GBTC vs IDV

Comparison between Grayscale Investments LLC (GBTC, ETF) and ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV, ETF).

5-Year PerformanceIDV has outperformed GBTC, delivering a return of +13.6% compared to +6.9%

GBTC vs IDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBTC(ETF)	IDV(ETF)
Net Assets	$8.10B	$8B
Expense Ratio	1.50%	0.50%
Max Drawdown	89.91%	72.82%
Sharpe Ratio	-1.20	1.90
5Y Beta	1.19	0.49
5Y Dividends CAGR	N/A	12.48%

Net Assets

Winner

GBTC

$8.10B

IDV

$8B

Expense Ratio

GBTC

1.50%

Winner

IDV

0.50%

Max Drawdown

GBTC

89.91%

Winner

IDV

72.82%

Sharpe Ratio

GBTC

-1.20

Winner

IDV

1.90

5Y Beta

GBTC

1.19

Winner

IDV

0.49

5Y Dividends CAGR

GBTC

N/A

IDV

12.48%

GBTC vs IDV - Holdings Comparison

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

GBTC's top 25 holdings weight is 12.55%. IDV's top 25 holdings weight is 50.47%.

Rank	GBTC	IDV
#1	GRAYSCALE BITCOIN MINI TRUST (BTC) (BTC) - 12.55%	TOTALENERGIES SE (TTE:XPAR) - 4.35%
#2	N/A	BRITISH AMERICAN TOBACCO PLC (n/a) - 3.91%
#3	N/A	ENEL SPA (n/a) - 3.22%
#4	N/A	RIO TINTO PLC ORDINARY SHARES (n/a) - 2.61%
#5	N/A	ENI SPA (n/a) - 2.61%
#6	N/A	TELEFONICA SA (TEFOF) - 2.15%
#7	N/A	MERCEDES-BENZ GROUP AG (MBG:XETR) - 2.12%
#8	N/A	ZURICH INSURANCE GROUP AG (n/a) - 2.11%
#9	N/A	REPSOL SA (n/a) - 1.97%
#10	N/A	ING GROEP NV (n/a) - 1.95%
#11	N/A	AKER BP ASA (n/a) - 1.83%
#12	N/A	NORDEA BANK ABP (n/a) - 1.74%
#13	N/A	NATWEST GROUP PLC (n/a) - 1.71%
#14	N/A	OMV AG (n/a) - 1.69%
#15	N/A	BANCO BPM SPA (n/a) - 1.69%
#16	N/A	BANK OF NOVA SCOTIA (BNS) - 1.67%
#17	N/A	FORTESCUE LTD (n/a) - 1.65%
#18	N/A	IMPERIAL BRANDS PLC (n/a) - 1.58%
#19	N/A	ORANGE SA (n/a) - 1.53%
#20	N/A	VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 1.52%
#21	N/A	NATURGY ENERGY GROUP SA (n/a) - 1.46%
#22	N/A	LEGAL & GENERAL GROUP PLC (n/a) - 1.43%
#23	N/A	CARREFOUR (n/a) - 1.40%
#24	N/A	BANCO DE SABADELL SA (n/a) - 1.29%
#25	N/A	KIA CORP (n/a) - 1.28%
Total Holdings	1	119

GBTC vs IDV - Historical Returns

Returns include dividend reinvestment.

Period	GBTC	IDV
1 month	+1.70%	+6.19%
3 months	-19.24%	+3.92%
6 months	-7.93%	+7.07%
1 year	-45.59%	+31.37%
5 years(CAGR)	+6.91%	+13.56%
10 years(CAGR)	+49.50%	+10.49%
Max(CAGR)	+53.20%	+4.99%

GBTC

+1.70%

Winner

IDV

+6.19%

GBTC

-19.24%

Winner

IDV

+3.92%

GBTC

-7.93%

Winner

IDV

+7.07%

GBTC

-45.59%

Winner

IDV

+31.37%

5Y(CAGR)

GBTC

+6.91%

Winner

IDV

+13.56%

10Y(CAGR)

