CVRT vs IVV

ACVRT

BIVV

Measures won2–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.88%CVRT · $188 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common5.0%CVRT and IVV

CVRT

IVV

Calamos Convertible Equity Alternative ETF · $35MiShares Core S&P 500 ETF · $853B

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

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

0.69%Expense ratio$69 · $3 on $10k · lower wins0.03%

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

−24.7%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins13.6%

2–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVRT · IVV

9.8%GOOGL2.6%

3.7%META2.1%

1.5%DUK0.2%

1.3%MCHP0.1%

Held in common5.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ACVRT	Calamos Convertible Equity Alternative ETFRead Desk		0.69%	1.88%	+0.4%	+7.9%	+7.6%	+22.6%	new	−24.7%	$35M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ACVRT	Calamos Convertible Equity Alternative ETFRead Desk		0.69%	1.88%	+0.4%	+7.9%	+7.6%	+22.6%	new	−24.7%	$35M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CVRT vs IVV

CVRT

Calamos Convertible Equity Alternative

[…]

IVV

iShares Core S&P 500

$17,177

MeasureCVRTIVV

Fee0.69%0.03%

Cost on $10k a year$69$3

Yield1.88%1.14%

5 years, per year[…]+11.4%

3 years, per year+22.6%+21.8%

Worst drop · 1Y−24.7%−8.9%

Volatility · 1Y25.0%13.6%

3–2measures won
IVV first

5.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CVRT, IVV

Today

5.0%most shared, CVRT and IVV

CVRTIVV

CVRT—5.0%

IVV5.0%—

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

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