CPSA vs SCHB

ACPSA

BSCHB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,686SCHB · VUG $16,557

Lowest cost0.03%SCHB · $3 on $10k

Most income1.05%SCHB · $105 on $10k

Smallest drop−1.5%CPSA · worst fall in 1Y

Held in common[…]CPSA and SCHB

Calamos S&P 500 Structured Alt Protection ETF – August · $50MSchwab U.S. Broad Market ETF · $44.1B

[…]3 years · per year[…] · $18,033+21.7%

[…]5 years · per year[…] · $16,686+10.8%

0.69%Expense ratio$69 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $105 on $10k1.05%

Cards for this view

CPSA

Calamos S&P 500 Structured Alt Protection ETF – August

[…]

SCHB

Schwab U.S. Broad Market

$16,686

MeasureCPSASCHB

Fee0.69%0.03%

Cost on $10k a year$69$3

Yield0.00%1.05%

5 years, per year[…]+10.8%

3 years, per year[…]+21.7%

Worst drop · 1Y−1.5%−8.9%

Volatility · 1Y2.4%

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.05%	+1.2%	+12.4%	+12.8%	+21.7%	+10.8%	−8.9%	$44.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ACPSA	Calamos S&P 500 Structured Alt Protection ETF – AugustRead Desk	0.69%	0.00%	+0.2%	+4.7%	+5.3%	new	new	−1.5%	$50M

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.05%	+1.2%	+12.4%	+12.8%	+21.7%	+10.8%	−8.9%	$44.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ACPSA	Calamos S&P 500 Structured Alt Protection ETF – AugustRead Desk	0.69%	0.00%	+0.2%	+4.7%	+5.3%	new	new	−1.5%	$50M

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