IVV vs CVRT

AIVV

BCVRT

Measures won3–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.88%CVRT · $188 on $10k

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

Held in common5.0%IVV and CVRT

IVV

CVRT

iShares Core S&P 500 ETF · $853BCalamos Convertible Equity Alternative ETF · $35M

+21.8%3 years · per year$18,084 · $18,437+22.6%

+11.4%5 years · per year$17,177 · […][…]

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

1.14%12-mo yield$114 · $188 on $10k1.88%

−8.9%Worst dropSmaller wins−24.7%

13.6%VolatilityLower wins25.0%

3–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CVRT

2.6%GOOGL9.8%

2.1%META3.7%

0.2%DUK1.5%

0.1%MCHP1.3%

Held in common5.0%

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	BCVRT	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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	BCVRT	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

IVV vs CVRT

IVV

iShares Core S&P 500

$17,177

CVRT

Calamos Convertible Equity Alternative

[…]

MeasureIVVCVRT

Fee0.03%0.69%

Cost on $10k a year$3$69

Yield1.14%1.88%

5 years, per year+11.4%[…]

3 years, per year+21.8%+22.6%

Worst drop · 1Y−8.9%−24.7%

Volatility · 1Y13.6%25.0%

3–2measures won
IVV first

5.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IVV, CVRT, SPY

Today

99.9%most shared, IVV and SPY

IVVCVRTSPY

IVV—5.0%99.9%

CVRT5.0%—5.0%

SPY99.9%5.0%—

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

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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