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CVRT vs PAAA

Calamos Convertible Equity Alternative ETF vs Pgim Aaa Clo Etf

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

PAAA

PGIM AAA CLO ETF

Annual cost

0.19%

Fund size

$10.2B

Key differences

Both CVRT and PAAA are fixed income ETFs. CVRT charges 0.69% a year and PAAA 0.19%. The main difference: CVRT follows a option income strategy; PAAA uses active selection.

  • CVRT follows a option income strategy; PAAA uses active selection.
  • PAAA costs 0.50% less per year.
  • PAAA is much larger than CVRT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CVRTPAAA
Annual cost (TER)0.69%0.19%
Fund size (AUM)$29M$10.2B
Since20232023
Dividend yield1.42%5.33%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+67.2%+5.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.18%0.49%
Max drawdown-20.71%-1.04%

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

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