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CANQ vs CVSB

Calamos Nasdaq Equity & Income ETF vs Calvert Ultra-Short Investment Grade ETF

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

CVSB

Calvert Ultra-Short Investment Grade ETF

Annual cost

0.24%

Fund size

$205M

Key differences

Both CANQ and CVSB are fixed income ETFs. CANQ charges 0.94% a year and CVSB 0.24%. The main difference: CANQ follows a option income strategy; CVSB uses active selection.

  • CANQ follows a option income strategy; CVSB uses active selection.
  • CVSB costs 0.70% less per year.
  • CVSB is much larger than CANQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CANQCVSB
Annual cost (TER)0.94%0.24%
Fund size (AUM)$25M$205M
Since20242023
Dividend yield4.32%4.38%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+14.3%+4.4%
CAGR 3YN/A+5.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.41
Volatility 1Y11.27%0.87%
Max drawdown-12.79%-0.63%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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