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CGCP vs GBTC

Comparison between CAPITAL GROUP CORE PLUS INCOME ETF SHARE CLASS (CGCP, ETF) and Grayscale Investments LLC (GBTC, ETF).

CGCP vs GBTC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CGCP
$8.40B
GBTC
$8.40B
Expense Ratio
Winner
CGCP
0.34%
GBTC
1.50%
Max Drawdown
Winner
CGCP
18.47%
GBTC
89.91%
Sharpe Ratio
Winner
CGCP
-0.34
GBTC
-0.77
5Y Beta
Winner
CGCP
0.08
GBTC
1.18

CGCP vs GBTC - Historical Returns

Returns include dividend reinvestment.

1M
CGCP
+0.04%
Winner
GBTC
+15.81%
3M
Winner
CGCP
+0.17%
GBTC
-1.06%
6M
CGCP
-1.34%
Winner
GBTC
+12.91%
1Y
Winner
CGCP
+2.76%
GBTC
-32.32%
5Y(CAGR)
CGCP
+1.48%
Winner
GBTC
+8.54%
10Y(CAGR)
CGCP
N/A
GBTC
+51.58%
Max(CAGR)
CGCP
+1.48%
Winner
GBTC
+55.30%

CGCP vs GBTC - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearCGCPGBTC
2026-0.04%-14.98%
2025+7.34%-11.46%
2024+3.28%+100.87%
2023+6.83%+322.20%
2022-9.78%-75.81%
2021N/A-2.37%
2020N/A+301.00%
2019N/A+77.27%
2018N/A-84.05%
2017N/A+1558.98%
2016N/A+90.08%
2015N/A+50.01%

CGCP vs GBTC Drawdown Comparison

The maximum drawdown for CGCP was -15.06%, occurring on Oct 20, 2022. Recovery took 632 trading sessions.

The maximum drawdown for GBTC was -89.91%, occurring on Dec 14, 2018. Recovery took 766 trading sessions.

The current CGCP drawdown is -1.53%. The current GBTC drawdown is -39.42%.

RankCGCPGBTC
#1-15.06%
Mar 1, 2022 - Sep 5, 2024
-89.91%
Dec 18, 2017 - Jan 5, 2021
#2-4.24%
Sep 16, 2024 - Jun 24, 2025
-86.24%
Feb 19, 2021 - Mar 4, 2024
#3-2.59%
Feb 27, 2026 - Mar 27, 2026
-57.96%
May 5, 2015 - Dec 8, 2015
#4-1.07%
Jul 1, 2025 - Jul 29, 2025
-53.75%
Oct 6, 2025 - Jun 30, 2026
#5-1.04%
Oct 27, 2025 - Nov 26, 2025
-48.42%
Aug 31, 2017 - Nov 3, 2017
#6-0.78%
Sep 16, 2025 - Oct 14, 2025
-41.48%
Jun 17, 2016 - Jan 3, 2017
#7-0.72%
Nov 26, 2025 - Dec 29, 2025
-36.93%
Dec 15, 2015 - Apr 21, 2016
#8-0.53%
Jan 14, 2026 - Feb 5, 2026
-36.68%
Jun 6, 2017 - Aug 10, 2017
#9-0.49%
Aug 13, 2025 - Aug 22, 2025
-35.04%
Mar 13, 2024 - Nov 11, 2024
#10-0.35%
Aug 28, 2025 - Sep 4, 2025
-30.26%
Jan 7, 2021 - Feb 8, 2021
#11-0.30%
Sep 10, 2024 - Sep 16, 2024
-28.76%
Jan 4, 2017 - May 1, 2017
#12-0.27%
Jul 29, 2025 - Aug 1, 2025
-28.45%
Dec 17, 2024 - May 21, 2025
#13-0.22%
Aug 5, 2025 - Aug 13, 2025
-19.31%
May 9, 2017 - May 22, 2017
#14-0.22%
Dec 30, 2025 - Jan 9, 2026
-18.18%
May 9, 2016 - May 31, 2016
#15-0.22%
Feb 10, 2026 - Feb 12, 2026
-15.79%
Nov 3, 2017 - Nov 20, 2017

Correlation

Correlation between CGCP and GBTC is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (2017 - 2026)

CGCP vs GBTC dividend yield comparison.

YearCGCPGBTC
20262.88%0.00%
20255.10%0.00%
20245.17%0.00%
20234.98%0.00%
20222.96%0.00%
20170.00%5.61%

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