Screener
CVRT vs FSEC
Calamos Convertible Equity Alternative ETF vs Fidelity Investment Grade Securitized ETF
Key differences
Both CVRT and FSEC are fixed income ETFs. CVRT charges 0.69% a year and FSEC 0.36%. The main difference: CVRT follows a option income strategy; FSEC uses index tracking.
- CVRT follows a option income strategy; FSEC uses index tracking.
- FSEC costs 0.33% less per year.
- FSEC is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CVRT | FSEC | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.36% |
| Fund size (AUM) | $29M | $4.5B |
| Since | 2023 | 2021 |
| Dividend yield | 1.42% | 4.34% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +67.2% | +5.9% |
| CAGR 3Y | N/A | +4.5% |
| CAGR 5Y | N/A | +0.4% |
| Sharpe 3Y | N/A | 0.16 |
| Volatility 1Y | 22.18% | 5.34% |
| Max drawdown | -20.71% | -17.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.