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

MetricCBTJVXUSWinner
Expense Ratio0.69%0.05%
AUM$24M$156.5B
Dividend Yield1.83%2.60%
Holdings78,747
YTD Return-20.66%+14.57%
1Y Return-37.47%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)22.3%15.1%
Max Drawdown-42.4%-39.9%
Fund FamilyCalamos InvestmentsVanguard (US)
CategoryAlternativeEquity
InceptionFeb 4, 2025Jan 26, 2011

CBTJ vs VXUS Performance

Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) is a ETF from Calamos Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CBTJ returned -37.47% while VXUS returned +27.82%. Year to date, CBTJ is down 20.66% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

CBTJ has been the more volatile fund, with annualized monthly volatility of 22.3% 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 -42.4% for CBTJ 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 0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CBTJ 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, CBTJ currently yields 1.83% against 2.60% for VXUS.

Frequently Asked Questions

Which is cheaper, CBTJ or VXUS?

CBTJ 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, CBTJ or VXUS?

Over the past year CBTJ returned -37.47% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), CBTJ annualized -19.51% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, CBTJ or VXUS?

CBTJ has been the more volatile fund at 22.3% annualized versus 15.1% for VXUS. Worst drawdown: CBTJ -42.4% vs VXUS -39.9%.

Should I hold both CBTJ and VXUS?

CBTJ and VXUS have a monthly-return correlation of 0.05, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, CBTJ or VXUS?

CBTJ yields 1.83% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

Get Full ETF Analytics

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