FBTC vs CBTY

AFBTC

BCBTY

Measures won1–3CBTY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.15%BTC · $15 on $10k

Most income1.49%CBTY · $149 on $10k

Smallest drop−21.2%CBTY · worst fall in 1Y

Held in common[…]FBTC and CBTY

FBTC

CBTY

Fidelity Wise Origin Bitcoin Fund · $13.5BCalamos Bitcoin 80 Series Structured Alt Protection ETF - July · $5M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.25%Expense ratio$25 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $149 on $10k1.49%

−44.8%Worst dropSmaller wins−21.2%

44.6%VolatilityLower wins15.5%

1–3CBTY wins

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsFBTC · CBTY

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#								3Y/yr	5Y/yr
1	AFBTC	Fidelity Wise Origin Bitcoin FundRead Desk	0.25%	0.00%	−0.4%	−13.6%	−27.2%	new	new	−44.8%	$13.5B
2	BCBTY	Calamos Bitcoin 80 Series Structured Alt Protection ETF - JulyRead Desk	0.69%	1.49%	−0.6%	−1.5%	−10.4%	new	new	−21.2%	$5M
3	BTC	Grayscale Bitcoin Mini Trust ETFRead Desk	0.15%	0.00%	−0.4%	−13.5%	−27.1%	new	new	−44.7%	$4.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#								3Y/yr	5Y/yr
1	AFBTC	Fidelity Wise Origin Bitcoin FundRead Desk	0.25%	0.00%	−0.4%	−13.6%	−27.2%	new	new	−44.8%	$13.5B
2	BCBTY	Calamos Bitcoin 80 Series Structured Alt Protection ETF - JulyRead Desk	0.69%	1.49%	−0.6%	−1.5%	−10.4%	new	new	−21.2%	$5M
3	BTC	Grayscale Bitcoin Mini Trust ETFRead Desk	0.15%	0.00%	−0.4%	−13.5%	−27.1%	new	new	−44.7%	$4.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBTC vs CBTY

FBTC

Fidelity Wise Origin Bitcoin Fund

[…]

CBTY

Calamos Bitcoin 80 Series Structured Alt Protection ETF - July

[…]

MeasureFBTCCBTY

Fee0.25%0.69%

Cost on $10k a year$25$69

Yield0.00%1.49%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−44.8%−21.2%

Volatility · 1Y44.6%15.5%

3–1measures won
CBTY first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FBTC, CBTY, BTC

Today

[…]holdings […]

FBTCCBTYBTC

FBTC—[…][…]

CBTY[…]—[…]

BTC[…][…]—

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

Income After Fees on $10,000

$80most kept, CBTY

CBTY$149 − $69 = $80

BTC$0 − $15 = −$15

FBTC$0 − $25 = −$25

KeptFee

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