CBXJ vs VTI
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January vs Vanguard Morningstar Total Stock Market ETF
Which is better, CBXJ or VTI?
Option Writing against Large Cap Blend.
VTI has a lower expense ratio. VTI 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 | CBXJ | VTI |
|---|---|---|
| Expense Ratio | 0.69% | 0.03%Best |
| AUM | $18M | $666.9B |
| Dividend Yield | 2.07% | 1.03% |
| Holdings | 7 | 3,543 |
| YTD Return | -5.49% | +12.30%Best |
| 1Y Return | -21.31% | +16.08%Best |
| 3Y Return (annualized) | - | +21.01% |
| 5Y Return (annualized) | - | +12.36% |
| Volatility (annualized) | 16.0% | 13.1%Best |
| Max Drawdown | -30.2% | -19.3%Best |
| $10,000 over 1.6 years | $8,856 | $12,770Best |
| Fund Family | Calamos Investments | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Blend |
| Inception | Feb 4, 2025 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 4, 2025 to Sep 18, 2026 (1.6 years).
CBXJ vs VTI 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 1.6 years both funds cover.
CBXJ vs VTI Performance
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January (CBXJ) is an ETF from Calamos Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year CBXJ returned -21.31% while VTI returned +16.08%. Year to date, CBXJ is down 5.49% versus a gain of 12.30% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CBXJ has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 13.1% 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.31. They move together some of the time, and apart the rest.
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 2.07% against 1.03% for VTI.
You are not choosing between two funds in isolation.
Whichever of CBXJ and VTI 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, CBXJ or VTI?
CBXJ has an expense ratio of 0.69% while VTI charges 0.03%. VTI is the cheaper option, by $66 a year on a $10,000 investment.
Which performed better, CBXJ or VTI?
Over the past year CBXJ returned -21.31% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), CBXJ annualized -7.31% vs +16.51% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CBXJ or VTI?
CBXJ has been the more volatile fund at 16.0% annualized versus 13.1% for VTI. Worst drawdown: CBXJ -30.2% vs VTI -19.3%.
Should I hold both CBXJ and VTI?
CBXJ and VTI have a monthly-return correlation of 0.31, 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, CBXJ or VTI?
CBXJ yields 2.07% while VTI yields 1.03%, so CBXJ currently pays the higher dividend yield.
Is VTI better than CBXJ?
VTI has a lower expense ratio. VTI 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.