Screener
CGCP vs CVRT
Capital Group Core Plus Income ETF vs Calamos Convertible Equity Alternative ETF
Key differences
Both CGCP and CVRT are fixed income ETFs. CGCP charges 0.34% a year and CVRT 0.69%. The main difference: CGCP follows a active selection strategy; CVRT uses option income.
- CGCP follows a active selection strategy; CVRT uses option income.
- CGCP covers global markets; CVRT covers North America.
- CGCP costs 0.35% less per year.
- CGCP is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGCP | CVRT | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.69% |
| Fund size (AUM) | $7.9B | $29M |
| Since | 2022 | 2023 |
| Dividend yield | 5.14% | 1.42% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +5.5% | +67.5% |
| CAGR 3Y | +5.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.34 | N/A |
| Volatility 1Y | 3.66% | 22.44% |
| Max drawdown | -15.07% | -20.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.