Screener
CVSB vs TAFI
Calvert Ultra-Short Investment Grade ETF vs AB Tax-Aware Short Duration Municipal ETF
Key differences
Both CVSB and TAFI are fixed income ETFs. CVSB charges 0.24% a year and TAFI 0.27%. The main difference: TAFI is much larger than CVSB. Larger funds are usually more liquid and less likely to close.
- TAFI is much larger than CVSB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CVSB has delivered higher annualized returns.
Side-by-side comparison
| CVSB | TAFI | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.27% |
| Fund size (AUM) | $205M | $1.3B |
| Since | 2023 | 2022 |
| Dividend yield | 4.38% | 3.17% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.4% | +3.8% |
| CAGR 3Y | +5.6% | +3.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.41 | 0.04 |
| Volatility 1Y | 0.87% | 1.46% |
| Max drawdown | -0.63% | -2.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.