Compare · 2 funds side by side · dividends reinvested

CPSM and DIA

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375DIA · best of the two

02 / 04

CPSM and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$45.1B1.3

Calamos S&P 500 Structured Alt Protection ETF – MayUS Stock Styles · Large cap0.69%0.00%+3.8%+4.8%[…][…]−0.5%1.8%$59M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: CPSM 2024 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

Calamos S&P 500 Structured Alt Protection ETF – May · $59M[…]

CPSM

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$16,375

$10,000 five years ago, dividends reinvested

CPSMMeasureDIA

+3.8%Year to dateJan 1 → Nov 4+12.2%

+4.8%1 yearTotal return+14.2%

[…]3 years · per year$10,000 became […] · $16,984+19.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.69%Expense ratio$69 · $16 a year on $10k · lower is better0.16%

0.00%Trailing 12-mo yield$0 · $135 a year on $10k1.35%

−0.5%Worst dropSmaller is better−9.8%

1.8%VolatilityLower is calmer12.9%

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

2–4DIA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPSM vs DIA: Top 5 Holdings

Today

CPSM

[…]in top 5

DIA

in top 533.5%

CPSMStockDIA

not top 5GS10.3%

not top 5CAT7.2%

not top 5MSFT6.0%

not top 5AMGN5.3%

not top 5V4.8%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CPSM vs DIA Returns, Every Period

CalamosCPSM

+4.8%

past year

DIASPDR

+14.2%

past year

CPSMDIAFaded: behind in that period

0–2DIA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CPSM vs DIA

YTD

CalamosCPSM

+3.8%

DIASPDR

+12.2%

+3.8%Year to date+12.2%

−0.5%Worst drop · 1Y−9.8%

1.8%Volatility · 1Y12.9%

0.0%Yield1.3%

$58.7MAssets$45.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPSM, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

CPSM0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CPSM, DIA

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

CPSM0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

CPSM$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CPSM, DIA

Today

[…]holdings […]

CPSMDIA

CPSM—[…]

DIA[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.2%DIA, at 12.9% volatility

CPSMWorst drop−0.5%1.8% vol

DIAWorst drop−9.8%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIACPSM

+12.2%Year to date+3.8%

1.3%Yield0.0%

+14.2%Past year+4.8%

0.16%Fee0.69%

4–0DIA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026