CVLC vs FTQI
Comparison between CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF) and FIRST TRUST NASDAQ BUYWRITE INCOME ETF (FTQI, ETF).
CVLC vs FTQI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVLC
$910M
FTQI
$908M
Expense Ratio
Winner
CVLC
0.15%
FTQI
0.75%
Max Drawdown
Winner
CVLC
20.14%
FTQI
28.81%
Sharpe Ratio
CVLC
1.34
Winner
FTQI
1.66
5Y Beta
CVLC
1.00
Winner
FTQI
0.86
P/E Ratio
Winner
CVLC
27.49
FTQI
31.51
Forward P/E
Winner
CVLC
20.87
FTQI
22.35
5Y Dividends CAGR
CVLC
N/A
FTQI
32.22%
5Y EPS CAGR
CVLC
24.96%
Winner
FTQI
25.87%
Debt to Equity
CVLC
51.81%
FTQI
N/A
P/S Ratio
Winner
CVLC
3.58
FTQI
4.17
P/B Ratio
Winner
CVLC
5.51
FTQI
7.05
CVLC vs FTQI - Holdings Comparison
CVLC and FTQI have 101 common holdings. Overlap is 34.91%
CVLC's top 25 holdings weight is 47.21%. FTQI's top 25 holdings weight is 67.25%.
| Rank | CVLC | FTQI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.33% | APPLE INC (AAPL) - 8.86% |
| #2 | APPLE INC (AAPL) - 6.25% | DREYFUS GOVT CM INST 289 (n/a) - 6.92% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.26% | NVIDIA CORP (NVDA) - 5.44% |
| #4 | MICROSOFT CORP (MSFT) - 5.13% | ADVANCED MICRO DEVICES INC (AMD) - 4.71% |
| #5 | AMAZON.COM INC (AMZN) - 3.77% | AMAZON.COM INC (AMZN) - 4.07% |
| #6 | BROADCOM INC (AVGO) - 2.80% | META PLATFORMS INC CLASS A (META) - 3.20% |
| #7 | ELI LILLY AND CO (LLY) - 1.59% | COSTCO WHOLESALE CORP (COST) - 3.17% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.55% | CISCO SYSTEMS INC (CSCO) - 3.14% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.53% | WALMART INC (WMT) - 3.02% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | TESLA INC (TSLA) - 2.99% |
| #11 | VISA INC CLASS A (V) - 0.96% | ALPHABET INC CLASS C (GOOG) - 2.09% |
| #12 | BANK OF AMERICA CORP (BAC) - 0.82% | ALPHABET INC CLASS A (GOOGL) - 2.08% |
| #13 | CISCO SYSTEMS INC (CSCO) - 0.79% | MICRON TECHNOLOGY INC (MU) - 2.06% |
| #14 | WALMART INC (WMT) - 0.77% | BROADCOM INC (AVGO) - 2.03% |
| #15 | ABBVIE INC (ABBV) - 0.77% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.94% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.73% | n/a (PLTR) - 1.76% |
| #17 | APPLIED MATERIALS INC (AMAT) - 0.71% | APPLIED MATERIALS INC (AMAT) - 1.30% |
| #18 | INTEL CORP (INTC) - 0.70% | EBAY INC (EBAY) - 1.28% |
| #19 | CATERPILLAR INC (CAT) - 0.69% | ABBVIE INC (ABBV) - 1.28% |
| #20 | GE AEROSPACE (GE) - 0.69% | LAM RESEARCH CORP (LRCX) - 1.21% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.66% | GILEAD SCIENCES INC (GILD) - 1.09% |
| #22 | UNITEDHEALTH GROUP INC (UNH) - 0.65% | INTEL CORP (INTC) - 1.01% |
| #23 | COSTCO WHOLESALE CORP (COST) - 0.64% | WOODWARD INC (WWD) - 0.89% |
| #24 | COCA-COLA CO (KO) - 0.62% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.86% |
| #25 | MERCK & CO INC (MRK) - 0.58% | CATERPILLAR INC (CAT) - 0.85% |
| Total Holdings | 718 | 184 |
CVLC vs FTQI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVLC
+2.41%
FTQI
+0.33%
3M
CVLC
+4.27%
Winner
FTQI
+4.54%
6M
CVLC
+13.16%
Winner
FTQI
+13.78%
1Y
CVLC
+23.65%
Winner
FTQI
+24.64%
5Y(CAGR)
CVLC
N/A
FTQI
+12.57%
10Y(CAGR)
CVLC
N/A
FTQI
+8.07%
Max(CAGR)
Winner
CVLC
+20.42%
FTQI
+7.10%
CVLC vs FTQI - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | CVLC | FTQI |
|---|---|---|
| 2026 | +14.03% | +13.91% |
| 2025 | +16.39% | +12.80% |
| 2024 | +25.07% | +18.63% |
| 2023 | +17.14% | +24.44% |
| 2022 | N/A | -9.57% |
| 2021 | N/A | +9.88% |
| 2020 | N/A | -6.85% |
| 2019 | N/A | +14.43% |
| 2018 | N/A | -9.93% |
| 2017 | N/A | +12.46% |
| 2016 | N/A | +11.57% |
| 2015 | N/A | +0.80% |
| 2014 | N/A | +5.14% |
CVLC vs FTQI Drawdown Comparison
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for FTQI was -19.41%, occurring on Apr 8, 2025. Recovery took 119 trading sessions.
