JQUA vs GBTC

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

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

JQUA vs GBTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

JQUA

$8.20B

GBTC

$8.10B

Expense Ratio

Winner

JQUA

0.12%

GBTC

1.50%

Max Drawdown

Winner

JQUA

32.92%

GBTC

89.91%

Sharpe Ratio

Winner

JQUA

1.52

GBTC

-1.20

5Y Beta

Winner

JQUA

0.84

GBTC

1.19

P/E Ratio

JQUA

26.08

GBTC

N/A

Forward P/E

JQUA

19.98

GBTC

N/A

PEG Ratio

JQUA

0.11

GBTC

N/A

5Y Dividends CAGR

JQUA

7.11%

GBTC

N/A

5Y EPS CAGR

JQUA

20.20%

GBTC

N/A

Debt to Equity

JQUA

171.55%

GBTC

N/A

P/S Ratio

JQUA

4.04

GBTC

N/A

P/B Ratio

JQUA

6.21

GBTC

N/A

JQUA vs GBTC - Holdings Comparison

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

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

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

JQUA vs GBTC - Historical Returns

Returns include dividend reinvestment.

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

Winner

JQUA

+3.59%

GBTC

+1.70%

Winner

JQUA

+10.79%

GBTC

-19.24%

Winner

JQUA

+16.97%

GBTC

-7.93%

Winner

JQUA

+24.40%

GBTC

-45.59%

5Y(CAGR)

Winner

JQUA

+13.41%

GBTC

+6.91%

10Y(CAGR)

JQUA

+15.08%

Winner

GBTC

+49.50%

Max(CAGR)

JQUA

+15.08%

Winner

GBTC

+53.20%

JQUA vs GBTC - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

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

JQUA vs GBTC Drawdown Comparison

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

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

The current GBTC drawdown is -48.90%.

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

Correlation

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

0.85

-101

Dividend Comparison (2017 - 2026)

JQUA vs GBTC dividend yield comparison.

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

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JQUA vs GBTC

JQUA vs GBTC - Performance Comparison

Key Characteristics

JQUA vs GBTC - Holdings Comparison

JQUA vs GBTC - Historical Returns

JQUA vs GBTC - Annual Returns (2015 - 2026)

JQUA vs GBTC Drawdown Comparison

Correlation

Dividend Comparison (2017 - 2026)

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