Compare · 3 funds side by side · dividends reinvested

CPSY, SCHD and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

CPSY, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.5

Calamos S&P 500 Structured Alt Protection ETF – JanuaryUS Stock Styles · Large cap0.69%0.00%+4.4%+5.7%[…][…]−1.3%2.2%$29M2.0

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: CPSY 2025 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos S&P 500 Structured Alt Protection ETF – January · $29M[…]

CPSY

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested

CPSYMeasure

More Ways to See the Pairs

CPSY vs SCHD: Top 5 Holdings

Today

CPSY

[…]in top 5

SCHD

in top 521.4%

CPSYStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: CPSY, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

CPSY0.69%$69

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

Yields: CPSY, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SCHD

+4.4%Year to dateJan 1 → Nov 10+33.8%

+5.7%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $294 a year on $10k2.94%

−1.3%Worst dropSmaller is better−6.9%

2.2%VolatilityLower is calmer11.8%

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

2–4SCHD 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

CPSY vs SCHD Returns, Every Period

1Y

CalamosCPSY

+5.7%

past year

SCHDSchwab

+38.8%

past year

CPSYSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: CPSY vs SCHD

YTD

CalamosCPSY

+4.4%

SCHDSchwab

+33.8%

+4.4%Year to date+33.8%

−1.3%Worst drop · 1Y−6.9%

2.2%Volatility · 1Y11.8%

0.0%Yield2.9%

$29.3MAssets$122B

2–2level

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

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

VUG0.41%$41

CPSY0.00%$0

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

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VUG$41 − $3 = $38

CPSY$0 − $69 = −$69

KeptFee

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

Overlap: CPSY, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

CPSYSCHDVUG

CPSY—[…][…]

SCHD[…]—0.8%

VUG[…]0.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

CPSYWorst drop−1.3%2.2% vol

SCHDWorst drop−6.9%11.8% 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

SCHDCPSY

+33.8%Year to date+4.4%

2.9%Yield0.0%

+38.8%Past year+5.7%

0.06%Fee0.69%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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CPSY, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three