CCEF vs IVV

ACCEF

BIVV

Measures won3–1CCEF wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income8.43%CCEF · $843 on $10k

Smallest drop−7.7%CCEF · worst fall in 1Y

Held in common0.0%CCEF and IVV

Calamos CEF Income & Arbitrage ETF · $35MiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $17,934+21.5%

[…]5 years · per year[…] · $17,414+11.7%

0.74%Expense ratio$74 · $3 on $10k · lower wins0.03%

8.43%12-mo yield$843 · $111 on $10k1.11%

Cards for this view

CCEF

Calamos CEF Income & Arbitrage

[…]

IVV

iShares Core S&P 500

$17,414

MeasureCCEFIVV

Fee0.74%0.03%

Cost on $10k a year$74$3

Yield8.43%1.11%

5 years, per year[…]+11.7%

3 years, per year[…]+21.5%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y9.3%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	ACCEF	Calamos CEF Income & Arbitrage ETFRead Desk	0.74%	8.43%	−0.5%	+4.4%	+7.0%	new	new	−7.7%	$35M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	ACCEF	Calamos CEF Income & Arbitrage ETFRead Desk	0.74%	8.43%	−0.5%	+4.4%	+7.0%	new	new	−7.7%	$35M

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