CVRT vs SPY

ACVRT

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.88%CVRT · $188 on $10k

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

Held in common4.9%CVRT and SPY

CVRT

SPY

Calamos Convertible Equity Alternative ETF · $36MState Street SPDR S&P 500 ETF · $805B

+22.9%3 years · per year$18,565 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.69%Expense ratio$69 · $9 on $10k · lower wins0.09%

1.88%12-mo yield$188 · $103 on $10k1.03%

−24.3%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVRT · SPY

9.5%GOOGL2.6%

3.6%META2.1%

1.4%DUK0.2%

1.5%MCHP0.1%

Held in common4.9%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ACVRT	Calamos Convertible Equity Alternative ETFRead Desk		0.69%	1.88%	−4.2%	+8.0%	+10.2%	+22.9%	new	−24.3%	$36M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ACVRT	Calamos Convertible Equity Alternative ETFRead Desk		0.69%	1.88%	−4.2%	+8.0%	+10.2%	+22.9%	new	−24.3%	$36M

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

Cards for this view

CVRT vs SPY

CVRT

Calamos Convertible Equity Alternative

[…]

SPY

SPDR S&P 500

$17,099

MeasureCVRTSPY

Fee0.69%0.09%

Cost on $10k a year$69$9

Yield1.88%1.03%

5 years, per year[…]+11.3%

3 years, per year+22.9%+22.0%

Worst drop · 1Y−24.3%−8.9%

Volatility · 1Y25.0%13.6%

3–2measures won
SPY first

4.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CVRT, SPY

Today

4.9%most shared, CVRT and SPY

CVRTSPY

CVRT—4.9%

SPY4.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, CVRT

CVRT$188 − $69 = $119

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee