CPSD vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricCPSDVOOWinner
Expense Ratio0.69%0.03%
AUM$45M$979.0B
Dividend Yield0.00%1.09%
Holdings5509
YTD Return+3.73%+13.80%
1Y Return+7.73%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)2.9%14.1%
Max Drawdown-3.5%-34.3%
Fund FamilyCalamos InvestmentsVanguard (US)
CategoryAlternativeEquity
InceptionDec 2, 2024Sep 7, 2010

CPSD vs VOO Performance

Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) is a ETF from Calamos Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CPSD returned +7.73% while VOO returned +23.71%. Year to date, CPSD is up 3.73% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.9% for CPSD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -3.5% for CPSD and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CPSD charges 0.69% per year while VOO charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, CPSD currently yields 0.00% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, CPSD or VOO?

CPSD has an expense ratio of 0.69% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, CPSD or VOO?

Over the past year CPSD returned +7.73% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), CPSD annualized +6.75% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, CPSD or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 2.9% for CPSD. Worst drawdown: CPSD -3.5% vs VOO -34.3%.

Should I hold both CPSD and VOO?

CPSD and VOO have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, CPSD or VOO?

CPSD yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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