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BTC vs EXG

Comparison between Grayscale Bitcoin Mini Trust ETF (BTC, ETF) and Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG, ETF).

BTC vs EXG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BTC
$3.20B
EXG
$3.20B
Expense Ratio
BTC
0.15%
EXG
N/A
Max Drawdown
Winner
BTC
53.30%
EXG
76.12%
Sharpe Ratio
BTC
-1.24
Winner
EXG
0.95
5Y Beta
BTC
1.30
Winner
EXG
0.81
5Y Dividends CAGR
BTC
N/A
EXG
2.93%

BTC vs EXG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BTC
+8.83%
EXG
+1.20%
3M
BTC
-15.53%
Winner
EXG
+4.71%
6M
BTC
-27.33%
Winner
EXG
+2.98%
1Y
BTC
-45.12%
Winner
EXG
+17.72%
5Y(CAGR)
BTC
N/A
EXG
+8.03%
10Y(CAGR)
BTC
N/A
EXG
+10.76%
Max(CAGR)
BTC
-0.40%
Winner
EXG
+7.18%

BTC vs EXG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearBTCEXG
2026-27.73%+5.87%
2025-10.26%+27.44%
2024+44.64%+16.79%
2023N/A+11.76%
2022N/A-22.10%
2021N/A+34.13%
2020N/A+9.21%
2019N/A+25.03%
2018N/A-13.16%
2017N/A+29.44%
2016N/A+3.19%
2015N/A+2.91%
2014N/A+4.69%
2013N/A+22.32%
2012N/A+17.95%
2011N/A-12.98%
2010N/A-3.10%
2009N/A+42.60%
2008N/A-31.74%
2007N/A-10.83%

BTC vs EXG Drawdown Comparison

The maximum drawdown for BTC was -53.30%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for EXG was -58.20%, occurring on Nov 20, 2008. Recovery took 1435 trading sessions.

The current BTC drawdown is -48.32%. The current EXG drawdown is -2.35%.

RankBTCEXG
#1-53.30%
Oct 6, 2025 - Jun 30, 2026
-58.20%
May 15, 2007 - Jan 25, 2013
#2-28.14%
Dec 17, 2024 - May 20, 2025
-45.30%
Feb 12, 2020 - Dec 4, 2020
#3-17.96%
Jul 31, 2024 - Sep 27, 2024
-27.75%
Jan 4, 2022 - Jul 3, 2024
#4-11.96%
Aug 13, 2025 - Oct 6, 2025
-24.66%
Sep 11, 2018 - Nov 19, 2019
#5-9.11%
Sep 27, 2024 - Oct 14, 2024
-20.14%
Jul 21, 2015 - Aug 17, 2016
#6-8.47%
Nov 22, 2024 - Dec 6, 2024
-15.13%
Feb 18, 2025 - May 12, 2025
#7-8.44%
May 22, 2025 - Jul 9, 2025
-14.28%
Feb 26, 2026 - May 6, 2026
#8-7.30%
Oct 29, 2024 - Nov 6, 2024
-11.25%
Sep 19, 2014 - Mar 5, 2015
#9-5.81%
Jul 14, 2025 - Aug 13, 2025
-10.56%
Sep 6, 2016 - Feb 3, 2017
#10-5.48%
Dec 6, 2024 - Dec 13, 2024
-9.91%
Jan 23, 2018 - Jun 11, 2018
#11-3.29%
Oct 18, 2024 - Oct 28, 2024
-9.81%
May 21, 2013 - Sep 18, 2013
#12-2.51%
Nov 13, 2024 - Nov 15, 2024
-9.68%
Jul 16, 2024 - Sep 27, 2024
#13-1.50%
Oct 16, 2024 - Oct 18, 2024
-7.09%
Jan 22, 2014 - Feb 24, 2014
#14N/A-6.80%
Sep 3, 2021 - Nov 3, 2021
#15N/A-6.12%
Mar 1, 2017 - Apr 17, 2017

Correlation

Correlation between BTC and EXG is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.16
-101

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