Compare · 3 funds side by side · dividends reinvested

CCEF, SCHD and SPYM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeCCEF · 8.39% · $839 a year on $10k

Story of the three · RiskSmallest drop

CCEF, SCHD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B2.0

Calamos CEF Income & Arbitrage ETFIncome · Dividend stocks0.74%8.39%+4.9%+6.8%[…][…]−7.7%9.3%$35M2.2

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

End-of-day Nov 11, 2026 · returns include dividends · since: CCEF 2024 · SCHD 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos CEF Income & Arbitrage ETF · $35M[…]

CCEF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CCEF

More Ways to See the Pairs

CCEF vs SCHD: Top 5 Holdings

Today

CCEF

18.9%in top 5

SCHD

in top 521.7%

CCEFStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

4.3%ETWnot top 5

not top 5HD4.3%

not top 5KO4.3%

Cost, Income and Risk

Fees: CCEF, SCHD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHD0.06%$6

CCEF0.74%$74

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CCEF, SCHD, SPYM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SCHD

+4.9%Year to dateJan 1 → Nov 11+34.6%

+6.8%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.74%Expense ratio$74 · $6 a year on $10k · lower is better0.06%

8.39%Trailing 12-mo yield$839 · $293 a year on $10k2.93%

−7.7%Worst dropSmaller is better−6.9%

9.3%VolatilityLower is calmer11.8%

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

2–4SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%BMEZnot top 5

not top 5AMGN4.1%

3.7%PEOnot top 5

3.5%NIEnot top 5

3.3%DNIFnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

CCEF vs SCHD Returns, Every Period

1Y

CalamosCCEF

+6.8%

past year

SCHDSchwab

+39.3%

past year

CCEFSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CCEF vs SCHD

YTD

CalamosCCEF

+4.9%

SCHDSchwab

+34.6%

+4.9%Year to date+34.6%

−7.7%Worst drop · 1Y−6.9%

9.3%Volatility · 1Y11.8%

8.4%Yield2.9%

$34.6MAssets$123B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

8.39%highest, CCEF

FundTrailing yieldYield$10k

CCEF8.39%$839

SCHD2.93%$293

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$765most kept, CCEF

CCEF$839 − $74 = $765

SCHD$293 − $6 = $287

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CCEF, SCHD, SPYM

Today

8.6%most shared, SCHD and SPYM

CCEFSCHDSPYM

CCEF—0.0%0.0%

SCHD0.0%—8.6%

SPYM0.0%8.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

CCEFWorst drop−7.7%9.3% vol

SCHDWorst drop−6.9%11.8% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CCEFSCHD

+4.9%Year to date+34.6%

8.4%Yield2.9%

+6.8%Past year+39.3%

0.74%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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CCEF, SCHD and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three