Compare · 2 funds side by side · dividends reinvested

CPSJ and SCHB

CPSJCalamos×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

CPSJ and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.3

Calamos S&P 500 Structured Alt Protection ETF – JulyUS Stock Styles · Large cap0.69%0.00%+4.1%+4.8%[…][…]−1.4%2.3%$51M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: CPSJ 2024 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Calamos S&P 500 Structured Alt Protection ETF – July · $51M[…]

CPSJ

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested

CPSJMeasureSCHB

+4.1%Year to dateJan 1 → Nov 3+11.6%

+4.8%1 yearTotal return+11.7%

[…]3 years · per year$10,000 became […] · $18,993+23.8%

[…]5 years · per year$10,000 became […] · $16,894+11.1%

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

0.00%Trailing 12-mo yield$0 · $106 a year on $10k1.06%

−1.4%Worst dropSmaller is better−8.9%

2.3%VolatilityLower is calmer13.1%

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

2–4SCHB wins

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

More Ways to See the Pairs

CPSJ vs SCHB: Top 5 Holdings

Today

CPSJ

[…]in top 5

SCHB

in top 524.2%

CPSJStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

CPSJ vs SCHB Returns, Every Period

CalamosCPSJ

+4.8%

past year

SCHBSchwab

+11.7%

past year

CPSJSCHBFaded: behind in that period

0–2SCHB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CPSJ vs SCHB

YTD

CalamosCPSJ

+4.1%

SCHBSchwab

+11.6%

+4.1%Year to date+11.6%

−1.4%Worst drop · 1Y−8.9%

2.3%Volatility · 1Y13.1%

0.0%Yield1.1%

$50.5MAssets$44.0B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPSJ, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CPSJ0.69%$69

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CPSJ, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

CPSJ0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

CPSJ$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CPSJ, SCHB

Today

[…]holdings […]

CPSJSCHB

CPSJ—[…]

SCHB[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

CPSJWorst drop−1.4%2.3% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBCPSJ

+11.6%Year to date+4.1%

1.1%Yield0.0%

+11.7%Past year+4.8%

0.03%Fee0.69%

4–0SCHB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026