CBTJ vs VIG

ACBTJ

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.66%CBTJ · $166 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common[…]CBTJ and VIG

CBTJ

VIG

Calamos Bitcoin 80 Series Structured Alt Protection ETF - January · $24MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.69%Expense ratio$69 · $4 on $10k · lower wins0.04%

1.66%12-mo yield$166 · $150 on $10k1.50%

−34.9%Worst dropSmaller wins−7.9%

26.3%VolatilityLower wins10.8%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCBTJ · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ACBTJ	Calamos Bitcoin 80 Series Structured Alt Protection ETF - JanuaryRead Desk		0.69%	1.66%	−0.5%	−12.8%	−26.9%	new	new	−34.9%	$24M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ACBTJ	Calamos Bitcoin 80 Series Structured Alt Protection ETF - JanuaryRead Desk		0.69%	1.66%	−0.5%	−12.8%	−26.9%	new	new	−34.9%	$24M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CBTJ vs VIG

CBTJ

Calamos Bitcoin 80 Series Structured Alt Protection ETF - January

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureCBTJVIG

Fee0.69%0.04%

Cost on $10k a year$69$4

Yield1.66%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y−34.9%−7.9%

Volatility · 1Y26.3%10.8%

3–1measures won
VIG first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CBTJ, VIG

Today

[…]holdings […]

CBTJVIG

CBTJ—[…]

VIG[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CBTJ$166 − $69 = $97

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee