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CVRT vs SHYM

Calamos Convertible Equity Alternative ETF vs iShares Short Duration High Yield Muni Active ETF

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

SHYM

iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

Both CVRT and SHYM are fixed income ETFs. The main difference: CVRT follows a option income strategy; SHYM uses active selection.

  • CVRT follows a option income strategy; SHYM uses active selection.

Side-by-side comparison

CVRTSHYM
Annual cost (TER)0.69%
Fund size (AUM)$29M
Since2023
Dividend yield1.42%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+60.9%+4.9%
CAGR 3YN/A+5.8%
CAGR 5YN/A+1.1%
Sharpe 3YN/A0.34
Volatility 1Y22.27%2.96%
Max drawdown-20.71%-22.55%

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

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