CVLC vs FTXH
Comparison between CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF) and FIRST TRUST NASDAQ PHARMACEUTICALS ETF (FTXH, ETF).
CVLC vs FTXH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVLC
$910M
Winner
FTXH
$911M
Expense Ratio
Winner
CVLC
0.15%
FTXH
0.60%
Max Drawdown
Winner
CVLC
20.14%
FTXH
32.11%
Sharpe Ratio
CVLC
1.34
Winner
FTXH
2.34
5Y Beta
CVLC
1.00
Winner
FTXH
0.52
P/E Ratio
Winner
CVLC
27.49
FTXH
39.48
Forward P/E
CVLC
20.87
Winner
FTXH
19.10
PEG Ratio
CVLC
N/A
FTXH
0.07
5Y Dividends CAGR
CVLC
N/A
FTXH
12.57%
5Y EPS CAGR
Winner
CVLC
24.96%
FTXH
3.52%
Debt to Equity
Winner
CVLC
51.81%
FTXH
140.77%
P/S Ratio
CVLC
3.58
Winner
FTXH
2.73
P/B Ratio
CVLC
5.51
Winner
FTXH
5.33
CVLC vs FTXH - Holdings Comparison
CVLC and FTXH have 28 common holdings. Overlap is 5.10%
CVLC's top 25 holdings weight is 47.21%. FTXH's top 25 holdings weight is 82.85%.
| Rank | CVLC | FTXH |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.33% | ELI LILLY AND CO (LLY) - 7.55% |
| #2 | APPLE INC (AAPL) - 6.25% | ABBVIE INC (ABBV) - 7.22% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.26% | MERCK & CO INC (MRK) - 6.85% |
| #4 | MICROSOFT CORP (MSFT) - 5.13% | JOHNSON & JOHNSON (JNJ) - 6.83% |
| #5 | AMAZON.COM INC (AMZN) - 3.77% | BRISTOL-MYERS SQUIBB CO (BMY) - 6.46% |
| #6 | BROADCOM INC (AVGO) - 2.80% | VIATRIS INC (VTRS) - 3.84% |
| #7 | ELI LILLY AND CO (LLY) - 1.59% | BIOGEN INC (BIIB) - 3.53% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.55% | CARDINAL HEALTH INC (CAH) - 3.37% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.53% | VERTEX PHARMACEUTICALS INC (VRTX) - 3.30% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | AMGEN INC (AMGN) - 3.17% |
| #11 | VISA INC CLASS A (V) - 0.96% | PFIZER INC (PFE) - 3.08% |
| #12 | BANK OF AMERICA CORP (BAC) - 0.82% | GILEAD SCIENCES INC (GILD) - 3.04% |
| #13 | CISCO SYSTEMS INC (CSCO) - 0.79% | REGENERON PHARMACEUTICALS INC (REGN) - 2.92% |
| #14 | WALMART INC (WMT) - 0.77% | UNITED THERAPEUTICS CORP (UTHR) - 2.69% |
| #15 | ABBVIE INC (ABBV) - 0.77% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 2.49% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.73% | INCYTE CORP (INCY) - 2.45% |
| #17 | APPLIED MATERIALS INC (AMAT) - 0.71% | ILLUMINA INC (ILMN) - 2.13% |
| #18 | INTEL CORP (INTC) - 0.70% | ZOETIS INC CLASS A (ZTS) - 1.95% |
| #19 | CATERPILLAR INC (CAT) - 0.69% | EXELIXIS INC (EXEL) - 1.77% |
| #20 | GE AEROSPACE (GE) - 0.69% | CHARLES RIVER LABORATORIES INTERNATIONAL INC (CRL) - 1.51% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.66% | MEDPACE HOLDINGS INC (MEDP) - 1.42% |
| #22 | UNITEDHEALTH GROUP INC (UNH) - 0.65% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.41% |
| #23 | COSTCO WHOLESALE CORP (COST) - 0.64% | ALKERMES PLC (ALKS) - 1.35% |
| #24 | COCA-COLA CO (KO) - 0.62% | PTC THERAPEUTICS INC (PTCT) - 1.34% |
| #25 | MERCK & CO INC (MRK) - 0.58% | HALOZYME THERAPEUTICS INC (HALO) - 1.18% |
| Total Holdings | 718 | 51 |
CVLC vs FTXH - Historical Returns
Returns include dividend reinvestment.
