CPSM vs IWB

ACPSM

BIWB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,772IWB · IWF $15,697

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

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

Held in common[…]CPSM and IWB

Calamos S&P 500 Structured Alt Protection ETF – May · $59MiShares Russell 1000 ETF · $48.3B

[…]3 years · per year[…] · $17,870+21.3%

[…]5 years · per year[…] · $16,772+10.9%

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

0.00%12-mo yield$0 · $92 on $10k0.92%

Cards for this view

CPSM

Calamos S&P 500 Structured Alt Protection ETF – May

[…]

IWB

iShares Russell 1000

$16,772

MeasureCPSMIWB

Fee0.69%0.15%

Cost on $10k a year$69$15

Yield0.00%0.92%

5 years, per year[…]+10.9%

3 years, per year[…]+21.3%

Worst drop · 1Y−0.8%−8.9%

Volatility · 1Y2.0%

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
3	ACPSM	Calamos S&P 500 Structured Alt Protection ETF – MayRead Desk	0.69%	0.00%	−0.1%	+3.7%	+4.4%	new	new	−0.8%	$59M

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
3	ACPSM	Calamos S&P 500 Structured Alt Protection ETF – MayRead Desk	0.69%	0.00%	−0.1%	+3.7%	+4.4%	new	new	−0.8%	$59M

Loading…