CVLC vs EQAL
Comparison between CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF) and INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF).
CVLC vs EQAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVLC
$796M
Winner
EQAL
$797M
Expense Ratio
Winner
CVLC
0.15%
EQAL
0.20%
Max Drawdown
Winner
CVLC
20.14%
EQAL
40.90%
Sharpe Ratio
Winner
CVLC
1.63
EQAL
1.46
5Y Beta
CVLC
1.01
Winner
EQAL
0.82
P/E Ratio
CVLC
30.45
Winner
EQAL
28.98
Forward P/E
CVLC
22.18
Winner
EQAL
15.99
5Y Dividends CAGR
CVLC
N/A
EQAL
7.46%
5Y EPS CAGR
Winner
CVLC
26.52%
EQAL
11.67%
Debt to Equity
Winner
CVLC
40.50%
EQAL
54.69%
P/S Ratio
CVLC
3.45
Winner
EQAL
1.56
P/B Ratio
CVLC
5.51
Winner
EQAL
2.63
CVLC vs EQAL - Holdings Comparison
CVLC and EQAL have 655 common holdings. Overlap is 27.66%
CVLC's top 25 holdings weight is 46.30%. EQAL's top 25 holdings weight is 12.09%.
| Rank | CVLC | EQAL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.33% | CIENA CORP (CIEN) - 0.83% |
| #2 | APPLE INC (AAPL) - 6.63% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.81% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.18% | LUMENTUM HOLDINGS INC (LITE) - 0.78% |
| #4 | MICROSOFT CORP (MSFT) - 4.47% | ROKU INC CLASS A (ROKU) - 0.65% |
| #5 | AMAZON.COM INC (AMZN) - 3.86% | CISCO SYSTEMS INC (CSCO) - 0.62% |
| #6 | BROADCOM INC (AVGO) - 2.99% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.55% |
| #7 | MICRON TECHNOLOGY INC (MU) - 1.71% | ARISTA NETWORKS INC (ANET) - 0.51% |
| #8 | ELI LILLY AND CO (LLY) - 1.43% | VALERO ENERGY CORP (VLO) - 0.48% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 1.39% | LINDE PLC (LIN) - 0.48% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.32% | DEVON ENERGY CORP (DVN) - 0.47% |
| #11 | VISA INC CLASS A (V) - 0.92% | VERIZON COMMUNICATIONS INC (VZ) - 0.46% |
| #12 | INTEL CORP (INTC) - 0.89% | UBIQUITI INC (UI) - 0.45% |
| #13 | WALMART INC (WMT) - 0.82% | AT&T INC (T) - 0.45% |
| #14 | CISCO SYSTEMS INC (CSCO) - 0.79% | n/a (LBTYA) - 0.45% |
| #15 | CATERPILLAR INC (CAT) - 0.77% | T-MOBILE US INC (TMUS) - 0.44% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.70% | MOTOROLA SOLUTIONS INC (MSI) - 0.41% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.68% | COMCAST CORP CLASS A (CMCSA) - 0.40% |
| #18 | BANK OF AMERICA CORP (BAC) - 0.68% | n/a (ASTS) - 0.40% |
| #19 | MASTERCARD INC CLASS A (MA) - 0.68% | APELLIS PHARMACEUTICALS INC (n/a) - 0.38% |
| #20 | ABBVIE INC (ABBV) - 0.66% | SOUTHERN CO (SO) - 0.38% |
| #21 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.28% | n/a (GLIBK) - 0.37% |
| #22 | INTUITIVE SURGICAL INC (ISRG) - 0.28% | ELEMENT SOLUTIONS INC (ESI) - 0.34% |
| #23 | ARISTA NETWORKS INC (ANET) - 0.28% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.33% |
| #24 | TJX COMPANIES INC (TJX) - 0.28% | n/a (LBRDK) - 0.33% |
| #25 | DEERE & CO (DE) - 0.28% | NUCOR CORP (NUE) - 0.32% |
| Total Holdings | 744 | 989 |
CVLC vs EQAL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVLC
+2.54%
EQAL
+0.02%
3M
Winner
CVLC
+10.35%
EQAL
+3.17%
6M
CVLC
+9.71%
Winner
EQAL
+11.06%
1Y
Winner
CVLC
+27.31%
EQAL
+23.48%
5Y(CAGR)
CVLC
N/A
EQAL
+6.60%
10Y(CAGR)
CVLC
N/A
EQAL
+10.42%
Max(CAGR)
Winner
CVLC
+20.39%
EQAL
+9.33%
CVLC vs EQAL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | CVLC | EQAL |
|---|---|---|
| 2026 | +9.56% | +10.06% |
| 2025 | +16.39% | +10.92% |
| 2024 | +25.07% | +11.35% |
| 2023 | +17.14% | +12.68% |
| 2022 | N/A | -13.79% |
| 2021 | N/A | +25.06% |
| 2020 | N/A | +16.63% |
| 2019 | N/A | +24.49% |
| 2018 | N/A | -9.84% |
| 2017 | N/A | +16.44% |
| 2016 | N/A | +17.29% |
| 2015 | N/A | -3.68% |
| 2014 | N/A | -0.55% |
CVLC vs EQAL Drawdown Comparison
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The current CVLC drawdown is -2.78%. The current EQAL drawdown is -1.89%.
