Compare · 2 funds side by side · dividends reinvested

CBXY and GBTC

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,050GBTC · best of the two

02 / 04

CBXY and GBTC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calamos Bitcoin 90 Series Structured Alt Protection ETF - JulyCrypto · Spot bitcoin0.69%1.35%+1.9%−2.7%[…][…]−11.9%9.0%$6M1.0

Grayscale Bitcoin Trust ETFCrypto · Spot bitcoin1.50%0.00%−14.2%−25.6%+29.9%+3.8%−45.2%44.7%$9.5B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: CBXY 2025 · GBTC 2013

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Bitcoin 90 Series Structured Alt Protection ETF - July · $6M[…]

CBXY

GBTC

Grayscale Bitcoin Trust ETF · $9.5B$12,050

$10,000 five years ago, dividends reinvested

CBXYMeasureGBTC

+1.9%Year to dateJan 1 → Nov 5−14.2%

−2.7%1 yearTotal return−25.6%

[…]3 years · per year$10,000 became […] · $21,925+29.9%

[…]5 years · per year$10,000 became […] · $12,050+3.8%

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

1.35%Trailing 12-mo yield$135 · $0 a year on $10k0.00%

−11.9%Worst dropSmaller is better−45.2%

9.0%VolatilityLower is calmer44.7%

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

6–0CBXY wins

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

More Ways to See the Pairs

CBXY vs GBTC: Top 5 Holdings

Today

CBXY

[…]in top 5

GBTC

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CBXY vs GBTC Returns, Every Period

CalamosCBXY

−2.7%

past year

GBTCGrayscale

−25.6%

past year

CBXYGBTCFaded: behind in that period

2–0CBXY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CBXY vs GBTC

YTD

CalamosCBXY

+1.9%

GBTCGrayscale

−14.2%

+1.9%Year to date−14.2%

−11.9%Worst drop · 1Y−45.2%

9.0%Volatility · 1Y44.7%

1.4%Yield0.0%

$5.9MAssets$9.5B

4–0CBXY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBXY, GBTC

Today

0.69%lowest, CBXY

FundExpense ratioFee$10k

CBXY0.69%$69

GBTC1.50%$150

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CBXY, GBTC

1.35%highest, CBXY

FundTrailing yieldYield$10k

CBXY1.35%$135

GBTC0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, CBXY

CBXY$135 − $69 = $66

GBTC$0 − $150 = −$150

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CBXY, GBTC

Today

[…]holdings […]

CBXYGBTC

CBXY—[…]

GBTC[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−2.7%CBXY, at 9.0% volatility

CBXYWorst drop−11.9%9.0% vol

GBTCWorst drop−45.2%44.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CBXYGBTC

+1.9%Year to date−14.2%

1.4%Yield0.0%

−2.7%Past year−25.6%

0.69%Fee1.50%

4–0CBXY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

IBIT vs FBTC

YTD

iSharesIBIT

−13.3%

FBTCFidelity

−13.2%

−13.3%Year to date−13.2%

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

$61.0BAssets$13.5B

1–0FBTC wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026