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CVRT vs CLOB

Calamos Convertible Equity Alternative ETF vs Vaneck Aa-bb Clo Etf

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

CLOB

VanEck AA-BB CLO ETF

Annual cost

0.45%

Fund size

$177M

Key differences

Both CVRT and CLOB are fixed income ETFs. CVRT charges 0.69% a year and CLOB 0.45%. The main difference: CVRT follows a option income strategy; CLOB uses active selection.

  • CVRT follows a option income strategy; CLOB uses active selection.
  • CLOB costs 0.24% less per year.
  • CLOB is much larger than CVRT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CVRTCLOB
Annual cost (TER)0.69%0.45%
Fund size (AUM)$29M$177M
Since20232024
Dividend yield1.42%6.45%
Asset classfixed incomefixed income
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+67.2%+6.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.18%2.97%
Max drawdown-20.71%-5.54%

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

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