CVRT vs VTI

ACVRT

BVTI

Measures won2–3VTI wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VTI $16,543

Lowest cost0.03%VTI · $3 on $10k

Most income1.81%CVRT · $181 on $10k

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

Held in common5.2%CVRT and VTI

Calamos Convertible Equity Alternative ETF · $34MVanguard Morningstar Total Stock Market ETF · $689B

+22.9%3 years · per year$18,573 · $17,911+21.4%

[…]5 years · per year[…] · $16,542+10.6%

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

1.81%12-mo yield$181 · $106 on $10k

Cards for this view

CVRT

Calamos Convertible Equity Alternative

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,542

MeasureCVRTVTI

Fee0.69%0.03%

Cost on $10k a year$69$3

Yield1.81%1.06%

5 years, per year[…]+10.6%

3 years, per year+22.9%+21.4%

Worst drop · 1Y−24.7%−8.9%

Volatility · 1Y25.1%

#
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%	$882.8B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ACVRT	Calamos Convertible Equity Alternative ETFRead Desk	0.69%	1.81%	−1.3%	+11.8%	+11.2%	+22.9%	new	−24.7%	$34M

#
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%	$882.8B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ACVRT	Calamos Convertible Equity Alternative ETFRead Desk	0.69%	1.81%	−1.3%	+11.8%	+11.2%	+22.9%	new	−24.7%	$34M

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