GBTC vs URTH

Comparison between Grayscale Investments LLC (GBTC, ETF) and ISHARES MSCI WORLD ETF (URTH, ETF).

5-Year PerformanceGBTC has outperformed URTH, delivering a return of +13.7% compared to +11.7%

GBTC vs URTH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBTC(ETF)	URTH(ETF)
Net Assets	$8.10B	$8.10B
Expense Ratio	1.50%	0.24%
Max Drawdown	89.91%	34.01%
Sharpe Ratio	-1.24	1.32
5Y Beta	1.29	0.91
P/E Ratio	N/A	25.22
Forward P/E	N/A	19.59
5Y Dividends CAGR	N/A	8.64%
5Y EPS CAGR	N/A	24.50%
Debt to Equity	N/A	32.49%
P/S Ratio	N/A	3.28
P/B Ratio	N/A	4.81

Net Assets

GBTC

$8.10B

URTH

$8.10B

Expense Ratio

GBTC

1.50%

Winner

URTH

0.24%

Max Drawdown

GBTC

89.91%

Winner

URTH

34.01%

Sharpe Ratio

GBTC

-1.24

Winner

URTH

1.32

5Y Beta

GBTC

1.29

Winner

URTH

0.91

P/E Ratio

GBTC

N/A

URTH

25.22

Forward P/E

GBTC

N/A

URTH

19.59

5Y Dividends CAGR

GBTC

N/A

URTH

8.64%

5Y EPS CAGR

GBTC

N/A

URTH

24.50%

Debt to Equity

GBTC

N/A

URTH

32.49%

P/S Ratio

GBTC

N/A

URTH

3.28

P/B Ratio

GBTC

N/A

URTH

4.81

GBTC vs URTH - Holdings Comparison

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

GBTC's top 25 holdings weight is 12.55%. URTH's top 25 holdings weight is 35.80%.

Rank	GBTC	URTH
#1	GRAYSCALE BITCOIN MINI TRUST (BTC) (BTC) - 12.55%	NVIDIA CORP (NVDA) - 5.50%
#2	N/A	APPLE INC (AAPL) - 4.82%
#3	N/A	MICROSOFT CORP (MSFT) - 4.00%
#4	N/A	AMAZON.COM INC (AMZN) - 2.61%
#5	N/A	ALPHABET INC CLASS A (GOOGL) - 2.20%
#6	N/A	BROADCOM INC (AVGO) - 1.87%
#7	N/A	ALPHABET INC CLASS C (GOOG) - 1.85%
#8	N/A	META PLATFORMS INC CLASS A (META) - 1.69%
#9	N/A	TESLA INC (TSLA) - 1.48%
#10	N/A	JPMORGAN CHASE & CO (JPM) - 1.07%
#11	N/A	ELI LILLY AND CO (LLY) - 1.04%
#12	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.82%
#13	N/A	VISA INC CLASS A (V) - 0.71%
#14	N/A	EXXON MOBIL CORP (XOM) - 0.63%
#15	N/A	JOHNSON & JOHNSON (JNJ) - 0.60%
#16	N/A	WALMART INC (WMT) - 0.60%
#17	N/A	MASTERCARD INC CLASS A (MA) - 0.58%
#18	N/A	ASML HOLDING NV (n/a) - 0.54%
#19	N/A	ABBVIE INC (ABBV) - 0.48%
#20	N/A	NETFLIX INC (NFLX) - 0.47%
#21	N/A	BANK OF AMERICA CORP (BAC) - 0.47%
#22	N/A	n/a (PLTR) - 0.46%
#23	N/A	COSTCO WHOLESALE CORP (COST) - 0.45%
#24	N/A	ADVANCED MICRO DEVICES INC (AMD) - 0.44%
#25	N/A	MICRON TECHNOLOGY INC (MU) - 0.42%
Total Holdings	1	1340

GBTC vs URTH - Historical Returns

Returns include dividend reinvestment.

