Screener
CVRT vs FIGB
Calamos Convertible Equity Alternative ETF vs Fidelity Investment Grade Bond ETF
Key differences
Both CVRT and FIGB are fixed income ETFs. CVRT charges 0.69% a year and FIGB 0.36%. The main difference: CVRT follows a option income strategy; FIGB uses index tracking.
- CVRT follows a option income strategy; FIGB uses index tracking.
- CVRT covers North America; FIGB covers global markets excluding the US.
- FIGB costs 0.33% less per year.
- FIGB is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CVRT | FIGB | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.36% |
| Fund size (AUM) | $29M | $499M |
| Since | 2023 | 2021 |
| Dividend yield | 1.42% | 4.11% |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | option income | index tracking |
| CAGR 1Y | +67.2% | +4.2% |
| CAGR 3Y | N/A | +3.8% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | 0.06 |
| Volatility 1Y | 22.18% | 4.11% |
| Max drawdown | -20.71% | -18.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.