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Screener

CBXA vs ICVT

Calamos Bitcoin 90 Series Struc vs iShares Convertible Bond ETF

CBXA

Calamos Bitcoin 90 Series Struc

Annual cost

0.69%

Fund size

$4M

ICVT

iShares Convertible Bond ETF

Annual cost

0.20%

Fund size

$7.1B

Key differences

CBXA is a cryptocurrency ETF, while ICVT is a fixed income ETF. CBXA charges 0.69% a year and ICVT 0.20%.

  • CBXA is a cryptocurrency fund, while ICVT is a fixed income fund. They carry different risk/return profiles.
  • CBXA follows a active selection strategy; ICVT uses index tracking.
  • ICVT costs 0.49% less per year.
  • ICVT is much larger than CBXA. Larger funds are usually more liquid and less likely to close.
  • ICVT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CBXAICVT
Annual cost (TER)0.69%0.20%
Fund size (AUM)$4M$7.1B
Since20252015
Dividend yield2.36%1.33%
Asset classcryptocurrencyfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y-23.5%+32.5%
CAGR 3YN/A+18.4%
CAGR 5YN/A+6.7%
Sharpe 3YN/A1.19
Volatility 1Y18.05%15.11%
Max drawdown-28.98%-33.25%

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

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