GBTC vs AVLV

Comparison between Grayscale Investments LLC (GBTC, ETF) and AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF).

5-Year PerformanceAVLV has outperformed GBTC, delivering a return of +14.2% compared to +8.4%

GBTC vs AVLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBTC(ETF)	AVLV(ETF)
Net Assets	$12B	$12B
Expense Ratio	1.50%	0.15%
Max Drawdown	89.91%	20.18%
Sharpe Ratio	-0.47	2.35
5Y Beta	1.29	0.88
P/E Ratio	N/A	20.53
Forward P/E	N/A	15.33
PEG Ratio	N/A	0.26
5Y EPS CAGR	N/A	23.95%
P/S Ratio	N/A	1.79
P/B Ratio	N/A	3.66

Net Assets

GBTC

$12B

Winner

AVLV

$12B

Expense Ratio

GBTC

1.50%

Winner

AVLV

0.15%

Max Drawdown

GBTC

89.91%

Winner

AVLV

20.18%

Sharpe Ratio

GBTC

-0.47

Winner

AVLV

2.35

5Y Beta

GBTC

1.29

Winner

AVLV

0.88

P/E Ratio

GBTC

N/A

AVLV

20.53

Forward P/E

GBTC

N/A

AVLV

15.33

PEG Ratio

GBTC

N/A

AVLV

0.26

5Y EPS CAGR

GBTC

N/A

AVLV

23.95%

P/S Ratio

GBTC

N/A

AVLV

1.79

P/B Ratio

GBTC

N/A

AVLV

3.66

GBTC vs AVLV - Holdings Comparison

GBTC and AVLV have 0 common holdings. Overlap is 0.00%

GBTC's top 25 holdings weight is 12.55%. AVLV's top 25 holdings weight is 47.37%.

Rank	GBTC	AVLV
#1	GRAYSCALE BITCOIN MINI TRUST (BTC) (BTC) - 12.55%	MICRON TECHNOLOGY INC (MU) - 4.40%
#2	N/A	AMAZON.COM INC (AMZN) - 3.33%
#3	N/A	EXXON MOBIL CORP (XOM) - 3.04%
#4	N/A	APPLE INC (AAPL) - 2.94%
#5	N/A	CATERPILLAR INC (CAT) - 2.81%
#6	N/A	META PLATFORMS INC CLASS A (META) - 2.76%
#7	N/A	LAM RESEARCH CORP (LRCX) - 2.49%
#8	N/A	COSTCO WHOLESALE CORP (COST) - 2.21%
#9	N/A	MERCK & CO INC (MRK) - 2.12%
#10	N/A	JPMORGAN CHASE & CO (JPM) - 2.04%
#11	N/A	VERIZON COMMUNICATIONS INC (VZ) - 1.63%
#12	N/A	GILEAD SCIENCES INC (GILD) - 1.58%
#13	N/A	UNION PACIFIC CORP (UNP) - 1.54%
#14	N/A	TJX COMPANIES INC (TJX) - 1.53%
#15	N/A	CONOCOPHILLIPS (COP) - 1.43%
#16	N/A	MICROSOFT CORP (MSFT) - 1.40%
#17	N/A	WALMART INC (WMT) - 1.33%
#18	N/A	APPLIED MATERIALS INC (AMAT) - 1.24%
#19	N/A	MORGAN STANLEY (MS) - 1.17%
#20	N/A	KLA CORP (KLAC) - 1.14%
#21	N/A	CSX CORP (CSX) - 1.06%
#22	N/A	AMERICAN EXPRESS CO (AXP) - 1.06%
#23	N/A	PROGRESSIVE CORP (PGR) - 1.05%
#24	N/A	ROSS STORES INC (ROST) - 1.04%
#25	N/A	GENERAL MOTORS CO (GM) - 1.03%
Total Holdings	1	262

GBTC vs AVLV - Historical Returns

Returns include dividend reinvestment.

Period	GBTC	AVLV
1 month	+9.98%	+4.74%
3 months	+23.24%	+6.57%
6 months	-21.01%	+20.06%
1 year	-21.83%	+34.75%
5 years(CAGR)	+8.39%	+14.20%
10 years(CAGR)	+56.52%	N/A
Max(CAGR)	+57.77%	+14.20%

Winner

GBTC

+9.98%

AVLV

+4.74%

Winner

GBTC

+23.24%

AVLV

+6.57%

GBTC

-21.01%

Winner

AVLV

+20.06%

GBTC

-21.83%

Winner

AVLV

+34.75%

5Y(CAGR)

GBTC

+8.39%

Winner

AVLV

+14.20%

10Y(CAGR)

GBTC

+56.52%

AVLV

N/A

Max(CAGR)

Winner

GBTC

+57.77%

AVLV

+14.20%

GBTC vs AVLV - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	GBTC	AVLV
2026	-10.48%	+14.71%
2025	-11.46%	+15.23%
2024	+100.87%	+17.75%
2023	+322.20%	+18.28%
2022	-75.81%	-5.87%
2021	-2.37%	+5.92%
2020	+301.00%	N/A
2019	+77.27%	N/A
2018	-84.05%	N/A
2017	+1558.98%	N/A
2016	+90.08%	N/A
2015	+50.01%	N/A

GBTC vs AVLV Drawdown Comparison

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

The maximum drawdown for AVLV was -19.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

The current GBTC drawdown is -36.21%. The current AVLV drawdown is -0.42%.

Rank	GBTC	AVLV
#1	-89.91% Dec 18, 2017 - Jan 5, 2021	-19.50% Nov 29, 2024 - Jul 25, 2025
#2	-86.24% Feb 19, 2021 - Mar 4, 2024	-19.33% Mar 29, 2022 - Feb 2, 2023
#3	-57.96% May 5, 2015 - Dec 8, 2015	-10.75% Feb 7, 2023 - Jul 12, 2023
#4	-49.55% Oct 6, 2025 - Feb 5, 2026	-10.45% Jul 31, 2023 - Dec 13, 2023
#5	-48.42% Aug 31, 2017 - Nov 3, 2017	-8.47% Jul 16, 2024 - Sep 19, 2024
#6	-41.48% Jun 17, 2016 - Jan 3, 2017	-8.39% Jan 4, 2022 - Mar 25, 2022
#7	-36.93% Dec 15, 2015 - Apr 21, 2016	-6.39% Feb 20, 2026 - Apr 14, 2026
#8	-36.68% Jun 6, 2017 - Aug 10, 2017	-5.48% Mar 28, 2024 - Jul 12, 2024
#9	-35.04% Mar 13, 2024 - Nov 11, 2024	-4.99% Nov 23, 2021 - Jan 3, 2022
#10	-30.26% Jan 7, 2021 - Feb 8, 2021	-4.22% Nov 12, 2025 - Nov 26, 2025
#11	-28.76% Jan 4, 2017 - May 1, 2017	-3.51% Oct 3, 2025 - Oct 24, 2025
#12	-28.45% Dec 17, 2024 - May 21, 2025	-3.17% Sep 27, 2021 - Oct 15, 2021
#13	-19.31% May 9, 2017 - May 22, 2017	-2.95% Jul 25, 2025 - Aug 12, 2025
#14	-18.18% May 9, 2016 - May 31, 2016	-2.79% Dec 27, 2023 - Jan 25, 2024
#15	-15.79% Nov 3, 2017 - Nov 20, 2017	-2.32% Dec 11, 2025 - Dec 24, 2025