CBTY vs VYM
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July vs Vanguard High Dividend Yield ETF
Which is better, CBTY or VYM?
VYM has been ahead.
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 | CBTY | VYM |
|---|---|---|
| Expense Ratio | 0.69% | 0.04%Best |
| AUM | $5M | $81.6B |
| Dividend Yield | 1.49% | 2.22% |
| Holdings | 7 | 613 |
| YTD Return | -0.42% | +11.35%Best |
| 1Y Return | -14.60% | +15.34%Best |
| 3Y Return (annualized) | - | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 16.6% | 9.7%Best |
| Max Drawdown | -27.8% | -6.7%Best |
| $10,000 over 1.2 years | $8,968 | $12,124Best |
| Fund Family | Calamos Investments | Vanguard (US) |
| Category | Alternative | Equity |
| Style | - | Large Cap Value |
| Inception | Jul 8, 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: Jul 8, 2025 to Sep 18, 2026 (1.2 years).
CBTY 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.
CBTY vs VYM Performance
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July (CBTY) is an ETF from Calamos Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CBTY returned -14.60% while VYM returned +15.34%. Year to date, CBTY is down 0.42% versus a gain of 11.35% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CBTY has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 9.7% 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 -27.8% for CBTY 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 -0.27. They move largely independently of each other.
Fees and Cost Over Time
CBTY 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, CBTY currently yields 1.49% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 1 holding in CBTY and 557 in VYM, totalling 120.7% 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 CBTY and 557 in VYM, against full books of 7 and 613.
You are not choosing between two funds in isolation.
Whichever of CBTY 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, CBTY or VYM?
CBTY has an expense ratio of 0.69% while VYM charges 0.04%. VYM is the cheaper option, by $65 a year on a $10,000 investment.
Which performed better, CBTY or VYM?
Over the past year CBTY returned -14.60% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), CBTY annualized -8.68% vs +17.41% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CBTY or VYM?
CBTY has been the more volatile fund at 16.6% annualized versus 9.7% for VYM. Worst drawdown: CBTY -27.8% vs VYM -6.7%.
Should I hold both CBTY and VYM?
CBTY and VYM have a monthly-return correlation of -0.27, 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, CBTY or VYM?
CBTY yields 1.49% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than CBTY?
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.