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CVRT vs ZTOP

Calamos Convertible Equity Alternative ETF vs F/m High Yield 100 ETF

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

ZTOP

F/m High Yield 100 ETF

Annual cost

0.39%

Fund size

$17M

Key differences

Both CVRT and ZTOP are fixed income ETFs. CVRT charges 0.69% a year and ZTOP 0.39%. The main difference: CVRT follows a option income strategy; ZTOP uses index tracking.

  • CVRT follows a option income strategy; ZTOP uses index tracking.
  • ZTOP costs 0.30% less per year.

Side-by-side comparison

CVRTZTOP
Annual cost (TER)0.69%0.39%
Fund size (AUM)$29M$17M
Since20232025
Dividend yield1.42%6.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+67.2%+6.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.18%3.30%
Max drawdown-20.71%-2.52%

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

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