CBXA vs VTI
Calamos Bitcoin 90 Series Structured Alt Protection ETF - April vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | CBXA | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.69% | 0.03% | |
| AUM | $4M | $663.5B | |
| Dividend Yield | 2.51% | 1.07% | |
| Holdings | 7 | 3,543 | |
| YTD Return | -21.71% | +13.87% | |
| 1Y Return | -26.26% | +23.31% | |
| 3Y Return (annualized) | - | +21.17% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | 16.6% | 15.3% | |
| Max Drawdown | -29.7% | -56.6% | |
| Fund Family | Calamos Investments | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Apr 7, 2025 | May 24, 2001 |
CBXA vs VTI Performance
Calamos Bitcoin 90 Series Structured Alt Protection ETF - April (CBXA) is a ETF from Calamos Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CBXA returned -26.26% while VTI returned +23.31%. Year to date, CBXA is down 21.71% versus a gain of 13.87% for VTI.
Risk: Volatility and Drawdowns
CBXA has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 15.3% for VTI. 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 -29.7% for CBXA and -56.6% for VTI. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CBXA charges 0.69% per year while VTI charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, CBXA currently yields 2.51% against 1.07% for VTI.
Frequently Asked Questions
Which is cheaper, CBXA or VTI?
CBXA has an expense ratio of 0.69% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, CBXA or VTI?
Over the past year CBXA returned -26.26% vs +23.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), CBXA annualized -9.76% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, CBXA or VTI?
CBXA has been the more volatile fund at 16.6% annualized versus 15.3% for VTI. Worst drawdown: CBXA -29.7% vs VTI -56.6%.
Should I hold both CBXA and VTI?
CBXA and VTI have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, CBXA or VTI?
CBXA yields 2.51% while VTI yields 1.07%, so CBXA currently pays the higher dividend yield.
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