IBHG vs BITQ
Comparison between ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF (IBHG, ETF) and BITWISE CRYPTO INDUSTRY INNOVATORS ETF (BITQ, ETF).
5-Year PerformanceIBHG has outperformed BITQ, delivering a return of +3.6% compared to +3.0%
IBHG vs BITQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBHG
$434M
Winner
BITQ
$436M
Expense Ratio
Winner
IBHG
0.35%
BITQ
0.85%
Max Drawdown
Winner
IBHG
17.84%
BITQ
90.59%
Sharpe Ratio
IBHG
0.41
Winner
BITQ
0.82
5Y Beta
Winner
IBHG
0.14
BITQ
2.30
P/E Ratio
IBHG
N/A
BITQ
-9.90
Forward P/E
IBHG
N/A
BITQ
8.61
Debt to Equity
IBHG
N/A
BITQ
-190.13%
P/S Ratio
IBHG
N/A
BITQ
2.99
P/B Ratio
IBHG
N/A
BITQ
3.86
IBHG vs BITQ - Holdings Comparison
IBHG and BITQ have 1 common holdings. Overlap is -0.03%
IBHG's top 25 holdings weight is 43.75%. BITQ's top 25 holdings weight is 95.26%.
| Rank | IBHG | BITQ |
|---|---|---|
| #1 | DISH NETWORK CORPORATION 11.75% (n/a) - 3.02% | IREN LTD (IREN) - 11.63% |
| #2 | NISSAN MOTOR CO LTD. 4.345% (n/a) - 2.82% | STRATEGY INC CLASS A (MSTR) - 8.55% |
| #3 | n/a (n/a) - 2.49% | HUT 8 CORP (HUT) - 7.70% |
| #4 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.35% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 6.52% |
| #5 | SS&C TECHNOLOGIES, INC. 5.5% (n/a) - 2.29% | RIOT PLATFORMS INC (RIOT) - 5.91% |
| #6 | n/a (n/a) - 2.16% | TERAWULF INC (WULF) - 5.88% |
| #7 | RAKUTEN GROUP INC. 11.25% (n/a) - 2.15% | CORE SCIENTIFIC INC ORDINARY SHARES NEW (CORZ) - 5.70% |
| #8 | SIRIUS XM RADIO LLC 5% (n/a) - 1.85% | CIPHER DIGITAL INC (CIFR) - 5.43% |
| #9 | n/a (n/a) - 1.79% | MARA HOLDINGS INC (MARA) - 5.34% |
| #10 | NEXSTAR MEDIA INC. 5.625% (n/a) - 1.77% | GALAXY DIGITAL INC ORDINARY SHARES CLASS A (GLXY) - 4.63% |
| #11 | TK ELEVATOR US NEWCO INC. 5.25% (n/a) - 1.68% | CLEANSPARK INC (CLSK) - 4.36% |
| #12 | SBA COMMUNICATIONS CORP. 3.875% (n/a) - 1.68% | CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 3.28% |
| #13 | n/a (n/a) - 1.64% | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 3.27% |
| #14 | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 1.56% | KEEL INFRASTRUCTURE CORP (KEEL) - 2.54% |
| #15 | GLOBAL AIRCRAFT LEASING CO LTD 8.75% (n/a) - 1.53% | METAPLANET INC (n/a) - 2.00% |
| #16 | VISTRA OPERATIONS CO LLC 5% (n/a) - 1.40% | BITDEER TECHNOLOGIES GROUP ORDINARY SHARES CLASS A (BTDR) - 1.98% |
| #17 | WARNERMEDIA HOLDINGS INC. 3.755% (n/a) - 1.35% | BULLISH (BLSH) - 1.38% |
| #18 | VISTRA OPERATIONS CO LLC 5.625% (n/a) - 1.35% | BANK OF NEW YORK MELLON CORP (BNY) - 1.31% |
| #19 | CSC HOLDINGS, LLC 5.5% (n/a) - 1.32% | BLACKROCK INC (BLK) - 1.21% |
| #20 | IQVIA INC 5% (n/a) - 1.32% | DBS GROUP HOLDINGS LTD (n/a) - 1.21% |
