IBIT vs CBTY

AIBIT

BCBTY

Measures won1–3CBTY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%IBIT · $25 on $10k

Most income1.44%CBTY · $144 on $10k

Smallest drop−21.5%CBTY · worst fall in 1Y

Held in common[…]IBIT and CBTY

IBIT

CBTY

iShares Bitcoin Trust ETF · $64.5BCalamos Bitcoin 80 Series Structured Alt Protection ETF - July · $6M

[…]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 · $144 on $10k1.44%

−45.0%Worst dropSmaller wins−21.5%

44.9%VolatilityLower wins15.7%

1–3CBTY wins

$10,000 · 5 yearsAll three, one scale

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

Shared top holdingsIBIT · CBTY

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

Held in common[…]

End-of-day Nov 4, 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%	+2.9%	−8.7%	−25.1%	new	new	−45.0%	$64.5B
2	BCBTY	Calamos Bitcoin 80 Series Structured Alt Protection ETF - JulyRead Desk	0.69%	1.44%	+1.7%	+1.8%	−8.7%	new	new	−21.5%	$6M
3	FBTC	Fidelity Wise Origin Bitcoin FundRead Desk	0.25%	0.00%	+2.8%	−8.7%	−25.1%	new	new	−45.0%	$15.4B

End-of-day Nov 4, 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%	+2.9%	−8.7%	−25.1%	new	new	−45.0%	$64.5B
2	BCBTY	Calamos Bitcoin 80 Series Structured Alt Protection ETF - JulyRead Desk	0.69%	1.44%	+1.7%	+1.8%	−8.7%	new	new	−21.5%	$6M
3	FBTC	Fidelity Wise Origin Bitcoin FundRead Desk	0.25%	0.00%	+2.8%	−8.7%	−25.1%	new	new	−45.0%	$15.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBIT vs CBTY

IBIT

iShares Bitcoin Trust

[…]

CBTY

Calamos Bitcoin 80 Series Structured Alt Protection ETF - July

[…]

MeasureIBITCBTY

Fee0.25%0.69%

Cost on $10k a year$25$69

Yield0.00%1.44%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−45.0%−21.5%

Volatility · 1Y44.9%15.7%

3–1measures won
CBTY first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IBIT, CBTY, FBTC

Today

[…]holdings […]

IBITCBTYFBTC

IBIT—[…][…]

CBTY[…]—[…]

FBTC[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$75most kept, CBTY

CBTY$144 − $69 = $75

IBIT$0 − $25 = −$25

FBTC$0 − $25 = −$25

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee