CPSJ vs SCHD

ACPSJ

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IWF $15,927

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common[…]CPSJ and SCHD

Calamos S&P 500 Structured Alt Protection ETF – July · $51MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.69%Expense ratio$69 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $293 on $10k2.93%

Cards for this view

CPSJ

Calamos S&P 500 Structured Alt Protection ETF – July

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureCPSJSCHD

Fee0.69%0.06%

Cost on $10k a year$69$6

Yield0.00%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−1.4%−6.9%

Volatility · 1Y2.5%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$119.2B
3	ACPSJ	Calamos S&P 500 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	+0.4%	+4.3%	+5.1%	new	new	−1.4%	$51M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$119.2B
3	ACPSJ	Calamos S&P 500 Structured Alt Protection ETF – JulyRead Desk	0.69%	0.00%	+0.4%	+4.3%	+5.1%	new	new	−1.4%	$51M

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