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IBIT vs QUAL

Comparison between iShares Bitcoin Trust (IBIT, ETF) and ISHARES MSCI USA QUALITY FACTOR ETF (QUAL, ETF).

IBIT vs QUAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBIT
$47B
QUAL
$47B
Expense Ratio
IBIT
0.25%
Winner
QUAL
0.15%
Max Drawdown
IBIT
53.30%
Winner
QUAL
34.06%
Sharpe Ratio
IBIT
-0.73
Winner
QUAL
1.27
5Y Beta
IBIT
1.19
Winner
QUAL
0.89
P/E Ratio
IBIT
N/A
QUAL
28.30
Forward P/E
IBIT
N/A
QUAL
23.92
PEG Ratio
IBIT
N/A
QUAL
0.74
5Y Dividends CAGR
IBIT
N/A
QUAL
1.38%
5Y EPS CAGR
IBIT
N/A
QUAL
25.44%
Debt to Equity
IBIT
N/A
QUAL
60.88%
P/S Ratio
IBIT
N/A
QUAL
5.00
P/B Ratio
IBIT
N/A
QUAL
7.88

IBIT vs QUAL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBIT
+15.95%
QUAL
+2.33%
3M
IBIT
-0.73%
Winner
QUAL
+5.11%
6M
Winner
IBIT
+13.69%
QUAL
+9.64%
1Y
IBIT
-31.42%
Winner
QUAL
+20.78%
5Y(CAGR)
IBIT
N/A
QUAL
+11.15%
10Y(CAGR)
IBIT
N/A
QUAL
+14.25%
Max(CAGR)
Winner
IBIT
+20.88%
QUAL
+13.77%

IBIT vs QUAL - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearIBITQUAL
2026-14.25%+12.50%
2025-10.33%+12.95%
2024+99.21%+23.18%
2023N/A+31.26%
2022N/A-20.28%
2021N/A+28.99%
2020N/A+16.02%
2019N/A+33.96%
2018N/A-6.11%
2017N/A+21.39%
2016N/A+10.84%
2015N/A+5.47%
2014N/A+12.54%
2013N/A+13.45%

IBIT vs QUAL Drawdown Comparison

The maximum drawdown for IBIT was -53.30%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for QUAL was -34.06%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current IBIT drawdown is -38.73%. The current QUAL drawdown is -1.74%.

RankIBITQUAL
#1-53.30%
Oct 6, 2025 - Jun 30, 2026
-34.06%
Feb 19, 2020 - Aug 12, 2020
#2-28.22%
Dec 17, 2024 - May 20, 2025
-28.22%
Dec 29, 2021 - Dec 11, 2023
#3-27.51%
Mar 13, 2024 - Nov 6, 2024
-20.46%
Sep 21, 2018 - Apr 5, 2019
#4-16.18%
Jan 11, 2024 - Feb 9, 2024
-18.00%
Dec 4, 2024 - Jul 23, 2025
#5-12.03%
Aug 13, 2025 - Oct 6, 2025
-11.49%
Jul 20, 2015 - Oct 28, 2015
#6-8.62%
Mar 4, 2024 - Mar 8, 2024
-11.20%
Nov 3, 2015 - Apr 1, 2016
#7-8.48%
Nov 22, 2024 - Dec 6, 2024
-9.92%
Jan 26, 2018 - Aug 20, 2018
#8-8.48%
May 22, 2025 - Jul 9, 2025
-9.03%
Feb 25, 2026 - Apr 17, 2026
#9-5.81%
Jul 14, 2025 - Aug 13, 2025
-8.69%
Sep 2, 2020 - Nov 9, 2020
#10-5.31%
Dec 6, 2024 - Dec 13, 2024
-7.63%
Jul 16, 2024 - Aug 21, 2024
#11-2.59%
Nov 12, 2024 - Nov 15, 2024
-7.40%
Aug 30, 2021 - Oct 29, 2021
#12-1.99%
Feb 20, 2024 - Feb 22, 2024
-6.92%
Apr 23, 2019 - Jun 20, 2019
#13-1.88%
Feb 22, 2024 - Feb 26, 2024
-6.63%
Sep 19, 2014 - Oct 30, 2014
#14-1.54%
Feb 12, 2024 - Feb 14, 2024
-6.58%
Mar 21, 2024 - May 15, 2024
#15-0.95%
Mar 11, 2024 - Mar 13, 2024
-6.46%
Jan 21, 2014 - Feb 26, 2014

Correlation

Correlation between IBIT and QUAL is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16
-101

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