Compare · 3 funds side by side · dividends reinvested

CPNJ, VIG and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

CPNJ, VIG and SCHD, 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

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.9

Calamos Nasdaq-100 Structured Alt Protection ETF – JuneUS Stock Styles · Large cap0.69%0.00%+2.0%+2.8%[…][…]−2.6%3.2%$44M2.3

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: CPNJ 2024 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CPNJ

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

$10,000 five years ago, dividends reinvested

CPNJMeasure

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%

Cost, Income and Risk

Fees: CPNJ, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CPNJ0.69%$69

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

Yields: CPNJ, VIG, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

VIG

+2.0%Year to dateJan 1 → Nov 11+16.0%

+2.8%1 yearTotal return+17.8%

[…]3 years · per year$10,000 became […] · $16,811+18.9%

[…]5 years · per year$10,000 became […] · $16,653+10.7%

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

0.00%Trailing 12-mo yield$0 · $145 a year on $10k1.45%

−2.6%Worst dropSmaller is better−7.9%

3.2%VolatilityLower is calmer11.0%

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

2–4VIG wins

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

Held in common[…]

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

CPNJ vs VIG Returns, Every Period

1Y

CalamosCPNJ

+2.8%

past year

VIGVanguard

+17.8%

past year

CPNJVIGFaded: behind in that period

0–2VIG wins

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

Stocks vs Income: CPNJ vs SCHD

YTD

CalamosCPNJ

+2.0%

SCHDSchwab

+34.6%

+2.0%Year to date+34.6%

−2.6%Worst drop · 1Y−6.9%

3.2%Volatility · 1Y11.8%

0.0%Yield2.9%

$44.1MAssets$123B

2–2level

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

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

CPNJ0.00%$0

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

CPNJ$0 − $69 = −$69

KeptFee

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

Overlap: CPNJ, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

CPNJVIGSCHD

CPNJ—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

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

CPNJWorst drop−2.6%3.2% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

SCHDVIG

+34.6%Year to date+16.0%

2.9%Yield1.4%

+39.3%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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CPNJ, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three