Compare · 2 funds side by side · dividends reinvested

CBXJ and GBTC

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,144GBTC · best of the two

02 / 04

CBXJ and GBTC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calamos Bitcoin 90 Series Structured Alt Protection ETF - JanuaryCrypto · Spot bitcoin0.69%2.10%−6.4%−20.8%[…][…]−26.2%16.9%$16M1.0

Grayscale Bitcoin Trust ETFCrypto · Spot bitcoin1.50%0.00%−12.2%−30.2%+33.8%+4.0%−47.1%44.7%$9.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CBXJ 2025 · GBTC 2013

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Bitcoin 90 Series Structured Alt Protection ETF - January · $16M[…]

CBXJ

GBTC

Grayscale Bitcoin Trust ETF · $9.7B$12,144

$10,000 five years ago, dividends reinvested

CBXJMeasureGBTC

−6.4%Year to dateJan 1 → Nov 3−12.2%

−20.8%1 yearTotal return−30.2%

[…]3 years · per year$10,000 became […] · $23,945+33.8%

[…]5 years · per year$10,000 became […] · $12,144+4.0%

0.69%Expense ratio$69 · $150 a year on $10k · lower is better1.50%

2.10%Trailing 12-mo yield$210 · $0 a year on $10k0.00%

−26.2%Worst dropSmaller is better−47.1%

16.9%VolatilityLower is calmer44.7%

CBXJGBTC Winner of the row, in its colourEach row: the bigger of the two fills its side

6–0CBXJ wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CBXJ vs GBTC: Top 5 Holdings

Today

CBXJ

[…]in top 5

GBTC

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

CBXJ vs GBTC Returns, Every Period

CalamosCBXJ

−20.8%

past year

GBTCGrayscale

−30.2%

past year

CBXJGBTCFaded: behind in that period

2–0CBXJ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CBXJ vs GBTC

YTD

CalamosCBXJ

−6.4%

GBTCGrayscale

−12.2%

−6.4%Year to date−12.2%

−26.2%Worst drop · 1Y−47.1%

16.9%Volatility · 1Y44.7%

2.1%Yield0.0%

$15.8MAssets$9.7B

4–0CBXJ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBXJ, GBTC

Today

0.69%lowest, CBXJ

FundExpense ratioFee$10k

CBXJ0.69%$69

GBTC1.50%$150

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CBXJ, GBTC

2.10%highest, CBXJ

FundTrailing yieldYield$10k

CBXJ2.10%$210

GBTC0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$141most kept, CBXJ

CBXJ$210 − $69 = $141

GBTC$0 − $150 = −$150

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CBXJ, GBTC

Today

[…]holdings […]

CBXJGBTC

CBXJ—[…]

GBTC[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−20.8%CBXJ, at 16.9% volatility

CBXJWorst drop−26.2%16.9% vol

GBTCWorst drop−47.1%44.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CBXJGBTC

−6.4%Year to date−12.2%

2.1%Yield0.0%

−20.8%Past year−30.2%

0.69%Fee1.50%

4–0CBXJ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IBIT vs FBTC

YTD

iSharesIBIT

−11.3%

FBTCFidelity

−11.2%

−11.3%Year to date−11.2%

0.25% · $25Fee · on $10k a year0.25% · $25

$62.6BAssets$15.4B

1–0FBTC wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026