Compare · 2 funds side by side · dividends reinvested

IVV and CVRT

IVViShares×CVRTCalamos×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

IVV and CVRT, 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%$853B1.3

Calamos Convertible Equity Alternative ETFUnsorted0.69%1.88%+7.9%+7.6%+22.6%[…]−24.7%25.0%$35M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · CVRT 2023

Head to Head

Swap sides Versus in desk

Head to Head

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

CVRT

IVV

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

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

CVRTMeasureIVV

+7.9%Year to dateJan 1 → Nov 6+8.7%

+7.6%1 yearTotal return+9.8%

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

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

0.69%Expense ratio$69 · $3 a year on $10k · lower is better0.03%

1.88%Trailing 12-mo yield$188 · $114 a year on $10k1.14%

−24.7%Worst dropSmaller is better−8.9%

25.0%VolatilityLower is calmer13.6%

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

2–5IVV 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 IVV: Top 5 Holdings

Today

CVRT

19.4%in top 5

IVV

in top 527.8%

CVRTStockIVV

9.8%GOOGL2.6%

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.7%METAnot top 5

3.0%SMCInot top 5

1.5%DUKnot top 5

1.4%BTSGnot top 5

Held in common5.0%

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

CVRT vs IVV Returns, Every Period

CalamosCVRT

+7.6%

past year

IVViShares

+9.8%

past year

CVRTIVVFaded: behind in that period

1–2IVV wins

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

Unsorted vs Core: CVRT vs IVV

YTD

CalamosCVRT

+7.9%

IVViShares

+8.7%

+7.9%Year to date+8.7%

−24.7%Worst drop · 1Y−8.9%

25.0%Volatility · 1Y13.6%

1.9%Yield1.1%

$34.8MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, CVRT

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CVRT0.69%$69

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

Yields: IVV, CVRT

1.88%highest, CVRT

FundTrailing yieldYield$10k

CVRT1.88%$188

IVV1.14%$114

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

KeptFee

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

Overlap: IVV, CVRT

Today

5.0%most shared, IVV and CVRT

IVVCVRT

IVV—5.0%

CVRT5.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

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 Two

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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