Compare · 2 funds side by side · dividends reinvested

CPNM and SPY

CPNMCalamos×SPYSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,481SPY · best of the two

Story of the two · IncomeMost incomeSPY · 1.00% · $100 a year on $10k

Story of the two · RiskSmallest drop

CPNM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B1.3

Calamos Nasdaq-100 Structured Alt Protection ETF – MarchUS Stock Styles · Large cap0.69%0.00%+4.3%+5.4%[…][…]−1.1%2.3%$15M1.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: CPNM 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos Nasdaq-100 Structured Alt Protection ETF – March · $15M[…]

CPNM

SPY

State Street SPDR S&P 500 ETF · $792B$17,481

$10,000 five years ago, dividends reinvested

CPNMMeasureSPY

+4.3%

More Ways to See the Pairs

CPNM vs SPY: Top 5 Holdings

Today

CPNM

[…]in top 5

SPY

in top 526.9%

CPNMStockSPY

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: CPNM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CPNM0.69%$69

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

Yields: CPNM, SPY

1Y

1.00%highest, SPY

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to date

Jan 1 → Nov 11

+12.3%

+5.4%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,481+11.8%

0.69%Expense ratio$69 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $100 a year on $10k1.00%

−1.1%Worst dropSmaller is better−8.9%

2.3%VolatilityLower is calmer13.7%

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

2–4SPY 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

CPNM vs SPY Returns, Every Period

1Y

CalamosCPNM

+5.4%

past year

SPYSPDR

+12.7%

past year

CPNMSPYFaded: behind in that period

0–2SPY wins

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

Stocks vs Core: CPNM vs SPY

YTD

CalamosCPNM

+4.3%

SPYSPDR

+12.3%

+4.3%Year to date+12.3%

−1.1%Worst drop · 1Y−8.9%

2.3%Volatility · 1Y13.7%

0.0%Yield1.0%

$14.9MAssets$792B

2–2level

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

$10k

SPY1.00%$100

CPNM0.00%$0

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

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

CPNM$0 − $69 = −$69

KeptFee

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

Overlap: CPNM, SPY

Today

[…]holdings […]

CPNMSPY

CPNM—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+12.7%SPY, at 13.7% volatility

CPNMWorst drop−1.1%2.3% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SPYCPNM

+12.3%Year to date+4.3%

1.0%Yield0.0%

+12.7%Past year+5.4%

0.09%Fee0.69%

4–0SPY wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

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CPNM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two