| #21 | GEN DIGITAL INC 6.75% (n/a) - 1.32% | SOCIETE GENERALE SA (n/a) - 1.15% |
| #22 | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.30% | FIGURE TECHNOLOGY SOLUTIONS INC ORDINARY SHARES-CLASS A (FIGR) - 1.14% |
| #23 | IRON MOUNTAIN INC. 4.875% (n/a) - 1.26% | VISA INC CLASS A (V) - 1.10% |
| #24 | WYNN MACAU LTD. 5.5% (n/a) - 1.18% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.03% |
| #25 | n/a (n/a) - 1.17% | MASTERCARD INC CLASS A (MA) - 1.01% |
| Total Holdings | 122 | 34 |
IBHG vs BITQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBHG
+0.19%
BITQ
-4.46%
3M
IBHG
+0.92%
Winner
BITQ
+21.48%
6M
IBHG
+1.43%
Winner
BITQ
+8.77%
1Y
IBHG
+4.80%
Winner
BITQ
+45.55%
5Y(CAGR)
Winner
IBHG
+3.57%
BITQ
+3.02%
Max(CAGR)
Winner
IBHG
+3.57%
BITQ
+2.55%
IBHG vs BITQ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBHG | BITQ |
|---|---|---|
| 2026 | +1.06% | +17.94% |
| 2025 | +7.05% | +13.95% |
| 2024 | +7.61% | +50.39% |
| 2023 | +10.67% | +246.77% |
| 2022 | -8.82% | -84.04% |
| 2021 | +1.07% | -6.89% |
IBHG vs BITQ Drawdown Comparison
The maximum drawdown for IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 494 trading sessions.
The maximum drawdown for BITQ was -90.31%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The current IBHG drawdown is -0.22%. The current BITQ drawdown is -22.59%.
| Rank | IBHG | BITQ |
|---|---|---|
| #1 | -13.85% Dec 27, 2021 - Dec 13, 2023 | -90.31% Nov 9, 2021 - Dec 28, 2022 |
| #2 | -3.39% Mar 5, 2025 - Apr 29, 2025 | -23.44% Sep 3, 2021 - Oct 28, 2021 |
| #3 | -1.75% Mar 27, 2024 - May 3, 2024 | -22.60% Jun 14, 2021 - Aug 5, 2021 |
| #4 | -1.57% Dec 27, 2023 - Jan 25, 2024 | -13.43% Aug 9, 2021 - Sep 3, 2021 |
| #5 | -1.54% Nov 8, 2021 - Dec 22, 2021 | -11.88% May 14, 2021 - Jun 14, 2021 |
| #6 | -1.03% Dec 11, 2024 - Jan 15, 2025 | -7.53% May 12, 2021 - May 14, 2021 |
| #7 | -1.02% Jul 12, 2021 - Aug 27, 2021 | -0.13% Nov 3, 2021 - Nov 5, 2021 |
| #8 | -0.94% Sep 15, 2021 - Nov 8, 2021 | N/A |
| #9 | -0.83% Jan 25, 2024 - Feb 22, 2024 | N/A |
| #10 | -0.81% Jul 31, 2024 - Aug 13, 2024 | N/A |
| #11 | -0.77% May 15, 2024 - Jun 3, 2024 | N/A |
| #12 | -0.73% Feb 20, 2026 - Apr 8, 2026 | N/A |
| #13 | -0.66% Oct 27, 2025 - Nov 26, 2025 | N/A |
| #14 | -0.62% May 20, 2025 - May 30, 2025 | N/A |
| #15 | -0.50% Sep 30, 2024 - Oct 18, 2024 | N/A |
Correlation
Correlation between IBHG and BITQ is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2021 - 2026)
IBHG vs BITQ dividend yield comparison.
| Year | IBHG | BITQ |
|---|---|---|
| 2026 | 2.42% | 0.00% |
| 2025 | 6.34% | 0.00% |
| 2024 | 7.01% | 0.90% |
| 2023 | 6.66% | 1.51% |
| 2022 | 5.62% | 0.00% |
| 2021 | 2.13% | 3.12% |
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