CANQ vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricCANQVOOWinner
Expense Ratio0.94%0.03%
AUM$21M$979.0B
Dividend Yield4.65%1.09%
Holdings30509
YTD Return+5.98%+13.53%
1Y Return+10.28%+23.65%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+13.52%
Volatility (annualized)11.3%14.1%
Max Drawdown-12.8%-34.3%
Fund FamilyCalamos InvestmentsVanguard (US)
CategoryAlternativeEquity
InceptionFeb 13, 2024Sep 7, 2010

CANQ vs VOO Performance

Calamos Nasdaq Equity & Income ETF (CANQ) is a ETF from Calamos Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CANQ returned +10.28% while VOO returned +23.65%. Year to date, CANQ is up 5.98% versus a gain of 13.53% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.3% for CANQ. 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 -12.8% for CANQ and -34.3% for VOO. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

CANQ charges 0.94% per year while VOO charges 0.03%. On a $10,000 position that is $94 vs $3 annually, a gap of $91 per year that compounds over a long holding period. On income, CANQ currently yields 4.65% against 1.09% for VOO.

Holdings Overlap

6.1%overlap

CANQ and VOO share 13 holdings out of 515 unique holdings combined, representing a 6.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CANQWeight in VOODifference
NVDA0.43%7.51%7.08%
AMZN0.71%3.62%2.91%
GOOG1.12%2.59%1.47%
AMDProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
CSCOProProPro
COSTProProPro
WMTProProPro
See all 10 holdings CANQ shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, CANQ or VOO?

CANQ has an expense ratio of 0.94% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, CANQ or VOO?

Over the past year CANQ returned +10.28% vs +23.65% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), CANQ annualized +16.20% vs +13.57% for VOO. Past performance does not guarantee future results.

Which is riskier, CANQ or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 11.3% for CANQ. Worst drawdown: CANQ -12.8% vs VOO -34.3%.

Should I hold both CANQ and VOO?

CANQ and VOO have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between CANQ and VOO?

CANQ and VOO share 13 common holdings with a 6.1% weight overlap. Combined, they hold 515 unique securities.

Which pays a higher dividend, CANQ or VOO?

CANQ yields 4.65% while VOO yields 1.09%, so CANQ currently pays the higher dividend yield.

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