PortfoliosLab logoPortfoliosLab logo
GBTC vs. BTRN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GBTC vs. BTRN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Grayscale Bitcoin Trust ETF (GBTC) and Global X Bitcoin Trend Strategy ETF (BTRN). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, GBTC achieves a -27.82% return, which is significantly lower than BTRN's -9.20% 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%

BTRN

1D
0.10%
1M
-13.54%
YTD
-9.20%
6M
-9.80%
1Y
-17.28%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GBTC vs. BTRN - Yearly Performance Comparison


2026 (YTD)20252024
GBTC
Grayscale Bitcoin Trust ETF
-27.82%-7.65%27.38%
BTRN
Global X Bitcoin Trend Strategy ETF
-9.20%4.89%5.22%

Correlation

The correlation between GBTC and BTRN is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.72

Correlation (All Time)
Calculated using the full available price history since Mar 22, 2024

0.79

The correlation between GBTC and BTRN has been stable across timeframes, ranging from 0.72 to 0.79 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

GBTC vs. BTRN — 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

BTRN
BTRN Risk / Return Rank: 33
Overall Rank
BTRN Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BTRN Sortino Ratio Rank: 33
Sortino Ratio Rank
BTRN Omega Ratio Rank: 22
Omega Ratio Rank
BTRN Calmar Ratio Rank: 33
Calmar Ratio Rank
BTRN Martin Ratio Rank: 33
Martin Ratio Rank
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. BTRN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Grayscale Bitcoin Trust ETF (GBTC) and Global X Bitcoin Trend Strategy ETF (BTRN). 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.


GBTCBTRNDifference
Sharpe ratioReturn per unit of total volatility

-0.05

Sortino ratioReturn per unit of downside risk

-0.15

Omega ratioGain probability vs. loss probability

0.85

0.85

+0.01

Calmar ratioReturn relative to maximum drawdown

-0.81

-0.69

-0.13

Martin ratioReturn relative to average drawdown

-1.40

-1.17

-0.23

GBTC vs. BTRN - Sharpe Ratio Comparison

The current GBTC Sharpe Ratio is -0.93, which is comparable to the BTRN Sharpe Ratio of -0.88. The chart below compares the historical Sharpe Ratios of GBTC and BTRN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


GBTCBTRNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.93

-0.88

-0.05

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

0.00

+0.65

Drawdowns

GBTC vs. BTRN - Drawdown Comparison

The maximum GBTC drawdown since its inception was -89.91%, which is greater than BTRN's maximum drawdown of -36.97%. Use the drawdown chart below to compare losses from any high point for GBTC and BTRN.


Loading charts...

Drawdown Indicators


GBTCBTRNDifference

Max Drawdown

Largest peak-to-trough decline

-89.91%

-36.97%

-52.94%

Max Drawdown (1Y)

Largest decline over 1 year

-49.87%

-25.29%

-24.58%

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%

-25.22%

-24.65%

Average Drawdown

Average peak-to-trough decline

-43.43%

-14.43%

-29.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.81%

14.76%

+14.05%

Volatility

GBTC vs. BTRN - Volatility Comparison

Grayscale Bitcoin Trust ETF (GBTC) has a higher volatility of 9.07% compared to Global X Bitcoin Trend Strategy ETF (BTRN) at 6.93%. This indicates that GBTC's price experiences larger fluctuations and is considered to be riskier than BTRN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


GBTCBTRNDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.07%

6.93%

+2.14%

Volatility (6M)

Calculated over the trailing 6-month period

33.86%

10.35%

+23.51%

Volatility (1Y)

Calculated over the trailing 1-year period

43.69%

19.84%

+23.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.44%

30.94%

+31.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

82.20%

30.94%

+51.26%

GBTC vs. BTRN - Expense Ratio Comparison

GBTC has a 1.50% expense ratio, which is higher than BTRN's 0.95% expense ratio.


Dividends

GBTC vs. BTRN - Dividend Comparison

GBTC has not paid dividends to shareholders, while BTRN's dividend yield for the trailing twelve months is around 30.57%.


PositionTTM202520242023202220212020201920182017
BTRN
Global X Bitcoin Trend Strategy ETF
30.57%27.76%2.56%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 BTRN have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GBTC has higher volatility (9.07%) compared to BTRN (6.93%). In terms of maximum drawdown, GBTC dropped -89.91% vs BTRN's -36.97%.

On 1-year performance, BTRN leads with -17.28% vs -40.35% for GBTC. On fees, BTRN is cheaper at 0.95% per year. On volatility, BTRN has been the lower-risk option at 6.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BTRN has performed better with a -17.28% return vs -40.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BTRN is cheaper with a 0.95% expense ratio, compared with 1.50% for GBTC.

BTRN has the higher dividend yield at 30.57%, compared with 0.00% for GBTC.

GBTC tracks CoinDesk Bitcoin Benchmark Rate Index, while BTRN tracks CoinDesk Bitcoin Trend Indicator Futures Index. They also come from different issuers: Grayscale and Global X. Their fees differ too: 1.50% for GBTC and 0.95% for BTRN.

BTRN currently has the higher Sharpe Ratio (-0.88 vs -0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for GBTC and BTRN

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer