Screener
CVRT vs CGBL
Calamos Convertible Equity Alternative ETF vs Capital Group Core Balanced ETF
Key differences
CVRT is a fixed income ETF, while CGBL is a mixed asset ETF. CVRT charges 0.69% a year and CGBL 0.33%.
- CVRT is a fixed income fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- CVRT follows a option income strategy; CGBL uses active selection.
- CGBL costs 0.36% less per year.
- CGBL is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CVRT | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.33% |
| Fund size (AUM) | $29M | $6.7B |
| Since | 2023 | 2023 |
| Dividend yield | 1.42% | 1.86% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +67.2% | +16.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 22.18% | 9.86% |
| Max drawdown | -20.71% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.