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Screener

CBXA vs CVRT

Calamos Bitcoin 90 Series Struc vs Calamos Convertible Equity Alternative ETF

CBXA

Calamos Bitcoin 90 Series Struc

Annual cost

0.69%

Fund size

$4M

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

Key differences

CBXA is a cryptocurrency ETF, while CVRT is a fixed income ETF. CBXA charges 0.69% a year and CVRT 0.69%.

  • CBXA is a cryptocurrency fund, while CVRT is a fixed income fund. They carry different risk/return profiles.
  • CBXA follows a active selection strategy; CVRT uses option income.
  • CVRT is much larger than CBXA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CBXACVRT
Annual cost (TER)0.69%0.69%
Fund size (AUM)$4M$29M
Since20252023
Dividend yield2.36%1.42%
Asset classcryptocurrencyfixed income
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y-21.4%+67.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.12%22.18%
Max drawdown-28.98%-20.71%

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

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