CTAG vs SCHD

ACTAG

BSCHD

Measures won0–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IWF $15,505

Lowest cost0.06%SCHD · $6 on $10k

Most income2.92%SCHD · $292 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%CTAG and SCHD

Calamos Timpani Active SMID Growth ETF · $41MSchwab U.S. Dividend Equity ETF · $124B

[…]3 years · per year[…] · $17,374+20.2%

[…]5 years · per year[…] · $16,418+10.4%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $292 on $10k2.92%

Cards for this view

CTAG

Calamos Timpani Active SMID Growth

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureCTAGSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield0.00%2.92%

5 years, per year[…]+10.4%

3 years, per year[…]+20.2%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	ACTAG	Calamos Timpani Active SMID Growth ETFRead Desk	0.79%	0.00%	−0.6%	new	new	new	new	[…]	$41M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	ACTAG	Calamos Timpani Active SMID Growth ETFRead Desk	0.79%	0.00%	−0.6%	new	new	new	new	[…]	$41M

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