Compare · 2 funds side by side · dividends reinvested

CPNJ and SCHB

CPNJCalamos×SCHBSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,423SCHB · best of the two

Story of the two · IncomeMost incomeSCHB · 1.06% · $106 a year on $10k

Story of the two · RiskSmallest drop

CPNJ and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+11.6%+21.3%+10.4%−8.9%14.0%$44.3B1.3

Calamos Nasdaq-100 Structured Alt Protection ETF – JuneUS Stock Styles · Large cap0.69%0.00%+1.7%+2.6%[…][…]−2.6%3.2%$44M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: CPNJ 2024 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CPNJ

SCHB

Schwab U.S. Broad Market ETF · $44.3B$16,423

$10,000 five years ago, dividends reinvested

CPNJMeasureSCHB

+1.7%

More Ways to See the Pairs

CPNJ vs SCHB: Top 5 Holdings

Today

CPNJ

[…]in top 5

SCHB

in top 523.8%

CPNJStockSCHB

not top 5AAPL7.1%

not top 5NVDA5.5%

not top 5MSFT5.3%

not top 5AMZN3.6%

not top 5GOOGL2.4%

Cost, Income and Risk

Fees: CPNJ, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CPNJ0.69%$69

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CPNJ, SCHB

1Y

1.06%highest, SCHB

FundTrailing yield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+2.6%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $17,836+21.3%

[…]5 years · per year$10,000 became […] · $16,423+10.4%

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

0.00%Trailing 12-mo yield$0 · $106 a year on $10k1.06%

−2.6%Worst dropSmaller is better−8.9%

3.2%VolatilityLower is calmer14.0%

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

2–4SCHB wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

CPNJ vs SCHB Returns, Every Period

1Y

CalamosCPNJ

+2.6%

past year

SCHBSchwab

+11.6%

past year

CPNJSCHBFaded: behind in that period

0–2SCHB wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CPNJ vs SCHB

YTD

CalamosCPNJ

+1.7%

SCHBSchwab

+11.5%

+1.7%Year to date+11.5%

−2.6%Worst drop · 1Y−8.9%

3.2%Volatility · 1Y14.0%

0.0%Yield1.1%

$44.2MAssets$44.3B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHB1.06%$106

CPNJ0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

CPNJ$0 − $69 = −$69

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CPNJ, SCHB

Today

[…]holdings […]

CPNJSCHB

CPNJ—[…]

SCHB[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%SCHB, at 14.0% volatility

CPNJWorst drop−2.6%3.2% vol

SCHBWorst drop−8.9%14.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBCPNJ

+11.5%Year to date+1.7%

1.1%Yield0.0%

+11.6%Past year+2.6%

0.03%Fee0.69%

4–0SCHB wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Loading…

CPNJ and SCHB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two