Screener
CVRT vs AGG
Calamos Convertible Equity Alternative ETF vs iShares Core U.S. Aggregate Bond ETF
Key differences
Both CVRT and AGG are fixed income ETFs. CVRT charges 0.69% a year and AGG 0.03%. The main difference: CVRT follows a option income strategy; AGG uses index tracking.
- CVRT follows a option income strategy; AGG uses index tracking.
- AGG costs 0.66% less per year.
- AGG is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CVRT | AGG | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.03% |
| Fund size (AUM) | $29M | $136.5B |
| Since | 2023 | 2003 |
| Dividend yield | 1.42% | 3.96% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +67.2% | +4.4% |
| CAGR 3Y | N/A | +3.7% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | N/A | 0.03 |
| Volatility 1Y | 22.18% | 3.83% |
| Max drawdown | -20.71% | -18.43% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.