Screener
CVRT vs CRUX
Calamos Convertible Equity Alternative ETF vs Columbia Core Bond ETF
Key differences
Both CVRT and CRUX are fixed income ETFs. CVRT charges 0.69% a year and CRUX 0.32%. The main difference: CVRT follows a option income strategy; CRUX uses active selection.
- CVRT follows a option income strategy; CRUX uses active selection.
- CRUX costs 0.37% less per year.
- CRUX is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
- CRUX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CVRT | CRUX | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.32% |
| Fund size (AUM) | $29M | $2.2B |
| Since | 2023 | 2009 |
| Dividend yield | 1.42% | 4.12% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +67.5% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 22.44% | — |
| Max drawdown | -20.71% | -1.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.