CBOJ vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricCBOJVYMWinner
Expense Ratio0.69%0.04%
AUM$18M$79.0B
Dividend Yield3.20%2.86%
Holdings7568
YTD Return-1.80%+16.53%
1Y Return-6.56%+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)4.6%14.6%
Max Drawdown-8.4%-58.8%
Fund FamilyCalamos InvestmentsVanguard (US)
CategoryAlternativeEquity
InceptionJan 22, 2025Nov 10, 2006

CBOJ vs VYM Performance

Calamos Bitcoin Structured Alt Protection ETF - January (CBOJ) is a ETF from Calamos Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CBOJ returned -6.56% while VYM returned +25.03%. Year to date, CBOJ is down 1.80% versus a gain of 16.53% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.6% for CBOJ. 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 -8.4% for CBOJ and -58.8% for VYM. 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 -0.07. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CBOJ charges 0.69% per year while VYM charges 0.04%. On a $10,000 position that is $69 vs $4 annually, a gap of $65 per year that compounds over a long holding period. On income, CBOJ currently yields 3.20% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, CBOJ or VYM?

CBOJ has an expense ratio of 0.69% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, CBOJ or VYM?

Over the past year CBOJ returned -6.56% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), CBOJ annualized -1.56% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, CBOJ or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 4.6% for CBOJ. Worst drawdown: CBOJ -8.4% vs VYM -58.8%.

Should I hold both CBOJ and VYM?

CBOJ and VYM have a monthly-return correlation of -0.07, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, CBOJ or VYM?

CBOJ yields 3.20% while VYM yields 2.86%, so CBOJ currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.