ETF Analysis
IBIT ETF: Bitcoin Holdings, Fees and Spot BTC Exposure
IBIT answer
IBIT, the iShares Bitcoin Trust ETF, holds bitcoin directly rather than futures; its latest holdings show Bitcoin (100.0% of holdings). Its expense ratio is 0.25%, and it manages $66.26B. IBIT's price tracks bitcoin less fees, with bitcoin's volatility: 44.99% annualized, and a maximum drawdown of -48.38% over the past year.
- Expense ratio
- 0.25%
- Fund size
- $66.26B
- Main holding
- Bitcoin (100.0% of holdings)
- Annual volatility
- 44.99%
- Max drawdown
- -48.38%
- 1Y price return
- -25.8%
iShares Bitcoin Trust ETF (IBIT) currently has an AIQ Score of 63/100, indicating a neutral setup. Quality is the strongest factor at 78/100. Risk is the weakest current factor at 36/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
IBIT at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $47.84 |
| AIQ Score | 63/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Buy |
| Fund Size | $66.26B |
| Expense Ratio | 0.25% |
| Holdings Count | 2 |
| NAV | $46.28 |
| Asset Class | Alternatives |
| Primary Exposure | Cash & Others (100.00%) |
| Issuer | IShares |
| Domicile | US |
| Inception Date | Jan 5, 2024 |
| Distribution Yield | — |
| Beta | 2.14 |
| Average Volume | 45.68M |
| 52-week range | $32.84-$65.97 |
| RSI 14 | 49.21 |
| 50-Day SMA | $44.74 |
| 200-Day SMA | $41.73 |
| Risk Score | 36/100 |
| Momentum Score | 60/100 |
| Value Exposure Score | — |
IBIT Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | -25.77% | -25.79% | -48.38% | Oct 20, 2025 |
| 3Y | 75.40% | 22.46% | -53.30% | Jan 11, 2024 |
| 5Y | 93.24% | 17.36% | -53.30% | Sep 8, 2022 |
| 10Y | 93.24% | 17.36% | -53.30% | Sep 8, 2022 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
IBITiShares Bitcoin Trust ETF
Financial Services / Asset Management - Cryptocurrency
Relative Leader / Watch
Strong Relative Position
Latest quote
- Momentum60
- Value—
- Quality78
- Risk resilience36
- Sentiment—
IBIT ETF Analysis Summary
iShares Bitcoin Trust ETF (IBIT) currently has an AIQ Score of 63/100, indicating a neutral setup. Quality is the strongest factor at 78/100. Risk resilience is the weakest current factor at 36/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, IBIT has AIQ Score of 63/100 with Quality base of 78/100 and fading Risk resilience at 36/100. Wait for component alignment before adding exposure.
Quality (78/100) leads while Risk resilience (36/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 2.42% ETF move · IBIT classified in Asset Management - Cryptocurrency.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is IBIT Bullish or Bearish Right Now?
IBIT currently has a neutral overall setup. Quality is the strongest factor at 78/100, while Risk Resilience is weakest at 36/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 78/100.
- - Momentum is constructive at 60/100.
- - Price is +6.94% above its 50-day SMA.
- - Technical consensus has more buy votes than sell votes (32 vs 6).
- - Risk Resilience is weak at 36/100.
Current Consensus
IBIT's Technical Analysis Consensus is currently Strong Buy, with 32 buy, 7 neutral, and 6 sell votes. IBIT's 14-day RSI is 49.21, which places the ETF in a neutral momentum range. IBIT's beta is 2.14, indicating greater market sensitivity than the broad market.
What Changed in IBIT?
The largest recent change in IBIT is Risk Resilience moving up by 12.0 points over the available 7-day comparison window. Quality remains the strongest visible factor.
What Would Change the IBIT Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
IBIT Decision Framework
Public evidence layers, setup checks, and risk context for iShares Bitcoin Trust ETF.
iShares Bitcoin Trust ETF (IBIT) ETF Analysis
iShares Bitcoin Trust ETF has an AIQ Score of 63/100 in a Neutral regime. Quality is strongest at 78/100. Beta is 2.14, above market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | IBIT is in a Neutral AIQ regime with score 63/100. |
| Signal Conflict | The primary conflict is that quality leads at 78/100 while risk lags at 36/100. |
| Factor Evidence | Momentum 60/100 · Quality 78/100 · Risk 36/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Quality is the strongest factor at 78/100.
Momentum is 60/100 and RSI (14) is 49.2.
IBIT is in a Neutral regime at 63/100.
Risk factor is 36/100 with beta 2.14 and annual volatility 44.99%.
Current conflict: quality leads at 78/100 while risk lags at 36/100.
IBIT Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
IBIT ETF Analytics
IBIT holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
IBIT Technical Analysis
IBIT technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
IBIT ETF Market Context
Track IBIT market context, news pressure, trend changes, income events, and current allocation evidence.
IBIT Distribution Analysis
IBIT distribution yield, annualized distributions, payment history, and income context.
IBIT ETF Data
IBIT available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
IBIT Risk Analysis
IBIT volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
IBIT ETF News
IBIT ETF news, market tone, recent headlines, and catalyst context.
IBIT vs ₿ Crypto ETFs Peers
Current peer cohort: IBIT · YBIT · YBTC · YETH · BITB. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| IBIT Current ETF | 63/100 | — | 60/100 | 36/100 | -0.47 | 44.99% | Current |
| YBIT YieldMax Bitcoin Option Income Strategy ETF | 48/100 | — | 49/100 | 75/100 | -1.94 | 38.59% | IBIT vs YBIT |
| YBTC Roundhill Bitcoin Covered Call Strategy ETF | 49/100 | — | 49/100 | 75/100 | -1.68 | 40.48% | IBIT vs YBTC |
| YETH Roundhill Ether Covered Call Strategy ETF | 34/100 | — | 25/100 | 49/100 | -1.62 | 52.57% | IBIT vs YETH |
| BITB Bitwise Bitcoin ETF | 53/100 | — | 60/100 | 36/100 | -0.48 | 44.86% | IBIT vs BITB |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 22, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching IBIT
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for IBIT
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
IBIT ETF FAQ
What is IBIT's expense ratio?
IBIT's expense ratio is 0.25% a year.
What does IBIT hold?
IBIT holds bitcoin itself; its latest holdings show Bitcoin (100.0% of holdings). It does not hold bitcoin futures or crypto company stocks.
IBIT vs owning bitcoin: what's the difference?
IBIT gives bitcoin price exposure inside a brokerage account, with custody handled by the trust, for 0.25% a year. Owning bitcoin directly avoids that fee but means managing your own keys or exchange account, and it trades around the clock while IBIT trades only during market hours.