GBTC vs DUHP

Comparison between Grayscale Investments LLC (GBTC, ETF) and DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP, ETF).

GBTC vs DUHP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBTC(ETF)	DUHP(ETF)
Net Assets	$11B	$11B
Expense Ratio	1.50%	0.20%
Max Drawdown	89.91%	20.54%
Sharpe Ratio	-0.32	1.43
5Y Beta	1.29	0.86
P/E Ratio	N/A	26.95
Forward P/E	N/A	21.02
PEG Ratio	N/A	0.41
5Y EPS CAGR	N/A	26.14%
Debt to Equity	N/A	102.80%
P/S Ratio	N/A	2.89
P/B Ratio	N/A	10.59

Net Assets

GBTC

$11B

DUHP

$11B

Expense Ratio

GBTC

1.50%

Winner

DUHP

0.20%

Max Drawdown

GBTC

89.91%

Winner

DUHP

20.54%

Sharpe Ratio

GBTC

-0.32

Winner

DUHP

1.43

5Y Beta

GBTC

1.29

Winner

DUHP

0.86

P/E Ratio

GBTC

N/A

DUHP

26.95

Forward P/E

GBTC

N/A

DUHP

21.02

PEG Ratio

GBTC

N/A

DUHP

0.41

5Y EPS CAGR

GBTC

N/A

DUHP

26.14%

Debt to Equity

GBTC

N/A

DUHP

102.80%

P/S Ratio

GBTC

N/A

DUHP

2.89

P/B Ratio

GBTC

N/A

DUHP

10.59

GBTC vs DUHP - Holdings Comparison

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

GBTC's top 25 holdings weight is 12.55%. DUHP's top 25 holdings weight is 60.00%.

Rank	GBTC	DUHP
#1	GRAYSCALE BITCOIN MINI TRUST (BTC) (BTC) - 12.55%	NVIDIA CORP (NVDA) - 7.34%
#2	N/A	APPLE INC (AAPL) - 6.45%
#3	N/A	ELI LILLY AND CO (LLY) - 4.45%
#4	N/A	META PLATFORMS INC CLASS A (META) - 4.39%
#5	N/A	MICROSOFT CORP (MSFT) - 4.13%
#6	N/A	VISA INC CLASS A (V) - 3.90%
#7	N/A	MASTERCARD INC CLASS A (MA) - 2.32%
#8	N/A	CATERPILLAR INC (CAT) - 2.29%
#9	N/A	THE HOME DEPOT INC (HD) - 2.17%
#10	N/A	LAM RESEARCH CORP (LRCX) - 1.84%
#11	N/A	MERCK & CO INC (MRK) - 1.80%
#12	N/A	COSTCO WHOLESALE CORP (COST) - 1.72%
#13	N/A	ORACLE CORP (ORCL) - 1.67%
#14	N/A	PEPSICO INC (PEP) - 1.66%
#15	N/A	COCA-COLA CO (KO) - 1.52%
#16	N/A	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.48%
#17	N/A	UNION PACIFIC CORP (UNP) - 1.40%
#18	N/A	AMGEN INC (AMGN) - 1.38%
#19	N/A	TJX COMPANIES INC (TJX) - 1.37%
#20	N/A	KLA CORP (KLAC) - 1.36%
#21	N/A	GILEAD SCIENCES INC (GILD) - 1.30%
#22	N/A	ABBVIE INC (ABBV) - 1.08%
#23	N/A	VERTIV HOLDINGS CO CLASS A (VRT) - 1.00%
#24	N/A	CHENIERE ENERGY INC (LNG) - 0.99%
#25	N/A	LOCKHEED MARTIN CORP (LMT) - 0.99%
Total Holdings	1	160

GBTC vs DUHP - Historical Returns

Returns include dividend reinvestment.

Period	GBTC	DUHP
1 month	+12.23%	+4.83%
3 months	+12.90%	+1.00%
6 months	-23.36%	+6.57%
1 year	-22.09%	+21.56%
5 years(CAGR)	+5.85%	+13.16%
10 years(CAGR)	+55.73%	N/A
Max(CAGR)	+57.73%	+13.16%

Winner

GBTC

+12.23%

DUHP

+4.83%

Winner

GBTC

+12.90%

DUHP

+1.00%

GBTC

-23.36%

Winner

DUHP

+6.57%

GBTC

-22.09%

Winner

DUHP

+21.56%

5Y(CAGR)

GBTC

+5.85%

Winner

DUHP

+13.16%

10Y(CAGR)

GBTC

+55.73%

DUHP

N/A

Max(CAGR)

Winner

GBTC

+57.73%

DUHP

+13.16%

GBTC vs DUHP - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	GBTC	DUHP
2026	-11.16%	+4.66%
2025	-11.46%	+13.94%
2024	+100.87%	+20.07%
2023	+322.20%	+21.31%
2022	-75.81%	-2.55%
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 DUHP Drawdown Comparison

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

The maximum drawdown for DUHP was -20.04%, occurring on Sep 30, 2022. Recovery took 315 trading sessions.

The current GBTC drawdown is -36.70%. The current DUHP drawdown is -0.28%.

Rank	GBTC	DUHP
#1	-89.91% Dec 18, 2017 - Jan 5, 2021	-20.04% Mar 29, 2022 - Jun 30, 2023
#2	-86.24% Feb 19, 2021 - Mar 4, 2024	-17.86% Feb 19, 2025 - Jul 1, 2025
#3	-57.96% May 5, 2015 - Dec 8, 2015	-8.99% Feb 11, 2026 - Apr 17, 2026
#4	-49.55% Oct 6, 2025 - Feb 5, 2026	-8.83% Jul 31, 2023 - Nov 30, 2023
#5	-48.42% Aug 31, 2017 - Nov 3, 2017	-7.58% Jul 16, 2024 - Aug 21, 2024
#6	-41.48% Jun 17, 2016 - Jan 3, 2017	-5.98% Mar 28, 2024 - Jun 11, 2024
#7	-36.93% Dec 15, 2015 - Apr 21, 2016	-5.75% Dec 4, 2024 - Feb 18, 2025
#8	-36.68% Jun 6, 2017 - Aug 10, 2017	-4.73% Oct 27, 2025 - Dec 24, 2025
#9	-35.04% Mar 13, 2024 - Nov 11, 2024	-4.68% Mar 2, 2022 - Mar 17, 2022
#10	-30.26% Jan 7, 2021 - Feb 8, 2021	-3.58% Aug 30, 2024 - Sep 16, 2024
#11	-28.76% Jan 4, 2017 - May 1, 2017	-3.47% Oct 14, 2024 - Nov 7, 2024
#12	-28.45% Dec 17, 2024 - May 21, 2025	-2.81% Nov 8, 2024 - Nov 25, 2024
#13	-19.31% May 9, 2017 - May 22, 2017	-2.48% Jan 12, 2026 - Jan 27, 2026
#14	-18.18% May 9, 2016 - May 31, 2016	-2.47% Oct 3, 2025 - Oct 24, 2025
#15	-15.79% Nov 3, 2017 - Nov 20, 2017	-2.19% Jul 23, 2025 - Aug 12, 2025