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CVSB vs SCSB

Calvert Ultra-Short Investment Grade ETF vs Sterling Capital Short Duration Bond ETF

CVSB

Calvert Ultra-Short Investment Grade ETF

Annual cost

0.24%

Fund size

$205M

SCSB

Sterling Capital Short Duration Bond ETF

Annual cost

0.33%

Fund size

$33M

Key differences

Both CVSB and SCSB are fixed income ETFs. CVSB charges 0.24% a year and SCSB 0.33%. The main difference: CVSB costs 0.09% less per year.

  • CVSB costs 0.09% less per year.
  • CVSB is much larger than SCSB. Larger funds are usually more liquid and less likely to close.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CVSBSCSB
Annual cost (TER)0.24%0.33%
Fund size (AUM)$205M$33M
Since20231992
Dividend yield4.38%4.35%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.4%N/A
CAGR 3Y+5.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.41N/A
Volatility 1Y0.87%
Max drawdown-0.63%-0.60%

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

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