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CGHY vs CVRT

Capital Group High Yield Bond ETF vs Calamos Convertible Equity Alternative ETF

CGHY

Capital Group High Yield Bond ETF

Annual cost

0.39%

Fund size

$94M

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

Key differences

Both CGHY and CVRT are fixed income ETFs. CGHY charges 0.39% a year and CVRT 0.69%. The main difference: CGHY follows a index tracking strategy; CVRT uses option income.

  • CGHY follows a index tracking strategy; CVRT uses option income.
  • CGHY covers global markets; CVRT covers North America.
  • CGHY costs 0.30% less per year.
  • CGHY is much larger than CVRT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGHYCVRT
Annual cost (TER)0.39%0.69%
Fund size (AUM)$94M$29M
Since20252023
Dividend yield1.42%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingoption income
CAGR 1YN/A+67.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.44%
Max drawdown-2.38%-20.71%

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

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