Compare · 3 funds side by side · dividends reinvested

CBXL, 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

CBXL, 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%$1.00T1.3

Calamos ETF Trust - Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETFCrypto · Spot bitcoin0.10%1.53%−6.6%−11.8%[…][…]−17.8%11.7%$2M1.7

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−13.3%−24.7%[…][…]−44.7%44.9%$64.5B3.0

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: CBXL 2025 · IBIT 2024 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Calamos ETF Trust - Calamos Laddered Bitcoin 90 Series Structured Alt Protection ETF · $2M[…]

CBXL

IBIT

iShares Bitcoin Trust ETF · $64.5B[…]

$10,000 five years ago, dividends reinvested

CBXLMeasureIBIT

−6.6%Year to dateJan 1 → Nov 5−13.3%

−11.8%1 yearTotal return−24.7%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.10%Expense ratio$10 · $25 a year on $10k · lower is better0.25%

1.53%Trailing 12-mo yield$153 · $0 a year on $10k0.00%

−17.8%Worst dropSmaller is better−44.7%

11.7%VolatilityLower is calmer44.9%

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

6–0CBXL wins

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

More Ways to See the Pairs

CBXL vs IBIT: Top 5 Holdings

Today

CBXL

100.0%in top 5

IBIT

in top 5[…]

CBXLStockIBIT

26.1%CBXAnot top 5

25.6%CBXYnot top 5

25.2%CBXJnot top 5

23.0%CBXOnot top 5

Held in common[…]

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

CBXL vs IBIT Returns, Every Period

CalamosCBXL

−11.8%

past year

IBITiShares

−24.7%

past year

CBXLIBITFaded: behind in that period

2–0CBXL wins

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

Crypto vs Core: CBXL vs VOO

YTD

CalamosCBXL

−6.6%

VOOVanguard

+8.4%

−6.6%Year to date+8.4%

−17.8%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y13.5%

1.5%Yield1.1%

$1.6MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: CBXL, IBIT, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CBXL0.10%$10

IBIT0.25%$25

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

Yields: CBXL, IBIT, VOO

1.53%highest, CBXL

FundTrailing yieldYield$10k

CBXL1.53%$153

VOO1.10%$110

IBIT0.00%$0

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

Income After Fees on $10,000

$143most kept, CBXL

CBXL$153 − $10 = $143

VOO$110 − $3 = $107

IBIT$0 − $25 = −$25

KeptFee

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

Overlap: CBXL, IBIT, VOO

Today

0.0%most shared, CBXL and VOO

CBXLIBITVOO

CBXL—[…]0.0%

IBIT[…]—[…]

VOO0.0%[…]—

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

CBXLWorst drop−17.8%11.7% vol

VOOWorst drop−8.9%13.5% 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

CBXLVOO

−6.6%Year to date+8.4%

1.5%Yield1.1%

−11.8%Past year+9.8%

0.10%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