GBTC vs JQUA

Comparison between Grayscale Investments LLC (GBTC, ETF) and JPMORGAN U.S. QUALITY FACTOR ETF (JQUA, ETF).

5-Year PerformanceJQUA has outperformed GBTC, delivering a return of +13.4% compared to +6.9%

GBTC vs JQUA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBTC(ETF)	JQUA(ETF)
Net Assets	$8.10B	$8.20B
Expense Ratio	1.50%	0.12%
Max Drawdown	89.91%	32.92%
Sharpe Ratio	-1.20	1.52
5Y Beta	1.19	0.84
P/E Ratio	N/A	26.08
Forward P/E	N/A	19.98
PEG Ratio	N/A	0.11
5Y Dividends CAGR	N/A	7.11%
5Y EPS CAGR	N/A	20.20%
Debt to Equity	N/A	171.55%
P/S Ratio	N/A	4.04
P/B Ratio	N/A	6.21

Net Assets

GBTC

$8.10B

Winner

JQUA

$8.20B

Expense Ratio

GBTC

1.50%

Winner

JQUA

0.12%

Max Drawdown

GBTC

89.91%

Winner

JQUA

32.92%

Sharpe Ratio

GBTC

-1.20

Winner

JQUA

1.52

5Y Beta

GBTC

1.19

Winner

JQUA

0.84

P/E Ratio

GBTC

N/A

JQUA

26.08

Forward P/E

GBTC

N/A

JQUA

19.98

PEG Ratio

GBTC

N/A

JQUA

0.11

5Y Dividends CAGR

GBTC

N/A

JQUA

7.11%

5Y EPS CAGR

GBTC

N/A

JQUA

20.20%

Debt to Equity

GBTC

N/A

JQUA

171.55%

P/S Ratio

GBTC

N/A

JQUA

4.04

P/B Ratio

GBTC

N/A

JQUA

6.21

GBTC vs JQUA - Holdings Comparison

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

GBTC's top 25 holdings weight is 12.55%. JQUA's top 25 holdings weight is 36.51%.

Rank	GBTC	JQUA
#1	GRAYSCALE BITCOIN MINI TRUST (BTC) (BTC) - 12.55%	APPLE INC (AAPL) - 2.22%
#2	N/A	ADVANCED MICRO DEVICES INC (AMD) - 2.10%
#3	N/A	BROADCOM INC (AVGO) - 1.99%
#4	N/A	NVIDIA CORP (NVDA) - 1.99%
#5	N/A	MICRON TECHNOLOGY INC (MU) - 1.95%
#6	N/A	META PLATFORMS INC CLASS A (META) - 1.93%
#7	N/A	ALPHABET INC CLASS A (GOOGL) - 1.90%
#8	N/A	MICROSOFT CORP (MSFT) - 1.72%
#9	N/A	VISA INC CLASS A (V) - 1.71%
#10	N/A	EXXONMOBIL HOLDINGS CORP (XOM) - 1.69%
#11	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.64%
#12	N/A	JOHNSON & JOHNSON (JNJ) - 1.60%
#13	N/A	CISCO SYSTEMS INC (CSCO) - 1.31%
#14	N/A	MASTERCARD INC CLASS A (MA) - 1.30%
#15	N/A	ABBVIE INC (ABBV) - 1.27%
#16	N/A	COSTCO WHOLESALE CORP (COST) - 1.19%
#17	N/A	APPLIED MATERIALS INC (AMAT) - 1.16%
#18	N/A	LAM RESEARCH CORP (LRCX) - 1.15%
#19	N/A	PROCTER & GAMBLE CO (PG) - 1.02%
#20	N/A	MERCK & CO INC (MRK) - 1.00%
#21	N/A	GE VERNOVA INC (GEV) - 0.98%
#22	N/A	THE HOME DEPOT INC (HD) - 0.98%
#23	N/A	PALO ALTO NETWORKS INC (PANW) - 0.96%
#24	N/A	n/a (PLTR) - 0.93%
#25	N/A	TEXAS INSTRUMENTS INC (TXN) - 0.82%
Total Holdings	1	312

GBTC vs JQUA - Historical Returns

Returns include dividend reinvestment.

