Compare · 3 funds side by side · dividends reinvested

CPSL, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

CPSL, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

Calamos ETF Trust - Laddered S&P 500 Structured Alt Protection ETFLow-Cost Core · S&P 5000.10%0.00%+3.8%+4.6%[…][…]−1.2%2.5%$165M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: CPSL 2024 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Calamos ETF Trust - Laddered S&P 500 Structured Alt Protection ETF · $165M[…]

CPSL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CPSLMeasureSCHD

+3.8%Year to dateJan 1 → Nov 6+31.4%

+4.6%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.10%Expense ratio$10 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $300 a year on $10k3.00%

−1.2%Worst dropSmaller is better−6.9%

2.5%VolatilityLower is calmer11.7%

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

2–4SCHD wins

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

More Ways to See the Pairs

CPSL vs SCHD: Top 5 Holdings

Today

CPSL

41.8%in top 5

SCHD

in top 521.4%

CPSLStockSCHD

8.4%CPSNnot top 5

8.4%CPSDnot top 5

8.3%CPSOnot top 5

8.3%CPSYnot top 5

8.3%CPSPnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

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

CPSL vs SCHD Returns, Every Period

CalamosCPSL

+4.6%

past year

SCHDSchwab

+37.0%

past year

CPSLSCHDFaded: behind in that period

0–2SCHD wins

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

Core vs Income: CPSL vs SCHD

YTD

CalamosCPSL

+3.8%

SCHDSchwab

+31.4%

+3.8%Year to date+31.4%

−1.2%Worst drop · 1Y−6.9%

2.5%Volatility · 1Y11.7%

0.0%Yield3.0%

$165MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: CPSL, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

CPSL0.10%$10

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

Yields: CPSL, SCHD, VOO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VOO1.10%$110

CPSL0.00%$0

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VOO$110 − $3 = $107

CPSL$0 − $10 = −$10

KeptFee

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

Overlap: CPSL, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

CPSLSCHDVOO

CPSL—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

CPSLWorst drop−1.2%2.5% vol

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

SCHDVOO

+31.4%Year to date+8.7%

3.0%Yield1.1%

+37.0%Past year+9.8%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026