Screener
CVRT vs DIAL
Calamos Convertible Equity Alternative ETF vs Columbia Diversified Fixed Income Allocation ETF
Key differences
Both CVRT and DIAL are fixed income ETFs. CVRT charges 0.69% a year and DIAL 0.29%. The main difference: CVRT follows a option income strategy; DIAL uses index tracking.
- CVRT follows a option income strategy; DIAL uses index tracking.
- DIAL costs 0.40% less per year.
- DIAL is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
- DIAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CVRT | DIAL | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.29% |
| Fund size (AUM) | $29M | $417M |
| Since | 2023 | 2017 |
| Dividend yield | 1.42% | 4.96% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +67.5% | +6.2% |
| CAGR 3Y | N/A | +6.2% |
| CAGR 5Y | N/A | +0.7% |
| Sharpe 3Y | N/A | 0.45 |
| Volatility 1Y | 22.44% | 4.14% |
| Max drawdown | -20.71% | -22.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.