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IBIT vs VBR

Comparison between iShares Bitcoin Trust (IBIT, ETF) and VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF).

IBIT vs VBR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBIT
$53B
Winner
VBR
$61B
Expense Ratio
IBIT
0.25%
Winner
VBR
0.05%
Max Drawdown
Winner
IBIT
49.36%
VBR
64.05%
Sharpe Ratio
IBIT
-0.29
Winner
VBR
1.53
5Y Beta
IBIT
1.28
Winner
VBR
0.92
P/E Ratio
IBIT
N/A
VBR
28.26
Forward P/E
IBIT
N/A
VBR
13.76
5Y Dividends CAGR
IBIT
N/A
VBR
15.44%
5Y EPS CAGR
IBIT
N/A
VBR
7.87%
Debt to Equity
IBIT
N/A
VBR
47.28%
P/S Ratio
IBIT
N/A
VBR
1.12
P/B Ratio
IBIT
N/A
VBR
1.93

IBIT vs VBR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBIT
+12.44%
VBR
+3.64%
3M
Winner
IBIT
+13.31%
VBR
+1.29%
6M
IBIT
-22.81%
Winner
VBR
+14.12%
1Y
IBIT
-21.12%
Winner
VBR
+28.39%
5Y(CAGR)
IBIT
N/A
VBR
+7.90%
10Y(CAGR)
IBIT
N/A
VBR
+10.81%
Max(CAGR)
Winner
IBIT
+25.89%
VBR
+9.50%

IBIT vs VBR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearIBITVBR
2026-10.78%+9.57%
2025-10.33%+9.44%
2024+99.21%+12.56%
2023N/A+16.36%
2022N/A-10.07%
2021N/A+30.18%
2020N/A+6.01%
2019N/A+22.50%
2018N/A-12.95%
2017N/A+10.98%
2016N/A+26.76%
2015N/A-4.44%
2014N/A+11.77%
2013N/A+32.77%
2012N/A+17.01%
2011N/A-5.79%
2010N/A+22.76%
2009N/A+29.07%
2008N/A-31.00%
2007N/A-7.16%
2006N/A+17.31%
2005N/A+7.83%
2004N/A+20.49%

IBIT vs VBR 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 VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.

The current IBIT drawdown is -36.25%. The current VBR drawdown is -0.68%.

RankIBITVBR
#1-49.36%
Oct 6, 2025 - Feb 5, 2026
-61.99%
Jun 4, 2007 - Feb 14, 2011
#2-28.22%
Dec 17, 2024 - May 20, 2025
-45.28%
Jan 16, 2020 - Nov 24, 2020
#3-27.51%
Mar 13, 2024 - Nov 6, 2024
-27.93%
Apr 29, 2011 - Sep 6, 2012
#4-16.18%
Jan 11, 2024 - Feb 9, 2024
-24.19%
Nov 25, 2024 - Dec 5, 2025
#5-12.03%
Aug 13, 2025 - Oct 6, 2025
-23.49%
Aug 29, 2018 - Jan 16, 2020
#6-8.62%
Mar 4, 2024 - Mar 8, 2024
-21.21%
Nov 8, 2021 - Dec 14, 2023
#7-8.48%
Nov 22, 2024 - Dec 6, 2024
-20.53%
Jun 23, 2015 - Jul 12, 2016
#8-8.48%
May 22, 2025 - Jul 9, 2025
-11.04%
Jul 3, 2014 - Nov 24, 2014
#9-5.81%
Jul 14, 2025 - Aug 13, 2025
-10.81%
Apr 2, 2004 - Sep 16, 2004
#10-5.31%
Dec 6, 2024 - Dec 13, 2024
-10.01%
May 5, 2006 - Oct 12, 2006
#11-2.59%
Nov 12, 2024 - Nov 15, 2024
-9.68%
Jun 8, 2021 - Oct 25, 2021
#12-1.99%
Feb 20, 2024 - Feb 22, 2024
-9.39%
Aug 2, 2005 - Jan 5, 2006
#13-1.88%
Feb 22, 2024 - Feb 26, 2024
-9.27%
Jan 23, 2018 - Jun 5, 2018
#14-1.54%
Feb 12, 2024 - Feb 14, 2024
-9.24%
Sep 14, 2012 - Dec 20, 2012
#15-0.95%
Mar 11, 2024 - Mar 13, 2024
-8.95%
Mar 4, 2005 - Jun 14, 2005

Correlation

Correlation between IBIT and VBR is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

0.27
-101

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