IVV vs CCEF

AIVV

BCCEF

Measures won1–3CCEF wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SCHD $16,418

Lowest cost0.03%IVV · $3 on $10k

Most income8.39%CCEF · $839 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%IVV and CCEF

iShares Core S&P 500 ETF · $883BCalamos CEF Income & Arbitrage ETF · $35M

+21.9%3 years · per year$18,122 · […][…]

+11.9%5 years · per year$17,530 · […][…]

0.03%Expense ratio$3 · $74 on $10k · lower wins0.74%

1.10%12-mo yield$110 · $839 on $10k8.39%

Cards for this view

IVV

iShares Core S&P 500

$17,530

CCEF

Calamos CEF Income & Arbitrage

[…]

MeasureIVVCCEF

Fee0.03%0.74%

Cost on $10k a year$3$74

Yield1.10%8.39%

5 years, per year+11.9%[…]

3 years, per year+21.9%[…]

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y13.7%9.3%

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BCCEF	Calamos CEF Income & Arbitrage ETFRead Desk	0.74%	8.39%	+0.4%	+4.9%	+6.8%	new	new	−7.7%	$35M

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BCCEF	Calamos CEF Income & Arbitrage ETFRead Desk	0.74%	8.39%	+0.4%	+4.9%	+6.8%	new	new	−7.7%	$35M

Loading…