CPSU vs SCHD5YCPSUCPSUAvsBSCHDSCHDCalamos S&P 500 Structured Alt Protection ETF – June · $29MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,257+19.9%[…]5 years · per year[…] · $16,429+10.4%Cost and income0.69%Expense ratio$69 · $6 on $10k · lower wins0.06%0.00%12-mo yield$0 · $293 on $10k2.93%
Overlap: CPSU, SCHD, IWFToday3.6%most shared, SCHD and IWFCPSUSCHDIWFCPSU—[…][…]SCHD[…]—3.6%IWF[…]3.6%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
CPSU vs SCHD5YACPSUCalamos S&P 500 Structured Alt Protection ETF – June[…]vsSCHDBSchwab U.S. Dividend Equity$16,429MeasureCPSUSCHDFee0.69%0.06%Cost on $10k a year$69$6Yield0.00%2.93%5 years, per year[…]+10.4%3 years, per year[…]+19.9%Worst drop · 1Y−1.1%−6.9%Volatility · 1Y2.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9B3ACPSUCalamos S&P 500 Structured Alt Protection ETF – JuneReadDesk0.69%0.00%0.0%+3.4%+4.2%newnew−1.1%$29MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9B3ACPSUCalamos S&P 500 Structured Alt Protection ETF – JuneReadDesk0.69%0.00%0.0%+3.4%+4.2%newnew−1.1%$29MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: CPSU, SCHD, IWFToday3.6%most shared, SCHD and IWFCPSUSCHDIWFCPSU—[…][…]SCHD[…]—3.6%IWF[…]3.6%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287IWF$37 − $18 = $19CPSU$0 − $69 = −$69KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee