Compare · 3 funds side by side · dividends reinvested

CPSM, VO and VUG

CPSMCalamos×VOVanguard×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

CPSM, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.0

Calamos S&P 500 Structured Alt Protection ETF – MayUS Stock Styles · Large cap0.69%0.00%+3.8%+4.5%[…][…]−0.8%2.0%$59M2.2

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

End-of-day Nov 11, 2026 · returns include dividends · since: CPSM 2024 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CPSM

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

$10,000 five years ago, dividends reinvested

CPSMMeasureVO

More Ways to See the Pairs

CPSM vs VO: Top 5 Holdings

Today

CPSM

[…]in top 5

VO

in top 55.3%

CPSMStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Cost, Income and Risk

Fees: CPSM, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

CPSM0.69%$69

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CPSM, VO, VUG

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+3.8%Year to dateJan 1 → Nov 11+15.0%

+4.5%1 yearTotal return+15.0%

[…]3 years · per year$10,000 became […] · $16,782+18.8%

[…]5 years · per year$10,000 became […] · $13,944+6.9%

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

0.00%Trailing 12-mo yield$0 · $133 a year on $10k1.33%

−0.8%Worst dropSmaller is better−8.2%

2.0%VolatilityLower is calmer13.1%

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

2–4VO wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

CPSM vs VO Returns, Every Period

1Y

CalamosCPSM

+4.5%

past year

VOVanguard

+15.0%

past year

CPSMVOFaded: behind in that period

0–2VO wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CPSM vs VO

YTD

CalamosCPSM

+3.8%

VOVanguard

+15.0%

+3.8%Year to date+15.0%

−0.8%Worst drop · 1Y−8.2%

2.0%Volatility · 1Y13.1%

0.0%Yield1.3%

$58.7MAssets$103B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

VUG0.41%$41

CPSM0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

VUG$41 − $3 = $38

CPSM$0 − $69 = −$69

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CPSM, VO, VUG

Today

10.2%most shared, VO and VUG

CPSMVOVUG

CPSM—[…][…]

VO[…]—10.2%

VUG[…]10.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.0%VO, at 13.1% volatility

CPSMWorst drop−0.8%2.0% vol

VOWorst drop−8.2%13.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VOVUG

+15.0%Year to date+5.1%

1.3%Yield0.4%

+15.0%Past year+3.6%

0.03%Fee0.03%

3–0VO wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CPSM, VO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three