Period	GBTC	URTH
1 month	-2.22%	+0.24%
3 months	-15.11%	+5.97%
6 months	-33.25%	+8.31%
1 year	-46.99%	+21.52%
5 years(CAGR)	+13.70%	+11.69%
10 years(CAGR)	+45.40%	+13.06%
Max(CAGR)	+53.41%	+12.22%

GBTC

-2.22%

Winner

URTH

+0.24%

GBTC

-15.11%

Winner

URTH

+5.97%

GBTC

-33.25%

Winner

URTH

+8.31%

GBTC

-46.99%

Winner

URTH

+21.52%

5Y(CAGR)

Winner

GBTC

+13.70%

URTH

+11.69%

10Y(CAGR)

Winner

GBTC

+45.40%

URTH

+13.06%

Max(CAGR)

Winner

GBTC

+53.41%

URTH

+12.22%

GBTC vs URTH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	GBTC	URTH
2026	-29.03%	+9.87%
2025	-11.46%	+21.59%
2024	+100.87%	+19.66%
2023	+322.20%	+24.14%
2022	-75.81%	-18.40%
2021	-2.37%	+23.13%
2020	+301.00%	+14.90%
2019	+77.27%	+28.12%
2018	-84.05%	-9.25%
2017	+1558.98%	+21.83%
2016	+90.08%	+8.88%
2015	+50.01%	-0.62%
2014	N/A	+5.44%
2013	N/A	+26.35%
2012	N/A	+14.73%

GBTC vs URTH Drawdown Comparison

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

The maximum drawdown for URTH was -34.01%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The current GBTC drawdown is -49.43%. The current URTH drawdown is -0.61%.

Rank	GBTC	URTH
#1	-89.91% Dec 18, 2017 - Jan 5, 2021	-34.01% Feb 12, 2020 - Aug 24, 2020
#2	-86.24% Feb 19, 2021 - Mar 4, 2024	-26.04% Jan 3, 2022 - Dec 19, 2023
#3	-57.96% May 5, 2015 - Dec 8, 2015	-18.89% May 19, 2015 - Dec 13, 2016
#4	-53.75% Oct 6, 2025 - Jun 30, 2026	-18.57% Jan 26, 2018 - Apr 30, 2019
#5	-48.42% Aug 31, 2017 - Nov 3, 2017	-16.94% Feb 18, 2025 - Jun 2, 2025
#6	-41.48% Jun 17, 2016 - Jan 3, 2017	-11.39% Mar 27, 2012 - Sep 7, 2012
#7	-36.93% Dec 15, 2015 - Apr 21, 2016	-10.77% May 21, 2013 - Jul 18, 2013
#8	-36.68% Jun 6, 2017 - Aug 10, 2017	-9.32% Jul 3, 2014 - Feb 17, 2015
#9	-35.04% Mar 13, 2024 - Nov 11, 2024	-9.06% Feb 25, 2026 - Apr 15, 2026
#10	-30.26% Jan 7, 2021 - Feb 8, 2021	-8.23% Jul 16, 2024 - Aug 23, 2024
#11	-28.76% Jan 4, 2017 - May 1, 2017	-8.10% Sep 2, 2020 - Nov 9, 2020
#12	-28.45% Dec 17, 2024 - May 21, 2025	-7.00% Sep 14, 2012 - Dec 20, 2012
#13	-19.31% May 9, 2017 - May 22, 2017	-6.85% Aug 9, 2013 - Sep 18, 2013
#14	-18.18% May 9, 2016 - May 31, 2016	-6.07% Jul 24, 2019 - Oct 17, 2019
#15	-15.79% Nov 3, 2017 - Nov 20, 2017	-6.07% May 3, 2019 - Jun 20, 2019

Correlation

Correlation between GBTC and URTH is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2012 - 2026)

GBTC vs URTH dividend yield comparison.

Year	GBTC	URTH
2026	0.00%	0.66%
2025	0.00%	1.48%
2024	0.00%	1.47%
2023	0.00%	1.70%
2022	0.00%	1.68%
2021	0.00%	1.50%
2020	0.00%	1.52%
2019	0.00%	2.16%
2018	0.00%	2.30%
2017	5.61%	1.88%
2016	0.00%	2.15%
2015	0.00%	2.35%
2014	0.00%	2.31%
2013	0.00%	1.04%
2012	0.00%	2.69%

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GBTC vs URTH

GBTC vs URTH - Performance Comparison

Key Characteristics

GBTC vs URTH - Holdings Comparison

GBTC vs URTH - Historical Returns

GBTC vs URTH - Annual Returns (2012 - 2026)

GBTC vs URTH Drawdown Comparison

Correlation

Dividend Comparison (2012 - 2026)

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