Compare · 3 funds side by side · dividends reinvested

CPST, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,693DIA · best of the three

02 / 04

CPST, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$45.9B1.4

Calamos S&P 500 Structured Alt Protection ETF - SeptemberUS Stock Styles · Large cap0.69%0.00%+3.6%+4.2%[…][…]−1.4%2.4%$41M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: CPST 2024 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calamos S&P 500 Structured Alt Protection ETF - September · $41M[…]

CPST

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,693

$10,000 five years ago, dividends reinvested

CPSTMeasureDIA

+3.6%Year to dateJan 1 → Nov 5+8.2%

+4.2%1 yearTotal return+10.8%

[…]3 years · per year$10,000 became […] · $16,322+17.7%

[…]5 years · per year$10,000 became […] · $15,693+9.4%

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

0.00%Trailing 12-mo yield$0 · $140 a year on $10k1.40%

−1.4%Worst dropSmaller is better−9.8%

2.4%VolatilityLower is calmer13.4%

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

2–4DIA wins

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

More Ways to See the Pairs

CPST vs DIA: Top 5 Holdings

Today

CPST

[…]in top 5

DIA

in top 533.3%

CPSTStockDIA

not top 5GS10.3%

not top 5CAT6.6%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CPST vs DIA Returns, Every Period

CalamosCPST

+4.2%

past year

DIASPDR

+10.8%

past year

CPSTDIAFaded: behind in that period

0–2DIA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CPST vs DIA

YTD

CalamosCPST

+3.6%

DIASPDR

+8.2%

+3.6%Year to date+8.2%

−1.4%Worst drop · 1Y−9.8%

2.4%Volatility · 1Y13.4%

0.0%Yield1.4%

$40.8MAssets$45.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPST, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

CPST0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CPST, DIA, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

IWF0.39%$39

CPST0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IWF$39 − $18 = $21

CPST$0 − $69 = −$69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CPST, DIA, IWF

Today

21.6%most shared, DIA and IWF

CPSTDIAIWF

CPST—[…][…]

DIA[…]—21.6%

IWF[…]21.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.8%DIA, at 13.4% volatility

CPSTWorst drop−1.4%2.4% vol

DIAWorst drop−9.8%13.4% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DIACPST

+8.2%Year to date+3.6%

1.4%Yield0.0%

+10.8%Past year+4.2%

0.16%Fee0.69%

4–0DIA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026