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CVSB vs SDFI

Calvert Ultra-Short Investment Grade ETF vs AB Short Duration Income ETF

CVSB

Calvert Ultra-Short Investment Grade ETF

Annual cost

0.24%

Fund size

$205M

SDFI

AB Short Duration Income ETF

Annual cost

0.30%

Fund size

$174M

Key differences

Both CVSB and SDFI are fixed income ETFs. CVSB charges 0.24% a year and SDFI 0.30%. The main difference: CVSB costs 0.06% less per year.

  • CVSB costs 0.06% less per year.
  • SDFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CVSBSDFI
Annual cost (TER)0.24%0.30%
Fund size (AUM)$205M$174M
Since20232018
Dividend yield4.38%4.63%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.5%+4.2%
CAGR 3Y+5.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.39N/A
Volatility 1Y0.88%2.09%
Max drawdown-0.63%-1.21%

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

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