Compare · 2 funds side by side · dividends reinvested

CVSB and AGG

CVSBEaton Vance×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,975AGG · best of the two

02 / 04

CVSB and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert Ultra-Short Investment Grade ETFBonds & Cash · Ultra-short0.24%4.25%+3.0%+3.8%+5.3%[…]−0.3%0.9%$284M1.3

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CVSB 2023 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Calvert Ultra-Short Investment Grade ETF · $284M[…]

CVSB

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,975

$10,000 five years ago, dividends reinvested

CVSBMeasureAGG

+3.0%Year to dateJan 1 → Nov 5+0.1%

+3.8%1 yearTotal return+0.5%

+5.3%3 years · per year$10,000 became $11,668 · $11,786+5.6%

[…]5 years · per year$10,000 became […] · $9,975−0.0%

0.24%Expense ratio$24 · $3 a year on $10k · lower is better0.03%

4.25%Trailing 12-mo yield$425 · $412 a year on $10k4.12%

−0.3%Worst dropSmaller is better−4.6%

0.9%VolatilityLower is calmer4.1%

CVSBAGG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2CVSB wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVSB vs AGG: Top 5 Holdings

Today

CVSB

-1.4%in top 5

AGG

in top 5[…]

CVSBStockAGG

-0.7%TUZ6not top 5

-0.7%FVZ6not top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CVSB vs AGG Returns, Every Period

Eaton VanceCVSB

+3.8%

past year

AGGiShares

+0.5%

past year

CVSBAGGFaded: behind in that period

2–1CVSB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CVSB vs AGG

YTD

Eaton VanceCVSB

+3.0%

AGGiShares

+0.1%

+3.0%Year to date+0.1%

−0.3%Worst drop · 1Y−4.6%

0.9%Volatility · 1Y4.1%

4.3%Yield4.1%

$284MAssets$139B

4–0CVSB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVSB, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

CVSB0.24%$24

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CVSB, AGG

4.25%highest, CVSB

FundTrailing yieldYield$10k

CVSB4.25%$425

AGG4.12%$412

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

CVSB$425 − $24 = $401

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CVSB, AGG

Today

[…]holdings […]

CVSBAGG

CVSB—[…]

AGG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.8%CVSB, at 0.9% volatility

CVSBWorst drop−0.3%0.9% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CVSBAGG

+3.0%Year to date+0.1%

4.3%Yield4.1%

+3.8%Past year+0.5%

0.24%Fee0.03%

3–1CVSB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026