Screener
CVRT vs CGCB
Calamos Convertible Equity Alternative ETF vs Capital Group Core Bond ETF
Key differences
Both CVRT and CGCB are fixed income ETFs. CVRT charges 0.69% a year and CGCB 0.27%. The main difference: CVRT follows a option income strategy; CGCB uses active selection.
- CVRT follows a option income strategy; CGCB uses active selection.
- CGCB costs 0.42% less per year.
- CGCB is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CVRT | CGCB | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.27% |
| Fund size (AUM) | $29M | $5.2B |
| Since | 2023 | 2023 |
| Dividend yield | 1.42% | 4.21% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +67.2% | +4.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 22.18% | 3.94% |
| Max drawdown | -20.71% | -5.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.