Compare · 3 funds side by side · dividends reinvested

CPSN, SCHB and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,600SCHB · best of the three

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

Story of the three · RiskSmallest drop

CPSN, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.1%+13.1%+21.2%+10.7%−8.9%14.0%$44.1B1.4

Calamos S&P 500 Structured Alt Protection ETF – NovemberUS Stock Styles · Large cap0.69%0.00%+5.3%+6.0%[…][…]−1.6%2.3%$37M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: CPSN 2024 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos S&P 500 Structured Alt Protection ETF – November · $37M[…]

CPSN

SCHB

Schwab U.S. Broad Market ETF · $44.1B$16,600

$10,000 five years ago, dividends reinvested

CPSNMeasure

More Ways to See the Pairs

CPSN vs SCHB: Top 5 Holdings

Today

CPSN

[…]in top 5

SCHB

in top 524.8%

CPSNStockSCHB

not top 5AAPL7.0%

not top 5NVDA6.3%

not top 5MSFT5.5%

not top 5AMZN3.6%

not top 5GOOGL2.3%

Cost, Income and Risk

Fees: CPSN, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

CPSN0.69%$69

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

Yields: CPSN, SCHB, VUG

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SCHB

+5.3%Year to dateJan 1 → Nov 10+11.1%

+6.0%1 yearTotal return+13.1%

[…]3 years · per year$10,000 became […] · $17,818+21.2%

[…]5 years · per year$10,000 became […] · $16,600+10.7%

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%

−1.6%Worst dropSmaller is better−8.9%

2.3%VolatilityLower is calmer14.0%

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

2–4SCHB wins

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

Held in common[…]

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

CPSN vs SCHB Returns, Every Period

1Y

CalamosCPSN

+6.0%

past year

SCHBSchwab

+13.1%

past year

CPSNSCHBFaded: behind in that period

0–2SCHB wins

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

CPSN vs SCHB

YTD

CalamosCPSN

+5.3%

SCHBSchwab

+11.1%

+5.3%Year to date+11.1%

−1.6%Worst drop · 1Y−8.9%

2.3%Volatility · 1Y14.0%

0.0%Yield1.1%

$37.0MAssets$44.1B

2–2level

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

1Y

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

VUG0.41%$41

CPSN0.00%$0

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

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

CPSN$0 − $69 = −$69

KeptFee

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

Overlap: CPSN, SCHB, VUG

Today

50.3%most shared, SCHB and VUG

CPSNSCHBVUG

CPSN—[…][…]

SCHB[…]—50.3%

VUG[…]50.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.1%SCHB, at 14.0% volatility

CPSNWorst drop−1.6%2.3% vol

SCHBWorst drop−8.9%14.0% 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

SCHBCPSN

+11.1%Year to date+5.3%

1.1%Yield0.0%

+13.1%Past year+6.0%

0.03%Fee0.69%

4–0SCHB wins

End-of-day Nov 10, 2026

+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

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CPSN, SCHB and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three