CPSF vs IWB

ACPSF

BIWB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,090IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

Smallest drop−1.3%CPSF · worst fall in 1Y

Held in common[…]CPSF and IWB

CPSF

IWB

Calamos S&P 500 Structured Alt Protection ETF – February · $37MiShares Russell 1000 ETF · $47.8B

[…]3 years · per year[…] · $18,957+23.8%

[…]5 years · per year[…] · $17,090+11.3%

0.69%Expense ratio$69 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $92 on $10k0.92%

−1.3%Worst dropSmaller wins−8.9%

2.1%VolatilityLower wins12.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCPSF · IWB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	ACPSF	Calamos S&P 500 Structured Alt Protection ETF – FebruaryRead Desk		0.69%	0.00%	+0.1%	+4.3%	+5.6%	new	new	−1.3%	$37M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	ACPSF	Calamos S&P 500 Structured Alt Protection ETF – FebruaryRead Desk		0.69%	0.00%	+0.1%	+4.3%	+5.6%	new	new	−1.3%	$37M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CPSF vs IWB

CPSF

Calamos S&P 500 Structured Alt Protection ETF – February

[…]

IWB

iShares Russell 1000

$17,090

MeasureCPSFIWB

Fee0.69%0.15%

Cost on $10k a year$69$15

Yield0.00%0.92%

5 years, per year[…]+11.3%

3 years, per year[…]+23.8%

Worst drop · 1Y−1.3%−8.9%

Volatility · 1Y2.1%12.8%

2–2measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CPSF, IWB

Today

[…]holdings […]

CPSFIWB

CPSF—[…]

IWB[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

CPSF$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee