GBTC vs CGUS

Comparison between Grayscale Investments LLC (GBTC, ETF) and CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF).

GBTC vs CGUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBTC(ETF)	CGUS(ETF)
Net Assets	$11B	$11B
Expense Ratio	1.50%	0.33%
Max Drawdown	89.91%	22.41%
Sharpe Ratio	-0.97	1.42
5Y Beta	1.28	0.92
P/E Ratio	N/A	30.52
Forward P/E	N/A	23.35
PEG Ratio	N/A	0.64
5Y EPS CAGR	N/A	26.29%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	6.01

Net Assets

GBTC

$11B

Winner

CGUS

$11B

Expense Ratio

GBTC

1.50%

Winner

CGUS

0.33%

Max Drawdown

GBTC

89.91%

Winner

CGUS

22.41%

Sharpe Ratio

GBTC

-0.97

Winner

CGUS

1.42

5Y Beta

GBTC

1.28

Winner

CGUS

0.92

P/E Ratio

GBTC

N/A

CGUS

30.52

Forward P/E

GBTC

N/A

CGUS

23.35

PEG Ratio

GBTC

N/A

CGUS

0.64

5Y EPS CAGR

GBTC

N/A

CGUS

26.29%

P/S Ratio

GBTC

N/A

CGUS

3.55

P/B Ratio

GBTC

N/A

CGUS

6.01

GBTC vs CGUS - Holdings Comparison

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

GBTC's top 25 holdings weight is 12.55%. CGUS's top 25 holdings weight is 66.76%.

Rank	GBTC	CGUS
#1	GRAYSCALE BITCOIN MINI TRUST (BTC) (BTC) - 12.55%	NVIDIA CORP (NVDA) - 6.83%
#2	N/A	BROADCOM INC (AVGO) - 6.31%
#3	N/A	MICROSOFT CORP (MSFT) - 5.90%
#4	N/A	AMAZON.COM INC (AMZN) - 5.34%
#5	N/A	ALPHABET INC CLASS A (GOOGL) - 3.48%
#6	N/A	ELI LILLY AND CO (LLY) - 3.22%
#7	N/A	META PLATFORMS INC CLASS A (META) - 3.16%
#8	N/A	APPLE INC (AAPL) - 3.03%
#9	N/A	APPLIED MATERIALS INC (AMAT) - 2.36%
#10	N/A	JPMORGAN CHASE & CO (JPM) - 2.15%
#11	N/A	ALPHABET INC CLASS C (GOOG) - 2.15%
#12	N/A	n/a (TSM) - 2.00%
#13	N/A	RTX CORP (RTX) - 1.98%
#14	N/A	MASTERCARD INC CLASS A (MA) - 1.93%
#15	N/A	BRITISH AMERICAN TOBACCO PLC (n/a) - 1.78%
#16	N/A	STARBUCKS CORP (SBUX) - 1.71%
#17	N/A	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.68%
#18	N/A	BLACKROCK INC (BLK) - 1.65%
#19	N/A	CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.58%
#20	N/A	VERTEX PHARMACEUTICALS INC (VRTX) - 1.57%
#21	N/A	AMPHENOL CORP CLASS A (APH) - 1.47%
#22	N/A	LINDE PLC (LIN) - 1.40%
#23	N/A	CISCO SYSTEMS INC (CSCO) - 1.40%
#24	N/A	CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.36%
#25	N/A	UNITEDHEALTH GROUP INC (UNH) - 1.32%
Total Holdings	1	73

GBTC vs CGUS - Historical Returns

Returns include dividend reinvestment.

Period	GBTC	CGUS
1 month	-22.74%	+0.67%
3 months	-10.50%	+8.31%
6 months	-33.89%	+8.78%
1 year	-43.81%	+22.31%
5 years(CAGR)	+9.85%	+15.38%
10 years(CAGR)	+47.89%	N/A
Max(CAGR)	+53.55%	+15.38%

GBTC

-22.74%

Winner

CGUS

+0.67%

GBTC

-10.50%

Winner

CGUS

+8.31%

GBTC

-33.89%

Winner

CGUS

+8.78%

GBTC

-43.81%

Winner

CGUS

+22.31%

5Y(CAGR)

GBTC

+9.85%

Winner

CGUS

+15.38%

10Y(CAGR)

GBTC

+47.89%

CGUS

N/A

Max(CAGR)

Winner

GBTC

+53.55%

CGUS

+15.38%

GBTC vs CGUS - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	GBTC	CGUS
2026	-31.37%	+7.86%
2025	-11.46%	+16.44%
2024	+100.87%	+25.86%
2023	+322.20%	+28.17%
2022	-75.81%	-7.93%
2021	-2.37%	N/A
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 CGUS Drawdown Comparison

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

The maximum drawdown for CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.

The current GBTC drawdown is -51.09%. The current CGUS drawdown is -2.29%.

Rank	GBTC	CGUS
#1	-89.91% Dec 18, 2017 - Jan 5, 2021	-21.85% Mar 29, 2022 - Jul 12, 2023
#2	-86.24% Feb 19, 2021 - Mar 4, 2024	-18.06% Feb 6, 2025 - Jun 26, 2025
#3	-57.96% May 5, 2015 - Dec 8, 2015	-9.59% Jan 27, 2026 - Apr 14, 2026
#4	-52.45% Oct 6, 2025 - Jun 5, 2026	-8.29% Jul 31, 2023 - Nov 14, 2023
#5	-48.42% Aug 31, 2017 - Nov 3, 2017	-6.73% Jul 16, 2024 - Aug 21, 2024
#6	-41.48% Jun 17, 2016 - Jan 3, 2017	-5.60% Feb 25, 2022 - Mar 18, 2022
#7	-36.93% Dec 15, 2015 - Apr 21, 2016	-5.04% Oct 29, 2025 - Dec 24, 2025
#8	-36.68% Jun 6, 2017 - Aug 10, 2017	-4.65% Apr 1, 2024 - May 9, 2024
#9	-35.04% Mar 13, 2024 - Nov 11, 2024	-4.10% Dec 16, 2024 - Jan 23, 2025
#10	-30.26% Jan 7, 2021 - Feb 8, 2021	-3.98% Aug 30, 2024 - Sep 19, 2024
#11	-28.76% Jan 4, 2017 - May 1, 2017	-3.00% Oct 8, 2025 - Oct 24, 2025
#12	-28.45% Dec 17, 2024 - May 21, 2025	-2.90% Jun 2, 2026 - Jun 5, 2026
#13	-19.31% May 9, 2017 - May 22, 2017	-2.86% Nov 8, 2024 - Dec 3, 2024
#14	-18.18% May 9, 2016 - May 31, 2016	-2.62% Jul 25, 2025 - Aug 13, 2025
#15	-15.79% Nov 3, 2017 - Nov 20, 2017	-2.43% Jan 12, 2026 - Jan 27, 2026