Compare · 2 funds side by side · dividends reinvested

CBXL 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

CBXL and GBTC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calamos ETF Trust - Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETFCrypto · Spot bitcoin0.10%1.51%−5.8%−13.9%[…][…]−18.9%11.8%$2M1.0

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: CBXL 2025 · GBTC 2013

Head to Head

Swap sides Versus in desk

Head to Head

Calamos ETF Trust - Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF · $2M[…]

CBXL

GBTC

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

$10,000 five years ago, dividends reinvested

CBXLMeasureGBTC

−5.8%Year to dateJan 1 → Nov 3−12.2%

−13.9%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%

0.10%Expense ratio$10 · $150 a year on $10k · lower is better1.50%

1.51%Trailing 12-mo yield$151 · $0 a year on $10k0.00%

−18.9%Worst dropSmaller is better−47.1%

11.8%VolatilityLower is calmer44.7%

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

6–0CBXL wins

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

More Ways to See the Pairs

CBXL vs GBTC: Top 5 Holdings

Today

CBXL

100.0%in top 5

GBTC

in top 5[…]

CBXLStockGBTC

26.1%CBXAnot top 5

25.7%CBXYnot top 5

25.1%CBXJnot top 5

23.1%CBXOnot top 5

Held in common[…]

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

CBXL vs GBTC Returns, Every Period

CalamosCBXL

−13.9%

past year

GBTCGrayscale

−30.2%

past year

CBXLGBTCFaded: behind in that period

2–0CBXL wins

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

CBXL vs GBTC

YTD

CalamosCBXL

−5.8%

GBTCGrayscale

−12.2%

−5.8%Year to date−12.2%

−18.9%Worst drop · 1Y−47.1%

11.8%Volatility · 1Y44.7%

1.5%Yield0.0%

$1.6MAssets$9.7B

4–0CBXL wins

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

Cost, Income and Risk

Fees: CBXL, GBTC

Today

0.10%lowest, CBXL

FundExpense ratioFee$10k

CBXL0.10%$10

GBTC1.50%$150

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

Yields: CBXL, GBTC

1.51%highest, CBXL

FundTrailing yieldYield$10k

CBXL1.51%$151

GBTC0.00%$0

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

Income After Fees on $10,000

$141most kept, CBXL

CBXL$151 − $10 = $141

GBTC$0 − $150 = −$150

KeptFee

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

Overlap: CBXL, GBTC

Today

[…]holdings […]

CBXLGBTC

CBXL—[…]

GBTC[…]—

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

Return vs Bumpiness: 2 ETFs

−13.9%CBXL, at 11.8% volatility

CBXLWorst drop−18.9%11.8% 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

CBXLGBTC

−5.8%Year to date−12.2%

1.5%Yield0.0%

−13.9%Past year−30.2%

0.10%Fee1.50%

4–0CBXL 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