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Schwab made investors more money ($85.0B) and had more funds that made money (76%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one low-cost core fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · LOW-COST CORE | Calamos | Schwab |
|---|---|---|
| Funds in the category | 1 | 3 |
| Made money (W–L) | 1–0 | 3–0 |
| Win % | 100% | 100% |
| Money made | $8M | $12.0B |
| Typical return | +5.1% | +11.3% |
| Launches · 2026 | 0 | 0 |
| Assets | $163M | $151B |
| Fee per $100 | $0.10 | $0.04 |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.