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GBTC vs. BFOC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GBTC vs. BFOC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Grayscale Bitcoin Trust ETF (GBTC) and FT Vest Bitcoin Strategy Floor15 ETF - October (BFOC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GBTC achieves a -27.82% return, which is significantly lower than BFOC's -7.39% return.


GBTC

1D
-2.74%
1M
-22.25%
YTD
-27.82%
6M
-31.83%
1Y
-40.35%
3Y*
53.36%
5Y*
9.81%
10Y*
49.21%

BFOC

1D
0.00%
1M
-3.29%
YTD
-7.39%
6M
-9.07%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GBTC vs. BFOC - Yearly Performance Comparison


Correlation

The correlation between GBTC and BFOC is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 2, 2025

0.90

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Return for Risk

GBTC vs. BFOC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GBTC
GBTC Risk / Return Rank: 22
Overall Rank
GBTC Sharpe Ratio Rank: 22
Sharpe Ratio Rank
GBTC Sortino Ratio Rank: 22
Sortino Ratio Rank
GBTC Omega Ratio Rank: 22
Omega Ratio Rank
GBTC Calmar Ratio Rank: 22
Calmar Ratio Rank
GBTC Martin Ratio Rank: 22
Martin Ratio Rank

BFOC
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GBTC vs. BFOC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Grayscale Bitcoin Trust ETF (GBTC) and FT Vest Bitcoin Strategy Floor15 ETF - October (BFOC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


GBTCBFOCDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.85

Calmar ratioReturn relative to maximum drawdown

-0.81

Martin ratioReturn relative to average drawdown

-1.40

GBTC vs. BFOC - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GBTCBFOCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.93

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

-1.87

+2.53

Drawdowns

GBTC vs. BFOC - Drawdown Comparison

The maximum GBTC drawdown since its inception was -89.91%, which is greater than BFOC's maximum drawdown of -18.20%. Use the drawdown chart below to compare losses from any high point for GBTC and BFOC.


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Drawdown Indicators


GBTCBFOCDifference

Max Drawdown

Largest peak-to-trough decline

-89.91%

-18.20%

-71.71%

Max Drawdown (1Y)

Largest decline over 1 year

-49.87%

Max Drawdown (3Y)

Largest decline over 3 years

-49.87%

Max Drawdown (5Y)

Largest decline over 5 years

-85.42%

Max Drawdown (10Y)

Largest decline over 10 years

-89.91%

Current Drawdown

Current decline from peak

-49.87%

-18.20%

-31.67%

Average Drawdown

Average peak-to-trough decline

-43.43%

-12.55%

-30.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.81%

Volatility

GBTC vs. BFOC - Volatility Comparison


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Volatility by Period


GBTCBFOCDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.07%

Volatility (6M)

Calculated over the trailing 6-month period

33.86%

Volatility (1Y)

Calculated over the trailing 1-year period

43.69%

12.57%

+31.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.44%

12.57%

+49.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

82.20%

12.57%

+69.63%

GBTC vs. BFOC - Expense Ratio Comparison

GBTC has a 1.50% expense ratio, which is higher than BFOC's 0.90% expense ratio.


Dividends

GBTC vs. BFOC - Dividend Comparison

Neither GBTC nor BFOC has paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
BFOC
FT Vest Bitcoin Strategy Floor15 ETF - October
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
GBTC
Grayscale Bitcoin Trust ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%5.61%

Frequently Asked Questions


GBTC and BFOC have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BFOC is cheaper at 0.90% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BFOC is cheaper with a 0.90% expense ratio, compared with 1.50% for GBTC.

GBTC and BFOC have nearly identical dividend yields, around 0.00%.

GBTC is categorized as Cryptocurrency, while BFOC is Defined Outcome. They also come from different issuers: Grayscale and First Trust. Their fees differ too: 1.50% for GBTC and 0.90% for BFOC.

Portfolio Optimizer

Find the right allocation for GBTC and BFOC

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