IWR vs IBIT
Comparison between ISHARES RUSSELL MID-CAP ETF (IWR, ETF) and iShares Bitcoin Trust (IBIT, ETF).
IWR vs IBIT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWR
$55B
Winner
IBIT
$58B
Expense Ratio
Winner
IWR
0.18%
IBIT
0.25%
Max Drawdown
IWR
59.73%
Winner
IBIT
52.11%
Sharpe Ratio
Winner
IWR
1.24
IBIT
-1.09
5Y Beta
Winner
IWR
0.91
IBIT
1.28
P/E Ratio
IWR
29.39
IBIT
N/A
Forward P/E
IWR
17.78
IBIT
N/A
5Y Dividends CAGR
IWR
9.85%
IBIT
N/A
5Y EPS CAGR
IWR
12.60%
IBIT
N/A
Debt to Equity
IWR
17.60%
IBIT
N/A
P/S Ratio
IWR
1.82
IBIT
N/A
P/B Ratio
IWR
3.17
IBIT
N/A
IWR vs IBIT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWR
+5.81%
IBIT
-15.80%
3M
Winner
IWR
+12.23%
IBIT
-10.01%
6M
Winner
IWR
+13.21%
IBIT
-22.44%
1Y
Winner
IWR
+23.08%
IBIT
-38.93%
5Y(CAGR)
IWR
+8.31%
IBIT
N/A
10Y(CAGR)
IWR
+11.88%
IBIT
N/A
Max(CAGR)
IWR
+10.00%
Winner
IBIT
+15.46%
IWR vs IBIT - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWR | IBIT |
|---|---|---|
| 2026 | +13.04% | -25.91% |
| 2025 | +10.50% | -10.33% |
| 2024 | +15.85% | +99.21% |
| 2023 | +17.57% | N/A |
| 2022 | -17.15% | N/A |
| 2021 | +24.43% | N/A |
| 2020 | +16.54% | N/A |
| 2019 | +30.71% | N/A |
| 2018 | -9.72% | N/A |
| 2017 | +17.37% | N/A |
| 2016 | +15.08% | N/A |
| 2015 | -2.62% | N/A |
| 2014 | +14.16% | N/A |
| 2013 | +31.20% | N/A |
| 2012 | +15.74% | N/A |
| 2011 | -2.81% | N/A |
| 2010 | +23.51% | N/A |
| 2009 | +35.99% | N/A |
| 2008 | -40.68% | N/A |
| 2007 | +4.90% | N/A |
| 2006 | +13.43% | N/A |
| 2005 | +14.09% | N/A |
| 2004 | +20.21% | N/A |
| 2003 | +35.79% | N/A |
| 2002 | -15.46% | N/A |
| 2001 | +0.35% | N/A |
IWR vs IBIT Drawdown Comparison
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The maximum drawdown for IBIT was -52.11%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current IBIT drawdown is -47.06%.
| Rank | IWR | IBIT |
|---|---|---|
| #1 | -58.78% Jul 13, 2007 - Feb 7, 2011 | -52.11% Oct 6, 2025 - Jun 5, 2026 |
| #2 | -40.59% Feb 20, 2020 - Oct 12, 2020 | -28.22% Dec 17, 2024 - May 20, 2025 |
| #3 | -32.26% Mar 19, 2002 - Sep 2, 2003 | -27.51% Mar 13, 2024 - Nov 6, 2024 |
| #4 | -26.17% Nov 16, 2021 - Mar 20, 2024 | -16.18% Jan 11, 2024 - Feb 9, 2024 |
| #5 | -24.17% Jul 7, 2011 - Mar 15, 2012 | -12.03% Aug 13, 2025 - Oct 6, 2025 |
| #6 | -21.21% Aug 29, 2018 - Apr 8, 2019 | -8.62% Mar 4, 2024 - Mar 8, 2024 |
| #7 | -21.09% Nov 25, 2024 - Jul 23, 2025 | -8.48% Nov 22, 2024 - Dec 6, 2024 |
| #8 | -20.33% Aug 2, 2001 - Jan 4, 2002 | -8.48% May 22, 2025 - Jul 9, 2025 |
| #9 | -19.42% Apr 23, 2015 - Jul 12, 2016 | -5.81% Jul 14, 2025 - Aug 13, 2025 |
| #10 | -10.82% Apr 2, 2012 - Sep 6, 2012 | -5.31% Dec 6, 2024 - Dec 13, 2024 |
| #11 | -10.11% May 5, 2006 - Oct 16, 2006 | -2.59% Nov 12, 2024 - Nov 15, 2024 |
| #12 | -9.68% Jan 26, 2018 - Jul 26, 2018 | -1.99% Feb 20, 2024 - Feb 22, 2024 |
| #13 | -9.33% Sep 5, 2014 - Nov 7, 2014 | -1.88% Feb 22, 2024 - Feb 26, 2024 |
| #14 | -8.91% Apr 5, 2004 - Oct 1, 2004 | -1.54% Feb 12, 2024 - Feb 14, 2024 |
| #15 | -8.17% Feb 26, 2026 - Apr 17, 2026 | -0.95% Mar 11, 2024 - Mar 13, 2024 |
Correlation
Correlation between IWR and IBIT is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.32
-101
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