Screener
CVRT vs FBND
Calamos Convertible Equity Alternative ETF vs Fidelity Total Bond ETF
Key differences
Both CVRT and FBND are fixed income ETFs. CVRT charges 0.69% a year and FBND 0.36%. The main difference: CVRT follows a option income strategy; FBND uses index tracking.
- CVRT follows a option income strategy; FBND uses index tracking.
- CVRT covers North America; FBND covers global markets.
- FBND costs 0.33% less per year.
- FBND is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
- FBND has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CVRT | FBND | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.36% |
| Fund size (AUM) | $29M | $26.1B |
| Since | 2023 | 2014 |
| Dividend yield | 1.42% | 4.70% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | option income | index tracking |
| CAGR 1Y | +67.2% | +4.8% |
| CAGR 3Y | N/A | +4.4% |
| CAGR 5Y | N/A | +0.8% |
| Sharpe 3Y | N/A | 0.17 |
| Volatility 1Y | 22.18% | 3.83% |
| Max drawdown | -20.71% | -17.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.