CPSU vs SCHB

ACPSU

BSCHB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,545SCHB · VUG $16,326

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

Smallest drop−1.1%CPSU · worst fall in 1Y

Held in common[…]CPSU and SCHB

Calamos S&P 500 Structured Alt Protection ETF – June · $29MSchwab U.S. Broad Market ETF · $44.1B

[…]3 years · per year[…] · $17,887+21.4%

[…]5 years · per year[…] · $16,545+10.6%

0.69%Expense ratio$69 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $106 on $10k1.06%

Cards for this view

CPSU

Calamos S&P 500 Structured Alt Protection ETF – June

[…]

SCHB

Schwab U.S. Broad Market

$16,545

MeasureCPSUSCHB

Fee0.69%0.03%

Cost on $10k a year$69$3

Yield0.00%1.06%

5 years, per year[…]+10.6%

3 years, per year[…]+21.4%

Worst drop · 1Y−1.1%−8.9%

Volatility · 1Y2.6%

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.4%	+11.9%	+12.0%	+21.4%	+10.6%	−8.9%	$44.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ACPSU	Calamos S&P 500 Structured Alt Protection ETF – JuneRead Desk	0.69%	0.00%	0.0%	+3.4%	+4.2%	new	new	−1.1%	$29M

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.4%	+11.9%	+12.0%	+21.4%	+10.6%	−8.9%	$44.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ACPSU	Calamos S&P 500 Structured Alt Protection ETF – JuneRead Desk	0.69%	0.00%	0.0%	+3.4%	+4.2%	new	new	−1.1%	$29M

Loading…