CAGE vs SCHD
Calamos Autocallable Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CAGE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.06% | |
| AUM | $97M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 1 | 104 | |
| YTD Return | +16.87% | +25.33% | |
| 1Y Return | - | +32.31% | |
| 3Y Return (annualized) | - | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -6.7% | -33.4% | |
| Fund Family | Calamos Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 16, 2026 | Oct 20, 2011 |
CAGE vs SCHD Performance
Calamos Autocallable Growth ETF (CAGE) is a ETF from Calamos Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, CAGE is up 16.87% versus a gain of 25.33% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -6.7% for CAGE and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CAGE charges 0.74% per year while SCHD charges 0.06%. On a $10,000 position that is $74 vs $6 annually, a gap of $68 per year that compounds over a long holding period. On income, CAGE currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
CAGE and SCHD share 0 holdings out of 101 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CAGE or SCHD?
CAGE has an expense ratio of 0.74% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $68 per year of difference.
What is the holdings overlap between CAGE and SCHD?
CAGE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, CAGE or SCHD?
CAGE yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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