Compare · 2 funds side by side · dividends reinvested

CVRT and SCHD

CVRTCalamos×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

CVRT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1

Calamos Convertible Equity Alternative ETFUnsorted0.69%1.80%+12.7%+11.3%+24.9%[…]−21.6%24.8%$36M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: CVRT 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Convertible Equity Alternative ETF · $36M[…]

CVRT

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

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

CVRTMeasureSCHD

+12.7%Year to dateJan 1 → Nov 4+35.3%

+11.3%1 yearTotal return+41.6%

+24.9%3 years · per year$10,000 became $19,499 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

1.80%Trailing 12-mo yield$180 · $291 a year on $10k2.91%

−21.6%Worst dropSmaller is better−6.9%

24.8%VolatilityLower is calmer11.5%

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

1–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVRT vs SCHD: Top 5 Holdings

Today

CVRT

19.0%in top 5

SCHD

in top 521.6%

CVRTStockSCHD

9.2%GOOGLnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.6%METAnot top 5

3.2%SMCInot top 5

1.5%MCHPnot top 5

1.4%BTSGnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CVRT vs SCHD Returns, Every Period

CalamosCVRT

+11.3%

past year

SCHDSchwab

+41.6%

past year

CVRTSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: CVRT vs SCHD

YTD

CalamosCVRT

+12.7%

SCHDSchwab

+35.3%

+12.7%Year to date+35.3%

−21.6%Worst drop · 1Y−6.9%

24.8%Volatility · 1Y11.5%

1.8%Yield2.9%

$35.9MAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVRT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CVRT0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CVRT, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

CVRT1.80%$180

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CVRT$180 − $69 = $111

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CVRT, SCHD

Today

0.0%most shared, CVRT and SCHD

CVRTSCHD

CVRT—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

CVRTWorst drop−21.6%24.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCVRT

+35.3%Year to date+12.7%

2.9%Yield1.8%

+41.6%Past year+11.3%

0.06%Fee0.69%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026