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

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

IVV

CPSL

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

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

IVVMeasureCPSL

+11.6%Year to dateJan 1 → Nov 3+4.5%

+11.9%1 yearTotal return+5.3%

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

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

0.03%Expense ratio$3 · $10 a year on $10k · lower is better0.10%

1.11%Trailing 12-mo yield$111 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−1.2%

12.8%VolatilityLower is calmer2.3%

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

4–2IVV wins

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

More Ways to See the Pairs

IVV vs CPSL: Top 5 Holdings

Today

IVV

27.3%in top 5

CPSL

in top 541.8%

IVVStockCPSL

not top 5CPSN8.4%

not top 5CPSD8.4%

not top 5CPSO8.4%

not top 5CPSY8.3%

not top 5CPSF8.3%

7.7%AAPLnot top 5

7.6%NVDAnot top 5

5.9%MSFTnot top 5

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common0.0%

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

IVV vs CPSL Returns, Every Period

iSharesIVV

+11.9%

past year

CPSLCalamos

+5.3%

past year

IVVCPSLFaded: behind in that period

2–0IVV wins

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

IVV vs CPSL

YTD

iSharesIVV

+11.6%

CPSLCalamos

+4.5%

+11.6%Year to date+4.5%

−8.9%Worst drop · 1Y−1.2%

12.8%Volatility · 1Y2.3%

1.1%Yield0.0%

$872BAssets$163M

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