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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 us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · US STOCKS | Calamos | Schwab |
|---|---|---|
| Funds in the category | 22 | 6 |
| Made money (W–L) | 20–0 | 6–0 |
| Win % | 100% | 100% |
| Money made | $34M | $18.5B |
| Typical return | +5.4% | +21.1% |
| Launches · 2026 | 1 | 0 |
| Assets | $915M | $120B |
| Fee per $100 | $0.70 | $0.10 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| CAGE | Calamos Autocallable Growth ETF | $182M | — |
| CPSM | Calamos S&P 500 Structured Alt Protection ETF – May | $59M | +4.4% ✓ |
| CPSJ | Calamos S&P 500 Structured Alt Protection ETF – July | $51M | +4.8% ✓ |
| CPSA | Calamos S&P 500 Structured Alt Protection ETF – August | $49M | +5.3% ✓ |
| CPSD | Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - December | $46M | +6.0% ✓ |
| CPNJ | Calamos Nasdaq-100 Structured Alt Protection ETF – June | $44M | +2.5% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | $44.2B | +11.8% ✓ |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $28.5B | +25.2% ✓ |
| SCHA | Schwab U.S. Small-Cap ETF | $22.0B | +19.8% ✓ |
| SCHM | Schwab U.S. Mid-Cap ETF | $14.8B | +21.1% ✓ |
| FNDA | Schwab Fundamental U.S. Small Company Index ETF | $8.9B | +20.4% ✓ |
| FNDB | Schwab Fundamental U.S. Broad Market Index ETF | $1.5B | +24.8% ✓ |
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.