CCEF vs SPY

ACCEF

BSPY

Measures won3–1CCEF wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income8.45%CCEF · $845 on $10k

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

Held in common0.0%CCEF and SPY

Calamos CEF Income & Arbitrage ETF · $35MState Street SPDR S&P 500 ETF · $806B

[…]3 years · per year[…] · $17,968+21.6%

[…]5 years · per year[…] · $17,337+11.6%

0.74%Expense ratio$74 · $9 on $10k · lower wins0.09%

8.45%12-mo yield$845 · $100 on $10k1.00%

Cards for this view

CCEF

Calamos CEF Income & Arbitrage

[…]

SPY

SPDR S&P 500

$17,337

MeasureCCEFSPY

Fee0.74%0.09%

Cost on $10k a year$74$9

Yield8.45%1.00%

5 years, per year[…]+11.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y9.3%13.7%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	ACCEF	Calamos CEF Income & Arbitrage ETFRead Desk	0.74%	8.45%	−0.8%	+4.1%	+5.5%	new	new	−7.7%	$35M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	ACCEF	Calamos CEF Income & Arbitrage ETFRead Desk	0.74%	8.45%	−0.8%	+4.1%	+5.5%	new	new	−7.7%	$35M

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