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Compare CBTL vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the Calamos Laddered Bitcoin 80 Series Structured Alt Protection ETF (CBTL) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CBTL | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Key Summary
CBTL | IVV | |
|---|---|---|
Strategy | CBTL was created on 2025-10-14 by Calamos. The fund's investment portfolio concentrates primarily on downside hedge alternatives. CBTL is an actively managed fund-of-funds that invests in an equal-weighted, laddered portfolio of Calamos Bitcoin Structured Alt Protection ETFs. Each underlying ETF provides capped gains and 80% downside hedge to spot bitcoin (BTC) over a one-year outcome period. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 885970.5m in AUM and 505 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Calamos Bitcoin 80 Str Alt Prt ETF-Oct (27.67 %) Calamos Bitcoin 80 Str Alt Prt ETF-July (25.64 %) Calamos Bitcoin 80 Str Alt Prt ETF-Apr (23.42 %) | NVIDIA CORP (7.92 %) APPLE INC (7.40 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.79 % | 0.03 % |
Key Summary
CBTL | IVV | |
|---|---|---|
Issuer | Calamos | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.03 % |
Price | $17.68 USD | $742.34 USD |
Size | $6.262 million | $878.895 billion |
10Y return | N/A | 241.04 % |
Annual distribution yield (5Y) | 3.85 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
CBTL | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Pros and Cons
CBTL | IVV | |
|---|---|---|
Pros |
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Cons |
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CBTL | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |