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CVSB vs CCEF

Calvert Ultra-Short Investment Grade ETF vs Calamos CEF Income & Arbitrage ETF

CVSB

Calvert Ultra-Short Investment Grade ETF

Annual cost

0.24%

Fund size

$205M

CCEF

Calamos CEF Income & Arbitrage ETF

Annual cost

3.19%

Fund size

$33M

Key differences

CVSB is a fixed income ETF, while CCEF is an alternative ETF. CVSB charges 0.24% a year and CCEF 3.19%.

  • CVSB is a fixed income fund, while CCEF is an alternative fund. They carry different risk/return profiles.
  • CVSB follows a active selection strategy; CCEF uses arbitrage.
  • CVSB costs 2.95% less per year.
  • CVSB is much larger than CCEF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CVSBCCEF
Annual cost (TER)0.24%3.19%
Fund size (AUM)$205M$33M
Since20232024
Dividend yield4.38%7.88%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionarbitrage
CAGR 1Y+4.5%+13.5%
CAGR 3Y+5.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.39N/A
Volatility 1Y0.88%8.12%
Max drawdown-0.63%-13.25%

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

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