IBIT vs CBOL

AIBIT

BCBOL

Measures won0–4CBOL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.10%CBOL · $10 on $10k

Most income1.79%CBOL · $179 on $10k

Smallest drop−4.6%CBOL · worst fall in 1Y

Held in common[…]IBIT and CBOL

IBIT

CBOL

iShares Bitcoin Trust ETF · $62.6BCalamos Etf Trust - Laddered Bitcoin Structured Alt Protection ETF · $2M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

0.00%12-mo yield$0 · $179 on $10k1.79%

−46.6%Worst dropSmaller wins−4.6%

44.9%VolatilityLower wins3.5%

0–4CBOL wins

$10,000 · 5 yearsAll three, one scale

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

Shared top holdingsIBIT · CBOL

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

Held in common[…]

End-of-day Nov 3, 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	AIBIT	iShares Bitcoin Trust ETFRead Desk	0.25%	0.00%	+1.6%	−11.3%	−29.3%	new	new	−46.6%	$62.6B
2	BCBOL	Calamos Etf Trust - Laddered Bitcoin Structured Alt Protection ETFRead Desk	0.10%	1.79%	0.0%	−0.3%	−2.4%	new	new	−4.6%	$2M
3	FBTC	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

All Three

5Y3 funds

#								3Y/yr	5Y/yr
1	AIBIT	iShares Bitcoin Trust ETFRead Desk	0.25%	0.00%	+1.6%	−11.3%	−29.3%	new	new	−46.6%	$62.6B
2	BCBOL	Calamos Etf Trust - Laddered Bitcoin Structured Alt Protection ETFRead Desk	0.10%	1.79%	0.0%	−0.3%	−2.4%	new	new	−4.6%	$2M
3	FBTC	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

IBIT vs CBOL

IBIT

iShares Bitcoin Trust

[…]

CBOL

Calamos Etf Trust - Laddered Bitcoin Structured Alt Protection

[…]

MeasureIBITCBOL

Fee0.25%0.10%

Cost on $10k a year$25$10

Yield0.00%1.79%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−46.6%−4.6%

Volatility · 1Y44.9%3.5%

4–0measures won
CBOL first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IBIT, CBOL, FBTC

Today

[…]holdings […]

IBITCBOLFBTC

IBIT—[…][…]

CBOL[…]—[…]

FBTC[…][…]—

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

Income After Fees on $10,000

$169most kept, CBOL

CBOL$179 − $10 = $169

IBIT$0 − $25 = −$25

FBTC$0 − $25 = −$25

KeptFee

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