Screener
CBOX vs CVRT
Calamos Tax-Aware Collateral ETF vs Calamos Convertible Equity Alternative ETF
Key differences
CBOX is an alternative ETF, while CVRT is a fixed income ETF. CBOX charges 0.14% a year and CVRT 0.69%.
- CBOX is an alternative fund, while CVRT is a fixed income fund. They carry different risk/return profiles.
- CBOX follows a active selection strategy; CVRT uses option income.
- CBOX costs 0.55% less per year.
- CBOX is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CBOX | CVRT | |
|---|---|---|
| Annual cost (TER) | 0.14% | 0.69% |
| Fund size (AUM) | $939M | $29M |
| Since | 2026 | 2023 |
| Dividend yield | — | 1.42% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | N/A | +67.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 22.18% |
| Max drawdown | -2.90% | -20.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.