CAIE vs VYM
Calamos Autocallable Income ETF vs Vanguard High Dividend Yield ETF
Which is better, CAIE or VYM?
Long Term Mid Quality against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CAIE | VYM |
|---|---|---|
| Expense Ratio | 0.74% | 0.04%Best |
| AUM | $1.3B | $81.6B |
| Dividend Yield | 14.20% | 2.22% |
| Holdings | 6 | 613 |
| YTD Return | +7.94% | +11.71%Best |
| 1Y Return | +11.48% | +16.24%Best |
| 3Y Return (annualized) | - | +17.24% |
| 5Y Return (annualized) | - | +11.86% |
| Volatility (annualized) | 11.1% | 9.3%Best |
| Max Drawdown | -7.7% | -6.7%Best |
| $10,000 over 1.2 years | $12,375 | $12,442Best |
| Fund Family | Calamos Investments | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Mid Quality | Large Cap Value |
| Inception | Jun 25, 2025 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 25, 2025 to Sep 16, 2026 (1.2 years).
CAIE vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.2 years both funds cover.
CAIE vs VYM Performance
Calamos Autocallable Income ETF (CAIE) is an ETF from Calamos Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CAIE returned +11.48% while VYM returned +16.24%. Year to date, CAIE is up 7.94% versus a gain of 11.71% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CAIE has been the more volatile fund, with annualized monthly volatility of 11.1% compared with 9.3% for VYM. 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 -7.7% for CAIE and -6.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CAIE charges 0.74% per year while VYM charges 0.04%. On a $10,000 position that is $74 vs $4 annually, a gap of $70 per year that compounds over a long holding period. On income, CAIE currently yields 14.20% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 1 holding in CAIE and 557 in VYM, totalling 85.0% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in CAIE and 557 in VYM, against full books of 6 and 613.
You are not choosing between two funds in isolation.
Whichever of CAIE and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CAIE or VYM?
CAIE has an expense ratio of 0.74% while VYM charges 0.04%. VYM is the cheaper option, by $70 a year on a $10,000 investment.
Which performed better, CAIE or VYM?
Over the past year CAIE returned +11.48% vs +16.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), CAIE annualized +19.43% vs +19.97% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CAIE or VYM?
CAIE has been the more volatile fund at 11.1% annualized versus 9.3% for VYM. Worst drawdown: CAIE -7.7% vs VYM -6.7%.
Should I hold both CAIE and VYM?
CAIE and VYM have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CAIE or VYM?
CAIE yields 14.20% while VYM yields 2.22%, so CAIE currently pays the higher dividend yield.
Is VYM better than CAIE?
VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.