CPSM vs DCOR

ACPSM

BDCOR

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,892IWF

Lowest cost0.17%DCOR · $17 on $10k

Most income0.91%DCOR · $91 on $10k

Smallest drop−0.8%CPSM · worst fall in 1Y

Held in common[…]CPSM and DCOR

CPSM

DCOR

Calamos S&P 500 Structured Alt Protection ETF – May · $59MU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

[…]3 years · per year[…] · $17,978+21.6%

[…]5 years · per year[…]

0.69%Expense ratio$69 · $17 on $10k · lower wins0.17%

0.00%12-mo yield$0 · $91 on $10k0.91%

−0.8%Worst dropSmaller wins−8.3%

2.0%VolatilityLower wins13.0%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCPSM · DCOR

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	ACPSM	Calamos S&P 500 Structured Alt Protection ETF – MayRead Desk	0.69%	0.00%	+0.5%	+3.6%	+4.7%	new	new	−0.8%	$59M
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	+2.4%	+14.1%	+17.3%	+21.6%	new	−8.3%	$43.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	ACPSM	Calamos S&P 500 Structured Alt Protection ETF – MayRead Desk	0.69%	0.00%	+0.5%	+3.6%	+4.7%	new	new	−0.8%	$59M
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	+2.4%	+14.1%	+17.3%	+21.6%	new	−8.3%	$43.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CPSM vs DCOR

CPSM

Calamos S&P 500 Structured Alt Protection ETF – May

[…]

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureCPSMDCOR

Fee0.69%0.17%

Cost on $10k a year$69$17

Yield0.00%0.91%

5 years, per year[…][…]

3 years, per year[…]+21.6%

Worst drop · 1Y−0.8%−8.3%

Volatility · 1Y2.0%13.0%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CPSM, DCOR, IWF

Today

42.8%most shared, DCOR and IWF

CPSMDCORIWF

CPSM—[…][…]

DCOR[…]—42.8%

IWF[…]42.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

IWF$38 − $18 = $20

CPSM$0 − $69 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee