IJS vs GBTC
Comparison between ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF) and Grayscale Investments LLC (GBTC, ETF).
5-Year PerformanceIJS has outperformed GBTC, delivering a return of +8.2% compared to +6.9%
IJS vs GBTC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJS
$8B
Winner
GBTC
$8.10B
Expense Ratio
Winner
IJS
0.18%
GBTC
1.50%
Max Drawdown
Winner
IJS
61.28%
GBTC
89.91%
Sharpe Ratio
Winner
IJS
1.76
GBTC
-1.20
5Y Beta
Winner
IJS
0.99
GBTC
1.19
P/E Ratio
IJS
72.35
GBTC
N/A
Forward P/E
IJS
13.28
GBTC
N/A
5Y Dividends CAGR
IJS
14.39%
GBTC
N/A
5Y EPS CAGR
IJS
4.48%
GBTC
N/A
Debt to Equity
IJS
33.28%
GBTC
N/A
P/S Ratio
IJS
0.94
GBTC
N/A
P/B Ratio
IJS
1.64
GBTC
N/A
IJS vs GBTC - Holdings Comparison
IJS and GBTC have 0 common holdings. Overlap is 0.00%
IJS's top 25 holdings weight is 18.23%. GBTC's top 25 holdings weight is 12.55%.
| Rank | IJS | GBTC |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.55% | GRAYSCALE BITCOIN MINI TRUST (BTC) (BTC) - 12.55% |
| #2 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.98% | N/A |
| #3 | JACKSON FINANCIAL INC (JXN) - 0.93% | N/A |
| #4 | CARMAX INC (KMX) - 0.88% | N/A |
| #5 | EASTMAN CHEMICAL CO (EMN) - 0.85% | N/A |
| #6 | SM ENERGY CO (SM) - 0.79% | N/A |
| #7 | CONAGRA BRANDS INC (CAG) - 0.77% | N/A |
| #8 | LINCOLN NATIONAL CORP (LNC) - 0.77% | N/A |
| #9 | VICTORIA'S SECRET & CO (VSXY) - 0.75% | N/A |
| #10 | MATSON INC (MATX) - 0.72% | N/A |
| #11 | LAMB WESTON HOLDINGS INC (LW) - 0.70% | N/A |
| #12 | LKQ CORP (LKQ) - 0.69% | N/A |
| #13 | POOL CORP (POOL) - 0.68% | N/A |
| #14 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.66% | N/A |
| #15 | CAESARS ENTERTAINMENT INC (CZR) - 0.66% | N/A |
| #16 | PAYCOM SOFTWARE INC (PAYC) - 0.65% | N/A |
| #17 | TELEFLEX INC (TFX) - 0.64% | N/A |
| #18 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.61% | N/A |
| #19 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.60% | N/A |
| #20 | MOHAWK INDUSTRIES INC (MHK) - 0.60% | N/A |
| #21 | ENPHASE ENERGY INC (ENPH) - 0.57% | N/A |
| #22 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.55% | N/A |
| #23 | RITHM CAPITAL CORP (RITM) - 0.55% | N/A |
| #24 | CELANESE CORP CLASS A (CE) - 0.55% | N/A |
| #25 | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 0.53% | N/A |
| Total Holdings | 462 | 1 |
IJS vs GBTC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJS
+3.62%
GBTC
+1.70%
3M
Winner
IJS
+8.17%
GBTC
-19.24%
6M
Winner
IJS
+10.64%
GBTC
-7.93%
1Y
Winner
IJS
+39.48%
GBTC
-45.59%
5Y(CAGR)
Winner
IJS
+8.22%
GBTC
+6.91%
10Y(CAGR)
IJS
+10.21%
Winner
GBTC
+49.50%
Max(CAGR)
IJS
+10.03%
Winner
GBTC
+53.20%
IJS vs GBTC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJS | GBTC |
|---|---|---|
| 2026 | +22.07% | -28.29% |
| 2025 | +7.00% | -11.46% |
| 2024 | +7.65% | +100.87% |
| 2023 | +14.64% | +322.20% |
| 2022 | -12.62% | -75.81% |
| 2021 | +32.05% | -2.37% |
| 2020 | +2.66% | +301.00% |
| 2019 | +22.85% | +77.27% |
| 2018 | -13.74% | -84.05% |
| 2017 | +10.51% | +1558.98% |
| 2016 | +33.81% | +90.08% |
| 2015 | -6.20% | +50.01% |
| 2014 | +8.47% | N/A |
| 2013 | +35.62% | N/A |
| 2012 | +15.61% | N/A |
| 2011 | -3.66% | N/A |
| 2010 | +21.79% | N/A |
| 2009 | +21.44% | N/A |
| 2008 | -28.27% | N/A |
| 2007 | -5.75% | N/A |
| 2006 | +17.22% | N/A |
| 2005 | +7.67% | N/A |
| 2004 | +21.99% | N/A |
| 2003 | +35.84% | N/A |
| 2002 | -14.49% | N/A |
| 2001 | +14.90% | N/A |
| 2000 | +15.79% | N/A |
IJS vs GBTC Drawdown Comparison
The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.
