Compare · 3 funds side by side · dividends reinvested

CPNJ, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,377SCHB · best of the three

02 / 04

CPNJ, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B1.3

Calamos Nasdaq-100 Structured Alt Protection ETF – JuneUS Stock Styles · Large cap0.69%0.00%+1.1%+2.0%[…][…]−2.6%3.1%$44M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: CPNJ 2024 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Nasdaq-100 Structured Alt Protection ETF – June · $44M[…]

CPNJ

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

$10,000 five years ago, dividends reinvested

CPNJMeasureSCHB

+1.1%Year to dateJan 1 → Nov 6+8.8%

+2.0%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $17,991+21.6%

[…]5 years · per year$10,000 became […] · $16,377+10.4%

0.69%Expense ratio$69 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $109 a year on $10k1.09%

−2.6%Worst dropSmaller is better−8.9%

3.1%VolatilityLower is calmer13.8%

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

2–4SCHB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPNJ vs SCHB: Top 5 Holdings

Today

CPNJ

[…]in top 5

SCHB

in top 524.8%

CPNJStockSCHB

not top 5AAPL7.1%

not top 5NVDA6.2%

not top 5MSFT5.6%

not top 5AMZN3.6%

not top 5GOOGL2.3%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CPNJ vs SCHB Returns, Every Period

CalamosCPNJ

+2.0%

past year

SCHBSchwab

+9.7%

past year

CPNJSCHBFaded: behind in that period

0–2SCHB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CPNJ vs SCHB

YTD

CalamosCPNJ

+1.1%

SCHBSchwab

+8.8%

+1.1%Year to date+8.8%

−2.6%Worst drop · 1Y−8.9%

3.1%Volatility · 1Y13.8%

0.0%Yield1.1%

$43.8MAssets$43.2B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPNJ, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

CPNJ0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CPNJ, SCHB, IWF

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

IWF0.39%$39

CPNJ0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

CPNJ$0 − $69 = −$69

KeptFee

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

Overlap: CPNJ, SCHB, IWF

Today

52.6%most shared, SCHB and IWF

CPNJSCHBIWF

CPNJ—[…][…]

SCHB[…]—52.6%

IWF[…]52.6%—

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

Return vs Bumpiness: 3 ETFs

+9.7%SCHB, at 13.8% volatility

CPNJWorst drop−2.6%3.1% vol

SCHBWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBCPNJ

+8.8%Year to date+1.1%

1.1%Yield0.0%

+9.7%Past year+2.0%

0.03%Fee0.69%

4–0SCHB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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