Screener
CPLS vs CVRT
AB Core Plus Bond ETF vs Calamos Convertible Equity Alternative ETF
Key differences
Both CPLS and CVRT are fixed income ETFs. CPLS charges 0.30% a year and CVRT 0.69%. The main difference: CPLS follows a active selection strategy; CVRT uses option income.
- CPLS follows a active selection strategy; CVRT uses option income.
- CPLS covers global markets; CVRT covers North America.
- CPLS costs 0.39% less per year.
- CPLS is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CPLS | CVRT | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.69% |
| Fund size (AUM) | $215M | $29M |
| Since | 2023 | 2023 |
| Dividend yield | 4.62% | 1.42% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +4.8% | +60.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.84% | 22.27% |
| Max drawdown | -4.44% | -20.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.