TRBF vs CVRT
Comparison between ANGEL OAK TOTAL RETURN ETF (TRBF, ETF) and Calamos Convertible Equity Alternative ETF (CVRT, ETF).
TRBF vs CVRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TRBF
$29M
CVRT
$29M
Expense Ratio
Winner
TRBF
0.44%
CVRT
0.69%
Max Drawdown
Winner
TRBF
3.65%
CVRT
21.13%
Sharpe Ratio
TRBF
-0.24
Winner
CVRT
2.21
5Y Beta
Winner
TRBF
0.11
CVRT
1.00
TRBF vs CVRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TRBF
+0.56%
CVRT
+0.10%
3M
TRBF
+0.52%
Winner
CVRT
+25.79%
6M
TRBF
+1.27%
Winner
CVRT
+35.22%
1Y
TRBF
N/A
CVRT
+69.08%
Max(CAGR)
TRBF
+2.75%
Winner
CVRT
+34.16%
TRBF vs CVRT - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | TRBF | CVRT |
|---|---|---|
| 2026 | +1.11% | +32.13% |
| 2025 | +0.96% | +29.40% |
| 2024 | N/A | +16.12% |
| 2023 | N/A | +11.01% |
TRBF vs CVRT Drawdown Comparison
The maximum drawdown for TRBF was -2.59%, occurring on Mar 27, 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 TRBF drawdown is -1.12%. The current CVRT drawdown is -5.00%.
| Rank | TRBF | CVRT |
|---|---|---|
| #1 | -2.59% Feb 27, 2026 - Mar 27, 2026 | -20.71% Nov 29, 2024 - Jul 9, 2025 |
| #2 | -1.12% Oct 22, 2025 - Nov 26, 2025 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -0.85% Nov 26, 2025 - Jan 12, 2026 | -8.60% Feb 25, 2026 - Apr 8, 2026 |
| #4 | -0.63% Jan 14, 2026 - Feb 6, 2026 | -8.57% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -0.24% Feb 10, 2026 - Feb 12, 2026 | -8.52% Oct 11, 2023 - Nov 29, 2023 |
| #6 | -0.23% Oct 10, 2025 - Oct 14, 2025 | -7.97% Mar 27, 2024 - Jul 16, 2024 |
| #7 | -0.22% Oct 8, 2025 - Oct 10, 2025 | -7.52% Nov 10, 2025 - Dec 10, 2025 |
| #8 | -0.17% Jan 12, 2026 - Jan 14, 2026 | -6.24% Feb 12, 2024 - Mar 4, 2024 |
| #9 | -0.13% Feb 23, 2026 - Feb 25, 2026 | -6.16% May 11, 2026 - May 29, 2026 |
| #10 | -0.07% Feb 17, 2026 - Feb 20, 2026 | -5.22% Jan 28, 2026 - Feb 6, 2026 |
| #11 | -0.03% Oct 16, 2025 - Oct 20, 2025 | -5.02% Dec 26, 2023 - Feb 9, 2024 |
| #12 | N/A | -4.73% Dec 11, 2025 - Jan 5, 2026 |
| #13 | N/A | -4.05% Oct 15, 2025 - Oct 27, 2025 |
| #14 | N/A | -3.21% Nov 3, 2025 - Nov 10, 2025 |
| #15 | N/A | -3.09% Jul 17, 2025 - Aug 22, 2025 |
Correlation
Correlation between TRBF and CVRT is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2023 - 2026)
TRBF vs CVRT dividend yield comparison.
| Year | TRBF | CVRT |
|---|---|---|
| 2026 | 1.96% | 0.47% |
| 2025 | 1.16% | 1.68% |
| 2024 | 0.00% | 1.49% |
| 2023 | 0.00% | 0.32% |
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