 1.87% |
| 2016 | 0.00% | 2.09% |
| 2015 | 0.00% | 2.29% |
| 2014 | 0.00% | 1.95% |
| 2013 | 0.00% | 1.87% |
| 2012 | 0.00% | 2.25% |
| 2011 | 0.00% | 2.26% |
| 2010 | 0.00% | 2.64% |
| 2009 | 0.00% | 2.19% |
| 2008 | 0.00% | 3.80% |
| 2007 | 0.00% | 2.55% |
| 2006 | 0.00% | 1.77% |
| 2005 | 0.00% | 2.57% |
| 2004 | 0.00% | 0.98% |
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