CVRT vs SPY

ACVRT

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income1.82%CVRT · $182 on $10k

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

Held in common5.0%CVRT and SPY

CVRT

SPY

Calamos Convertible Equity Alternative ETF · $35MState Street SPDR S&P 500 ETF · $778B

+23.0%3 years · per year$18,620 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

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

1.82%12-mo yield$182 · $101 on $10k1.01%

−24.7%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins13.7%

2–3SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCVRT · SPY

9.8%GOOGL2.6%

3.7%META2.1%

1.5%DUK0.2%

1.2%MCHP0.0%

Held in common5.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ACVRT	Calamos Convertible Equity Alternative ETFRead Desk	0.69%	1.82%	+2.7%	+11.2%	+12.7%	+23.0%	new	−24.7%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ACVRT	Calamos Convertible Equity Alternative ETFRead Desk	0.69%	1.82%	+2.7%	+11.2%	+12.7%	+23.0%	new	−24.7%	$35M

End-of-day Nov 9, 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

$17,493

MeasureCVRTSPY

Fee0.69%0.09%

Cost on $10k a year$69$9

Yield1.82%1.01%

5 years, per year[…]+11.8%

3 years, per year+23.0%+21.9%

Worst drop · 1Y−24.7%−8.9%

Volatility · 1Y25.0%13.7%

3–2measures won
SPY first

5.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CVRT, SPY, VOO

Today

92.7%most shared, SPY and VOO

CVRTSPYVOO

CVRT—5.0%5.8%

SPY5.0%—92.7%

VOO5.8%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, CVRT

CVRT$182 − $69 = $113

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee