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CVRT vs HYSD

Calamos Convertible Equity Alternative ETF vs Columbia Short Duration High Yield ETF

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

HYSD

Columbia Short Duration High Yield ETF

Annual cost

0.44%

Fund size

$105M

Key differences

Both CVRT and HYSD are fixed income ETFs. CVRT charges 0.69% a year and HYSD 0.44%. The main difference: CVRT follows a option income strategy; HYSD uses active selection.

  • CVRT follows a option income strategy; HYSD uses active selection.
  • HYSD costs 0.25% less per year.
  • HYSD is much larger than CVRT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CVRTHYSD
Annual cost (TER)0.69%0.44%
Fund size (AUM)$29M$105M
Since20232024
Dividend yield1.42%5.67%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+67.5%+6.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.44%2.85%
Max drawdown-20.71%-2.69%

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

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