Screener
TRFM vs CVRT
AAM Transformers ETF vs Calamos Convertible Equity Alternative ETF
Key differences
TRFM is an equity ETF, while CVRT is a fixed income ETF. TRFM charges 0.49% a year and CVRT 0.69%.
- TRFM is an equity fund, while CVRT is a fixed income fund. They carry different risk/return profiles.
- TRFM follows a index tracking strategy; CVRT uses option income.
- TRFM costs 0.20% less per year.
- TRFM is much larger than CVRT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| TRFM | CVRT | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.69% |
| Fund size (AUM) | $213M | $29M |
| Since | 2022 | 2023 |
| Dividend yield | 0.13% | 1.42% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +45.0% | +67.2% |
| CAGR 3Y | +29.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | N/A |
| Volatility 1Y | 23.42% | 22.18% |
| Max drawdown | -28.40% | -20.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.