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PAAA vs CVRT

Pgim Aaa Clo Etf vs Calamos Convertible Equity Alternative ETF

PAAA

PGIM AAA CLO ETF

Annual cost

0.19%

Fund size

$10.2B

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

Key differences

Both PAAA and CVRT are fixed income ETFs. PAAA charges 0.19% a year and CVRT 0.69%. The main difference: PAAA follows a active selection strategy; CVRT uses option income.

  • PAAA follows a active selection strategy; CVRT uses option income.
  • PAAA costs 0.50% less per year.
  • PAAA is much larger than CVRT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PAAACVRT
Annual cost (TER)0.19%0.69%
Fund size (AUM)$10.2B$29M
Since20232023
Dividend yield5.33%1.42%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+5.3%+67.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y0.49%22.18%
Max drawdown-1.04%-20.71%

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

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