BESF vs CVRT
Comparison between BASTION ENERGY ETF (BESF, ETF) and Calamos Convertible Equity Alternative ETF (CVRT, ETF).
BESF vs CVRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BESF
$33M
Winner
CVRT
$33M
Expense Ratio
BESF
0.80%
Winner
CVRT
0.69%
Max Drawdown
Winner
BESF
10.97%
CVRT
21.13%
Sharpe Ratio
Winner
BESF
1.70
CVRT
1.57
5Y Beta
Winner
BESF
0.12
CVRT
1.02
P/E Ratio
BESF
37.96
CVRT
N/A
Forward P/E
BESF
10.73
CVRT
N/A
5Y EPS CAGR
BESF
17.78%
CVRT
N/A
P/S Ratio
BESF
1.98
CVRT
N/A
P/B Ratio
BESF
1.78
CVRT
N/A
BESF vs CVRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BESF
+3.63%
CVRT
-7.89%
3M
BESF
+2.72%
Winner
CVRT
+3.01%
6M
BESF
+14.06%
Winner
CVRT
+18.93%
1Y
Winner
BESF
+55.96%
CVRT
+47.02%
Max(CAGR)
Winner
BESF
+58.50%
CVRT
+30.04%
BESF vs CVRT - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BESF | CVRT |
|---|---|---|
| 2026 | +15.13% | +24.97% |
| 2025 | +41.12% | +29.40% |
| 2024 | N/A | +16.12% |
| 2023 | N/A | +11.01% |
BESF vs CVRT Drawdown Comparison
The maximum drawdown for BESF was -10.97%, occurring on Jun 18, 2026. This drawdown has not yet recovered.
The maximum drawdown for CVRT was -20.71%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.
The current BESF drawdown is -6.36%. The current CVRT drawdown is -10.15%.
| Rank | BESF | CVRT |
|---|---|---|
| #1 | -10.97% May 19, 2026 - Jun 18, 2026 | -20.71% Nov 29, 2024 - Jul 9, 2025 |
| #2 | -9.89% Mar 27, 2026 - May 19, 2026 | -12.63% Jun 2, 2026 - Jul 16, 2026 |
| #3 | -7.73% Oct 15, 2025 - Dec 3, 2025 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -6.55% Dec 9, 2025 - Jan 2, 2026 | -8.60% Feb 25, 2026 - Apr 8, 2026 |
| #5 | -5.68% Aug 28, 2025 - Sep 24, 2025 | -8.52% Oct 11, 2023 - Nov 29, 2023 |
| #6 | -5.30% Jul 18, 2025 - Aug 26, 2025 | -7.97% Mar 27, 2024 - Jul 16, 2024 |
| #7 | -4.65% Oct 9, 2025 - Oct 14, 2025 | -7.52% Nov 10, 2025 - Dec 10, 2025 |
| #8 | -3.84% Jan 5, 2026 - Jan 21, 2026 | -6.24% Feb 12, 2024 - Mar 4, 2024 |
| #9 | -2.55% Sep 25, 2025 - Oct 1, 2025 | -6.16% May 11, 2026 - May 29, 2026 |
| #10 | -2.53% Jun 13, 2025 - Jul 2, 2025 | -5.22% Jan 28, 2026 - Feb 6, 2026 |
| #11 | -1.94% Jul 3, 2025 - Jul 11, 2025 | -5.02% Dec 26, 2023 - Feb 9, 2024 |
| #12 | -1.60% Mar 2, 2026 - Mar 11, 2026 | -4.73% Dec 11, 2025 - Jan 5, 2026 |
| #13 | -1.41% Jan 30, 2026 - Feb 6, 2026 | -4.05% Oct 15, 2025 - Oct 27, 2025 |
| #14 | -0.95% Oct 6, 2025 - Oct 8, 2025 | -3.21% Nov 3, 2025 - Nov 10, 2025 |
| #15 | -0.92% Oct 1, 2025 - Oct 3, 2025 | -3.09% Jul 17, 2025 - Aug 22, 2025 |
Correlation
Correlation between BESF and CVRT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2023 - 2026)
BESF vs CVRT dividend yield comparison.
| Year | BESF | CVRT |
|---|---|---|
| 2026 | 0.38% | 0.59% |
| 2025 | 6.39% | 1.68% |
| 2024 | 0.00% | 1.49% |
| 2023 | 0.00% | 0.32% |
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