Period	GBTC	JQUA
1 month	+1.70%	+3.59%
3 months	-19.24%	+10.79%
6 months	-7.93%	+16.97%
1 year	-45.59%	+24.40%
5 years(CAGR)	+6.91%	+13.41%
10 years(CAGR)	+49.50%	+15.08%
Max(CAGR)	+53.20%	+15.08%

GBTC

+1.70%

Winner

JQUA

+3.59%

GBTC

-19.24%

Winner

JQUA

+10.79%

GBTC

-7.93%

Winner

JQUA

+16.97%

GBTC

-45.59%

Winner

JQUA

+24.40%

5Y(CAGR)

GBTC

+6.91%

Winner

JQUA

+13.41%

10Y(CAGR)

Winner

GBTC

+49.50%

JQUA

+15.08%

Max(CAGR)

Winner

GBTC

+53.20%

JQUA

+15.08%

GBTC vs JQUA - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	GBTC	JQUA
2026	-28.29%	+18.77%
2025	-11.46%	+12.00%
2024	+100.87%	+21.92%
2023	+322.20%	+25.36%
2022	-75.81%	-13.11%
2021	-2.37%	+30.71%
2020	+301.00%	+15.70%
2019	+77.27%	+28.30%
2018	-84.05%	-2.96%
2017	+1558.98%	+5.07%
2016	+90.08%	N/A
2015	+50.01%	N/A

GBTC vs JQUA Drawdown Comparison

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

The maximum drawdown for JQUA was -32.92%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current GBTC drawdown is -48.90%.

Rank	GBTC	JQUA
#1	-89.91% Dec 18, 2017 - Jan 5, 2021	-32.92% Feb 19, 2020 - Aug 12, 2020
#2	-86.24% Feb 19, 2021 - Mar 4, 2024	-22.47% Dec 29, 2021 - Jul 13, 2023
#3	-57.96% May 5, 2015 - Dec 8, 2015	-17.07% Sep 21, 2018 - Mar 21, 2019
#4	-53.75% Oct 6, 2025 - Jun 30, 2026	-16.81% Feb 18, 2025 - Jul 3, 2025
#5	-48.42% Aug 31, 2017 - Nov 3, 2017	-9.67% Jan 26, 2018 - Aug 9, 2018
#6	-41.48% Jun 17, 2016 - Jan 3, 2017	-8.78% Jul 31, 2023 - Nov 20, 2023
#7	-36.93% Dec 15, 2015 - Apr 21, 2016	-8.22% Sep 2, 2020 - Nov 11, 2020
#8	-36.68% Jun 6, 2017 - Aug 10, 2017	-7.13% Jan 27, 2026 - Apr 15, 2026
#9	-35.04% Mar 13, 2024 - Nov 11, 2024	-6.32% Jul 16, 2024 - Aug 19, 2024
#10	-30.26% Jan 7, 2021 - Feb 8, 2021	-5.88% Apr 30, 2019 - Jun 19, 2019
#11	-28.76% Jan 4, 2017 - May 1, 2017	-5.84% Mar 21, 2024 - Jun 17, 2024
#12	-28.45% Dec 17, 2024 - May 21, 2025	-5.82% Sep 3, 2021 - Oct 25, 2021
#13	-19.31% May 9, 2017 - May 22, 2017	-5.52% Jul 26, 2019 - Oct 28, 2019
#14	-18.18% May 9, 2016 - May 31, 2016	-5.48% Dec 6, 2024 - Feb 5, 2025
#15	-15.79% Nov 3, 2017 - Nov 20, 2017	-5.36% Oct 27, 2025 - Dec 10, 2025

Correlation

Correlation between GBTC and JQUA is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2017 - 2026)

GBTC vs JQUA dividend yield comparison.

Year	GBTC	JQUA
2026	0.00%	0.49%
2025	0.00%	1.19%
2024	0.00%	1.24%
2023	0.00%	1.22%
2022	0.00%	1.60%
2021	0.00%	1.32%
2020	0.00%	1.44%
2019	0.00%	1.67%
2018	0.00%	2.10%
2017	5.61%	0.40%

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GBTC vs JQUA

GBTC vs JQUA - Performance Comparison

Key Characteristics

GBTC vs JQUA - Holdings Comparison

GBTC vs JQUA - Historical Returns

GBTC vs JQUA - Annual Returns (2015 - 2026)

GBTC vs JQUA Drawdown Comparison

Correlation

Dividend Comparison (2017 - 2026)

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