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Screener

HYSD vs CVRT

Columbia Short Duration High Yield ETF vs Calamos Convertible Equity Alternative ETF

HYSD

Columbia Short Duration High Yield ETF

Annual cost

0.44%

Fund size

$105M

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

Key differences

Both HYSD and CVRT are fixed income ETFs. HYSD charges 0.44% a year and CVRT 0.69%. The main difference: HYSD follows a active selection strategy; CVRT uses option income.

  • HYSD follows a active selection strategy; CVRT uses option income.
  • HYSD costs 0.25% less per year.
  • HYSD is much larger than CVRT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

HYSDCVRT
Annual cost (TER)0.44%0.69%
Fund size (AUM)$105M$29M
Since20242023
Dividend yield5.67%1.42%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+6.0%+67.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.85%22.44%
Max drawdown-2.69%-20.71%

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

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