Compare · 3 funds side by side · dividends reinvested

CPSM, VUG and VO

CPSMCalamos×VUGVanguard×VOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

CPSM, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.5

Calamos S&P 500 Structured Alt Protection ETF – MayUS Stock Styles · Large cap0.69%0.00%+3.6%+4.5%[…][…]−0.8%2.0%$59M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: CPSM 2024 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CPSM

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested

CPSMMeasure

More Ways to See the Pairs

CPSM vs VUG: Top 5 Holdings

Today

CPSM

[…]in top 5

VUG

in top 545.2%

CPSMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: CPSM, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

CPSM0.69%$69

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

Yields: CPSM, VUG, VO

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VUG

+3.6%Year to dateJan 1 → Nov 10+3.4%

+4.5%1 yearTotal return+4.2%

[…]3 years · per year$10,000 became […] · $18,230+22.2%

[…]5 years · per year$10,000 became […] · $16,394+10.4%

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

0.00%Trailing 12-mo yield$0 · $41 a year on $10k0.41%

−0.8%Worst dropSmaller is better−15.1%

2.0%VolatilityLower is calmer19.1%

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

4–2CPSM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

CPSM vs VUG Returns, Every Period

1Y

CalamosCPSM

+4.5%

past year

VUGVanguard

+4.2%

past year

CPSMVUGFaded: behind in that period

2–0CPSM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CPSM vs VO

YTD

CalamosCPSM

+3.6%

VOVanguard

+13.6%

+3.6%Year to date+13.6%

−0.8%Worst drop · 1Y−8.2%

2.0%Volatility · 1Y13.0%

0.0%Yield1.4%

$58.7MAssets$103B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

VUG0.41%$41

CPSM0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

VUG$41 − $3 = $38

CPSM$0 − $69 = −$69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CPSM, VUG, VO

Today

10.2%most shared, VUG and VO

CPSMVUGVO

CPSM—[…][…]

VUG[…]—10.2%

VO[…]10.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.4%VO, at 13.0% volatility

CPSMWorst drop−0.8%2.0% vol

VOWorst drop−8.2%13.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOCPSM

+13.6%Year to date+3.6%

1.4%Yield0.0%

+14.4%Past year+4.5%

0.03%Fee0.69%

4–0VO wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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CPSM, VUG and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three