CBTY vs FBTC

ACBTY

BFBTC

Measures won5–1CBTY wins · of 6 · YTD

$10,000 · YTD$9,959CBTY · FBTC $8,878

Lowest cost0.25%FBTC · $25 on $10k

Most income1.48%CBTY · $148 on $10k

Smallest drop−22.8%CBTY · worst fall in 1Y

Held in common[…]CBTY and FBTC

YTD

CBTY

FBTC

Calamos Bitcoin 80 Series Structured Alt Protection ETF - July · $5MFidelity Wise Origin Bitcoin Fund · $15.4B

−0.4%Year to dateJan 1 → Nov 3−11.2%

−12.2%1 yearTotal return−29.3%

0.69%Expense ratio$69 · $25 on $10k · lower wins0.25%

1.48%12-mo yield$148 · $0 on $10k0.00%

−22.8%Worst dropSmaller wins−46.7%

15.7%VolatilityLower wins44.8%

5–1CBTY wins

$10,000 · since Jan 1One scale

Shared top holdingsCBTY · FBTC

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend						3Y/yr	5Y/yr
1	ACBTY	Calamos Bitcoin 80 Series Structured Alt Protection ETF - JulyRead Desk		0.69%	1.48%	+0.1%	−0.4%	−12.2%	new	new	−22.8%	$5M
2	BFBTC	Fidelity Wise Origin Bitcoin FundRead Desk		0.25%	0.00%	+1.6%	−11.2%	−29.3%	new	new	−46.7%	$15.4B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

YTD2 funds

#			Trend						3Y/yr	5Y/yr
1	ACBTY	Calamos Bitcoin 80 Series Structured Alt Protection ETF - JulyRead Desk		0.69%	1.48%	+0.1%	−0.4%	−12.2%	new	new	−22.8%	$5M
2	BFBTC	Fidelity Wise Origin Bitcoin FundRead Desk		0.25%	0.00%	+1.6%	−11.2%	−29.3%	new	new	−46.7%	$15.4B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CBTY vs FBTC

CBTY

Calamos Bitcoin 80 Series Structured Alt Protection ETF - July

$8,784

FBTC

Fidelity Wise Origin Bitcoin Fund

$7,073

MeasureCBTYFBTC

Fee0.69%0.25%

Cost on $10k a year$69$25

Yield1.48%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−22.8%−46.7%

Volatility · 1Y15.7%44.8%

3–1measures won
CBTY first

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

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

Overlap: CBTY, FBTC

Today

[…]holdings […]

CBTYFBTC

CBTY—[…]

FBTC[…]—

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

Income After Fees on $10,000

$79most kept, CBTY

CBTY$148 − $69 = $79

FBTC$0 − $25 = −$25

KeptFee

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