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CANQ vs IUSB

Calamos Nasdaq Equity & Income ETF vs iShares Core Universal USD Bond ETF

CANQ

Calamos Nasdaq Equity & Income ETF

Annual cost

0.94%

Fund size

$25M

IUSB

iShares Core Universal USD Bond ETF

Annual cost

0.06%

Fund size

$39.8B

Key differences

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

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

Side-by-side comparison

CANQIUSB
Annual cost (TER)0.94%0.06%
Fund size (AUM)$25M$39.8B
Since20242014
Dividend yield4.32%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+12.3%+5.2%
CAGR 3YN/A+4.4%
CAGR 5YN/A+0.5%
Sharpe 3YN/A0.17
Volatility 1Y11.15%3.57%
Max drawdown-12.79%-17.90%

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

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