Screener
CVRT vs IUSB
Calamos Convertible Equity Alternative ETF vs iShares Core Universal USD Bond ETF
Key differences
Both CVRT and IUSB are fixed income ETFs. CVRT charges 0.69% a year and IUSB 0.06%. The main difference: CVRT follows a option income strategy; IUSB uses index tracking.
- CVRT follows a option income strategy; IUSB uses index tracking.
- IUSB costs 0.63% less per year.
- IUSB is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
- IUSB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CVRT | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.06% |
| Fund size (AUM) | $29M | $39.8B |
| Since | 2023 | 2014 |
| Dividend yield | 1.42% | 4.24% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +67.2% | +4.7% |
| CAGR 3Y | N/A | +4.2% |
| CAGR 5Y | N/A | +0.4% |
| Sharpe 3Y | N/A | 0.14 |
| Volatility 1Y | 22.18% | 3.60% |
| Max drawdown | -20.71% | -17.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.