CVRT vs NDIV
Comparison between Calamos Convertible Equity Alternative ETF (CVRT, ETF) and Amplify Natural Resources Dividend Income ETF (NDIV, ETF).
CVRT vs NDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVRT
$29M
Winner
NDIV
$29M
Expense Ratio
CVRT
0.69%
Winner
NDIV
0.59%
Max Drawdown
CVRT
21.13%
Winner
NDIV
20.81%
Sharpe Ratio
Winner
CVRT
2.25
NDIV
1.12
5Y Beta
CVRT
1.00
Winner
NDIV
0.63
P/E Ratio
CVRT
N/A
NDIV
26.36
Forward P/E
CVRT
N/A
NDIV
9.56
PEG Ratio
CVRT
N/A
NDIV
0.26
P/S Ratio
CVRT
N/A
NDIV
0.98
P/B Ratio
CVRT
N/A
NDIV
1.95
CVRT vs NDIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVRT
+0.10%
NDIV
-3.07%
3M
Winner
CVRT
+25.79%
NDIV
+2.10%
6M
Winner
CVRT
+35.22%
NDIV
+29.36%
1Y
Winner
CVRT
+69.08%
NDIV
+27.35%
Max(CAGR)
Winner
CVRT
+34.16%
NDIV
+15.02%
CVRT vs NDIV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CVRT | NDIV |
|---|---|---|
| 2026 | +32.13% | +30.30% |
| 2025 | +29.40% | +1.03% |
| 2024 | +16.12% | +5.96% |
| 2023 | +11.01% | +18.17% |
| 2022 | N/A | +1.80% |
CVRT vs NDIV Drawdown Comparison
The maximum drawdown for CVRT was -20.71%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.
The maximum drawdown for NDIV was -19.72%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.
The current CVRT drawdown is -5.00%. The current NDIV drawdown is -4.15%.
| Rank | CVRT | NDIV |
|---|---|---|
| #1 | -20.71% Nov 29, 2024 - Jul 9, 2025 | -19.72% Jan 21, 2025 - Jul 8, 2025 |
| #2 | -9.41% Jul 16, 2024 - Sep 19, 2024 | -16.41% Aug 25, 2022 - Nov 8, 2022 |
| #3 | -8.60% Feb 25, 2026 - Apr 8, 2026 | -16.10% Jan 26, 2023 - Aug 30, 2023 |
| #4 | -8.57% Jun 2, 2026 - Jun 10, 2026 | -10.70% Jul 10, 2025 - Jan 21, 2026 |
| #5 | -8.52% Oct 11, 2023 - Nov 29, 2023 | -9.90% Nov 22, 2024 - Jan 16, 2025 |
| #6 | -7.97% Mar 27, 2024 - Jul 16, 2024 | -8.03% Sep 14, 2023 - Nov 30, 2023 |
| #7 | -7.52% Nov 10, 2025 - Dec 10, 2025 | -7.37% Nov 30, 2022 - Jan 10, 2023 |
| #8 | -6.24% Feb 12, 2024 - Mar 4, 2024 | -7.31% Apr 9, 2024 - Oct 3, 2024 |
| #9 | -6.16% May 11, 2026 - May 29, 2026 | -6.28% Mar 27, 2026 - May 5, 2026 |
| #10 | -5.22% Jan 28, 2026 - Feb 6, 2026 | -6.21% Dec 26, 2023 - Mar 11, 2024 |
| #11 | -5.02% Dec 26, 2023 - Feb 9, 2024 | -6.13% May 18, 2026 - Jun 5, 2026 |
| #12 | -4.73% Dec 11, 2025 - Jan 5, 2026 | -5.31% Oct 7, 2024 - Nov 21, 2024 |
| #13 | -4.05% Oct 15, 2025 - Oct 27, 2025 | -4.19% Dec 1, 2023 - Dec 18, 2023 |
| #14 | -3.21% Nov 3, 2025 - Nov 10, 2025 | -4.09% Nov 15, 2022 - Nov 30, 2022 |
| #15 | -3.09% Jul 17, 2025 - Aug 22, 2025 | -3.33% Nov 8, 2022 - Nov 11, 2022 |
Correlation
Correlation between CVRT and NDIV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2022 - 2026)
CVRT vs NDIV dividend yield comparison.
| Year | CVRT | NDIV |
|---|---|---|
| 2026 | 0.47% | 3.92% |
| 2025 | 1.68% | 5.64% |
| 2024 | 1.49% | 5.88% |
| 2023 | 0.32% | 7.37% |
| 2022 | 0.00% | 1.69% |
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