Compare · 2 funds side by side · dividends reinvested

CVRT and VIG

CVRTCalamos×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

CVRT and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Calamos Convertible Equity Alternative ETFUnsorted0.69%1.80%+12.7%+11.3%+24.9%[…]−21.6%24.8%$36M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: CVRT 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CVRT

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

CVRTMeasureVIG

+12.7%Year to dateJan 1 → Nov 4+16.4%

+11.3%1 yearTotal return+18.9%

+24.9%3 years · per year$10,000 became $19,499 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.69%Expense ratio$69 · $4 a year on $10k · lower is better0.04%

1.80%Trailing 12-mo yield$180 · $144 a year on $10k1.44%

−21.6%Worst dropSmaller is better−7.9%

24.8%VolatilityLower is calmer10.2%

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

2–5VIG 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 VIG: Top 5 Holdings

Today

CVRT

19.0%in top 5

VIG

in top 522.1%

CVRTStockVIG

9.2%GOOGLnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.6%METAnot top 5

3.2%SMCInot top 5

1.5%MCHPnot top 5

1.4%BTSGnot top 5

Held in common0.2%

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

CVRT vs VIG Returns, Every Period

CalamosCVRT

+11.3%

past year

VIGVanguard

+18.9%

past year

CVRTVIGFaded: behind in that period

1–2VIG wins

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

Unsorted vs Income: CVRT vs VIG

YTD

CalamosCVRT

+12.7%

VIGVanguard

+16.4%

+12.7%Year to date+16.4%

−21.6%Worst drop · 1Y−7.9%

24.8%Volatility · 1Y10.2%

1.8%Yield1.4%

$35.9MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: CVRT, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CVRT0.69%$69

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

Yields: CVRT, VIG

1.80%highest, CVRT

FundTrailing yieldYield$10k

CVRT1.80%$180

VIG1.44%$144

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CVRT$180 − $69 = $111

KeptFee

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

Overlap: CVRT, VIG

Today

0.2%most shared, CVRT and VIG

CVRTVIG

CVRT—0.2%

VIG0.2%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% 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

CVRTVIG

+12.7%Year to date+16.4%

1.8%Yield1.4%

+11.3%Past year+18.9%

0.69%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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