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FCLO vs CVRT

Fidelity CLO ETF vs Calamos Convertible Equity Alternative ETF

FCLO

Fidelity CLO ETF

Annual cost

0.00%

Fund size

$26M

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

Key differences

Both FCLO and CVRT are fixed income ETFs. FCLO charges 0.00% a year and CVRT 0.69%. The main difference: FCLO follows a multi strategy strategy; CVRT uses option income.

  • FCLO follows a multi strategy strategy; CVRT uses option income.
  • FCLO costs 0.69% less per year.

Side-by-side comparison

FCLOCVRT
Annual cost (TER)0.00%0.69%
Fund size (AUM)$26M$29M
Since20262023
Dividend yield1.42%
Asset classfixed incomefixed income
Regionnorth america
Strategymulti strategyoption income
CAGR 1YN/A+67.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y22.18%
Max drawdown-0.58%-20.71%

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

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