CVLC vs GWX

Comparison between CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF) and STATE STREET(R) SPDR(R) S&P(R) INTERNATIONAL SMALL CAP ETF (GWX, ETF).

CVLC vs GWX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CVLC(ETF)	GWX(ETF)
Net Assets	$869M	$869M
Expense Ratio	0.15%	0.40%
Max Drawdown	20.14%	64.84%
Sharpe Ratio	1.28	0.90
5Y Beta	1.01	0.72
P/E Ratio	30.07	N/A
Forward P/E	20.59	N/A
5Y Dividends CAGR	N/A	11.24%
5Y EPS CAGR	26.25%	N/A
Debt to Equity	38.72%	N/A
P/S Ratio	3.45	N/A
P/B Ratio	5.53	N/A

Net Assets

Winner

CVLC

$869M

GWX

$869M

Expense Ratio

Winner

CVLC

0.15%

GWX

0.40%

Max Drawdown

Winner

CVLC

20.14%

GWX

64.84%

Sharpe Ratio

Winner

CVLC

1.28

GWX

0.90

5Y Beta

CVLC

1.01

Winner

GWX

0.72

P/E Ratio

CVLC

30.07

GWX

N/A

Forward P/E

CVLC

20.59

GWX

N/A

5Y Dividends CAGR

CVLC

N/A

GWX

11.24%

5Y EPS CAGR

CVLC

26.25%

GWX

N/A

Debt to Equity

CVLC

38.72%

GWX

N/A

P/S Ratio

CVLC

3.45

GWX

N/A

P/B Ratio

CVLC

5.53

GWX

N/A

CVLC vs GWX - Holdings Comparison

CVLC and GWX have 2 common holdings. Overlap is 0.02%

CVLC's top 25 holdings weight is 45.46%. GWX's top 25 holdings weight is 5.87%.

Rank	CVLC	GWX
#1	NVIDIA CORP (NVDA) - 7.15%	MEIKO ELECTRONICS CO LTD (n/a) - 0.33%
#2	APPLE INC (AAPL) - 6.72%	KANEMATSU CORP (n/a) - 0.29%
#3	ALPHABET INC CLASS A (GOOGL) - 5.67%	TAMARACK VALLEY ENERGY LTD (n/a) - 0.28%
#4	MICROSOFT CORP (MSFT) - 4.14%	NITTO BOSEKI CO LTD (n/a) - 0.27%
#5	AMAZON.COM INC (AMZN) - 3.60%	MEGA OR HOLDINGS LTD (n/a) - 0.26%
#6	BROADCOM INC (AVGO) - 2.70%	KITRON ASA (n/a) - 0.25%
#7	MICRON TECHNOLOGY INC (MU) - 1.73%	SPROTT INC (n/a) - 0.25%
#8	ELI LILLY AND CO (LLY) - 1.55%	CENTERRA GOLD INC (n/a) - 0.25%
#9	JPMORGAN CHASE & CO (JPM) - 1.48%	WOORI TECHNOLOGY INCORPORATION (n/a) - 0.25%
#10	ADVANCED MICRO DEVICES INC (AMD) - 1.43%	INSIGNIA FINANCIAL LTD (n/a) - 0.24%
#11	VISA INC CLASS A (V) - 0.99%	AIXTRON SE (n/a) - 0.24%
#12	BANK OF AMERICA CORP (BAC) - 0.79%	n/a (ZIM) - 0.23%
#13	APPLIED MATERIALS INC (AMAT) - 0.79%	SEOJIN SYSTEM CO LTD (n/a) - 0.22%
#14	ABBVIE INC (ABBV) - 0.78%	WONIK IPS CO LTD (n/a) - 0.22%
#15	WALMART INC (WMT) - 0.78%	DAEDUCK ELECTRONICS ORDINARY SHARES (n/a) - 0.22%
#16	CISCO SYSTEMS INC (CSCO) - 0.77%	ROYAL HEIJMANS NV (n/a) - 0.22%
#17	INTEL CORP (INTC) - 0.77%	CITIZEN WATCH CO LTD (n/a) - 0.21%
#18	CATERPILLAR INC (CAT) - 0.77%	SENIOR PLC (n/a) - 0.21%
#19	MASTERCARD INC CLASS A (MA) - 0.73%	PALADIN ENERGY LTD (n/a) - 0.21%
#20	LAM RESEARCH CORP (LRCX) - 0.72%	WESTGOLD RESOURCES LTD (n/a) - 0.21%
#21	STARBUCKS CORP (SBUX) - 0.29%	DENISON MINES CORP (n/a) - 0.21%
#22	GILEAD SCIENCES INC (GILD) - 0.29%	DB HITEK CO LTD (n/a) - 0.20%
#23	ABBOTT LABORATORIES (ABT) - 0.28%	WESDOME GOLD MINES LTD (n/a) - 0.20%
#24	UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.28%	KELLER GROUP PLC (n/a) - 0.20%
#25	PROGRESSIVE CORP (PGR) - 0.26%	KIYO BANK LTD (n/a) - 0.20%
Total Holdings	722	1989

CVLC vs GWX - Historical Returns

Returns include dividend reinvestment.

