Screener
CLOZ vs CVSB
Eldridge BBB-B CLO ETF vs Calvert Ultra-Short Investment Grade ETF
Key differences
Both CLOZ and CVSB are fixed income ETFs. CLOZ charges 0.50% a year and CVSB 0.24%. The main difference: CVSB costs 0.26% less per year.
- CVSB costs 0.26% less per year.
- CLOZ is much larger than CVSB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CLOZ has delivered higher annualized returns.
Side-by-side comparison
| CLOZ | CVSB | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.24% |
| Fund size (AUM) | $668M | $205M |
| Since | 2023 | 2023 |
| Dividend yield | 7.46% | 4.38% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.4% | +4.4% |
| CAGR 3Y | +10.6% | +5.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.78 | 1.41 |
| Volatility 1Y | 3.44% | 0.87% |
| Max drawdown | -5.32% | -0.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.