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GBTC vs. QQQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GBTC vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Grayscale Bitcoin Trust ETF (GBTC) and Invesco QQQ ETF (QQQ). 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 QQQ's 17.57% return. Over the past 10 years, GBTC has outperformed QQQ with an annualized return of 46.47%, while QQQ has yielded a comparatively lower 21.79% annualized return.


GBTC

1D
0.04%
1M
-20.21%
YTD
-27.82%
6M
-30.09%
1Y
-41.39%
3Y*
55.55%
5Y*
9.90%
10Y*
46.47%

QQQ

1D
0.59%
1M
0.93%
YTD
17.57%
6M
17.85%
1Y
35.82%
3Y*
26.43%
5Y*
16.85%
10Y*
21.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GBTC vs. QQQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GBTC
Grayscale Bitcoin Trust ETF
-27.82%-7.65%113.81%317.61%-75.80%7.03%290.72%106.56%-82.10%1,787.72%
QQQ
Invesco QQQ ETF
17.57%20.77%25.58%54.86%-32.58%27.42%48.62%38.96%-0.13%32.66%

Correlation

The correlation between GBTC and QQQ is 0.51, 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

0.51

Correlation (3Y)
Calculated over the trailing 3-year period

0.36

Correlation (5Y)
Calculated over the trailing 5-year period

0.44

Correlation (10Y)
Calculated over the trailing 10-year period

0.29

Correlation (All Time)
Calculated using the full available price history since May 4, 2015

0.26

Over the past year, GBTC and QQQ have become more correlated (0.51) than their long-term average of 0.26, meaning their price movements have been converging.

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Return for Risk

GBTC vs. QQQ — 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: 33
Calmar Ratio Rank
GBTC Martin Ratio Rank: 22
Martin Ratio Rank

QQQ
QQQ Risk / Return Rank: 7171
Overall Rank
QQQ Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
QQQ Sortino Ratio Rank: 7070
Sortino Ratio Rank
QQQ Omega Ratio Rank: 7373
Omega Ratio Rank
QQQ Calmar Ratio Rank: 6969
Calmar Ratio Rank
QQQ Martin Ratio Rank: 7070
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. QQQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Grayscale Bitcoin Trust ETF (GBTC) and Invesco QQQ ETF (QQQ). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GBTCQQQDifference
Sharpe ratioReturn per unit of total volatility

-3.04

Sortino ratioReturn per unit of downside risk

-4.08

Omega ratioGain probability vs. loss probability

0.85

1.37

-0.52

Calmar ratioReturn relative to maximum drawdown

-0.79

3.01

-3.80

Martin ratioReturn relative to average drawdown

-1.39

11.22

-12.61

GBTC vs. QQQ - Sharpe Ratio Comparison

The current GBTC Sharpe Ratio is -0.94, which is lower than the QQQ Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of GBTC and QQQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GBTC vs. QQQ - Drawdown Comparison

The maximum GBTC drawdown since its inception was -89.91%, which is greater than QQQ's maximum drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for GBTC and QQQ.


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Drawdown Indicators


GBTCQQQDifference

Max Drawdown

Largest peak-to-trough decline

-89.91%

-82.97%

-6.94%

Max Drawdown (1Y)

Largest decline over 1 year

-52.45%

-11.96%

-40.49%

Max Drawdown (3Y)

Largest decline over 3 years

-52.45%

-22.77%

-29.68%

Max Drawdown (5Y)

Largest decline over 5 years

-85.42%

-35.12%

-50.30%

Max Drawdown (10Y)

Largest decline over 10 years

-89.91%

-35.12%

-54.79%

Current Drawdown

Current decline from peak

-49.87%

-3.33%

-46.54%

Average Drawdown

Average peak-to-trough decline

-43.43%

-32.75%

-10.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

29.85%

3.20%

+26.65%

Volatility

GBTC vs. QQQ - Volatility Comparison

Grayscale Bitcoin Trust ETF (GBTC) has a higher volatility of 11.97% compared to Invesco QQQ ETF (QQQ) at 7.56%. This indicates that GBTC's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GBTCQQQDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.97%

7.56%

+4.41%

Volatility (6M)

Calculated over the trailing 6-month period

34.41%

13.81%

+20.60%

Volatility (1Y)

Calculated over the trailing 1-year period

44.01%

17.19%

+26.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.25%

22.55%

+39.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

81.84%

22.38%

+59.46%

GBTC vs. QQQ - Expense Ratio Comparison

GBTC has a 1.50% expense ratio, which is higher than QQQ's 0.18% expense ratio.


Dividends

GBTC vs. QQQ - Dividend Comparison

GBTC has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.39%.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%0.00%
QQQ
Invesco QQQ ETF
0.39%0.45%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%

Frequently Asked Questions


GBTC and QQQ have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GBTC has higher volatility (11.97%) compared to QQQ (7.56%). In terms of maximum drawdown, GBTC dropped -89.91% vs QQQ's -82.97%.

On 10-year performance, GBTC leads with 46.47% vs 21.79% for QQQ. On fees, QQQ is cheaper at 0.18% per year. On volatility, QQQ has been the lower-risk option at 7.56%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, GBTC has performed better with a 46.47% return vs 21.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QQQ is cheaper with a 0.18% expense ratio, compared with 1.50% for GBTC.

QQQ has the higher dividend yield at 0.39%, compared with 0.00% for GBTC.

GBTC is categorized as Cryptocurrency, while QQQ is Nasdaq-100. GBTC tracks CoinDesk Bitcoin Benchmark Rate Index, while QQQ tracks NASDAQ-100 Index. They also come from different issuers: Grayscale and Invesco. Their fees differ too: 1.50% for GBTC and 0.18% for QQQ.

QQQ currently has the higher Sharpe Ratio (2.09 vs -0.94), 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

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