Screener
CVSB vs CLOZ
Calvert Ultra-Short Investment Grade ETF vs Eldridge BBB-B CLO ETF
Key differences
Both CVSB and CLOZ are fixed income ETFs. CVSB charges 0.24% a year and CLOZ 0.50%. 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
| CVSB | CLOZ | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.50% |
| Fund size (AUM) | $205M | $668M |
| Since | 2023 | 2023 |
| Dividend yield | 4.38% | 7.46% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.4% | +6.4% |
| CAGR 3Y | +5.6% | +10.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.41 | 1.78 |
| Volatility 1Y | 0.87% | 3.44% |
| Max drawdown | -0.63% | -5.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.