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CVRT vs FCLO

Calamos Convertible Equity Alternative ETF vs Fidelity CLO ETF

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

FCLO

Fidelity CLO ETF

Annual cost

0.00%

Fund size

$26M

Key differences

Both CVRT and FCLO are fixed income ETFs. CVRT charges 0.69% a year and FCLO 0.00%. The main difference: CVRT follows a option income strategy; FCLO uses multi strategy.

  • CVRT follows a option income strategy; FCLO uses multi strategy.
  • FCLO costs 0.69% less per year.

Side-by-side comparison

CVRTFCLO
Annual cost (TER)0.69%0.00%
Fund size (AUM)$29M$26M
Since20232026
Dividend yield1.42%
Asset classfixed incomefixed income
Regionnorth america
Strategyoption incomemulti strategy
CAGR 1Y+67.2%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.18%
Max drawdown-20.71%-0.58%

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

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