Screener
CVRT vs IG
Calamos Convertible Equity Alternative ETF vs Principal Investment Grade Corporate ETF
Key differences
Both CVRT and IG are fixed income ETFs. CVRT charges 0.69% a year and IG 0.19%. The main difference: CVRT follows a option income strategy; IG uses active selection.
- CVRT follows a option income strategy; IG uses active selection.
- IG costs 0.50% less per year.
- IG is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
- IG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CVRT | IG | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.19% |
| Fund size (AUM) | $29M | $180M |
| Since | 2023 | 2018 |
| Dividend yield | 1.42% | 5.04% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +67.2% | +5.3% |
| CAGR 3Y | N/A | +5.0% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | N/A | 0.24 |
| Volatility 1Y | 22.18% | 4.67% |
| Max drawdown | -20.71% | -23.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.