CVRTvsBUCKETF Comparison
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Calamos Convertible Equity Alternative ETF (CVRT) belongs to the Convertible Bonds segment. Simplify Stable Income ETF (BUCK) is part of the Multi-Asset: Other segment. CVRT's top 3 sector exposures are Technology, Utilities and Finance. In contrast, BUCK's top sector exposures are Government Agencies and Sovereign. CVRT is more expensive with a Total Expense Ratio (TER) of 0.69%, versus 0.35% for BUCK. CVRT is up 23.94% year-to-date (YTD) with +$24M in YTD flows. BUCK performs worse with 2.92% YTD performance, and +$165M in YTD flows. Run a side-by-side ETF comparison of CVRT and BUCK below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CVRT vs BUCK performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVRT BUCK | -3.25%+0.24% | -10.98%+0.98% | +23.94%+2.92% | +31.27%+4.66% | n/a+15.76% | n/an/a |
| Flows | CVRT BUCK | -+$14M | +$17M+$49M | +$24M+$165M | +$27M+$167M | -+$518M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVRT BUCK | +22.21%+0.56% | +24.01%+0.98% | n/a+2.83% | n/an/a |
| Max drawdown | CVRT BUCK | -13.83%-0.15% | -15.65%-0.42% | n/a-5.11% | n/an/a |
| Max drawdown duration | CVRT BUCK | 89d5d | 108d17d | n/a160d | n/an/a |
Trading data
CVRT | BUCK | |
Last sale 9/18/2026 at 1:30 PM | $46.64 | $23.41 |
| Previous close 09/18/2026 | $46.66 | $23.35 |
| Consolidated volume 09/18/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/18/2026 at 1:30 PM
Live
Closed
CVRT | BUCK | |
|---|---|---|
| Last price | $46.64 | $23.41 |
| 1D performance | -0.05% | +0.26% |
| AuM | $42.08 M | $509.89 M |
| E/R | 0.69% | 0.35% |
Characteristics
CVRT | BUCK | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Calamos Investments | Simplify |
| Benchmark | - | - |
| N° of holdings | 88 | 125 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 4, 2023 | October 27, 2022 |
| ESG | No | No |
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Exposure
Countries
CVRT
USA
94.28%
Other
5.72%
BUCK
USA
70.92%
Other
29.08%
Sectors
CVRT
Technology
45.79%
Utilities
13.33%
Finance
10.95%
Healthcare
8.07%
Industrials
7.38%
Other
14.48%
BUCK
Government Agenci.
46.12%
Sovereign
24.81%
Other
29.08%
Diversification
CVRT
Total weight of top 15 holdings out of 15
44.74%
BUCK
Total weight of top 15 holdings out of 15
25.17%
Top 15 holdings
Data as of July 31, 2026
CVRT
Western Digital, 3% 15nov2028, USD (Conv.)
7.03%
The Boeing Co.
5.34%
Alphabet, Inc.
5.03%
Alphabet, Inc.
5.03%
Lumentum Holdings, 0.375% 15mar2032, USD (Conv.)
3.43%
Super Micro Computer, Inc.
2.63%
Hewlett Packard Enterprise Co.
2.60%
Oracle Corp.
2.25%
MKS Inc., 1.25% 1jun2030, USD (Conv.)
2.00%
Akamai Technologies, 0.25% 15may2033, USD (Conv.)
1.72%
Snowflake, 0% 1oct2029, USD (Conv.)
1.59%
KKR & Co., Inc.
1.56%
NextEra Energy, 7.375% 15feb2029, USD (Conv.)
1.53%
Snowflake, 0% 1oct2027, USD (Conv.)
1.52%
Cipher Mining, 0% 1oct2031, USD (Conv.)
1.50%
BUCK
Freddie Mac, FRN 22sep2027, USD
2.92%
USA, Notes FRN 31jul2026, USD (BF-2026)
2.53%
USA, Notes FRN 31jul2027, USD (BF-2027)
2.03%
FHLB, 0% 7aug2026, USD (365D)
2.02%
FHLB, 0% 21aug2026, USD (365D)
2.02%
FHLB, 0% 27aug2026, USD (365D)
2.02%
FHLB, 0% 3sep2026, USD (365D)
1.61%
USA, Notes FRN 31oct2027, USD (BK-2027)
1.42%
FHLB, 0% 28aug2026, USD (365D)
1.41%
USA, Bills 0% 8oct2026, USD (182D)
1.41%
USA, Notes FRN 30apr2027, USD (BB-2027)
1.28%
US313313F450
1.21%
US313589C353
1.13%
US313589B447
1.09%
FHLB, 0% 31jul2026, USD (365D)
1.07%
Frequently asked questions about CVRT and BUCK
How have the CVRT and BUCK ETFs performed in 2026?
As of September 18, 2026, CVRT is up 23.94% year-to-date (YTD), while BUCK has returned 2.92%. That puts CVRT better performer ahead so far this year.
Which ETF is attracting more investor money: CVRT or BUCK?
Year-to-date, the CVRT ETF saw +$24M in flows, compared to +$165M for BUCK.
Which ETF is more volatile: CVRT or BUCK?
Over the past year, CVRT had a volatility of 24.01%, while BUCK experienced 0.98%.
Which ETF is bigger: CVRT or BUCK?
As of September 18, 2026, CVRT holds $42.08 M in assets under management (AUM), while BUCK manages $509.89 M.
What sectors do the CVRT and BUCK ETFs invest in?
CVRT leans toward sectors like Technology, Utilities and Finance. Meanwhile, BUCK focuses on Government Agencies and Sovereign.
What are the top holdings of the CVRT ETF and BUCK ETF?
CVRT top holdings include Western Digital, 3% 15nov2028, USD (Conv.), The Boeing Co. and Alphabet, Inc.. BUCK holds in its top three: Freddie Mac, FRN 22sep2027, USD, USA, Notes FRN 31jul2026, USD (BF-2026) and USA, Notes FRN 31jul2027, USD (BF-2027).
Which ETF is more diversified: CVRT or BUCK?
CVRT holds 91 securities with 44.74% of its assets in the top 15. BUCK has 167 securities and a top 15 weight of 25.17%.
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