Compare · 3 funds side by side · dividends reinvested

CVRT, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

CVRT, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

Calamos Convertible Equity Alternative ETFUnsorted0.69%1.82%+11.2%+12.7%+23.0%[…]−24.7%25.0%$35M2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: CVRT 2023 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Convertible Equity Alternative ETF · $35M[…]

CVRT

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

CVRTMeasureSPY

+11.2%Year to dateJan 1 → Nov 9+11.2%

+12.7%1 yearTotal return+13.5%

+23.0%3 years · per year$10,000 became $18,620 · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.69%Expense ratio$69 · $9 a year on $10k · lower is better0.09%

1.82%Trailing 12-mo yield$182 · $101 a year on $10k1.01%

−24.7%Worst dropSmaller is better−8.9%

25.0%VolatilityLower is calmer13.7%

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

2–4SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVRT vs SPY: Top 5 Holdings

Today

CVRT

19.5%in top 5

SPY

in top 527.8%

CVRTStockSPY

9.8%GOOGL2.6%

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.7%METAnot top 5

3.1%SMCInot top 5

1.5%DUKnot top 5

1.5%BTSGnot top 5

Held in common5.0%

End-of-day Nov 9, 2026 · share of each fund

CVRT vs SPY Returns, Every Period

CalamosCVRT

+12.7%

past year

SPYSPDR

+13.5%

past year

CVRTSPYFaded: behind in that period

1–1Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CVRT vs VOO

YTD

CalamosCVRT

+11.2%

VOOVanguard

+11.3%

+11.2%Year to date+11.3%

−24.7%Worst drop · 1Y−8.9%

25.0%Volatility · 1Y13.7%

1.8%Yield1.1%

$34.8MAssets$1.00T

3–1VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVRT, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

CVRT0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CVRT, SPY, VOO

1.82%highest, CVRT

FundTrailing yieldYield$10k

CVRT1.82%$182

VOO1.07%$107

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$113most kept, CVRT

CVRT$182 − $69 = $113

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CVRT, SPY, VOO

Today

92.7%most shared, SPY and VOO

CVRTSPYVOO

CVRT—5.0%5.8%

SPY5.0%—92.7%

VOO5.8%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

CVRTWorst drop−24.7%25.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CVRTVOO

+11.2%Year to date+11.3%

1.8%Yield1.1%

+12.7%Past year+13.6%

0.69%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026