URTH vs GBTC

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

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

URTH vs GBTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

URTH

$8.10B

GBTC

$8.10B

Expense Ratio

Winner

URTH

0.24%

GBTC

1.50%

Max Drawdown

Winner

URTH

34.01%

GBTC

89.91%

Sharpe Ratio

Winner

URTH

1.32

GBTC

-1.24

5Y Beta

Winner

URTH

0.91

GBTC

1.29

P/E Ratio

URTH

25.22

GBTC

N/A

Forward P/E

URTH

19.59

GBTC

N/A

5Y Dividends CAGR

URTH

8.64%

GBTC

N/A

5Y EPS CAGR

URTH

24.50%

GBTC

N/A

Debt to Equity

URTH

32.49%

GBTC

N/A

P/S Ratio

URTH

3.28

GBTC

N/A

P/B Ratio

URTH

4.81

GBTC

N/A

URTH vs GBTC - Holdings Comparison

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

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

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

URTH vs GBTC - Historical Returns

Returns include dividend reinvestment.

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

Winner

URTH

+0.24%

GBTC

-2.22%

Winner

URTH

+5.97%

GBTC

-15.11%

Winner

URTH

+8.31%

GBTC

-33.25%

Winner

URTH

+21.52%

GBTC

-46.99%

5Y(CAGR)

URTH

+11.69%

Winner

GBTC

+13.70%

10Y(CAGR)

URTH

+13.06%

Winner

GBTC

+45.40%

Max(CAGR)

URTH

+12.22%

Winner

GBTC

+53.41%

URTH vs GBTC - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

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

URTH vs GBTC Drawdown Comparison

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

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

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

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

Correlation

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

0.90

-101

Dividend Comparison (2012 - 2026)

URTH vs GBTC dividend yield comparison.

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

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URTH vs GBTC

URTH vs GBTC - Performance Comparison

Key Characteristics

URTH vs GBTC - Holdings Comparison

URTH vs GBTC - Historical Returns

URTH vs GBTC - Annual Returns (2012 - 2026)

URTH vs GBTC Drawdown Comparison

Correlation

Dividend Comparison (2012 - 2026)

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