Winner

GBTC

+49.50%

IDV

+10.49%

Max(CAGR)

Winner

GBTC

+53.20%

IDV

+4.99%

GBTC vs IDV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	GBTC	IDV
2026	-28.29%	+14.94%
2025	-11.46%	+52.29%
2024	+100.87%	+4.41%
2023	+322.20%	+10.20%
2022	-75.81%	-7.00%
2021	-2.37%	+10.67%
2020	+301.00%	-7.01%
2019	+77.27%	+23.86%
2018	-84.05%	-11.18%
2017	+1558.98%	+18.64%
2016	+90.08%	+9.21%
2015	+50.01%	-10.47%
2014	N/A	-4.46%
2013	N/A	+17.28%
2012	N/A	+16.31%
2011	N/A	-7.56%
2010	N/A	+8.59%
2009	N/A	+57.86%
2008	N/A	-51.98%
2007	N/A	-6.71%

GBTC vs IDV Drawdown Comparison

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

The maximum drawdown for IDV was -70.15%, occurring on Mar 9, 2009. Recovery took 1588 trading sessions.

The current GBTC drawdown is -48.90%.

Rank	GBTC	IDV
#1	-89.91% Dec 18, 2017 - Jan 5, 2021	-70.15% Oct 31, 2007 - Feb 24, 2014
#2	-86.24% Feb 19, 2021 - Mar 4, 2024	-42.50% Feb 12, 2020 - Mar 11, 2021
#3	-57.96% May 5, 2015 - Dec 8, 2015	-32.43% Jul 3, 2014 - Jan 4, 2018
#4	-53.75% Oct 6, 2025 - Jun 30, 2026	-29.12% Feb 9, 2022 - May 7, 2024
#5	-48.42% Aug 31, 2017 - Nov 3, 2017	-17.77% Jan 26, 2018 - Nov 12, 2019
#6	-41.48% Jun 17, 2016 - Jan 3, 2017	-16.68% Jul 19, 2007 - Oct 9, 2007
#7	-36.93% Dec 15, 2015 - Apr 21, 2016	-11.86% Mar 18, 2025 - Apr 22, 2025
#8	-36.68% Jun 6, 2017 - Aug 10, 2017	-10.14% Sep 27, 2024 - Mar 5, 2025
#9	-35.04% Mar 13, 2024 - Nov 11, 2024	-9.60% Jun 2, 2021 - Jan 12, 2022
#10	-30.26% Jan 7, 2021 - Feb 8, 2021	-8.52% Feb 25, 2026 - May 6, 2026
#11	-28.76% Jan 4, 2017 - May 1, 2017	-7.01% May 21, 2026 - Jul 30, 2026
#12	-28.45% Dec 17, 2024 - May 21, 2025	-6.86% May 17, 2024 - Aug 19, 2024
#13	-19.31% May 9, 2017 - May 22, 2017	-4.19% Nov 12, 2025 - Nov 28, 2025
#14	-18.18% May 9, 2016 - May 31, 2016	-3.96% Oct 12, 2007 - Oct 29, 2007
#15	-15.79% Nov 3, 2017 - Nov 20, 2017	-3.33% Jul 23, 2025 - Aug 8, 2025

Correlation

Correlation between GBTC and IDV is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2007 - 2026)

GBTC vs IDV dividend yield comparison.

Year	GBTC	IDV
2026	0.00%	2.92%
2025	0.00%	4.94%
2024	0.00%	6.46%
2023	0.00%	6.51%
2022	0.00%	7.33%
2021	0.00%	5.78%
2020	0.00%	5.47%
2019	0.00%	5.15%
2018	0.00%	5.93%
2017	5.61%	4.52%
2016	0.00%	4.69%
2015	0.00%	5.08%
2014	0.00%	6.03%
2013	0.00%	4.48%
2012	0.00%	4.84%
2011	0.00%	5.47%
2010	0.00%	3.92%
2009	0.00%	3.37%
2008	0.00%	13.84%
2007	0.00%	2.26%