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CANQ vs DIAL

Calamos Nasdaq Equity & Income ETF vs Columbia Diversified Fixed Income Allocation ETF

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

DIAL

Columbia Diversified Fixed Income Allocation ETF

Annual cost

0.29%

Fund size

$417M

Key differences

Both CANQ and DIAL are fixed income ETFs. CANQ charges 0.94% a year and DIAL 0.29%. The main difference: CANQ follows a option income strategy; DIAL uses index tracking.

  • CANQ follows a option income strategy; DIAL uses index tracking.
  • DIAL costs 0.65% less per year.
  • DIAL is much larger than CANQ. Larger funds are usually more liquid and less likely to close.
  • DIAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CANQDIAL
Annual cost (TER)0.94%0.29%
Fund size (AUM)$25M$417M
Since20242017
Dividend yield4.32%4.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+14.3%+6.2%
CAGR 3YN/A+6.2%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.45
Volatility 1Y11.27%4.14%
Max drawdown-12.79%-22.19%

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

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