XMMO vs CVRT

AXMMO

BCVRT

Measures won2–3CVRT wins · of 6 · 5Y

$10,000 · 5Y$14,548XMMO

Lowest cost0.34%XMMO · $34 on $10k

Most income1.88%CVRT · $188 on $10k

Smallest drop−24.3%CVRT · worst fall in 1Y

Held in common2.5%XMMO and CVRT

XMMO

CVRT

Invesco S&P MidCap Momentum ETF · $6.6BCalamos Convertible Equity Alternative ETF · $36M

+19.0%3 years · per year$16,860 · $18,565+22.9%

+7.8%5 years · per year$14,548 · […][…]

0.34%Expense ratio$34 · $69 on $10k · lower wins0.69%

0.78%12-mo yield$78 · $188 on $10k1.88%

−27.3%Worst dropSmaller wins−24.3%

24.0%VolatilityLower wins25.0%

2–3CVRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMMO · CVRT

2.4%BTSG1.5%

2.6%JAZZ1.0%

Held in common2.5%

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

Both

5Y2 funds

#			Trend
1	AXMMO	Invesco S&P MidCap Momentum ETFRead Desk		0.34%	0.78%	−6.2%	−8.4%	−5.8%	+19.0%	+7.8%	−27.3%	$6.6B
2	BCVRT	Calamos Convertible Equity Alternative ETFRead Desk		0.69%	1.88%	−4.2%	+8.0%	+10.2%	+22.9%	new	−24.3%	$36M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AXMMO	Invesco S&P MidCap Momentum ETFRead Desk		0.34%	0.78%	−6.2%	−8.4%	−5.8%	+19.0%	+7.8%	−27.3%	$6.6B
2	BCVRT	Calamos Convertible Equity Alternative ETFRead Desk		0.69%	1.88%	−4.2%	+8.0%	+10.2%	+22.9%	new	−24.3%	$36M

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

XMMO vs CVRT

XMMO

Invesco S&P MidCap Momentum

$14,548

CVRT

Calamos Convertible Equity Alternative

[…]

MeasureXMMOCVRT

Fee0.34%0.69%

Cost on $10k a year$34$69

Yield0.78%1.88%

5 years, per year+7.8%[…]

3 years, per year+19.0%+22.9%

Worst drop · 1Y−27.3%−24.3%

Volatility · 1Y24.0%25.0%

3–2measures won
CVRT first

2.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: XMMO, CVRT

Today

2.5%most shared, XMMO and CVRT

XMMOCVRT

XMMO—2.5%

CVRT2.5%—

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

Income After Fees on $10,000

$119most kept, CVRT

CVRT$188 − $69 = $119

XMMO$78 − $34 = $44

KeptFee

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