CAIQ vs VYM
Calamos Nasdaq Autocallable Income ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | CAIQ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.04% | |
| AUM | $324M | $81.6B | |
| Dividend Yield | 10.48% | 2.24% | |
| Holdings | 6 | 616 | |
| YTD Return | +11.72% | +14.66% | |
| 1Y Return | - | +22.16% | |
| 3Y Return (annualized) | - | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -9.1% | -58.8% | |
| Fund Family | Calamos Investments | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Nov 20, 2025 | Nov 10, 2006 |
CAIQ vs VYM Performance
Calamos Nasdaq Autocallable Income ETF (CAIQ) is a ETF from Calamos Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, CAIQ is up 11.72% versus a gain of 14.66% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.1% for CAIQ and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CAIQ 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, CAIQ currently yields 10.48% against 2.24% for VYM.
Holdings Overlap
CAIQ and VYM share 0 holdings out of 604 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CAIQ or VYM?
CAIQ has an expense ratio of 0.74% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
What is the holdings overlap between CAIQ and VYM?
CAIQ and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, CAIQ or VYM?
CAIQ yields 10.48% while VYM yields 2.24%, so CAIQ currently pays the higher dividend yield.
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