Screener
CVSB vs CVRT
Calvert Ultra-Short Investment Grade ETF vs Calamos Convertible Equity Alternative ETF
Key differences
Both CVSB and CVRT are fixed income ETFs. CVSB charges 0.24% a year and CVRT 0.69%. The main difference: CVSB follows a active selection strategy; CVRT uses option income.
- CVSB follows a active selection strategy; CVRT uses option income.
- CVSB costs 0.45% less per year.
- CVSB is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CVSB | CVRT | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.69% |
| Fund size (AUM) | $205M | $29M |
| Since | 2023 | 2023 |
| Dividend yield | 4.38% | 1.42% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +4.5% | +60.9% |
| CAGR 3Y | +5.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.39 | N/A |
| Volatility 1Y | 0.88% | 22.27% |
| Max drawdown | -0.63% | -20.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.