CBXJ vs VTI
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | CBXJ | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.69% | 0.03% | |
| AUM | $17M | $666.9B | |
| Dividend Yield | 2.21% | 1.07% | |
| Holdings | 7 | 3,543 | |
| YTD Return | -9.44% | +12.65% | |
| 1Y Return | -23.13% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 15.4% | 15.3% | |
| Max Drawdown | -30.2% | -56.6% | |
| Fund Family | Calamos Investments | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Feb 4, 2025 | May 24, 2001 |
CBXJ vs VTI Performance
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) is a ETF from Calamos Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CBXJ returned -23.13% while VTI returned +21.39%. Year to date, CBXJ is down 9.44% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
CBXJ has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -30.2% for CBXJ 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CBXJ 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, CBXJ currently yields 2.21% against 1.07% for VTI.
Frequently Asked Questions
Which is cheaper, CBXJ or VTI?
CBXJ 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, CBXJ or VTI?
Over the past year CBXJ returned -23.13% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), CBXJ annualized -10.20% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, CBXJ or VTI?
CBXJ has been the more volatile fund at 15.4% annualized versus 15.3% for VTI. Worst drawdown: CBXJ -30.2% vs VTI -56.6%.
Should I hold both CBXJ and VTI?
CBXJ and VTI have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, CBXJ or VTI?
CBXJ yields 2.21% while VTI yields 1.07%, so CBXJ currently pays the higher dividend yield.
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