Compare · 2 funds side by side · dividends reinvested

CPSM and SCHB

CPSMCalamos×SCHBSchwab×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,545SCHB · best of the two

Story of the two · IncomeMost incomeSCHB · 1.06% · $106 a year on $10k

Story of the two · RiskSmallest drop

CPSM 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%+11.9%+12.0%+21.4%+10.6%−8.9%14.0%$44.1B1.3

Calamos S&P 500 Structured Alt Protection ETF – MayUS Stock Styles · Large cap0.69%0.00%+3.7%+4.4%[…][…]−0.8%2.0%$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 12, 2026 · returns include dividends · since: CPSM 2024 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CPSM

SCHB

Schwab U.S. Broad Market ETF · $44.1B$16,545

$10,000 five years ago, dividends reinvested

CPSMMeasureSCHB

+3.7%

More Ways to See the Pairs

CPSM vs SCHB: Top 5 Holdings

Today

CPSM

[…]in top 5

SCHB

in top 523.9%

CPSMStockSCHB

not top 5AAPL7.0%

not top 5NVDA5.7%

not top 5MSFT5.3%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Cost, Income and Risk

Fees: CPSM, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CPSM0.69%$69

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: CPSM, SCHB

1Y

1.06%highest, SCHB

FundTrailing yield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+11.9%

+4.4%1 yearTotal return+12.0%

[…]3 years · per year$10,000 became […] · $17,887+21.4%

[…]5 years · per year$10,000 became […] · $16,545+10.6%

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%

−0.8%Worst dropSmaller is better−8.9%

2.0%VolatilityLower is calmer14.0%

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

2–4SCHB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

CPSM vs SCHB Returns, Every Period

1Y

CalamosCPSM

+4.4%

past year

SCHBSchwab

+12.0%

past year

CPSMSCHBFaded: behind in that period

0–2SCHB wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CPSM vs SCHB

YTD

CalamosCPSM

+3.7%

SCHBSchwab

+11.9%

+3.7%Year to date+11.9%

−0.8%Worst drop · 1Y−8.9%

2.0%Volatility · 1Y14.0%

0.0%Yield1.1%

$58.8MAssets$44.1B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHB1.06%$106

CPSM0.00%$0

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

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

CPSM$0 − $69 = −$69

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CPSM, SCHB

Today

[…]holdings […]

CPSMSCHB

CPSM—[…]

SCHB[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.0%SCHB, at 14.0% volatility

CPSMWorst drop−0.8%2.0% vol

SCHBWorst drop−8.9%14.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBCPSM

+11.9%Year to date+3.7%

1.1%Yield0.0%

+12.0%Past year+4.4%

0.03%Fee0.69%

4–0SCHB wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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CPSM and SCHB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two