Screener
CVRT vs CLOI
Calamos Convertible Equity Alternative ETF vs VanEck CLO ETF
Key differences
Both CVRT and CLOI are fixed income ETFs. CVRT charges 0.69% a year and CLOI 0.36%. The main difference: CVRT follows a option income strategy; CLOI uses active selection.
- CVRT follows a option income strategy; CLOI uses active selection.
- CLOI costs 0.33% less per year.
- CLOI is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CVRT | CLOI | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.36% |
| Fund size (AUM) | $29M | $1.3B |
| Since | 2023 | 2022 |
| Dividend yield | 1.42% | 5.40% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +67.5% | +5.5% |
| CAGR 3Y | N/A | +7.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.29 |
| Volatility 1Y | 22.44% | 1.15% |
| Max drawdown | -20.71% | -3.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.