The current CVLC drawdown is -1.91%. The current FTQI drawdown is -1.33%.
| Rank | CVLC | FTQI |
|---|---|---|
| #1 | -19.93% Jan 23, 2025 - Jun 27, 2025 | -19.41% Feb 14, 2025 - Aug 7, 2025 |
| #2 | -11.30% Jul 31, 2023 - Dec 1, 2023 | -18.58% Apr 20, 2022 - Jul 12, 2023 |
| #3 | -9.61% Jan 12, 2026 - Apr 14, 2026 | -15.51% Jan 17, 2020 - May 18, 2021 |
| #4 | -9.26% Jul 16, 2024 - Sep 19, 2024 | -15.19% Jan 23, 2018 - Dec 20, 2019 |
| #5 | -8.70% Feb 2, 2023 - May 26, 2023 | -13.45% Dec 8, 2015 - Jul 15, 2016 |
| #6 | -6.08% Mar 28, 2024 - May 15, 2024 | -10.57% Sep 22, 2014 - May 18, 2015 |
| #7 | -4.78% Dec 4, 2024 - Jan 23, 2025 | -10.08% Jul 21, 2015 - Dec 8, 2015 |
| #8 | -4.71% Nov 12, 2025 - Dec 3, 2025 | -8.52% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -4.24% Jun 2, 2026 - Aug 3, 2026 | -6.82% Jul 15, 2016 - Nov 21, 2016 |
| #10 | -3.37% Nov 11, 2024 - Nov 25, 2024 | -6.56% Jun 8, 2021 - Oct 19, 2021 |
| #11 | -3.01% Oct 8, 2025 - Oct 24, 2025 | -6.22% Jan 28, 2026 - Apr 8, 2026 |
| #12 | -2.85% Jul 25, 2025 - Aug 12, 2025 | -5.82% Jul 31, 2023 - Nov 10, 2023 |
| #13 | -2.85% Dec 11, 2025 - Dec 24, 2025 | -5.57% Jan 14, 2022 - Mar 17, 2022 |
| #14 | -2.68% Oct 18, 2024 - Nov 6, 2024 | -5.37% Nov 15, 2021 - Jan 11, 2022 |
| #15 | -2.42% Dec 28, 2023 - Jan 19, 2024 | -4.58% Jan 16, 2014 - Mar 31, 2014 |
Correlation
Correlation between CVLC and FTQI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2014 - 2026)
CVLC vs FTQI dividend yield comparison.
| Year | CVLC | FTQI |
|---|---|---|
| 2026 | 0.39% | 7.58% |
| 2025 | 1.02% | 11.46% |
| 2024 | 1.03% | 11.66% |
| 2023 | 0.91% | 11.49% |
| 2022 | 0.00% | 9.85% |
| 2021 | 0.00% | 3.05% |
| 2020 | 0.00% | 3.27% |
| 2019 | 0.00% | 2.95% |
| 2018 | 0.00% | 3.27% |
| 2017 | 0.00% | 2.74% |
| 2016 | 0.00% | 3.02% |
| 2015 | 0.00% | 3.54% |
| 2014 | 0.00% | 3.30% |
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