CSQ vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricCSQVTIWinner
Expense Ratio2.03%0.03%
AUM$5.0B$663.5B
Dividend Yield5.90%1.07%
Holdings8163,543
YTD Return+13.19%+14.22%
1Y Return+21.27%+22.19%
3Y Return (annualized)+20.64%+21.27%
5Y Return (annualized)+10.28%+12.23%
Volatility (annualized)20.3%15.3%
Max Drawdown-72.7%-56.6%
Fund FamilyCalamos InvestmentsVanguard (US)
CategoryAllocation/BalancedEquity
InceptionMar 26, 2004May 24, 2001

CSQ vs VTI Performance

Calamos Strategic Total Return Fund (CSQ) is a ETF from Calamos Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CSQ returned +21.27% while VTI returned +22.19%. Year to date, CSQ is up 13.19% versus a gain of 14.22% for VTI.

Over three years, CSQ compounded at +20.64% per year against +21.27% for VTI; over five years the annualized figures are +10.28% and +12.23% respectively. Across the full 22-year window we track, VTI has the edge at +8.14% annualized vs +3.40%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CSQ has been the more volatile fund, with annualized monthly volatility of 20.3% 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 -72.7% for CSQ 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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CSQ charges 2.03% per year while VTI charges 0.03%. On a $10,000 position that is $203 vs $3 annually, a gap of $200 per year that compounds over a long holding period. On income, CSQ currently yields 5.90% against 1.07% for VTI.

Holdings Overlap

51.7%overlap

CSQ and VTI share 261 holdings out of 2974 unique holdings combined, representing a 51.7% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in CSQWeight in VTIDifference
NVDA5.26%6.32%1.06%
AAPL4.77%5.84%1.07%
MSFT4.08%3.81%0.27%
GOOGLProProPro
AMZNProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
LLYProProPro
MUProProPro
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Frequently Asked Questions

Which is cheaper, CSQ or VTI?

CSQ has an expense ratio of 2.03% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $200 per year of difference.

Which performed better, CSQ or VTI?

Over the past year CSQ returned +21.27% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (22 years), CSQ annualized +3.40% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, CSQ or VTI?

CSQ has been the more volatile fund at 20.3% annualized versus 15.3% for VTI. Worst drawdown: CSQ -72.7% vs VTI -56.6%.

Should I hold both CSQ and VTI?

CSQ and VTI have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CSQ and VTI?

CSQ and VTI share 261 common holdings with a 51.7% weight overlap. Combined, they hold 2974 unique securities.

Which pays a higher dividend, CSQ or VTI?

CSQ yields 5.90% while VTI yields 1.07%, so CSQ currently pays the higher dividend yield.

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