GBTC vs QQQ

GBTC vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricGBTCQQQWinner
Expense Ratio1.50%0.18%
AUM$8.4B$496.3B
Dividend Yield0.00%0.44%
Holdings1108
YTD Return-14.98%+16.64%
1Y Return-32.32%+27.27%
3Y Return (annualized)+51.98%+25.96%
5Y Return (annualized)+8.40%+14.54%
Volatility (annualized)117.5%30.6%
Max Drawdown-89.9%-83.0%
Fund FamilyGrayscaleInvesco (US)
CategoryAlternativeEquity
InceptionSep 25, 2013Mar 10, 1999

GBTC vs QQQ Performance

Grayscale Bitcoin Trust ETF (GBTC) is a ETF from Grayscale and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year GBTC returned -32.32% while QQQ returned +27.27%. Year to date, GBTC is down 14.98% versus a gain of 16.64% for QQQ.

Over three years, GBTC compounded at +51.98% per year against +25.96% for QQQ; over five years the annualized figures are +8.40% and +14.54% respectively. Across the full 11-year window we track, GBTC has the edge at +55.55% annualized vs +13.03%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GBTC has been the more volatile fund, with annualized monthly volatility of 117.5% compared with 30.6% for QQQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -89.9% for GBTC and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GBTC charges 1.50% per year while QQQ charges 0.18%. On a $10,000 position that is $150 vs $18 annually, a gap of $132 per year that compounds over a long holding period. On income, GBTC currently yields 0.00% against 0.44% for QQQ.

Frequently Asked Questions

Which is cheaper, GBTC or QQQ?

GBTC has an expense ratio of 1.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $132 per year of difference.

Which performed better, GBTC or QQQ?

Over the past year GBTC returned -32.32% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (11 years), GBTC annualized +55.55% vs +13.03% for QQQ. Past performance does not guarantee future results.

Which is riskier, GBTC or QQQ?

GBTC has been the more volatile fund at 117.5% annualized versus 30.6% for QQQ. Worst drawdown: GBTC -89.9% vs QQQ -83.0%.

Should I hold both GBTC and QQQ?

GBTC and QQQ have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, GBTC or QQQ?

GBTC yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

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