CPSM vs IWB

ACPSM

BIWB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,904IWB · VUG $16,557

Lowest cost0.03%VUG · $3 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 · $47.6B

[…]3 years · per year[…] · $18,011+21.7%

[…]5 years · per year[…] · $16,904+11.1%

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

$16,904

MeasureCPSMIWB

Fee0.69%0.15%

Cost on $10k a year$69$15

Yield0.00%0.92%

5 years, per year[…]+11.1%

3 years, per year[…]+21.7%

Worst drop · 1Y−0.8%−8.9%

Volatility · 1Y2.0%

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+1.3%	+12.2%	+12.6%	+21.7%	+11.1%	−8.9%	$47.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ACPSM	Calamos S&P 500 Structured Alt Protection ETF – MayRead Desk	0.69%	0.00%	+0.3%	+3.8%	+4.5%	new	new	−0.8%	$59M

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+1.3%	+12.2%	+12.6%	+21.7%	+11.1%	−8.9%	$47.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ACPSM	Calamos S&P 500 Structured Alt Protection ETF – MayRead Desk	0.69%	0.00%	+0.3%	+3.8%	+4.5%	new	new	−0.8%	$59M

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