Compare · 2 funds side by side · dividends reinvested

GBTC and JEPQ

GBTCGrayscale×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,761GBTC · best of the two

02 / 04

GBTC and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.1

Grayscale Bitcoin Trust ETFCrypto · Spot bitcoin1.50%0.00%−14.5%−28.2%+29.5%+3.3%−45.2%44.6%$9.4B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: GBTC 2013 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Grayscale Bitcoin Trust ETF · $9.4B$11,761

GBTC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested

GBTCMeasureJEPQ

−14.5%Year to dateJan 1 → Nov 6+3.2%

−28.2%1 yearTotal return+4.5%

+29.5%3 years · per year$10,000 became $21,733 · $16,202+17.4%

+3.3%5 years · per year$10,000 became $11,761 · […][…]

1.50%Expense ratio$150 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,279 a year on $10k12.79%

−45.2%Worst dropSmaller is better−11.5%

44.6%VolatilityLower is calmer16.7%

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

1–6JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GBTC vs JEPQ: Top 5 Holdings

Today

GBTC

[…]in top 5

JEPQ

in top 528.9%

GBTCStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

GBTC vs JEPQ Returns, Every Period

GrayscaleGBTC

−28.2%

past year

JEPQJ.P. Morgan

+4.5%

past year

GBTCJEPQFaded: behind in that period

1–2JEPQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Crypto vs Income: GBTC vs JEPQ

YTD

GrayscaleGBTC

−14.5%

JEPQJ.P. Morgan

+3.2%

−14.5%Year to date+3.2%

−45.2%Worst drop · 1Y−11.5%

44.6%Volatility · 1Y16.7%

0.0%Yield12.8%

$9.4BAssets$40.7B

4–0JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GBTC, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

GBTC1.50%$150

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: GBTC, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

GBTC0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

GBTC$0 − $150 = −$150

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: GBTC, JEPQ

Today

[…]holdings […]

GBTCJEPQ

GBTC—[…]

JEPQ[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.5%JEPQ, at 16.7% volatility

JEPQWorst drop−11.5%16.7% vol

GBTCWorst drop−45.2%44.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQGBTC

+3.2%Year to date−14.5%

12.8%Yield0.0%

+4.5%Past year−28.2%

0.35%Fee1.50%

4–0JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

IBIT vs FBTC

YTD

iSharesIBIT

−13.6%

FBTCFidelity

−13.6%

−13.6%Year to date−13.6%

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

$60.7BAssets$13.5B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026