Compare · 2 funds side by side · dividends reinvested

MSTW and GBTC

MSTWRoundhill×GBTCGrayscale×

Versus in desk

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

02 / 04

MSTW and GBTC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Grayscale Bitcoin Trust ETFCrypto · Spot bitcoin1.50%0.00%−14.2%−25.6%+29.9%+3.8%−45.2%44.7%$10.0B1.3

Roundhill Investments - MSTR WeeklyPay ETFCrypto · Spot bitcoin1.00%152.42%−27.6%−60.3%[…][…]−76.6%97.8%$74M1.7

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: MSTW 2025 · GBTC 2013

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Investments - MSTR WeeklyPay ETF · $74M[…]

MSTW

GBTC

Grayscale Bitcoin Trust ETF · $10.0B$12,050

$10,000 five years ago, dividends reinvested

MSTWMeasureGBTC

−27.6%Year to dateJan 1 → Nov 5−14.2%

−60.3%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%

1.00%Expense ratio$100 · $150 a year on $10k · lower is better1.50%

152.42%Trailing 12-mo yield$15,242 · $0 a year on $10k0.00%

−76.6%Worst dropSmaller is better−45.2%

97.8%VolatilityLower is calmer44.7%

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

2–4GBTC wins

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

More Ways to See the Pairs

MSTW vs GBTC: Top 5 Holdings

Today

MSTW

15.4%in top 5

GBTC

in top 5[…]

MSTWStockGBTC

15.4%FGXXXnot top 5

Held in common[…]

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

MSTW vs GBTC Returns, Every Period

RoundhillMSTW

−60.3%

past year

GBTCGrayscale

−25.6%

past year

MSTWGBTCFaded: behind in that period

0–2GBTC wins

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

MSTW vs GBTC

YTD

RoundhillMSTW

−27.6%

GBTCGrayscale

−14.2%

−27.6%Year to date−14.2%

−76.6%Worst drop · 1Y−45.2%

97.8%Volatility · 1Y44.7%

152.4%Yield0.0%

$74.5MAssets$10.0B

3–1GBTC wins

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

Cost, Income and Risk

Fees: MSTW, GBTC

Today

1.00%lowest, MSTW

FundExpense ratioFee$10k

MSTW1.00%$100

GBTC1.50%$150

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

Yields: MSTW, GBTC

152.42%highest, MSTW

FundTrailing yieldYield$10k

MSTW152.42%$15,242

GBTC0.00%$0

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

Income After Fees on $10,000

$15,142most kept, MSTW

MSTW$15,242 − $100 = $15,142

GBTC$0 − $150 = −$150

KeptFee

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

Overlap: MSTW, GBTC

Today

[…]holdings […]

MSTWGBTC

MSTW—[…]

GBTC[…]—

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

Return vs Bumpiness: 2 ETFs

−25.6%GBTC, at 44.7% volatility

GBTCWorst drop−45.2%44.7% vol

MSTWWorst drop−76.6%97.8% vol

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

Paid More vs Made More

YTD

MSTWGBTC

−27.6%Year to date−14.2%

152.4%Yield0.0%

−60.3%Past year−25.6%

1.00%Fee1.50%

2–2level

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

$64.5BAssets$15.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026