Compare · 3 funds side by side · dividends reinvested

CPSD, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

CPSD, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - DecemberUS Stock Styles · Large cap0.69%0.00%+4.8%+6.2%[…][…]−1.5%2.5%$46M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CPSD 2024 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - December · $46M[…]

CPSD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested

CPSDMeasureVIG

+4.8%Year to dateJan 1 → Nov 9+14.8%

+6.2%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

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

0.00%Trailing 12-mo yield$0 · $146 a year on $10k1.46%

−1.5%Worst dropSmaller is better−7.9%

2.5%VolatilityLower is calmer11.0%

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

2–4VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPSD vs VIG: Top 5 Holdings

Today

CPSD

[…]in top 5

VIG

in top 522.1%

CPSDStockVIG

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 9, 2026 · share of each fund

CPSD vs VIG Returns, Every Period

CalamosCPSD

+6.2%

past year

VIGVanguard

+17.6%

past year

CPSDVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CPSD vs SCHD

YTD

CalamosCPSD

+4.8%

SCHDSchwab

+33.2%

+4.8%Year to date+33.2%

−1.5%Worst drop · 1Y−6.9%

2.5%Volatility · 1Y11.8%

0.0%Yield3.0%

$46.1MAssets$120B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPSD, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CPSD0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CPSD, VIG, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

CPSD0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

CPSD$0 − $69 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CPSD, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

CPSDVIGSCHD

CPSD—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

CPSDWorst drop−1.5%2.5% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.2%Year to date+14.8%

3.0%Yield1.5%

+39.1%Past year+17.6%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026