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Screener

CLOB vs CVRT

Vaneck Aa-bb Clo Etf vs Calamos Convertible Equity Alternative ETF

CLOB

VanEck AA-BB CLO ETF

Annual cost

0.45%

Fund size

$177M

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

Key differences

Both CLOB and CVRT are fixed income ETFs. CLOB charges 0.45% a year and CVRT 0.69%. The main difference: CLOB follows a active selection strategy; CVRT uses option income.

  • CLOB follows a active selection strategy; CVRT uses option income.
  • CLOB costs 0.24% less per year.
  • CLOB is much larger than CVRT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CLOBCVRT
Annual cost (TER)0.45%0.69%
Fund size (AUM)$177M$29M
Since20242023
Dividend yield6.45%1.42%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+6.2%+67.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.97%22.18%
Max drawdown-5.54%-20.71%

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

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