CBTA vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricCBTAVXUSWinner
Expense Ratio0.69%0.05%
AUM$5M$156.5B
Dividend Yield1.21%2.60%
Holdings78,747
YTD Return-25.23%+14.57%
1Y Return-33.99%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)24.9%15.1%
Max Drawdown-39.8%-39.9%
Fund FamilyCalamos InvestmentsVanguard (US)
CategoryAlternativeEquity
InceptionApr 7, 2025Jan 26, 2011

CBTA vs VXUS Performance

Calamos Bitcoin 80 Series Structured Alt Protection ETF - April (CBTA) is a ETF from Calamos Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CBTA returned -33.99% while VXUS returned +27.82%. Year to date, CBTA is down 25.23% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

CBTA has been the more volatile fund, with annualized monthly volatility of 24.9% compared with 15.1% for VXUS. 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 -39.8% for CBTA and -39.9% for VXUS. 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 0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CBTA charges 0.69% per year while VXUS charges 0.05%. On a $10,000 position that is $69 vs $5 annually, a gap of $64 per year that compounds over a long holding period. On income, CBTA currently yields 1.21% against 2.60% for VXUS.

Frequently Asked Questions

Which is cheaper, CBTA or VXUS?

CBTA has an expense ratio of 0.69% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $64 per year of difference.

Which performed better, CBTA or VXUS?

Over the past year CBTA returned -33.99% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (1 years), CBTA annualized -11.21% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, CBTA or VXUS?

CBTA has been the more volatile fund at 24.9% annualized versus 15.1% for VXUS. Worst drawdown: CBTA -39.8% vs VXUS -39.9%.

Should I hold both CBTA and VXUS?

CBTA and VXUS have a monthly-return correlation of 0.04, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, CBTA or VXUS?

CBTA yields 1.21% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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