IVV vs CPST

AIVV

BCPST

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−1.4%CPST · worst fall in 1Y

Held in common[…]IVV and CPST

IVV

CPST

iShares Core S&P 500 ETF · $887BCalamos S&P 500 Structured Alt Protection ETF - September · $41M

+22.1%3 years · per year$18,221 · […][…]

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $69 on $10k · lower wins0.69%

1.14%12-mo yield$114 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−1.4%

13.6%VolatilityLower wins2.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CPST

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	BCPST	Calamos S&P 500 Structured Alt Protection ETF - SeptemberRead Desk	0.69%	0.00%	−0.9%	+3.6%	+4.2%	new	new	−1.4%	$41M

End-of-day Nov 5, 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%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	BCPST	Calamos S&P 500 Structured Alt Protection ETF - SeptemberRead Desk	0.69%	0.00%	−0.9%	+3.6%	+4.2%	new	new	−1.4%	$41M

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

IVV vs CPST

IVV

iShares Core S&P 500

$17,151

CPST

Calamos S&P 500 Structured Alt Protection ETF - September

[…]

MeasureIVVCPST

Fee0.03%0.69%

Cost on $10k a year$3$69

Yield1.14%0.00%

5 years, per year+11.4%[…]

3 years, per year+22.1%[…]

Worst drop · 1Y−8.9%−1.4%

Volatility · 1Y13.6%2.4%

2–2measures won
level

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: IVV, CPST, VOO

Today

93.5%most shared, IVV and VOO

IVVCPSTVOO

IVV—[…]93.5%

CPST[…]—[…]

VOO93.5%[…]—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

CPST$0 − $69 = −$69

KeptFee

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