Compare · 2 funds side by side · dividends reinvested

CPNJ and VIG

CPNJCalamos×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

CPNJ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Calamos Nasdaq-100 Structured Alt Protection ETF – JuneUS Stock Styles · Large cap0.69%0.00%+2.0%+2.7%[…][…]−1.9%2.9%$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 4, 2026 · returns include dividends · since: CPNJ 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CPNJ

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested

CPNJMeasureVIG

+2.0%Year to dateJan 1 → Nov 4+16.4%

+2.7%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.69%Expense ratio$69 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $144 a year on $10k1.44%

−1.9%Worst dropSmaller is better−7.9%

2.9%VolatilityLower is calmer10.2%

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

2–4VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPNJ vs VIG: Top 5 Holdings

Today

CPNJ

[…]in top 5

VIG

in top 522.1%

CPNJStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CPNJ vs VIG Returns, Every Period

CalamosCPNJ

+2.7%

past year

VIGVanguard

+18.9%

past year

CPNJVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CPNJ vs VIG

YTD

CalamosCPNJ

+2.0%

VIGVanguard

+16.4%

+2.0%Year to date+16.4%

−1.9%Worst drop · 1Y−7.9%

2.9%Volatility · 1Y10.2%

0.0%Yield1.4%

$44.1MAssets$109B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPNJ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CPNJ0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CPNJ, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

CPNJ0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CPNJ$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CPNJ, VIG

Today

[…]holdings […]

CPNJVIG

CPNJ—[…]

VIG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

CPNJWorst drop−1.9%2.9% vol

VIGWorst drop−7.9%10.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGCPNJ

+16.4%Year to date+2.0%

1.4%Yield0.0%

+18.9%Past year+2.7%

0.04%Fee0.69%

4–0VIG wins

End-of-day Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026