Screener
AGGH vs CVRT
Simplify Aggregate Bond ETF vs Calamos Convertible Equity Alternative ETF
Key differences
Both AGGH and CVRT are fixed income ETFs. AGGH charges 0.30% a year and CVRT 0.69%. The main difference: AGGH follows a multi strategy strategy; CVRT uses option income.
- AGGH follows a multi strategy strategy; CVRT uses option income.
- AGGH costs 0.39% less per year.
- AGGH is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| AGGH | CVRT | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.69% |
| Fund size (AUM) | $494M | $29M |
| Since | 2022 | 2023 |
| Dividend yield | 7.51% | 1.42% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | option income |
| CAGR 1Y | +7.6% | +67.2% |
| CAGR 3Y | +4.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.14 | N/A |
| Volatility 1Y | 7.04% | 22.18% |
| Max drawdown | -13.26% | -20.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.