CPSO vs SCHD

ACPSO

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,557VUG · SCHD $16,418

Lowest cost0.03%VUG · $3 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−1.5%CPSO · worst fall in 1Y

Held in common[…]CPSO and SCHD

Calamos S&P 500 Structured Alt Protection ETF – October · $34MSchwab 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

CPSO

Calamos S&P 500 Structured Alt Protection ETF – October

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureCPSOSCHD

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−1.5%−6.9%

Volatility · 1Y2.5%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	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
3	ACPSO	Calamos S&P 500 Structured Alt Protection ETF – OctoberRead Desk	0.69%	0.00%	+0.2%	+5.0%	+5.7%	new	new	−1.5%	$34M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	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
3	ACPSO	Calamos S&P 500 Structured Alt Protection ETF – OctoberRead Desk	0.69%	0.00%	+0.2%	+5.0%	+5.7%	new	new	−1.5%	$34M

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