Compare · 2 funds side by side · dividends reinvested

CPSL and IVV

CPSLCalamos×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,747IVV · best of the two

02 / 04

CPSL and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.6%+11.9%+24.1%+12.2%−8.9%12.8%$872B1.3

Calamos ETF Trust - Laddered S&P 500 Structured Alt Protection ETFLow-Cost Core · S&P 5000.10%0.00%+4.5%+5.3%[…][…]−1.2%2.3%$163M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CPSL 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calamos ETF Trust - Laddered S&P 500 Structured Alt Protection ETF · $163M[…]

CPSL

IVV

iShares Core S&P 500 ETF · $872B$17,747

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CPSLMeasureIVV

+4.5%Year to dateJan 1 → Nov 3+11.6%

+5.3%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,093+24.1%

[…]5 years · per year$10,000 became […] · $17,747+12.2%

0.10%Expense ratio$10 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $111 a year on $10k1.11%

−1.2%Worst dropSmaller is better−8.9%

2.3%VolatilityLower is calmer12.8%

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

2–4IVV wins

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

More Ways to See the Pairs

CPSL vs IVV: Top 5 Holdings

Today

CPSL

41.8%in top 5

IVV

in top 527.3%

CPSLStockIVV

8.4%CPSNnot top 5

8.4%CPSDnot top 5

8.4%CPSOnot top 5

8.3%CPSYnot top 5

8.3%CPSFnot top 5

not top 5AAPL7.7%

not top 5NVDA7.6%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

CPSL vs IVV Returns, Every Period

CalamosCPSL

+5.3%

past year

IVViShares

+11.9%

past year

CPSLIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CPSL vs IVV

YTD

CalamosCPSL

+4.5%

IVViShares

+11.6%

+4.5%Year to date+11.6%

−1.2%Worst drop · 1Y−8.9%

2.3%Volatility · 1Y12.8%

0.0%Yield1.1%

$163MAssets$872B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPSL, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CPSL0.10%$10

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CPSL, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

CPSL0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

CPSL$0 − $10 = −$10

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CPSL, IVV

Today

0.0%most shared, CPSL and IVV

CPSLIVV

CPSL—0.0%

IVV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%IVV, at 12.8% volatility

CPSLWorst drop−1.2%2.3% vol

IVVWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IVVCPSL

+11.6%Year to date+4.5%

1.1%Yield0.0%

+11.9%Past year+5.3%

0.03%Fee0.10%

4–0IVV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026