XMMO vs CVRT

AXMMO

BCVRT

Measures won2–3CVRT wins · of 6 · 5Y

$10,000 · 5Y$16,326VUG · XMMO $15,030

Lowest cost0.03%VUG · $3 on $10k

Most income1.81%CVRT · $181 on $10k

Smallest drop−15.1%VUG · worst fall in 1Y

Held in common2.6%XMMO and CVRT

Invesco S&P MidCap Momentum ETF · $6.5BCalamos Convertible Equity Alternative ETF · $34M

+20.7%3 years · per year$17,572 · $18,573+22.9%

+8.5%5 years · per year$15,030 · […][…]

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

0.72%12-mo yield$72 · $181 on $10k

Cards for this view

XMMO

Invesco S&P MidCap Momentum

$15,030

CVRT

Calamos Convertible Equity Alternative

[…]

MeasureXMMOCVRT

Fee0.34%0.69%

Cost on $10k a year$34$69

Yield0.72%1.81%

5 years, per year+8.5%[…]

3 years, per year+20.7%+22.9%

Worst drop · 1Y−27.3%−24.7%

Volatility · 1Y24.5%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	AXMMO	Invesco S&P MidCap Momentum ETFRead Desk	0.34%	0.72%	−0.9%	−0.7%	+0.6%	+20.7%	+8.5%	−27.3%	$6.5B
3	BCVRT	Calamos Convertible Equity Alternative ETFRead Desk	0.69%	1.81%	−1.3%	+11.8%	+11.2%	+22.9%	new	−24.7%	$34M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	AXMMO	Invesco S&P MidCap Momentum ETFRead Desk	0.34%	0.72%	−0.9%	−0.7%	+0.6%	+20.7%	+8.5%	−27.3%	$6.5B
3	BCVRT	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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