Compare · 3 funds side by side · dividends reinvested

CPSA, SCHB and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,686SCHB · best of the three

Story of the three · IncomeMost incomeSCHB · 1.05% · $105 a year on $10k

Story of the three · RiskSmallest drop

CPSA, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.05%+12.4%+12.8%+21.7%+10.8%−8.9%14.0%$44.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.1

Calamos S&P 500 Structured Alt Protection ETF – AugustUS Stock Styles · Large cap0.69%0.00%+4.7%+5.3%[…][…]−1.5%2.4%$50M2.2

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: CPSA 2024 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos S&P 500 Structured Alt Protection ETF – August · $50M[…]

CPSA

SCHB

Schwab U.S. Broad Market ETF · $44.1B$16,686

$10,000 five years ago, dividends reinvested

CPSAMeasure

More Ways to See the Pairs

CPSA vs SCHB: Top 5 Holdings

Today

CPSA

[…]in top 5

SCHB

in top 524.0%

CPSAStockSCHB

not top 5AAPL7.0%

not top 5NVDA5.6%

not top 5MSFT5.4%

not top 5AMZN3.7%

not top 5GOOGL2.3%

Cost, Income and Risk

Fees: CPSA, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

CPSA0.69%$69

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

Yields: CPSA, SCHB, VUG

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SCHB

+4.7%Year to dateJan 1 → Nov 11+12.4%

+5.3%1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,033+21.7%

[…]5 years · per year$10,000 became […] · $16,686+10.8%

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

0.00%Trailing 12-mo yield$0 · $105 a year on $10k1.05%

−1.5%Worst dropSmaller is better−8.9%

2.4%VolatilityLower is calmer14.0%

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

2–4SCHB 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

CPSA vs SCHB Returns, Every Period

1Y

CalamosCPSA

+5.3%

past year

SCHBSchwab

+12.8%

past year

CPSASCHBFaded: behind in that period

0–2SCHB wins

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

CPSA vs SCHB

YTD

CalamosCPSA

+4.7%

SCHBSchwab

+12.4%

+4.7%Year to date+12.4%

−1.5%Worst drop · 1Y−8.9%

2.4%Volatility · 1Y14.0%

0.0%Yield1.1%

$49.5MAssets$44.1B

2–2level

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

1Y

1.05%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.05%$105

VUG0.41%$41

CPSA0.00%$0

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

Income After Fees on $10,000

1Y

$102most kept, SCHB

SCHB$105 − $3 = $102

VUG$41 − $3 = $38

CPSA$0 − $69 = −$69

KeptFee

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

Overlap: CPSA, SCHB, VUG

Today

50.2%most shared, SCHB and VUG

CPSASCHBVUG

CPSA—[…][…]

SCHB[…]—50.2%

VUG[…]50.2%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SCHB, at 14.0% volatility

CPSAWorst drop−1.5%2.4% vol

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

SCHBVUG

+12.4%Year to date+5.1%

1.1%Yield0.4%

+12.8%Past year+3.6%

0.03%Fee0.03%

3–0SCHB wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

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

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CPSA, SCHB and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three