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CVRT vs BINC

Calamos Convertible Equity Alternative ETF vs iShares Flexible Income Active ETF

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

BINC

iShares Flexible Income Active ETF

Annual cost

0.40%

Fund size

$16.8B

Key differences

Both CVRT and BINC are fixed income ETFs. CVRT charges 0.69% a year and BINC 0.40%. The main difference: CVRT follows a option income strategy; BINC uses active selection.

  • CVRT follows a option income strategy; BINC uses active selection.
  • BINC costs 0.29% less per year.
  • BINC is much larger than CVRT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CVRTBINC
Annual cost (TER)0.69%0.40%
Fund size (AUM)$29M$16.8B
Since20232023
Dividend yield1.42%5.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+60.9%+5.5%
CAGR 3YN/A+6.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.06
Volatility 1Y22.27%2.28%
Max drawdown-20.71%-2.69%

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

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