EAOR vs CVRT
Comparison between ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF) and Calamos Convertible Equity Alternative ETF (CVRT, ETF).
EAOR vs CVRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EAOR
$33M
Winner
CVRT
$33M
Expense Ratio
Winner
EAOR
0.18%
CVRT
0.69%
Max Drawdown
EAOR
24.37%
Winner
CVRT
21.13%
Sharpe Ratio
EAOR
1.19
Winner
CVRT
1.57
5Y Beta
Winner
EAOR
0.57
CVRT
1.02
5Y Dividends CAGR
EAOR
17.86%
CVRT
N/A
EAOR vs CVRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EAOR
-0.58%
CVRT
-7.89%
3M
Winner
EAOR
+3.59%
CVRT
+3.01%
6M
EAOR
+5.84%
Winner
CVRT
+18.93%
1Y
EAOR
+14.93%
Winner
CVRT
+47.02%
5Y(CAGR)
EAOR
+6.13%
CVRT
N/A
Max(CAGR)
EAOR
+8.76%
Winner
CVRT
+30.04%
EAOR vs CVRT - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EAOR | CVRT |
|---|---|---|
| 2026 | +6.73% | +24.97% |
| 2025 | +15.80% | +29.40% |
| 2024 | +11.50% | +16.12% |
| 2023 | +14.73% | +11.01% |
| 2022 | -16.69% | N/A |
| 2021 | +11.02% | N/A |
| 2020 | +15.00% | N/A |
EAOR vs CVRT Drawdown Comparison
The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.
The maximum drawdown for CVRT was -20.71%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.
The current EAOR drawdown is -1.07%. The current CVRT drawdown is -10.15%.
| Rank | EAOR | CVRT |
|---|---|---|
| #1 | -22.91% Nov 8, 2021 - May 15, 2024 | -20.71% Nov 29, 2024 - Jul 9, 2025 |
| #2 | -10.28% Feb 19, 2025 - May 16, 2025 | -12.63% Jun 2, 2026 - Jul 16, 2026 |
| #3 | -6.62% Feb 25, 2026 - Apr 17, 2026 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -5.23% Sep 2, 2020 - Nov 9, 2020 | -8.60% Feb 25, 2026 - Apr 8, 2026 |
| #5 | -4.42% Jul 16, 2024 - Aug 19, 2024 | -8.52% Oct 11, 2023 - Nov 29, 2023 |
| #6 | -4.20% Dec 6, 2024 - Feb 14, 2025 | -7.97% Mar 27, 2024 - Jul 16, 2024 |
| #7 | -3.79% Feb 12, 2021 - Apr 5, 2021 | -7.52% Nov 10, 2025 - Dec 10, 2025 |
| #8 | -3.60% Sep 3, 2021 - Nov 2, 2021 | -6.24% Feb 12, 2024 - Mar 4, 2024 |
| #9 | -3.33% Oct 28, 2025 - Dec 11, 2025 | -6.16% May 11, 2026 - May 29, 2026 |
| #10 | -3.07% Jun 2, 2026 - Jun 10, 2026 | -5.22% Jan 28, 2026 - Feb 6, 2026 |
| #11 | -2.76% May 7, 2021 - Jun 1, 2021 | -5.02% Dec 26, 2023 - Feb 9, 2024 |
| #12 | -2.43% Sep 26, 2024 - Nov 29, 2024 | -4.73% Dec 11, 2025 - Jan 5, 2026 |
| #13 | -2.38% Jan 21, 2021 - Feb 5, 2021 | -4.05% Oct 15, 2025 - Oct 27, 2025 |
| #14 | -2.23% Aug 23, 2024 - Sep 13, 2024 | -3.21% Nov 3, 2025 - Nov 10, 2025 |
| #15 | -1.97% Jun 23, 2020 - Jul 2, 2020 | -3.09% Jul 17, 2025 - Aug 22, 2025 |
Correlation
Correlation between EAOR and CVRT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
EAOR vs CVRT dividend yield comparison.
| Year | EAOR | CVRT |
|---|---|---|
| 2026 | 1.14% | 0.59% |
| 2025 | 2.45% | 1.68% |
| 2024 | 2.52% | 1.49% |
| 2023 | 2.39% | 0.32% |
| 2022 | 1.99% | 0.00% |
| 2021 | 1.39% | 0.00% |
| 2020 | 1.07% | 0.00% |
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