| Rank | CVLC | EQAL |
|---|---|---|
| #1 | -19.93% Jan 23, 2025 - Jun 27, 2025 | -40.42% Jan 16, 2020 - Oct 12, 2020 |
| #2 | -11.30% Jul 31, 2023 - Dec 1, 2023 | -21.80% Nov 15, 2021 - Mar 27, 2024 |
| #3 | -9.61% Jan 12, 2026 - Apr 14, 2026 | -21.01% Sep 21, 2018 - Jul 24, 2019 |
| #4 | -9.26% Jul 16, 2024 - Sep 19, 2024 | -20.41% May 21, 2015 - Jul 12, 2016 |
| #5 | -8.70% Feb 2, 2023 - May 26, 2023 | -19.63% Nov 29, 2024 - Aug 22, 2025 |
| #6 | -6.08% Mar 28, 2024 - May 15, 2024 | -10.08% Jan 26, 2018 - Jul 9, 2018 |
| #7 | -4.78% Dec 4, 2024 - Jan 23, 2025 | -7.42% Jul 24, 2019 - Nov 15, 2019 |
| #8 | -4.71% Nov 12, 2025 - Dec 3, 2025 | -6.67% Mar 2, 2026 - Apr 16, 2026 |
| #9 | -3.37% Nov 11, 2024 - Nov 25, 2024 | -6.35% Oct 12, 2020 - Nov 5, 2020 |
| #10 | -3.01% Oct 8, 2025 - Oct 24, 2025 | -6.19% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -2.85% Jul 25, 2025 - Aug 12, 2025 | -6.04% Aug 23, 2016 - Nov 21, 2016 |
| #12 | -2.85% Dec 11, 2025 - Dec 24, 2025 | -5.79% Oct 27, 2025 - Dec 10, 2025 |
| #13 | -2.78% Jun 2, 2026 - Jun 5, 2026 | -5.66% Jul 31, 2024 - Aug 23, 2024 |
| #14 | -2.68% Oct 18, 2024 - Nov 6, 2024 | -5.51% Jun 11, 2021 - Aug 27, 2021 |
| #15 | -2.42% Dec 28, 2023 - Jan 19, 2024 | -5.04% Dec 29, 2014 - Feb 12, 2015 |
Correlation
Correlation between CVLC and EQAL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2015 - 2026)
CVLC vs EQAL dividend yield comparison.
| Year | CVLC | EQAL |
|---|---|---|
| 2026 | 0.18% | 0.43% |
| 2025 | 1.02% | 1.79% |
| 2024 | 1.03% | 1.62% |
| 2023 | 0.91% | 1.88% |
| 2022 | 0.00% | 1.95% |
| 2021 | 0.00% | 1.32% |
| 2020 | 0.00% | 1.63% |
| 2019 | 0.00% | 1.61% |
| 2018 | 0.00% | 1.63% |
| 2017 | 0.00% | 1.18% |
| 2016 | 0.00% | 1.57% |
| 2015 | 0.00% | 1.64% |
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