Compare · 3 funds side by side · dividends reinvested

CPSF, SPYM and IVV

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,429SPYM · best of the three

Story of the three · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

CPSF, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B2.0

Calamos S&P 500 Structured Alt Protection ETF – FebruaryUS Stock Styles · Large cap0.69%0.00%+4.3%+5.7%[…][…]−1.3%2.3%$37M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CPSF 2025 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos S&P 500 Structured Alt Protection ETF – February · $37M[…]

CPSF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

$10,000 five years ago, dividends reinvested

CPSFMeasure

More Ways to See the Pairs

CPSF vs SPYM: Top 5 Holdings

Today

CPSF

[…]in top 5

SPYM

in top 527.3%

CPSFStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: CPSF, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

CPSF0.69%$69

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: CPSF, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM

+4.3%Year to dateJan 1 → Nov 10+10.9%

+5.7%1 yearTotal return+13.1%

[…]3 years · per year$10,000 became […] · $17,936+21.5%

[…]5 years · per year$10,000 became […] · $17,429+11.8%

0.69%Expense ratio$69 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

−1.3%Worst dropSmaller is better−8.9%

2.3%VolatilityLower is calmer13.7%

CPSFSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4SPYM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

CPSF vs SPYM Returns, Every Period

1Y

CalamosCPSF

+5.7%

past year

SPYMSPDR

+13.1%

past year

CPSFSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CPSF vs IVV

YTD

CalamosCPSF

+4.3%

IVViShares

+10.9%

+4.3%Year to date+10.9%

−1.3%Worst drop · 1Y−8.9%

2.3%Volatility · 1Y13.8%

0.0%Yield1.1%

$36.5MAssets$875B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPYM1.03%$103

CPSF0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

CPSF$0 − $69 = −$69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CPSF, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

CPSFSPYMIVV

CPSF—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.1%SPYM, at 13.7% volatility

CPSFWorst drop−1.3%2.3% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPYM

+10.9%Year to date+10.9%

1.1%Yield1.0%

+13.0%Past year+13.1%

0.03%Fee0.02%

2–1SPYM wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Loading…

CPSF, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three