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CANQ vs ISTB

Calamos Nasdaq Equity & Income ETF vs iShares Core 1-5 Year USD Bond ETF

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

Both CANQ and ISTB are fixed income ETFs. CANQ charges 0.94% a year and ISTB 0.06%. The main difference: CANQ follows a option income strategy; ISTB uses index tracking.

  • CANQ follows a option income strategy; ISTB uses index tracking.
  • ISTB costs 0.88% less per year.
  • ISTB is much larger than CANQ. Larger funds are usually more liquid and less likely to close.
  • ISTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CANQISTB
Annual cost (TER)0.94%0.06%
Fund size (AUM)$25M$4.7B
Since20242012
Dividend yield4.32%4.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+12.3%+4.1%
CAGR 3YN/A+4.9%
CAGR 5YN/A+1.9%
Sharpe 3YN/A0.51
Volatility 1Y11.15%1.76%
Max drawdown-12.79%-9.34%

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

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