Compare · 2 funds side by side · dividends reinvested

XMMO and CVRT

XMMOInvesco×CVRTCalamos×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,777XMMO · best of the two

02 / 04

XMMO and CVRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calamos Convertible Equity Alternative ETFUnsorted0.69%1.80%+12.7%+11.3%+24.9%[…]−21.6%24.8%$36M1.3

Invesco S&P MidCap Momentum ETFUS Stock Styles · Mid cap0.34%0.73%−2.4%−0.7%+21.9%+9.5%−22.5%23.2%$6.5B1.6

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: XMMO 2005 · CVRT 2023

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Momentum ETF · $6.5B$15,777

XMMO

CVRT

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

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

XMMOMeasureCVRT

−2.4%Year to dateJan 1 → Nov 4+12.7%

−0.7%1 yearTotal return+11.3%

+21.9%3 years · per year$10,000 became $18,134 · $19,499+24.9%

+9.5%5 years · per year$10,000 became $15,777 · […][…]

0.34%Expense ratio$34 · $69 a year on $10k · lower is better0.69%

0.73%Trailing 12-mo yield$73 · $180 a year on $10k1.80%

−22.5%Worst dropSmaller is better−21.6%

23.2%VolatilityLower is calmer24.8%

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

2–5CVRT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XMMO vs CVRT: Top 5 Holdings

Today

XMMO

17.6%in top 5

CVRT

in top 519.0%

XMMOStockCVRT

not top 5GOOGL9.2%

4.2%FTInot top 5

4.1%ATInot top 5

3.8%ROIVnot top 5

not top 5META3.6%

not top 5SMCI3.2%

2.8%DINOnot top 5

2.7%UTHRnot top 5

not top 5MCHP1.5%

not top 5BTSG1.4%

Held in common2.5%

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

XMMO vs CVRT Returns, Every Period

InvescoXMMO

−0.7%

past year

CVRTCalamos

+11.3%

past year

XMMOCVRTFaded: behind in that period

0–3CVRT wins

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

Stocks vs Unsorted: XMMO vs CVRT

YTD

InvescoXMMO

−2.4%

CVRTCalamos

+12.7%

−2.4%Year to date+12.7%

−22.5%Worst drop · 1Y−21.6%

23.2%Volatility · 1Y24.8%

0.7%Yield1.8%

$6.5BAssets$35.9M

3–1CVRT wins

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

Cost, Income and Risk

Fees: XMMO, CVRT

Today

0.34%lowest, XMMO

FundExpense ratioFee$10k

XMMO0.34%$34

CVRT0.69%$69

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

Yields: XMMO, CVRT

1.80%highest, CVRT

FundTrailing yieldYield$10k

CVRT1.80%$180

XMMO0.73%$73

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

Income After Fees on $10,000

$111most kept, CVRT

CVRT$180 − $69 = $111

XMMO$73 − $34 = $39

KeptFee

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

Overlap: XMMO, CVRT

Today

2.5%most shared, XMMO and CVRT

XMMOCVRT

XMMO—2.5%

CVRT2.5%—

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

Return vs Bumpiness: 2 ETFs

+11.3%CVRT, at 24.8% volatility

XMMOWorst drop−22.5%23.2% 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

CVRTXMMO

+12.7%Year to date−2.4%

1.8%Yield0.7%

+11.3%Past year−0.7%

0.69%Fee0.34%

3–1CVRT 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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026