CVRT vs. VFIAX

In the year-to-date period, CVRT achieves a 1.28% return, which is significantly higher than VFIAX's -0.20% return.

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CVRT has a 0.69% expense ratio, which is higher than VFIAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calamos Convertible Equity Alternative ETF (CVRT) and Vanguard 500 Index Fund Admiral Shares (VFIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CVRT Sharpe Ratio is 0.56, which is comparable to the VFIAX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of CVRT and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CVRT's dividend yield for the trailing twelve months is around 1.38%, more than VFIAX's 1.29% yield.

The maximum CVRT drawdown since its inception was -25.08%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for CVRT and VFIAX. For additional features, visit the drawdowns tool.

Calamos Convertible Equity Alternative ETF (CVRT) has a higher volatility of 16.27% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 6.29%. This indicates that CVRT's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.