CPNJ vs VXUS

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

MetricCPNJVXUSWinner
Expense Ratio0.69%0.05%
AUM$42M$156.5B
Dividend Yield0.00%2.60%
Holdings58,747
YTD Return+2.37%+14.07%
1Y Return+4.78%+27.24%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.14%
Volatility (annualized)3.5%15.1%
Max Drawdown-6.0%-39.9%
Fund FamilyCalamos InvestmentsVanguard (US)
CategoryAlternativeEquity
InceptionJun 3, 2024Jan 26, 2011

CPNJ vs VXUS Performance

Calamos Nasdaq-100 Structured Alt Protection ETF - June (CPNJ) is a ETF from Calamos Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CPNJ returned +4.78% while VXUS returned +27.24%. Year to date, CPNJ is up 2.37% versus a gain of 14.07% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.5% for CPNJ. 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 -6.0% for CPNJ 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CPNJ 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, CPNJ currently yields 0.00% against 2.60% for VXUS.

Frequently Asked Questions

Which is cheaper, CPNJ or VXUS?

CPNJ 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, CPNJ or VXUS?

Over the past year CPNJ returned +4.78% vs +27.24% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), CPNJ annualized +7.44% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, CPNJ or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 3.5% for CPNJ. Worst drawdown: CPNJ -6.0% vs VXUS -39.9%.

Should I hold both CPNJ and VXUS?

CPNJ and VXUS have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, CPNJ or VXUS?

CPNJ yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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