Screener
CGUI vs CVSB
Capital Group Ultra Short Income ETF vs Calvert Ultra-Short Investment Grade ETF
Key differences
Both CGUI and CVSB are fixed income ETFs. CGUI charges 0.18% a year and CVSB 0.24%. The main difference: CGUI follows a index tracking strategy; CVSB uses active selection.
- CGUI follows a index tracking strategy; CVSB uses active selection.
- CGUI costs 0.06% less per year.
Side-by-side comparison
| CGUI | CVSB | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.24% |
| Fund size (AUM) | $267M | $205M |
| Since | 2024 | 2023 |
| Dividend yield | 3.89% | 4.38% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.4% | +4.5% |
| CAGR 3Y | N/A | +5.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.37 |
| Volatility 1Y | 0.74% | 0.88% |
| Max drawdown | -0.18% | -0.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.