IBIT vs SCHG

Comparison between iShares Bitcoin Trust (IBIT, ETF) and SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG, ETF).

IBIT vs SCHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBIT(ETF)	SCHG(ETF)
Net Assets	$62B	$56B
Expense Ratio	0.25%	0.04%
Max Drawdown	49.36%	35.02%
Sharpe Ratio	-0.44	1.57
5Y Beta	1.28	1.21
P/E Ratio	N/A	36.46
Forward P/E	N/A	26.96
5Y Dividends CAGR	N/A	8.76%
5Y EPS CAGR	N/A	32.70%
Debt to Equity	N/A	26.30%
P/S Ratio	N/A	5.40
P/B Ratio	N/A	9.02

Net Assets

Winner

IBIT

$62B

SCHG

$56B

Expense Ratio

IBIT

0.25%

Winner

SCHG

0.04%

Max Drawdown

IBIT

49.36%

Winner

SCHG

35.02%

Sharpe Ratio

IBIT

-0.44

Winner

SCHG

1.57

5Y Beta

IBIT

1.28

Winner

SCHG

1.21

P/E Ratio

IBIT

N/A

SCHG

36.46

Forward P/E

IBIT

N/A

SCHG

26.96

5Y Dividends CAGR

IBIT

N/A

SCHG

8.76%

5Y EPS CAGR

IBIT

N/A

SCHG

32.70%

Debt to Equity

IBIT

N/A

SCHG

26.30%

P/S Ratio

IBIT

N/A

SCHG

5.40

P/B Ratio

IBIT

N/A

SCHG

9.02

IBIT vs SCHG - Historical Returns

Returns include dividend reinvestment.

Period	IBIT	SCHG
1 month	+10.12%	+10.08%
3 months	+23.62%	+11.81%
6 months	-20.47%	+3.47%
1 year	-20.87%	+26.56%
5 years(CAGR)	N/A	+16.40%
10 years(CAGR)	N/A	+18.88%
Max(CAGR)	+26.17%	+16.57%

Winner

IBIT

+10.12%

SCHG

+10.08%

Winner

IBIT

+23.62%

SCHG

+11.81%

IBIT

-20.47%

Winner

SCHG

+3.47%

IBIT

-20.87%

Winner

SCHG

+26.56%

5Y(CAGR)

IBIT

N/A

SCHG

+16.40%

10Y(CAGR)

IBIT

N/A

SCHG

+18.88%

Max(CAGR)

Winner

IBIT

+26.17%

SCHG

+16.57%

IBIT vs SCHG - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IBIT	SCHG
2026	-10.09%	+4.96%
2025	-10.33%	+17.63%
2024	+99.21%	+37.01%
2023	N/A	+51.47%
2022	N/A	-32.41%
2021	N/A	+29.82%
2020	N/A	+37.31%
2019	N/A	+36.13%
2018	N/A	-2.42%
2017	N/A	+27.04%
2016	N/A	+8.61%
2015	N/A	+3.52%
2014	N/A	+16.71%
2013	N/A	+30.57%
2012	N/A	+15.02%
2011	N/A	-1.75%
2010	N/A	+14.92%
2009	N/A	+2.70%

IBIT vs SCHG Drawdown Comparison

The maximum drawdown for IBIT was -49.36%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 521 trading sessions.

The current IBIT drawdown is -35.76%. The current SCHG drawdown is -0.18%.

Rank	IBIT	SCHG
#1	-49.36% Oct 6, 2025 - Feb 5, 2026	-34.59% Nov 19, 2021 - Dec 18, 2023
#2	-28.22% Dec 17, 2024 - May 20, 2025	-32.39% Feb 19, 2020 - Jun 10, 2020
#3	-27.51% Mar 13, 2024 - Nov 6, 2024	-23.39% Dec 16, 2024 - Jun 30, 2025
#4	-16.18% Jan 11, 2024 - Feb 9, 2024	-21.59% Oct 1, 2018 - Apr 12, 2019
#5	-12.03% Aug 13, 2025 - Oct 6, 2025	-20.57% Jul 7, 2011 - Feb 3, 2012
#6	-8.62% Mar 4, 2024 - Mar 8, 2024	-17.08% Jul 20, 2015 - Aug 5, 2016
#7	-8.48% Nov 22, 2024 - Dec 6, 2024	-16.41% Oct 29, 2025 - May 6, 2026
#8	-8.48% May 22, 2025 - Jul 9, 2025	-16.25% Apr 23, 2010 - Nov 2, 2010
#9	-5.81% Jul 14, 2025 - Aug 13, 2025	-12.36% Jul 10, 2024 - Oct 11, 2024
#10	-5.31% Dec 6, 2024 - Dec 13, 2024	-10.95% Sep 2, 2020 - Nov 6, 2020
#11	-2.59% Nov 12, 2024 - Nov 15, 2024	-10.48% Apr 2, 2012 - Sep 6, 2012
#12	-1.99% Feb 20, 2024 - Feb 22, 2024	-10.15% Feb 12, 2021 - Apr 8, 2021
#13	-1.88% Feb 22, 2024 - Feb 26, 2024	-9.72% Jan 26, 2018 - Jun 6, 2018
#14	-1.54% Feb 12, 2024 - Feb 14, 2024	-8.54% Sep 14, 2012 - Jan 10, 2013
#15	-0.95% Mar 11, 2024 - Mar 13, 2024	-8.07% Jan 11, 2010 - Mar 9, 2010