Screener
CGSD vs CVRT
Capital Group Short Duration Income ETF vs Calamos Convertible Equity Alternative ETF
Key differences
Both CGSD and CVRT are fixed income ETFs. CGSD charges 0.25% a year and CVRT 0.69%. The main difference: CGSD follows a active selection strategy; CVRT uses option income.
- CGSD follows a active selection strategy; CVRT uses option income.
- CGSD costs 0.44% less per year.
- CGSD is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CGSD | CVRT | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.69% |
| Fund size (AUM) | $2.3B | $29M |
| Since | 2022 | 2023 |
| Dividend yield | 4.46% | 1.42% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +4.2% | +67.5% |
| CAGR 3Y | +5.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.85 | N/A |
| Volatility 1Y | 1.45% | 22.44% |
| Max drawdown | -1.75% | -20.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.