BTC vs IVLU
Comparison between Grayscale Bitcoin Mini Trust ETF (BTC, ETF) and ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF).
BTC vs IVLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BTC
$4B
IVLU
$4B
Expense Ratio
Winner
BTC
0.15%
IVLU
0.31%
Max Drawdown
BTC
51.97%
Winner
IVLU
45.37%
Sharpe Ratio
BTC
-1.13
Winner
IVLU
1.70
5Y Beta
BTC
1.30
Winner
IVLU
0.70
5Y Dividends CAGR
BTC
N/A
IVLU
18.76%
BTC vs IVLU - Historical Returns
Returns include dividend reinvestment.
1M
BTC
-26.11%
Winner
IVLU
+1.28%
3M
BTC
-15.32%
Winner
IVLU
+5.00%
6M
BTC
-32.52%
Winner
IVLU
+13.96%
1Y
BTC
-40.87%
Winner
IVLU
+32.57%
5Y(CAGR)
BTC
N/A
IVLU
+13.59%
10Y(CAGR)
BTC
N/A
IVLU
+10.67%
Max(CAGR)
BTC
-4.31%
Winner
IVLU
+8.41%
BTC vs IVLU - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BTC | IVLU |
|---|---|---|
| 2026 | -32.84% | +9.17% |
| 2025 | -10.26% | +46.91% |
| 2024 | +44.64% | +7.34% |
| 2023 | N/A | +18.89% |
| 2022 | N/A | -6.63% |
| 2021 | N/A | +15.17% |
| 2020 | N/A | -5.66% |
| 2019 | N/A | +15.74% |
| 2018 | N/A | -15.89% |
| 2017 | N/A | +21.93% |
| 2016 | N/A | +5.31% |
| 2015 | N/A | -10.18% |
BTC vs IVLU Drawdown Comparison
The maximum drawdown for BTC was -51.97%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.
The current BTC drawdown is -51.97%. The current IVLU drawdown is -2.71%.
| Rank | BTC | IVLU |
|---|---|---|
| #1 | -51.97% Oct 6, 2025 - Jun 5, 2026 | -41.86% Jan 26, 2018 - May 6, 2021 |
| #2 | -28.14% Dec 17, 2024 - May 20, 2025 | -26.01% Feb 9, 2022 - Jun 15, 2023 |
| #3 | -17.96% Jul 31, 2024 - Sep 27, 2024 | -24.85% Aug 5, 2015 - May 5, 2017 |
| #4 | -11.96% Aug 13, 2025 - Oct 6, 2025 | -15.48% Mar 19, 2025 - May 9, 2025 |
| #5 | -9.11% Sep 27, 2024 - Oct 14, 2024 | -11.69% Feb 25, 2026 - May 26, 2026 |
| #6 | -8.47% Nov 22, 2024 - Dec 6, 2024 | -9.66% Jul 31, 2023 - Dec 13, 2023 |
| #7 | -8.44% May 22, 2025 - Jul 9, 2025 | -9.13% Jun 7, 2021 - Jan 7, 2022 |
| #8 | -7.30% Oct 29, 2024 - Nov 6, 2024 | -8.95% Sep 26, 2024 - Feb 14, 2025 |
| #9 | -5.81% Jul 14, 2025 - Aug 13, 2025 | -8.04% Jul 17, 2024 - Aug 23, 2024 |
| #10 | -5.48% Dec 6, 2024 - Dec 13, 2024 | -5.41% Nov 12, 2025 - Dec 2, 2025 |
| #11 | -3.29% Oct 18, 2024 - Oct 28, 2024 | -5.00% May 15, 2024 - Jul 12, 2024 |
| #12 | -2.51% Nov 13, 2024 - Nov 15, 2024 | -4.82% Jan 14, 2022 - Feb 9, 2022 |
| #13 | -1.50% Oct 16, 2024 - Oct 18, 2024 | -4.22% Apr 9, 2024 - May 6, 2024 |
| #14 | N/A | -3.86% Jul 23, 2025 - Aug 8, 2025 |
| #15 | N/A | -3.56% Oct 3, 2025 - Oct 27, 2025 |
Correlation
Correlation between BTC and IVLU is -0.17 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.17
-101
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