1M
CVLC
+2.41%
Winner
FTXH
+9.45%
3M
CVLC
+4.27%
Winner
FTXH
+22.68%
6M
CVLC
+13.16%
Winner
FTXH
+21.23%
1Y
CVLC
+23.65%
Winner
FTXH
+54.03%
5Y(CAGR)
CVLC
N/A
FTXH
+11.24%
10Y(CAGR)
CVLC
N/A
FTXH
+8.97%
Max(CAGR)
Winner
CVLC
+20.42%
FTXH
+8.97%
CVLC vs FTXH - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | CVLC | FTXH |
|---|---|---|
| 2026 | +14.03% | +28.11% |
| 2025 | +16.39% | +23.89% |
| 2024 | +25.07% | +0.61% |
| 2023 | +17.14% | -1.51% |
| 2022 | N/A | +2.99% |
| 2021 | N/A | +7.38% |
| 2020 | N/A | +10.94% |
| 2019 | N/A | +22.13% |
| 2018 | N/A | -10.71% |
| 2017 | N/A | +19.40% |
| 2016 | N/A | -10.11% |
CVLC vs FTXH Drawdown Comparison
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for FTXH was -32.11%, occurring on Mar 23, 2020. Recovery took 127 trading sessions.
The current CVLC drawdown is -1.91%. The current FTXH drawdown is -0.80%.
| Rank | CVLC | FTXH |
|---|---|---|
| #1 | -19.93% Jan 23, 2025 - Jun 27, 2025 | -32.11% Jan 16, 2020 - Jul 20, 2020 |
| #2 | -11.30% Jul 31, 2023 - Dec 1, 2023 | -23.42% Aug 28, 2018 - Jan 14, 2020 |
| #3 | -9.61% Jan 12, 2026 - Apr 14, 2026 | -19.51% Aug 30, 2024 - Oct 1, 2025 |
| #4 | -9.26% Jul 16, 2024 - Sep 19, 2024 | -14.62% Jan 29, 2018 - Aug 7, 2018 |
| #5 | -8.70% Feb 2, 2023 - May 26, 2023 | -14.58% Dec 2, 2022 - Feb 22, 2024 |
| #6 | -6.08% Mar 28, 2024 - May 15, 2024 | -14.29% Apr 8, 2022 - Nov 30, 2022 |
| #7 | -4.78% Dec 4, 2024 - Jan 23, 2025 | -11.68% Sep 22, 2016 - Jun 20, 2017 |
| #8 | -4.71% Nov 12, 2025 - Dec 3, 2025 | -10.14% Dec 30, 2021 - Apr 6, 2022 |
| #9 | -4.24% Jun 2, 2026 - Aug 3, 2026 | -9.41% Jun 26, 2017 - Dec 7, 2017 |
| #10 | -3.37% Nov 11, 2024 - Nov 25, 2024 | -8.81% Feb 27, 2024 - Jul 16, 2024 |
| #11 | -3.01% Oct 8, 2025 - Oct 24, 2025 | -7.98% Oct 12, 2020 - Nov 9, 2020 |
| #12 | -2.85% Jul 25, 2025 - Aug 12, 2025 | -7.87% Feb 8, 2021 - Aug 6, 2021 |
| #13 | -2.85% Dec 11, 2025 - Dec 24, 2025 | -7.47% Feb 27, 2026 - Jun 9, 2026 |
| #14 | -2.68% Oct 18, 2024 - Nov 6, 2024 | -7.13% Nov 8, 2021 - Dec 23, 2021 |
| #15 | -2.42% Dec 28, 2023 - Jan 19, 2024 | -5.77% Aug 31, 2020 - Oct 9, 2020 |
Correlation
Correlation between CVLC and FTXH is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2016 - 2026)
CVLC vs FTXH dividend yield comparison.
| Year | CVLC | FTXH |
|---|---|---|
| 2026 | 0.39% | 0.35% |
| 2025 | 1.02% | 1.41% |
| 2024 | 1.03% | 1.66% |
| 2023 | 0.91% | 1.55% |
| 2022 | 0.00% | 1.11% |
| 2021 | 0.00% | 1.03% |
| 2020 | 0.00% | 0.82% |
| 2019 | 0.00% | 0.67% |
| 2018 | 0.00% | 0.91% |
| 2017 | 0.00% | 2.18% |
| 2016 | 0.00% | 0.19% |
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