IMCV vs BITX
Comparison between ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF) and 2X BITCOIN STRATEGY ETF (BITX, ETF).
IMCV vs BITX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCV
$1B
BITX
$1B
Expense Ratio
IMCV
0.06%
BITX
N/A
Max Drawdown
Winner
IMCV
66.48%
BITX
84.21%
Sharpe Ratio
Winner
IMCV
1.66
BITX
-1.22
5Y Beta
Winner
IMCV
0.70
BITX
2.57
P/E Ratio
IMCV
20.43
BITX
N/A
Forward P/E
IMCV
13.55
BITX
N/A
PEG Ratio
IMCV
0.30
BITX
N/A
5Y Dividends CAGR
IMCV
9.93%
BITX
N/A
5Y EPS CAGR
IMCV
10.70%
BITX
N/A
Debt to Equity
IMCV
63.18%
BITX
N/A
P/S Ratio
IMCV
1.35
BITX
N/A
P/B Ratio
IMCV
2.44
BITX
N/A
IMCV vs BITX - Holdings Comparison
IMCV and BITX have 0 common holdings. Overlap is 0.00%
IMCV's top 25 holdings weight is 25.47%. BITX's top 25 holdings weight is 24.79%.
| Rank | IMCV | BITX |
|---|---|---|
| #1 | NEWMONT CORP (NEM) - 1.59% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 24.79% |
| #2 | ELEVANCE HEALTH INC (ELV) - 1.21% | N/A |
| #3 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.18% | N/A |
| #4 | CSX CORP (CSX) - 1.16% | N/A |
| #5 | WILLIAMS COMPANIES INC (WMB) - 1.15% | N/A |
| #6 | U.S. BANCORP (USB) - 1.13% | N/A |
| #7 | SLB LTD (SLB) - 1.10% | N/A |
| #8 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.09% | N/A |
| #9 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.07% | N/A |
| #10 | VALERO ENERGY CORP (VLO) - 1.04% | N/A |
| #11 | MARATHON PETROLEUM CORP (MPC) - 1.01% | N/A |
| #12 | FEDEX CORP (FDX) - 1.01% | N/A |
| #13 | GENERAL MOTORS CO (GM) - 1.01% | N/A |
| #14 | EOG RESOURCES INC (EOG) - 1.01% | N/A |
| #15 | THE CIGNA GROUP (CI) - 0.98% | N/A |
| #16 | ILLINOIS TOOL WORKS INC (ITW) - 0.96% | N/A |
| #17 | WESTERN DIGITAL CORP (WDC) - 0.93% | N/A |
| #18 | FORD MOTOR CO (F) - 0.89% | N/A |
| #19 | SIMON PROPERTY GROUP INC (SPG) - 0.89% | N/A |
| #20 | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.86% | N/A |
| #21 | THE TRAVELERS COMPANIES INC (TRV) - 0.85% | N/A |
| #22 | n/a (WBD) - 0.84% | N/A |
| #23 | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.84% | N/A |
| #24 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.84% | N/A |
| #25 | n/a (DELL) - 0.83% | N/A |
| Total Holdings | 279 | 1 |
IMCV vs BITX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IMCV
+3.73%
BITX
-39.77%
3M
Winner
IMCV
+9.50%
BITX
-23.70%
6M
Winner
IMCV
+11.45%
BITX
-58.60%
1Y
Winner
IMCV
+24.70%
BITX
-74.84%
5Y(CAGR)
IMCV
+9.23%
BITX
N/A
10Y(CAGR)
IMCV
+10.72%
BITX
N/A
Max(CAGR)
Winner
IMCV
+9.76%
BITX
+2.09%
IMCV vs BITX - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCV | BITX |
|---|---|---|
| 2026 | +11.19% | -57.59% |
| 2025 | +13.71% | -43.53% |
| 2024 | +11.90% | +132.62% |
| 2023 | +12.04% | +47.23% |
| 2022 | -7.02% | N/A |
| 2021 | +35.83% | N/A |
| 2020 | -3.61% | N/A |
| 2019 | +24.35% | N/A |
| 2018 | -11.68% | N/A |
| 2017 | +11.51% | N/A |
| 2016 | +25.77% | N/A |
| 2015 | -2.44% | N/A |
| 2014 | +12.32% | N/A |
| 2013 | +38.47% | N/A |
| 2012 | +15.22% | N/A |
| 2011 | -3.91% | N/A |
| 2010 | +18.47% | N/A |
| 2009 | +31.62% | N/A |
| 2008 | -34.80% | N/A |
| 2007 | -6.70% | N/A |
| 2006 | +17.11% | N/A |
| 2005 | +12.96% | N/A |
| 2004 | +14.93% | N/A |
IMCV vs BITX Drawdown Comparison
The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.
