Screener
CVRT vs CBOX
Calamos Convertible Equity Alternative ETF vs Calamos Tax-Aware Collateral ETF
Key differences
CVRT is a fixed income ETF, while CBOX is an alternative ETF. CVRT charges 0.69% a year and CBOX 0.14%.
- CVRT is a fixed income fund, while CBOX is an alternative fund. They carry different risk/return profiles.
- CVRT follows a option income strategy; CBOX uses active selection.
- CBOX costs 0.55% less per year.
- CBOX is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CVRT | CBOX | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.14% |
| Fund size (AUM) | $29M | $939M |
| Since | 2023 | 2026 |
| Dividend yield | 1.42% | — |
| Asset class | fixed income | alternative |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +67.2% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 22.18% | — |
| Max drawdown | -20.71% | -2.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.