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CVRT vs CGUS
Calamos Convertible Equity Alternative ETF vs Capital Group Core Equity ETF
Key differences
CVRT is a fixed income ETF, while CGUS is an equity ETF. CVRT charges 0.69% a year and CGUS 0.33%.
- CVRT is a fixed income fund, while CGUS is an equity fund. They carry different risk/return profiles.
- CVRT follows a option income strategy; CGUS uses active selection.
- CGUS costs 0.36% less per year.
- CGUS is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CVRT | CGUS | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.33% |
| Fund size (AUM) | $29M | $10.8B |
| Since | 2023 | 2022 |
| Dividend yield | 1.42% | 0.87% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +67.2% | +23.1% |
| CAGR 3Y | N/A | +22.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.22 |
| Volatility 1Y | 22.18% | 12.64% |
| Max drawdown | -20.71% | -22.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.