Compare · 2 funds side by side · dividends reinvested

CPNM and VUG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

CPNM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calamos Nasdaq-100 Structured Alt Protection ETF – MarchUS Stock Styles · Large cap0.69%0.00%+3.7%+4.9%[…][…]−1.1%2.2%$15M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.5

Rank among the two1st → 2ndFee, 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: CPNM 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CPNM

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested

CPNMMeasureVUG

+3.7%Year to dateJan 1 → Nov 6+1.4%

+4.9%1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

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

0.00%Trailing 12-mo yield$0 · $42 a year on $10k0.42%

−1.1%Worst dropSmaller is better−15.1%

2.2%VolatilityLower is calmer19.0%

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

4–2CPNM wins

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

More Ways to See the Pairs

CPNM vs VUG: Top 5 Holdings

Today

CPNM

[…]in top 5

VUG

in top 545.2%

CPNMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common[…]

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

CPNM vs VUG Returns, Every Period

CalamosCPNM

+4.9%

past year

VUGVanguard

+0.2%

past year

CPNMVUGFaded: behind in that period

2–0CPNM wins

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

CPNM vs VUG

YTD

CalamosCPNM

+3.7%

VUGVanguard

+1.4%

+3.7%Year to date+1.4%

−1.1%Worst drop · 1Y−15.1%

2.2%Volatility · 1Y19.0%

0.0%Yield0.4%

$14.8MAssets$233B

3–1CPNM wins

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

Cost, Income and Risk

Fees: CPNM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CPNM0.69%$69

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

Yields: CPNM, VUG

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

CPNM0.00%$0

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

CPNM$0 − $69 = −$69

KeptFee

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

Overlap: CPNM, VUG

Today

[…]holdings […]

CPNMVUG

CPNM—[…]

VUG[…]—

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

Return vs Bumpiness: 2 ETFs

+4.9%CPNM, at 2.2% volatility

CPNMWorst drop−1.1%2.2% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VUGCPNM

+1.4%Year to date+3.7%

0.4%Yield0.0%

+0.2%Past year+4.9%

0.03%Fee0.69%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026