Compare · 2 funds side by side · dividends reinvested

CBTJ and SCHD

CBTJCalamos×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

CBTJ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

Calamos Bitcoin 80 Series Structured Alt Protection ETF - JanuaryCrypto · Spot bitcoin0.69%1.59%−8.7%−24.9%[…][…]−35.1%26.5%$25M2.0

Rank among the two1st → 2ndFee, 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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CBTJ

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

CBTJMeasureSCHD

−8.7%Year to dateJan 1 → Nov 5+35.3%

−24.9%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

1.59%Trailing 12-mo yield$159 · $291 a year on $10k2.91%

−35.1%Worst dropSmaller is better−6.9%

26.5%VolatilityLower is calmer11.5%

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

0–6SCHD 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 SCHD: Top 5 Holdings

Today

CBTJ

[…]in top 5

SCHD

in top 521.7%

CBTJStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

CBTJ vs SCHD Returns, Every Period

CalamosCBTJ

−24.9%

past year

SCHDSchwab

+41.6%

past year

CBTJSCHDFaded: behind in that period

0–2SCHD wins

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

Crypto vs Income: CBTJ vs SCHD

YTD

CalamosCBTJ

−8.7%

SCHDSchwab

+35.3%

−8.7%Year to date+35.3%

−35.1%Worst drop · 1Y−6.9%

26.5%Volatility · 1Y11.5%

1.6%Yield2.9%

$25.0MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: CBTJ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CBTJ0.69%$69

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

Yields: CBTJ, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

CBTJ1.59%$159

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CBTJ$159 − $69 = $90

KeptFee

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

Overlap: CBTJ, SCHD

Today

[…]holdings […]

CBTJSCHD

CBTJ—[…]

SCHD[…]—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

CBTJWorst drop−35.1%26.5% vol

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

Paid More vs Made More

YTD

SCHDCBTJ

+35.3%Year to date−8.7%

2.9%Yield1.6%

+41.6%Past year−24.9%

0.06%Fee0.69%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026