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CVRT vs ACVT

Calamos Convertible Equity Alternative ETF vs Advent Convertible Bond ETF

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

ACVT

Advent Convertible Bond ETF

Annual cost

0.65%

Fund size

$32M

Key differences

Both CVRT and ACVT are fixed income ETFs. CVRT charges 0.69% a year and ACVT 0.65%. The main difference: CVRT follows a option income strategy; ACVT uses active selection.

  • CVRT follows a option income strategy; ACVT uses active selection.

Side-by-side comparison

CVRTACVT
Annual cost (TER)0.69%0.65%
Fund size (AUM)$29M$32M
Since20232025
Dividend yield1.42%1.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+67.2%+9.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.18%5.68%
Max drawdown-20.71%-4.81%

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

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