CVRT vs VOO

CVRT vs VOO

Which is better, CVRT or VOO?

Convertibles against Large Cap Blend.

VOO has a lower expense ratio. CVRT led over 1Y, 3Y and the full window.

Lower Fees: VOOHigher Returns: CVRT

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCVRTVOO
Expense Ratio0.69%0.03%Best
AUM$43M$997.4B
Dividend Yield1.59%1.08%
Holdings105509
YTD Return+22.00%Best+13.37%
1Y Return+40.53%Best+20.08%
3Y Return (annualized)+27.46%Best+21.29%
5Y Return (annualized)-+12.89%
Volatility (annualized)18.8%12.4%Best
Max Drawdown-20.9%-18.7%Best
$10,000 over 2.9 years$20,211Best$18,722
Fund FamilyCalamos Asset ManagementVanguard (US)
CategoryConvertibleEquity
StyleConvertiblesLarge Cap Blend
InceptionOct 4, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 4, 2023 to Sep 4, 2026 (2.9 years).

CVRT vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.

CVRT vs VOO Performance

Calamos Convertible Equity Alternative ETF (CVRT) is an ETF from Calamos Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CVRT returned +40.53% while VOO returned +20.08%. Year to date, CVRT is up 22.00% versus a gain of 13.37% for VOO.

Over three years, CVRT compounded at +27.46% per year against +21.29% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CVRT has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 12.4% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -20.9% for CVRT and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CVRT charges 0.69% per year while VOO charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, CVRT currently yields 1.59% against 1.08% for VOO.

Holdings Overlap

VOO already in CVRT4.4%

At least 4.4% of VOO's money is in holdings CVRT also owns.

Stated as a floor: for CVRT, our book for it covers 84.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and CVRT share little of their money.

20 positions in common, counted across the 88 positions we hold weights for in CVRT and 504 in VOO, against full books of 105 and 509.

Top Shared Holdings

StockWeight in CVRTWeight in VOODifference
GOOGAlphabet, Inc., Class C5.08%2.59%2.49%
LITELumentum Holdings Inc3.31%0.10%3.21%
ORCLOracle Corp.2.56%0.39%2.17%
SMCISuper Micro Computer Inc2.10%0.03%2.07%
NEENextera Energy Inc1.29%0.28%1.01%
WELLWelltower, Inc.1.30%0.25%1.05%
AKAMAkamai Technologies Inc.1.44%0.03%1.41%
ALBAlbemarle Corp.1.44%0.02%1.42%
MCHPMicrochip Technology Inc.1.32%0.08%1.24%
KKRKkr & Co., Inc., Series A, Pfd.1.17%0.10%1.07%

You are not choosing between two funds in isolation.

Whichever of CVRT and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CVRTVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CVRT or VOO?

CVRT has an expense ratio of 0.69% while VOO charges 0.03%. VOO is the cheaper option, by $66 a year on a $10,000 investment.

Which performed better, CVRT or VOO?

Over the past year CVRT returned +40.53% vs +20.08% for VOO, so CVRT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CVRT or VOO?

CVRT has been the more volatile fund at 18.8% annualized versus 12.4% for VOO. Worst drawdown: CVRT -20.9% vs VOO -18.7%.

Should I hold both CVRT and VOO?

CVRT and VOO have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between CVRT and VOO?

At least 4.4% of VOO's money is in holdings CVRT also owns. Our book for CVRT is partial, so the real figure is this or higher. They hold 20 positions in common, counted across the 88 positions we hold weights for in CVRT and 504 in VOO.

Which pays a higher dividend, CVRT or VOO?

CVRT yields 1.59% while VOO yields 1.08%, so CVRT currently pays the higher dividend yield.

Is VOO better than CVRT?

VOO has a lower expense ratio. CVRT led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.