Compare · 3 funds side by side · dividends reinvested

CVRT, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

CVRT, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

Calamos Convertible Equity Alternative ETFUnsorted0.69%1.88%+7.9%+7.6%+22.6%[…]−24.7%25.0%$35M2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: CVRT 2023 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CVRT

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

CVRTMeasureVIG

+7.9%Year to dateJan 1 → Nov 6+12.1%

+7.6%1 yearTotal return+14.3%

+22.6%3 years · per year$10,000 became $18,437 · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

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

1.88%Trailing 12-mo yield$188 · $150 a year on $10k1.50%

−24.7%Worst dropSmaller is better−7.9%

25.0%VolatilityLower is calmer10.8%

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

2–5VIG wins

End-of-day Nov 6, 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

19.4%in top 5

VIG

in top 522.1%

CVRTStockVIG

9.8%GOOGLnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%METAnot top 5

3.0%SMCInot top 5

1.5%DUKnot top 5

1.4%BTSGnot top 5

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

CVRT vs VIG Returns, Every Period

CalamosCVRT

+7.6%

past year

VIGVanguard

+14.3%

past year

CVRTVIGFaded: behind in that period

1–2VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: CVRT vs SCHD

YTD

CalamosCVRT

+7.9%

SCHDSchwab

+31.4%

+7.9%Year to date+31.4%

−24.7%Worst drop · 1Y−6.9%

25.0%Volatility · 1Y11.7%

1.9%Yield3.0%

$34.5MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVRT, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CVRT0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CVRT, VIG, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

CVRT1.88%$188

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CVRT$188 − $69 = $119

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CVRT, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

CVRTVIGSCHD

CVRT—0.2%0.0%

VIG0.2%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CVRTWorst drop−24.7%25.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+31.4%Year to date+12.1%

3.0%Yield1.5%

+37.0%Past year+14.3%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026