FCVT vs. CVRT

In the year-to-date period, FCVT achieves a -10.75% return, which is significantly higher than CVRT's -14.10% return.

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FCVT has a 0.95% expense ratio, which is higher than CVRT's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust SSI Strategic Convertible Securities ETF (FCVT) and Calamos Convertible Equity Alternative ETF (CVRT). 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 FCVT Sharpe Ratio is -0.13, which is higher than the CVRT Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of FCVT and CVRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCVT's dividend yield for the trailing twelve months is around 1.89%, more than CVRT's 1.74% yield.

The maximum FCVT drawdown since its inception was -35.29%, which is greater than CVRT's maximum drawdown of -20.84%. Use the drawdown chart below to compare losses from any high point for FCVT and CVRT. For additional features, visit the drawdowns tool.

The current volatility for First Trust SSI Strategic Convertible Securities ETF (FCVT) is 7.53%, while Calamos Convertible Equity Alternative ETF (CVRT) has a volatility of 10.17%. This indicates that FCVT experiences smaller price fluctuations and is considered to be less risky than CVRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.