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YEAR vs CVSB

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

YEAR

AB Ultra Short Income ETF

Annual cost

0.25%

Fund size

$1.5B

CVSB

Calvert Ultra-Short Investment Grade ETF

Annual cost

0.24%

Fund size

$205M

Key differences

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

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

Side-by-side comparison

YEARCVSB
Annual cost (TER)0.25%0.24%
Fund size (AUM)$1.5B$205M
Since20222023
Dividend yield4.19%4.38%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+3.8%+4.5%
CAGR 3Y+5.0%+5.5%
CAGR 5YN/AN/A
Sharpe 3Y1.181.37
Volatility 1Y0.77%0.88%
Max drawdown-0.79%-0.63%

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

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