IBIT vs CBTY

AIBIT

BCBTY

Measures won1–3CBTY wins · of 6 · 5Y

$10,000 · 5Y$12,144GBTC

Lowest cost0.25%IBIT · $25 on $10k

Most income1.48%CBTY · $148 on $10k

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

Held in common[…]IBIT and CBTY

IBIT

CBTY

iShares Bitcoin Trust ETF · $62.6BCalamos 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 · $148 on $10k1.48%

−46.6%Worst dropSmaller wins−22.8%

44.9%VolatilityLower wins15.7%

1–3CBTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBIT · CBTY

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

#
1	GBTC	Grayscale Bitcoin Trust ETFRead Desk	1.50%	0.00%	+1.6%	−12.2%	−30.2%	+33.8%	+4.0%	−47.1%	$9.7B
2	AIBIT	iShares Bitcoin Trust ETFRead Desk	0.25%	0.00%	+1.6%	−11.3%	−29.3%	new	new	−46.6%	$62.6B
3	BCBTY	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

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

#
1	GBTC	Grayscale Bitcoin Trust ETFRead Desk	1.50%	0.00%	+1.6%	−12.2%	−30.2%	+33.8%	+4.0%	−47.1%	$9.7B
2	AIBIT	iShares Bitcoin Trust ETFRead Desk	0.25%	0.00%	+1.6%	−11.3%	−29.3%	new	new	−46.6%	$62.6B
3	BCBTY	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

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 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%1.48%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−46.6%−22.8%

Volatility · 1Y44.9%15.7%

3–1measures won
CBTY first

Nov 3, 2026 · $10,000 five years 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: IBIT, CBTY, GBTC

Today

[…]holdings […]

IBITCBTYGBTC

IBIT—[…][…]

CBTY[…]—[…]

GBTC[…][…]—

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

IBIT$0 − $25 = −$25

GBTC$0 − $150 = −$150

KeptFee

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