Compare · 3 funds side by side · dividends reinvested

IVV, CVRT and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

IVV, CVRT and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

Calamos Convertible Equity Alternative ETFUnsorted0.69%1.88%+7.9%+7.6%+22.6%[…]−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 6, 2026 · returns include dividends · since: IVV 2000 · CVRT 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

CVRT

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

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

IVVMeasureCVRT

+8.7%Year to dateJan 1 → Nov 6+7.9%

+9.8%1 yearTotal return+7.6%

+21.8%3 years · per year$10,000 became $18,084 · $18,437+22.6%

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $69 a year on $10k · lower is better0.69%

1.14%Trailing 12-mo yield$114 · $188 a year on $10k1.88%

−8.9%Worst dropSmaller is better−24.7%

13.6%VolatilityLower is calmer25.0%

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

5–2IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs CVRT: Top 5 Holdings

Today

IVV

27.8%in top 5

CVRT

in top 519.4%

IVVStockCVRT

2.6%GOOGL9.8%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

not top 5META3.7%

not top 5SMCI3.0%

not top 5DUK1.5%

not top 5BTSG1.4%

Held in common5.0%

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

IVV vs CVRT Returns, Every Period

iSharesIVV

+9.8%

past year

CVRTCalamos

+7.6%

past year

IVVCVRTFaded: behind in that period

2–1IVV wins

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

Core vs Unsorted: IVV vs CVRT

YTD

iSharesIVV

+8.7%

CVRTCalamos

+7.9%

+8.7%Year to date+7.9%

−8.9%Worst drop · 1Y−24.7%

13.6%Volatility · 1Y25.0%

1.1%Yield1.9%

$853BAssets$34.8M

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, CVRT, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

CVRT0.69%$69

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

Yields: IVV, CVRT, VOO

1.88%highest, CVRT

FundTrailing yieldYield$10k

CVRT1.88%$188

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$119most kept, CVRT

CVRT$188 − $69 = $119

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IVV, CVRT, VOO

Today

92.2%most shared, IVV and VOO

IVVCVRTVOO

IVV—5.0%92.2%

CVRT5.0%—5.8%

VOO92.2%5.8%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% 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

CVRTIVV

+7.9%Year to date+8.7%

1.9%Yield1.1%

+7.6%Past year+9.8%

0.69%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026