The maximum drawdown for GBTC was -89.91%, occurring on Dec 14, 2018. Recovery took 766 trading sessions.
The current IJS drawdown is -0.77%. The current GBTC drawdown is -48.90%.
| Rank | IJS | GBTC |
|---|---|---|
| #1 | -60.11% Jun 4, 2007 - Feb 1, 2012 | -89.91% Dec 18, 2017 - Jan 5, 2021 |
| #2 | -47.67% Aug 22, 2018 - Jan 6, 2021 | -86.24% Feb 19, 2021 - Mar 4, 2024 |
| #3 | -36.41% May 3, 2002 - Nov 26, 2003 | -57.96% May 5, 2015 - Dec 8, 2015 |
| #4 | -28.64% Nov 25, 2024 - Dec 10, 2025 | -53.75% Oct 6, 2025 - Jun 30, 2026 |
| #5 | -24.30% Nov 5, 2021 - Jul 16, 2024 | -48.42% Aug 31, 2017 - Nov 3, 2017 |
| #6 | -21.92% May 22, 2001 - Dec 26, 2001 | -41.48% Jun 17, 2016 - Jan 3, 2017 |
| #7 | -20.54% Jun 23, 2015 - Jul 11, 2016 | -36.93% Dec 15, 2015 - Apr 21, 2016 |
| #8 | -15.44% Feb 15, 2001 - May 21, 2001 | -36.68% Jun 6, 2017 - Aug 10, 2017 |
| #9 | -13.55% Mar 26, 2012 - Sep 7, 2012 | -35.04% Mar 13, 2024 - Nov 11, 2024 |
| #10 | -13.54% May 8, 2006 - Nov 14, 2006 | -30.26% Jan 7, 2021 - Feb 8, 2021 |
| #11 | -12.72% Jun 8, 2021 - Nov 5, 2021 | -28.76% Jan 4, 2017 - May 1, 2017 |
| #12 | -11.13% Jul 3, 2014 - Nov 26, 2014 | -28.45% Dec 17, 2024 - May 21, 2025 |
| #13 | -10.36% Sep 14, 2012 - Dec 20, 2012 | -19.31% May 9, 2017 - May 22, 2017 |
| #14 | -10.25% Mar 12, 2021 - Jun 1, 2021 | -18.18% May 9, 2016 - May 31, 2016 |
| #15 | -10.22% Mar 4, 2005 - Jun 15, 2005 | -15.79% Nov 3, 2017 - Nov 20, 2017 |
Correlation
Correlation between IJS and GBTC is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2000 - 2026)
IJS vs GBTC dividend yield comparison.
| Year | IJS | GBTC |
|---|---|---|
| 2026 | 0.53% | 0.00% |
| 2025 | 1.62% | 0.00% |
| 2024 | 1.78% | 0.00% |
| 2023 | 1.42% | 0.00% |
| 2022 | 1.46% | 0.00% |
| 2021 | 1.52% | 0.00% |
| 2020 | 1.00% | 0.00% |
| 2019 | 1.66% | 0.00% |
| 2018 | 1.75% | 0.00% |
| 2017 | 1.41% | 5.61% |
| 2016 | 1.22% | 0.00% |
| 2015 | 1.59% | 0.00% |
| 2014 | 1.41% | 0.00% |
| 2013 | 1.18% | 0.00% |
| 2012 | 1.87% | 0.00% |
| 2011 | 1.32% | 0.00% |
| 2010 | 1.14% | 0.00% |
| 2009 | 1.59% | 0.00% |
| 2008 | 1.92% | 0.00% |
| 2007 | 1.77% | 0.00% |
| 2006 | 1.14% | 0.00% |
| 2005 | 1.02% | 0.00% |
| 2004 | 1.11% | 0.00% |
| 2003 | 0.76% | 0.00% |
| 2002 | 0.95% | 0.00% |
| 2001 | 0.69% | 0.00% |
| 2000 | 0.78% | 0.00% |
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