CVRT vs MEMS
Comparison between Calamos Convertible Equity Alternative ETF (CVRT, ETF) and MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF (MEMS, ETF).
CVRT vs MEMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVRT
$22M
Winner
MEMS
$22M
Expense Ratio
Winner
CVRT
0.69%
MEMS
0.89%
Max Drawdown
Winner
CVRT
21.13%
MEMS
23.29%
Sharpe Ratio
Winner
CVRT
2.26
MEMS
0.96
5Y Beta
CVRT
1.00
Winner
MEMS
0.81
CVRT vs MEMS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVRT
+0.80%
MEMS
-4.58%
3M
Winner
CVRT
+21.19%
MEMS
+12.29%
6M
Winner
CVRT
+32.64%
MEMS
+18.69%
1Y
Winner
CVRT
+66.84%
MEMS
+24.19%
Max(CAGR)
Winner
CVRT
+33.66%
MEMS
+9.34%
CVRT vs MEMS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CVRT | MEMS |
|---|---|---|
| 2026 | +30.09% | +17.38% |
| 2025 | +29.40% | +11.55% |
| 2024 | +16.12% | -5.64% |
| 2023 | +11.01% | N/A |
CVRT vs MEMS Drawdown Comparison
The maximum drawdown for CVRT was -20.71%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.
The maximum drawdown for MEMS was -22.21%, occurring on Apr 8, 2025. Recovery took 229 trading sessions.
The current CVRT drawdown is -6.47%. The current MEMS drawdown is -6.34%.
| Rank | CVRT | MEMS |
|---|---|---|
| #1 | -20.71% Nov 29, 2024 - Jul 9, 2025 | -22.21% Oct 7, 2024 - Sep 8, 2025 |
| #2 | -9.41% Jul 16, 2024 - Sep 19, 2024 | -13.05% Feb 25, 2026 - Apr 15, 2026 |
| #3 | -8.60% Feb 25, 2026 - Apr 8, 2026 | -10.19% Mar 1, 2024 - Sep 26, 2024 |
| #4 | -8.52% Oct 11, 2023 - Nov 29, 2023 | -8.43% Sep 17, 2025 - Jan 26, 2026 |
| #5 | -7.97% Mar 27, 2024 - Jul 16, 2024 | -7.70% May 8, 2026 - May 19, 2026 |
| #6 | -7.52% Nov 10, 2025 - Dec 10, 2025 | -3.14% Jan 28, 2026 - Feb 9, 2026 |
| #7 | -6.47% Jun 2, 2026 - Jun 5, 2026 | -2.82% Jan 12, 2024 - Feb 15, 2024 |
| #8 | -6.24% Feb 12, 2024 - Mar 4, 2024 | -2.43% Apr 22, 2026 - Apr 24, 2026 |
| #9 | -6.16% May 11, 2026 - May 29, 2026 | -2.29% Oct 2, 2024 - Oct 7, 2024 |
| #10 | -5.22% Jan 28, 2026 - Feb 6, 2026 | -2.26% Apr 24, 2026 - May 1, 2026 |
| #11 | -5.02% Dec 26, 2023 - Feb 9, 2024 | -1.75% Apr 20, 2026 - Apr 22, 2026 |
| #12 | -4.73% Dec 11, 2025 - Jan 5, 2026 | -1.61% Feb 11, 2026 - Feb 19, 2026 |
| #13 | -4.05% Oct 15, 2025 - Oct 27, 2025 | -1.61% Feb 20, 2026 - Feb 25, 2026 |
| #14 | -3.21% Nov 3, 2025 - Nov 10, 2025 | -1.45% Feb 27, 2024 - Mar 1, 2024 |
| #15 | -3.09% Jul 17, 2025 - Aug 22, 2025 | -1.13% Sep 27, 2024 - Oct 2, 2024 |
Correlation
Correlation between CVRT and MEMS is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2023 - 2026)
CVRT vs MEMS dividend yield comparison.
| Year | CVRT | MEMS |
|---|---|---|
| 2026 | 0.47% | 0.00% |
| 2025 | 1.68% | 2.81% |
| 2024 | 1.49% | 1.42% |
| 2023 | 0.32% | 0.00% |
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