Period	CVLC	GWX
1 month	-0.21%	-3.15%
3 months	+7.40%	-2.41%
6 months	+10.73%	+2.53%
1 year	+21.81%	+18.17%
5 years(CAGR)	N/A	+5.39%
10 years(CAGR)	N/A	+7.27%
Max(CAGR)	+20.14%	+4.51%

Winner

CVLC

-0.21%

GWX

-3.15%

Winner

CVLC

+7.40%

GWX

-2.41%

Winner

CVLC

+10.73%

GWX

+2.53%

Winner

CVLC

+21.81%

GWX

+18.17%

5Y(CAGR)

CVLC

N/A

GWX

+5.39%

10Y(CAGR)

CVLC

N/A

GWX

+7.27%

Max(CAGR)

Winner

CVLC

+20.14%

GWX

+4.51%

CVLC vs GWX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CVLC	GWX
2026	+11.34%	+6.28%
2025	+16.39%	+35.62%
2024	+25.07%	+1.47%
2023	+17.14%	+10.99%
2022	N/A	-20.31%
2021	N/A	+10.03%
2020	N/A	+12.62%
2019	N/A	+17.92%
2018	N/A	-19.91%
2017	N/A	+27.90%
2016	N/A	+8.22%
2015	N/A	+5.86%
2014	N/A	-6.48%
2013	N/A	+19.64%
2012	N/A	+13.12%
2011	N/A	-16.33%
2010	N/A	+21.76%
2009	N/A	+35.68%
2008	N/A	-44.34%
2007	N/A	-1.74%

CVLC vs GWX Drawdown Comparison

The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.

The maximum drawdown for GWX was -63.21%, occurring on Mar 9, 2009. Recovery took 1504 trading sessions.

The current CVLC drawdown is -1.20%. The current GWX drawdown is -6.79%.

Rank	CVLC	GWX
#1	-19.93% Jan 23, 2025 - Jun 27, 2025	-63.21% Oct 31, 2007 - Oct 22, 2013
#2	-11.30% Jul 31, 2023 - Dec 1, 2023	-45.26% Jan 26, 2018 - Dec 17, 2020
#3	-9.61% Jan 12, 2026 - Apr 14, 2026	-34.58% Sep 3, 2021 - Jun 12, 2025
#4	-9.26% Jul 16, 2024 - Sep 19, 2024	-19.35% Jul 3, 2014 - Aug 10, 2016
#5	-8.70% Feb 2, 2023 - May 26, 2023	-13.12% Jul 12, 2007 - Oct 29, 2007
#6	-6.08% Mar 28, 2024 - May 15, 2024	-11.91% Feb 27, 2026 - May 6, 2026
#7	-4.78% Dec 4, 2024 - Jan 23, 2025	-8.04% May 11, 2026 - Jul 20, 2026
#8	-4.71% Nov 12, 2025 - Dec 3, 2025	-6.36% Oct 27, 2025 - Dec 10, 2025
#9	-4.24% Jun 2, 2026 - Jun 10, 2026	-6.21% Jan 22, 2014 - Feb 28, 2014
#10	-3.37% Nov 11, 2024 - Nov 25, 2024	-6.15% Sep 28, 2016 - Jan 25, 2017
#11	-3.01% Oct 8, 2025 - Oct 24, 2025	-5.60% Jun 7, 2021 - Sep 1, 2021
#12	-2.85% Jul 25, 2025 - Aug 12, 2025	-4.19% May 7, 2021 - Jun 1, 2021
#13	-2.85% Dec 11, 2025 - Dec 24, 2025	-4.06% Mar 6, 2014 - Jun 5, 2014
#14	-2.68% Oct 18, 2024 - Nov 6, 2024	-3.96% Jan 21, 2021 - Feb 5, 2021
#15	-2.42% Dec 28, 2023 - Jan 19, 2024	-3.87% Oct 22, 2013 - Dec 30, 2013

Correlation

Correlation between CVLC and GWX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2007 - 2026)

CVLC vs GWX dividend yield comparison.

Year	CVLC	GWX
2026	0.40%	1.22%
2025	1.02%	2.83%
2024	1.03%	2.71%
2023	0.91%	2.64%
2022	0.00%	2.71%
2021	0.00%	2.75%
2020	0.00%	1.74%
2019	0.00%	3.41%
2018	0.00%	2.94%
2017	0.00%	5.18%
2016	0.00%	4.21%
2015	0.00%	2.67%
2014	0.00%	13.53%
2013	0.00%	3.06%
2012	0.00%	2.68%
2011	0.00%	3.25%
2010	0.00%	2.36%
2009	0.00%	1.49%
2008	0.00%	1.92%
2007	0.00%	2.38%