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CVRT vs BRLN

Calamos Convertible Equity Alternative ETF vs iShares Floating Rate Loan Active ETF

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

BRLN

iShares Floating Rate Loan Active ETF

Annual cost

0.55%

Fund size

$54M

Key differences

Both CVRT and BRLN are fixed income ETFs. CVRT charges 0.69% a year and BRLN 0.55%. The main difference: CVRT follows a option income strategy; BRLN uses active selection.

  • CVRT follows a option income strategy; BRLN uses active selection.
  • BRLN costs 0.14% less per year.

Side-by-side comparison

CVRTBRLN
Annual cost (TER)0.69%0.55%
Fund size (AUM)$29M$54M
Since20232022
Dividend yield1.42%6.40%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+60.9%+4.8%
CAGR 3YN/A+7.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.07
Volatility 1Y22.27%3.14%
Max drawdown-20.71%-3.85%

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

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