The maximum drawdown for BITX was -82.08%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current BITX drawdown is -80.20%.
| Rank | IMCV | BITX |
|---|---|---|
| #1 | -64.75% Jun 4, 2007 - Dec 18, 2012 | -82.08% Aug 13, 2025 - Jun 5, 2026 |
| #2 | -46.33% Jan 17, 2020 - Jan 14, 2021 | -61.27% Mar 13, 2024 - Nov 12, 2024 |
| #3 | -19.85% Apr 20, 2022 - Dec 26, 2023 | -56.41% Dec 17, 2024 - Aug 13, 2025 |
| #4 | -19.61% Jan 26, 2018 - Sep 12, 2019 | -43.00% Jul 13, 2023 - Oct 24, 2023 |
| #5 | -18.62% Nov 29, 2024 - Aug 22, 2025 | -31.82% Jan 8, 2024 - Feb 12, 2024 |
| #6 | -16.48% May 21, 2015 - Apr 19, 2016 | -17.21% Mar 4, 2024 - Mar 8, 2024 |
| #7 | -9.36% Aug 29, 2014 - Nov 24, 2014 | -16.65% Dec 8, 2023 - Jan 8, 2024 |
| #8 | -8.13% Aug 3, 2005 - Dec 1, 2005 | -16.49% Nov 22, 2024 - Dec 6, 2024 |
| #9 | -7.88% Jun 8, 2021 - Oct 19, 2021 | -12.26% Nov 10, 2023 - Nov 15, 2023 |
| #10 | -7.59% Jun 23, 2016 - Jul 12, 2016 | -10.82% Dec 6, 2024 - Dec 16, 2024 |
| #11 | -7.49% May 8, 2006 - Oct 5, 2006 | -9.18% Nov 15, 2023 - Nov 24, 2023 |
| #12 | -7.40% Nov 16, 2021 - Dec 31, 2021 | -6.85% Oct 25, 2023 - Nov 2, 2023 |
| #13 | -6.91% Feb 26, 2026 - Apr 30, 2026 | -6.82% Nov 24, 2023 - Nov 28, 2023 |
| #14 | -6.79% Jan 14, 2022 - Mar 25, 2022 | -6.59% Jul 3, 2023 - Jul 13, 2023 |
| #15 | -6.35% Jan 22, 2014 - Feb 20, 2014 | -5.42% Nov 13, 2024 - Nov 15, 2024 |
Correlation
Correlation between IMCV and BITX is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
0.23
-101
Dividend Comparison (2004 - 2026)
IMCV vs BITX dividend yield comparison.
| Year | IMCV | BITX |
|---|---|---|
| 2026 | 0.38% | 0.84% |
| 2025 | 2.23% | 21.69% |
| 2024 | 2.36% | 10.70% |
| 2023 | 2.30% | 0.00% |
| 2022 | 2.36% | 0.00% |
| 2021 | 1.86% | 0.00% |
| 2020 | 2.61% | 0.00% |
| 2019 | 2.45% | 0.00% |
| 2018 | 2.61% | 0.00% |
| 2017 | 1.87% | 0.00% |
| 2016 | 2.09% | 0.00% |
| 2015 | 2.29% | 0.00% |
| 2014 | 1.95% | 0.00% |
| 2013 | 1.87% | 0.00% |
| 2012 | 2.25% | 0.00% |
| 2011 | 2.26% | 0.00% |
| 2010 | 2.64% | 0.00% |
| 2009 | 2.19% | 0.00% |
| 2008 | 3.80% | 0.00% |
| 2007 | 2.55% | 0.00% |
| 2006 | 1.77% | 0.00% |
| 2005 | 2.57% | 0.00% |
| 2004 | 0.98% | 0.00% |
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