CVRT vs VTI

ACVRT

BVTI

Measures won2–3VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.88%CVRT · $188 on $10k

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

Held in common5.2%CVRT and VTI

CVRT

VTI

Calamos Convertible Equity Alternative ETF · $35MVanguard Morningstar Total Stock Market ETF · $689B

+22.6%3 years · per year$18,437 · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

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

1.88%12-mo yield$188 · $109 on $10k1.09%

−24.7%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins13.7%

2–3VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVRT · VTI

9.8%GOOGL2.8%

3.7%META2.2%

1.5%DUK0.1%

1.3%MCHP0.1%

Held in common5.2%

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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 VTI

CVRT

Calamos Convertible Equity Alternative

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureCVRTVTI

Fee0.69%0.03%

Cost on $10k a year$69$3

Yield1.88%1.09%

5 years, per year[…]+10.4%

3 years, per year+22.6%+21.7%

Worst drop · 1Y−24.7%−8.9%

Volatility · 1Y25.0%13.7%

3–2measures won
VTI first

5.2%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CVRT, VTI

Today

5.2%most shared, CVRT and VTI

CVRTVTI

CVRT—5.2%

VTI5.2%—

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

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee