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CVRT vs CGHY

Calamos Convertible Equity Alternative ETF vs Capital Group High Yield Bond ETF

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

CGHY

Capital Group High Yield Bond ETF

Annual cost

0.39%

Fund size

$94M

Key differences

Both CVRT and CGHY are fixed income ETFs. CVRT charges 0.69% a year and CGHY 0.39%. The main difference: CVRT follows a option income strategy; CGHY uses index tracking.

  • CVRT follows a option income strategy; CGHY uses index tracking.
  • CVRT covers North America; CGHY covers global markets.
  • CGHY costs 0.30% less per year.
  • CGHY is much larger than CVRT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CVRTCGHY
Annual cost (TER)0.69%0.39%
Fund size (AUM)$29M$94M
Since20232025
Dividend yield1.42%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyoption incomeindex tracking
CAGR 1Y+67.2%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.18%
Max drawdown-20.71%-2.38%

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

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