IDV vs GBTC

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

5-Year PerformanceGBTC has outperformed IDV, delivering a return of +13.7% compared to +12.9%

IDV vs GBTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDV(ETF)	GBTC(ETF)
Net Assets	$8B	$8.10B
Expense Ratio	0.50%	1.50%
Max Drawdown	72.82%	89.91%
Sharpe Ratio	1.76	-1.24
5Y Beta	0.49	1.29
5Y Dividends CAGR	12.48%	N/A

Net Assets

IDV

$8B

Winner

GBTC

$8.10B

Expense Ratio

Winner

IDV

0.50%

GBTC

1.50%

Max Drawdown

Winner

IDV

72.82%

GBTC

89.91%

Sharpe Ratio

Winner

IDV

1.76

GBTC

-1.24

5Y Beta

Winner

IDV

0.49

GBTC

1.29

5Y Dividends CAGR

IDV

12.48%

GBTC

N/A

IDV vs GBTC - Holdings Comparison

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

IDV's top 25 holdings weight is 50.49%. GBTC's top 25 holdings weight is 12.55%.

Rank	IDV	GBTC
#1	TOTALENERGIES SE (TTE:XPAR) - 4.22%	GRAYSCALE BITCOIN MINI TRUST (BTC) (BTC) - 12.55%
#2	BRITISH AMERICAN TOBACCO PLC (n/a) - 3.98%	N/A
#3	ENEL SPA (n/a) - 3.23%	N/A
#4	RIO TINTO PLC ORDINARY SHARES (n/a) - 2.80%	N/A
#5	ENI SPA (n/a) - 2.53%	N/A
#6	TELEFONICA SA (TEFOF) - 2.17%	N/A
#7	MERCEDES-BENZ GROUP AG (MBG:XETR) - 2.14%	N/A
#8	ZURICH INSURANCE GROUP AG (n/a) - 2.10%	N/A
#9	ING GROEP NV (n/a) - 1.93%	N/A
#10	REPSOL SA (n/a) - 1.90%	N/A
#11	NATWEST GROUP PLC (n/a) - 1.77%	N/A
#12	FORTESCUE LTD (n/a) - 1.77%	N/A
#13	AKER BP ASA (n/a) - 1.76%	N/A
#14	NORDEA BANK ABP (n/a) - 1.73%	N/A
#15	BANK OF NOVA SCOTIA (BNS) - 1.72%	N/A
#16	BANCO BPM SPA (n/a) - 1.67%	N/A
#17	IMPERIAL BRANDS PLC (n/a) - 1.61%	N/A
#18	OMV AG (n/a) - 1.59%	N/A
#19	ORANGE SA (n/a) - 1.54%	N/A
#20	VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 1.51%	N/A
#21	NATURGY ENERGY GROUP SA (n/a) - 1.43%	N/A
#22	LEGAL & GENERAL GROUP PLC (n/a) - 1.42%	N/A
#23	CARREFOUR (n/a) - 1.37%	N/A
#24	APA GROUP (n/a) - 1.32%	N/A
#25	BANCO DE SABADELL SA (n/a) - 1.28%	N/A
Total Holdings	127	1

IDV vs GBTC - Historical Returns

Returns include dividend reinvestment.

Period	IDV	GBTC
1 month	-1.02%	-2.22%
3 months	-0.54%	-15.11%
6 months	+9.05%	-33.25%
1 year	+29.19%	-46.99%
5 years(CAGR)	+12.86%	+13.70%
10 years(CAGR)	+10.14%	+45.40%
Max(CAGR)	+4.78%	+53.41%

Winner

IDV

-1.02%

GBTC

-2.22%

Winner

IDV

-0.54%

GBTC

-15.11%

Winner

IDV

+9.05%

GBTC

-33.25%

Winner

IDV

+29.19%

GBTC

-46.99%

5Y(CAGR)

IDV

+12.86%

Winner

GBTC

+13.70%

10Y(CAGR)

IDV

+10.14%

Winner

GBTC

+45.40%

Max(CAGR)

IDV

+4.78%

Winner

GBTC

+53.41%

IDV vs GBTC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IDV	GBTC
2026	+10.20%	-29.03%
2025	+52.29%	-11.46%
2024	+4.41%	+100.87%
2023	+10.20%	+322.20%
2022	-7.00%	-75.81%
2021	+10.67%	-2.37%
2020	-7.01%	+301.00%
2019	+23.86%	+77.27%
2018	-11.18%	-84.05%
2017	+18.64%	+1558.98%
2016	+9.21%	+90.08%
2015	-10.47%	+50.01%
2014	-4.46%	N/A
2013	+17.28%	N/A
2012	+16.31%	N/A
2011	-7.56%	N/A
2010	+8.59%	N/A
2009	+57.86%	N/A
2008	-51.98%	N/A
2007	-6.71%	N/A

IDV vs GBTC Drawdown Comparison

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

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

The current IDV drawdown is -3.33%. The current GBTC drawdown is -49.43%.

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

Correlation

Correlation between IDV and GBTC is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2007 - 2026)

IDV vs GBTC dividend yield comparison.

Year	IDV	GBTC
2026	3.05%	0.00%
2025	4.94%	0.00%
2024	6.46%	0.00%
2023	6.51%	0.00%
2022	7.33%	0.00%
2021	5.78%	0.00%
2020	5.47%	0.00%
2019	5.15%	0.00%
2018	5.93%	0.00%
2017	4.52%	5.61%
2016	4.69%	0.00%
2015	5.08%	0.00%
2014	6.03%	0.00%
2013	4.48%	0.00%
2012	4.84%	0.00%
2011	5.47%	0.00%
2010	3.92%	0.00%
2009	3.37%	0.00%
2008	13.84%	0.00%
2007	2.26%	0.00%