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CLOI vs CVSB

VanEck CLO ETF vs Calvert Ultra-Short Investment Grade ETF

CLOI

VanEck CLO ETF

Annual cost

0.36%

Fund size

$1.3B

CVSB

Calvert Ultra-Short Investment Grade ETF

Annual cost

0.24%

Fund size

$205M

Key differences

Both CLOI and CVSB are fixed income ETFs. CLOI charges 0.36% a year and CVSB 0.24%. The main difference: CVSB costs 0.12% less per year.

  • CVSB costs 0.12% less per year.
  • CLOI is much larger than CVSB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CLOI has delivered higher annualized returns.

Side-by-side comparison

CLOICVSB
Annual cost (TER)0.36%0.24%
Fund size (AUM)$1.3B$205M
Since20222023
Dividend yield5.40%4.38%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+5.5%+4.4%
CAGR 3Y+7.1%+5.6%
CAGR 5YN/AN/A
Sharpe 3Y1.291.41
Volatility 1Y1.15%0.87%
Max drawdown-3.36%-0.63%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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