Screener
CVRT vs YLD
Calamos Convertible Equity Alternative ETF vs Principal Active High Yield ETF
Key differences
Both CVRT and YLD are fixed income ETFs. CVRT charges 0.69% a year and YLD 0.39%. The main difference: CVRT follows a option income strategy; YLD uses active selection.
- CVRT follows a option income strategy; YLD uses active selection.
- CVRT covers North America; YLD covers global markets.
- YLD costs 0.30% less per year.
- YLD is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CVRT | YLD | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.39% |
| Fund size (AUM) | $29M | $545M |
| Since | 2023 | 2015 |
| Dividend yield | 1.42% | 7.29% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | option income | active selection |
| CAGR 1Y | +67.2% | +6.7% |
| CAGR 3Y | N/A | +8.9% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | 22.18% | 4.35% |
| Max drawdown | -20.71% | -28.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.