CPSL 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

MetricCPSLVOOWinner
Expense Ratio0.79%0.03%
AUM$124M$979.0B
Dividend Yield0.00%1.09%
Holdings14509
YTD Return+3.53%+13.44%
1Y Return+6.27%+22.62%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.27%
Volatility (annualized)2.4%14.1%
Max Drawdown-3.7%-34.3%
Fund FamilyCalamos InvestmentsVanguard (US)
CategoryEquityEquity
InceptionSep 9, 2024Sep 7, 2010

CPSL vs VOO Performance

Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) is a ETF from Calamos Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CPSL returned +6.27% while VOO returned +22.62%. Year to date, CPSL is up 3.53% versus a gain of 13.44% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.4% for CPSL. 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 -3.7% for CPSL 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

CPSL charges 0.79% per year while VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, CPSL currently yields 0.00% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

CPSL and VOO share 0 holdings out of 517 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, CPSL or VOO?

CPSL has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, CPSL or VOO?

Over the past year CPSL returned +6.27% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), CPSL annualized +6.56% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, CPSL or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 2.4% for CPSL. Worst drawdown: CPSL -3.7% vs VOO -34.3%.

Should I hold both CPSL and VOO?

CPSL and VOO have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between CPSL and VOO?

CPSL and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 517 unique securities.

Which pays a higher dividend, CPSL or VOO?

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

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.