Compare · 3 funds side by side · dividends reinvested

CVRT, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

CVRT, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.1

Calamos Convertible Equity Alternative ETFUnsorted0.69%1.80%+12.7%+11.3%+24.9%[…]−21.6%24.8%$36M2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: CVRT 2023 · SPYM 2005 · SPY 1993

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$18,126

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

CVRTMeasureSPYM

+12.7%Year to dateJan 1 → Nov 4+13.4%

+11.3%1 yearTotal return+13.5%

+24.9%3 years · per year$10,000 became $19,499 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

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

1.80%Trailing 12-mo yield$180 · $101 a year on $10k1.01%

−21.6%Worst dropSmaller is better−8.9%

24.8%VolatilityLower is calmer12.8%

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

2–5SPYM 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 SPYM: Top 5 Holdings

Today

CVRT

19.0%in top 5

SPYM

in top 527.3%

CVRTStockSPYM

9.2%GOOGL2.5%

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.6%METAnot top 5

3.2%SMCInot top 5

1.5%MCHPnot top 5

1.4%BTSGnot top 5

Held in common4.9%

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

CVRT vs SPYM Returns, Every Period

CalamosCVRT

+11.3%

past year

SPYMSPDR

+13.5%

past year

CVRTSPYMFaded: behind in that period

1–2SPYM wins

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

Unsorted vs Core: CVRT vs SPYM

YTD

CalamosCVRT

+12.7%

SPYMSPDR

+13.4%

+12.7%Year to date+13.4%

−21.6%Worst drop · 1Y−8.9%

24.8%Volatility · 1Y12.8%

1.8%Yield1.0%

$36.1MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: CVRT, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

CVRT0.69%$69

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

Yields: CVRT, SPYM, SPY

1.80%highest, CVRT

FundTrailing yieldYield$10k

CVRT1.80%$180

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$111most kept, CVRT

CVRT$180 − $69 = $111

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: CVRT, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

CVRTSPYMSPY

CVRT—4.9%4.9%

SPYM4.9%—99.8%

SPY4.9%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% 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

CVRTSPYM

+12.7%Year to date+13.4%

1.8%Yield1.0%

+11.3%Past year+13.5%

0.69%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026