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CVSB vs CGSD

Calvert Ultra-Short Investment Grade ETF vs Capital Group Short Duration Income ETF

CVSB

Calvert Ultra-Short Investment Grade ETF

Annual cost

0.24%

Fund size

$205M

CGSD

Capital Group Short Duration Income ETF

Annual cost

0.25%

Fund size

$2.3B

Key differences

Both CVSB and CGSD are fixed income ETFs. CVSB charges 0.24% a year and CGSD 0.25%. The main difference: CGSD is much larger than CVSB. Larger funds are usually more liquid and less likely to close.

  • CGSD is much larger than CVSB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CVSBCGSD
Annual cost (TER)0.24%0.25%
Fund size (AUM)$205M$2.3B
Since20232022
Dividend yield4.38%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.5%+4.3%
CAGR 3Y+5.6%+5.2%
CAGR 5YN/AN/A
Sharpe 3Y1.390.79
Volatility 1Y0.88%1.45%
Max drawdown-0.63%-1.75%

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

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