CVRTvsSBARETF Comparison
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Calamos Convertible Equity Alternative ETF (CVRT) belongs to the Convertible Bonds segment. Simplify Barrier Income ETF (SBAR) is part of the Multi-Asset: Other segment. CVRT's top 3 sector exposures are Technology, Utilities and Finance. In contrast, SBAR's top sector exposures are Sovereign and Government Agencies. CVRT is less expensive with a Total Expense Ratio (TER) of 0.69%, versus 0.75% for SBAR. CVRT is up 23.94% year-to-date (YTD) with +$24M in YTD flows. SBAR performs worse with 6.41% YTD performance, and +$247M in YTD flows. Run a side-by-side ETF comparison of CVRT and SBAR 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 SBAR 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 SBAR | -3.25%+0.36% | -10.98%+2.58% | +23.94%+6.41% | +31.27%+9.87% | n/an/a | n/an/a |
| Flows | CVRT SBAR | -+$12M | +$17M+$41M | +$24M+$247M | +$27M+$327M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVRT SBAR | +22.21%+5.78% | +24.01%+5.97% | n/an/a | n/an/a |
| Max drawdown | CVRT SBAR | -13.83%-2.10% | -15.65%-4.84% | n/an/a | n/an/a |
| Max drawdown duration | CVRT SBAR | 89d19d | 108d85d | n/an/a | n/an/a |
Trading data
CVRT | SBAR | |
Last sale 9/18/2026 at 1:30 PM | $46.64 | $25.65 |
| Previous close 09/17/2026 | $46.66 | $25.64 |
| Consolidated volume 09/17/2026 | ||
| 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 | SBAR | |
|---|---|---|
| Last price | $46.64 | $25.65 |
| 1D performance | -0.05% | +0.04% |
| AuM | $42.08 M | $423.79 M |
| E/R | 0.69% | 0.75% |
Characteristics
CVRT | SBAR | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Calamos Investments | Simplify |
| Benchmark | - | - |
| N° of holdings | 88 | 128 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 4, 2023 | April 15, 2025 |
| ESG | No | No |
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Exposure
Countries
CVRT
USA
94.28%
Other
5.72%
SBAR
USA
79.42%
Other
20.58%
Sectors
CVRT
Technology
45.79%
Utilities
13.33%
Finance
10.95%
Healthcare
8.07%
Industrials
7.38%
Other
14.48%
SBAR
Sovereign
40.22%
Government Agenci.
39.19%
Other
20.58%
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Diversification
CVRT
Total weight of top 15 holdings out of 15
44.74%
SBAR
Total weight of top 15 holdings out of 15
37.04%
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%
SBAR
USA, Bills 0% 31dec2026, USD (182D)
8.38%
USA, Bills 0% 3dec2026, USD (182D)
4.87%
USA, Bills 0% 15oct2026, USD (182D)
4.48%
Freddie Mac, FRN 22sep2027, USD
2.48%
USA, Notes FRN 31jul2026, USD (BF-2026)
2.15%
USA, Bills 0% 1sep2026, USD (119D)
1.75%
USA, Notes FRN 31jul2027, USD (BF-2027)
1.72%
FHLB, 0% 7aug2026, USD (365D)
1.72%
FHLB, 0% 21aug2026, USD (365D)
1.72%
FHLB, 0% 27aug2026, USD (365D)
1.72%
FHLB, 0% 3sep2026, USD (365D)
1.37%
USA, Notes FRN 31oct2027, USD (BK-2027)
1.21%
FHLB, 0% 28aug2026, USD (365D)
1.20%
USA, Bills 0% 8oct2026, USD (182D)
1.20%
USA, Notes FRN 30apr2027, USD (BB-2027)
1.09%
Frequently asked questions about CVRT and SBAR
How have the CVRT and SBAR ETFs performed in 2026?
As of September 18, 2026, CVRT is up 23.94% year-to-date (YTD), while SBAR has returned 6.41%. That puts CVRT better performer ahead so far this year.
Which ETF is attracting more investor money: CVRT or SBAR?
Year-to-date, the CVRT ETF saw +$24M in flows, compared to +$247M for SBAR.
Which ETF is more volatile: CVRT or SBAR?
Over the past year, CVRT had a volatility of 24.01%, while SBAR experienced 5.97%.
Which ETF is bigger: CVRT or SBAR?
As of September 18, 2026, CVRT holds $42.08 M in assets under management (AUM), while SBAR manages $423.79 M.
What sectors do the CVRT and SBAR ETFs invest in?
CVRT leans toward sectors like Technology, Utilities and Finance. Meanwhile, SBAR focuses on Sovereign and Government Agencies.
What are the top holdings of the CVRT ETF and SBAR ETF?
CVRT top holdings include Western Digital, 3% 15nov2028, USD (Conv.), The Boeing Co. and Alphabet, Inc.. SBAR holds in its top three: USA, Bills 0% 31dec2026, USD (182D), USA, Bills 0% 3dec2026, USD (182D) and USA, Bills 0% 15oct2026, USD (182D).
Which ETF is more diversified: CVRT or SBAR?
CVRT holds 91 securities with 44.74% of its assets in the top 15. SBAR has 170 securities and a top 15 weight of 37.04%.
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Latest news about CVRT & SBAR
