CPSJ vs SCHB

ACPSJ

BSCHB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,600SCHB · VUG $16,394

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

Smallest drop−1.4%CPSJ · worst fall in 1Y

Held in common[…]CPSJ and SCHB

Calamos S&P 500 Structured Alt Protection ETF – July · $51MSchwab U.S. Broad Market ETF · $44.1B

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

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

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

0.00%12-mo yield$0 · $106 on $10k1.06%

Cards for this view

CPSJ

Calamos S&P 500 Structured Alt Protection ETF – July

[…]

SCHB

Schwab U.S. Broad Market

$16,600

MeasureCPSJSCHB

Fee0.69%0.03%

Cost on $10k a year$69$3

Yield0.00%1.06%

5 years, per year[…]+10.7%

3 years, per year[…]+21.2%

Worst drop · 1Y−1.4%−8.9%

Volatility · 1Y2.5%

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.2%	+11.1%	+13.1%	+21.2%	+10.7%	−8.9%	$44.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	ACPSJ	Calamos S&P 500 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	−0.2%	+3.9%	+5.0%	new	new	−1.4%	$51M

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.2%	+11.1%	+13.1%	+21.2%	+10.7%	−8.9%	$44.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	ACPSJ	Calamos S&P 500 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	−0.2%	+3.9%	+5.0%	new	new	−1.4%	$51M

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