Compare · 3 funds side by side · dividends reinvested

CBTJ, IBIT and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

CBTJ, IBIT and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.1

Calamos Bitcoin 80 Series Structured Alt Protection ETF - JanuaryCrypto · Spot bitcoin0.69%1.65%−12.3%−24.4%[…][…]−34.9%26.4%$25M2.0

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−13.3%−24.7%[…][…]−44.7%44.9%$64.5B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CBTJ 2025 · IBIT 2024 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Bitcoin 80 Series Structured Alt Protection ETF - January · $25M[…]

CBTJ

IBIT

iShares Bitcoin Trust ETF · $64.5B[…]

$10,000 five years ago, dividends reinvested

CBTJMeasureIBIT

−12.3%Year to dateJan 1 → Nov 5−13.3%

−24.4%1 yearTotal return−24.7%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.69%Expense ratio$69 · $25 a year on $10k · lower is better0.25%

1.65%Trailing 12-mo yield$165 · $0 a year on $10k0.00%

−34.9%Worst dropSmaller is better−44.7%

26.4%VolatilityLower is calmer44.9%

CBTJIBIT Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1CBTJ wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CBTJ vs IBIT: Top 5 Holdings

Today

CBTJ

[…]in top 5

IBIT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CBTJ vs IBIT Returns, Every Period

CalamosCBTJ

−24.4%

past year

IBITiShares

−24.7%

past year

CBTJIBITFaded: behind in that period

2–0CBTJ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Crypto vs Core: CBTJ vs VOO

YTD

CalamosCBTJ

−12.3%

VOOVanguard

+8.4%

−12.3%Year to date+8.4%

−34.9%Worst drop · 1Y−8.9%

26.4%Volatility · 1Y13.5%

1.7%Yield1.1%

$25.0MAssets$1.00T

3–1VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBTJ, IBIT, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IBIT0.25%$25

CBTJ0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CBTJ, IBIT, VOO

1.65%highest, CBTJ

FundTrailing yieldYield$10k

CBTJ1.65%$165

VOO1.10%$110

IBIT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

CBTJ$165 − $69 = $96

IBIT$0 − $25 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CBTJ, IBIT, VOO

Today

[…]holdings […]

CBTJIBITVOO

CBTJ—[…][…]

IBIT[…]—[…]

VOO[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

CBTJWorst drop−34.9%26.4% vol

IBITWorst drop−44.7%44.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CBTJVOO

−12.3%Year to date+8.4%

1.7%Yield1.1%

−24.4%Past year+9.8%

0.69%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

IBIT vs FBTC

YTD

iSharesIBIT

−13.3%

FBTCFidelity

−13.2%

−13.3%Year to date−13.2%

0.25% · $25Fee · on $10k a year0.25% · $25

$64.5BAssets$15.4B

1–0FBTC wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026