Compare · 2 funds side by side · dividends reinvested

CVRT and SPYM

CVRTCalamos×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

CVRT and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

Calamos Convertible Equity Alternative ETFUnsorted0.69%1.88%+8.0%+10.2%+22.9%[…]−24.3%25.0%$36M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: CVRT 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

CVRT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

CVRTMeasureSPYM

+8.0%Year to dateJan 1 → Nov 5+8.4%

+10.2%1 yearTotal return+9.8%

+22.9%3 years · per year$10,000 became $18,565 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

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

1.88%Trailing 12-mo yield$188 · $106 a year on $10k1.06%

−24.3%Worst dropSmaller is better−8.9%

25.0%VolatilityLower is calmer13.6%

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

3–4SPYM wins

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

More Ways to See the Pairs

CVRT vs SPYM: Top 5 Holdings

Today

CVRT

19.1%in top 5

SPYM

in top 527.7%

CVRTStockSPYM

9.5%GOOGL2.6%

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.6%METAnot top 5

3.1%SMCInot top 5

1.5%MCHPnot top 5

1.5%BTSGnot top 5

Held in common4.9%

End-of-day Nov 5, 2026 · share of each fund

CVRT vs SPYM Returns, Every Period

CalamosCVRT

+10.2%

past year

SPYMSPDR

+9.8%

past year

CVRTSPYMFaded: behind in that period

2–1CVRT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CVRT vs SPYM

YTD

CalamosCVRT

+8.0%

SPYMSPDR

+8.4%

+8.0%Year to date+8.4%

−24.3%Worst drop · 1Y−8.9%

25.0%Volatility · 1Y13.6%

1.9%Yield1.1%

$36.1MAssets$182B

3–1SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVRT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CVRT0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CVRT, SPYM

1.88%highest, CVRT

FundTrailing yieldYield$10k

CVRT1.88%$188

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, CVRT

CVRT$188 − $69 = $119

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CVRT, SPYM

Today

4.9%most shared, CVRT and SPYM

CVRTSPYM

CVRT—4.9%

SPYM4.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.2%CVRT, at 25.0% volatility

SPYMWorst drop−8.9%13.6% vol

CVRTWorst drop−24.3%25.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CVRTSPYM

+8.0%Year to date+8.4%

1.9%Yield1.1%

+10.2%Past year+9.8%

0.69%Fee0.02%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026