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GBTC vs. CBOL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GBTC vs. CBOL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Grayscale Bitcoin Trust ETF (GBTC) and Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF (CBOL). 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 CBOL's -2.11% 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%

CBOL

1D
-0.08%
1M
-0.97%
YTD
-2.11%
6M
-2.58%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GBTC vs. CBOL - Yearly Performance Comparison


Correlation

The correlation between GBTC and CBOL is 0.94, 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 15, 2025

0.94

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Return for Risk

GBTC vs. CBOL — 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

CBOL
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. CBOL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Grayscale Bitcoin Trust ETF (GBTC) and Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF (CBOL). 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.


GBTCCBOLDifference
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. CBOL - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GBTCCBOLDifference

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

-1.83

+2.48

Drawdowns

GBTC vs. CBOL - Drawdown Comparison

The maximum GBTC drawdown since its inception was -89.91%, which is greater than CBOL's maximum drawdown of -4.91%. Use the drawdown chart below to compare losses from any high point for GBTC and CBOL.


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Drawdown Indicators


GBTCCBOLDifference

Max Drawdown

Largest peak-to-trough decline

-89.91%

-4.91%

-85.00%

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%

-4.72%

-45.15%

Average Drawdown

Average peak-to-trough decline

-43.43%

-3.22%

-40.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.81%

Volatility

GBTC vs. CBOL - Volatility Comparison


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Volatility by Period


GBTCCBOLDifference

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%

3.87%

+39.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.44%

3.87%

+58.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

82.20%

3.87%

+78.33%

GBTC vs. CBOL - Expense Ratio Comparison

GBTC has a 1.50% expense ratio, which is higher than CBOL's 0.79% expense ratio.


Dividends

GBTC vs. CBOL - Dividend Comparison

GBTC has not paid dividends to shareholders, while CBOL's dividend yield for the trailing twelve months is around 1.83%.


PositionTTM202520242023202220212020201920182017
CBOL
Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF
1.83%1.79%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


With a correlation of 0.94, GBTC and CBOL move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, CBOL is cheaper at 0.79% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CBOL is cheaper with a 0.79% expense ratio, compared with 1.50% for GBTC.

CBOL has the higher dividend yield at 1.83%, compared with 0.00% for GBTC.

GBTC is categorized as Cryptocurrency, while CBOL is Defined Outcome. They also come from different issuers: Grayscale and Calamos. Their fees differ too: 1.50% for GBTC and 0.79% for CBOL.

Portfolio Optimizer

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