IBIT vs SCHB

Comparison between iShares Bitcoin Trust (IBIT, ETF) and SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF).

IBIT vs SCHB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBIT(ETF)	SCHB(ETF)
Net Assets	$43B	$43B
Expense Ratio	0.25%	0.03%
Max Drawdown	53.30%	35.27%
Sharpe Ratio	-1.15	1.24
5Y Beta	1.29	0.98
P/E Ratio	N/A	26.46
Forward P/E	N/A	19.76
5Y Dividends CAGR	N/A	5.00%
5Y EPS CAGR	N/A	24.17%
Debt to Equity	N/A	29.27%
P/S Ratio	N/A	3.10
P/B Ratio	N/A	4.70

Net Assets

IBIT

$43B

SCHB

$43B

Expense Ratio

IBIT

0.25%

Winner

SCHB

0.03%

Max Drawdown

IBIT

53.30%

Winner

SCHB

35.27%

Sharpe Ratio

IBIT

-1.15

Winner

SCHB

1.24

5Y Beta

IBIT

1.29

Winner

SCHB

0.98

P/E Ratio

IBIT

N/A

SCHB

26.46

Forward P/E

IBIT

N/A

SCHB

19.76

5Y Dividends CAGR

IBIT

N/A

SCHB

5.00%

5Y EPS CAGR

IBIT

N/A

SCHB

24.17%

Debt to Equity

IBIT

N/A

SCHB

29.27%

P/S Ratio

IBIT

N/A

SCHB

3.10

P/B Ratio

IBIT

N/A

SCHB

4.70

IBIT vs SCHB - Historical Returns

Returns include dividend reinvestment.

Period	IBIT	SCHB
1 month	+3.21%	+0.47%
3 months	-11.39%	+6.56%
6 months	-26.30%	+9.75%
1 year	-43.21%	+20.71%
5 years(CAGR)	N/A	+12.04%
10 years(CAGR)	N/A	+14.63%
Max(CAGR)	+14.73%	+14.34%

Winner

IBIT

+3.21%

SCHB

+0.47%

IBIT

-11.39%

Winner

SCHB

+6.56%

IBIT

-26.30%

Winner

SCHB

+9.75%

IBIT

-43.21%

Winner

SCHB

+20.71%

5Y(CAGR)

IBIT

N/A

SCHB

+12.04%

10Y(CAGR)

IBIT

N/A

SCHB

+14.63%

Max(CAGR)

Winner

IBIT

+14.73%

SCHB

+14.34%

IBIT vs SCHB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IBIT	SCHB
2026	-26.05%	+10.59%
2025	-10.33%	+17.15%
2024	+99.21%	+24.73%
2023	N/A	+26.77%
2022	N/A	-19.93%
2021	N/A	+27.54%
2020	N/A	+19.76%
2019	N/A	+30.74%
2018	N/A	-6.12%
2017	N/A	+20.37%
2016	N/A	+14.36%
2015	N/A	+0.51%
2014	N/A	+13.72%
2013	N/A	+30.06%
2012	N/A	+14.75%
2011	N/A	+0.25%
2010	N/A	+15.16%
2009	N/A	+7.53%

IBIT vs SCHB 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 SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current IBIT drawdown is -47.16%. The current SCHB drawdown is -1.03%.

Rank	IBIT	SCHB
#1	-53.30% Oct 6, 2025 - Jun 30, 2026	-35.27% Feb 19, 2020 - Aug 12, 2020
#2	-28.22% Dec 17, 2024 - May 20, 2025	-25.40% Dec 27, 2021 - Dec 18, 2023
#3	-27.51% Mar 13, 2024 - Nov 6, 2024	-20.19% Sep 20, 2018 - Apr 23, 2019
#4	-16.18% Jan 11, 2024 - Feb 9, 2024	-20.09% Apr 29, 2011 - Feb 8, 2012
#5	-12.03% Aug 13, 2025 - Oct 6, 2025	-19.34% Feb 19, 2025 - Jun 27, 2025
#6	-8.62% Mar 4, 2024 - Mar 8, 2024	-15.90% Apr 23, 2010 - Nov 4, 2010
#7	-8.48% Nov 22, 2024 - Dec 6, 2024	-15.06% Jun 23, 2015 - Jun 7, 2016
#8	-8.48% May 22, 2025 - Jul 9, 2025	-10.01% Apr 2, 2012 - Aug 16, 2012
#9	-5.81% Jul 14, 2025 - Aug 13, 2025	-9.85% Jan 26, 2018 - Jul 25, 2018
#10	-5.31% Dec 6, 2024 - Dec 13, 2024	-9.26% Sep 2, 2020 - Nov 9, 2020
#11	-2.59% Nov 12, 2024 - Nov 15, 2024	-8.91% Jan 27, 2026 - Apr 14, 2026
#12	-1.99% Feb 20, 2024 - Feb 22, 2024	-8.53% Jul 16, 2024 - Sep 19, 2024
#13	-1.88% Feb 22, 2024 - Feb 26, 2024	-7.90% Jan 19, 2010 - Mar 9, 2010
#14	-1.54% Feb 12, 2024 - Feb 14, 2024	-7.58% Sep 14, 2012 - Jan 2, 2013
#15	-0.95% Mar 11, 2024 - Mar 13, 2024	-7.53% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IBIT and SCHB is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

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IBIT vs SCHB

IBIT vs SCHB - Performance Comparison

Key Characteristics

IBIT vs SCHB - Historical Returns

IBIT vs SCHB - Annual Returns (2009 - 2026)

IBIT vs SCHB Drawdown Comparison

Correlation

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