Screener
CGBL vs CVRT
Capital Group Core Balanced ETF vs Calamos Convertible Equity Alternative ETF
Key differences
CGBL is a mixed asset ETF, while CVRT is a fixed income ETF. CGBL charges 0.33% a year and CVRT 0.69%.
- CGBL is a mixed asset fund, while CVRT is a fixed income fund. They carry different risk/return profiles.
- CGBL follows a active selection strategy; CVRT uses option income.
- CGBL costs 0.36% less per year.
- CGBL is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGBL | CVRT | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.69% |
| Fund size (AUM) | $6.7B | $29M |
| Since | 2023 | 2023 |
| Dividend yield | 1.86% | 1.42% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +16.4% | +67.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.86% | 22.18% |
| Max drawdown | -11.66% | -20.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.