Screener
CATF vs CVRT
American Century California Municipal Bond ETF vs Calamos Convertible Equity Alternative ETF
Key differences
Both CATF and CVRT are fixed income ETFs. CATF charges 0.27% a year and CVRT 0.69%. The main difference: CATF follows a active selection strategy; CVRT uses option income.
- CATF follows a active selection strategy; CVRT uses option income.
- CATF costs 0.42% less per year.
Side-by-side comparison
| CATF | CVRT | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.69% |
| Fund size (AUM) | $78M | $29M |
| Since | 2024 | 2023 |
| Dividend yield | 3.50% | 1.42% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +7.5% | +60.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.15% | 22.27% |
| Max drawdown | -4.83% | -20.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.