CVLC vs NANR
Comparison between CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF) and STATE STREET(R) SPDR(R) S&P(R) NORTH AMERICAN NATURAL RESOURCES ETF (NANR, ETF).
CVLC vs NANR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVLC
$796M
NANR
$795M
Expense Ratio
Winner
CVLC
0.15%
NANR
0.35%
Max Drawdown
Winner
CVLC
20.14%
NANR
51.14%
Sharpe Ratio
CVLC
1.63
Winner
NANR
1.99
5Y Beta
CVLC
1.01
Winner
NANR
0.74
P/E Ratio
CVLC
30.45
Winner
NANR
24.60
Forward P/E
CVLC
22.18
Winner
NANR
13.63
5Y Dividends CAGR
CVLC
N/A
NANR
7.34%
5Y EPS CAGR
CVLC
26.52%
Winner
NANR
27.74%
Debt to Equity
CVLC
40.50%
Winner
NANR
20.21%
P/S Ratio
CVLC
3.45
Winner
NANR
1.54
P/B Ratio
CVLC
5.51
Winner
NANR
2.35
CVLC vs NANR - Holdings Comparison
CVLC and NANR have 21 common holdings. Overlap is 1.26%
CVLC's top 25 holdings weight is 46.30%. NANR's top 25 holdings weight is 61.12%.
| Rank | CVLC | NANR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.33% | EXXON MOBIL CORP (XOM) - 8.94% |
| #2 | APPLE INC (AAPL) - 6.63% | CHEVRON CORP (CVX) - 6.17% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.18% | NEWMONT CORP (NEM) - 4.49% |
| #4 | MICROSOFT CORP (MSFT) - 4.47% | FREEPORT-MCMORAN INC (FCX) - 3.40% |
| #5 | AMAZON.COM INC (AMZN) - 3.86% | AGNICO EAGLE MINES LTD (n/a) - 3.35% |
| #6 | BROADCOM INC (AVGO) - 2.99% | CORTEVA INC (CTVA) - 3.21% |
| #7 | MICRON TECHNOLOGY INC (MU) - 1.71% | BARRICK MINING CORP (n/a) - 2.61% |
| #8 | ELI LILLY AND CO (LLY) - 1.43% | CONOCOPHILLIPS (COP) - 2.54% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 1.39% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.25% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.32% | WHEATON PRECIOUS METALS CORP (WPM) - 2.18% |
| #11 | VISA INC CLASS A (V) - 0.92% | NUTRIEN LTD (n/a) - 2.03% |
| #12 | INTEL CORP (INTC) - 0.89% | NUCOR CORP (NUE) - 2.02% |
| #13 | WALMART INC (WMT) - 0.82% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.72% |
| #14 | CISCO SYSTEMS INC (CSCO) - 0.79% | FRANCO-NEVADA CORP (FNV) - 1.63% |
| #15 | CATERPILLAR INC (CAT) - 0.77% | SLB LTD (SLB) - 1.53% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.70% | ANGLOGOLD ASHANTI PLC (AU) - 1.52% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.68% | SUNCOR ENERGY INC (SU) - 1.39% |
| #18 | BANK OF AMERICA CORP (BAC) - 0.68% | MARATHON PETROLEUM CORP (MPC) - 1.32% |
| #19 | MASTERCARD INC CLASS A (MA) - 0.68% | KINROSS GOLD CORP (n/a) - 1.31% |
| #20 | ABBVIE INC (ABBV) - 0.66% | EOG RESOURCES INC (EOG) - 1.30% |
| #21 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.28% | VALERO ENERGY CORP (VLO) - 1.30% |
| #22 | INTUITIVE SURGICAL INC (ISRG) - 0.28% | STEEL DYNAMICS INC (STLD) - 1.27% |
| #23 | ARISTA NETWORKS INC (ANET) - 0.28% | PHILLIPS 66 (PSX) - 1.24% |
| #24 | TJX COMPANIES INC (TJX) - 0.28% | SMURFIT WESTROCK PLC (SW) - 1.23% |
| #25 | DEERE & CO (DE) - 0.28% | PACKAGING CORP OF AMERICA (PKG) - 1.17% |
| Total Holdings | 744 | 205 |
CVLC vs NANR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVLC
+2.54%
NANR
-2.91%
3M
Winner
CVLC
+10.35%
NANR
-1.81%
6M
CVLC
+9.71%
Winner
NANR
+21.07%
1Y
CVLC
+27.31%
Winner
NANR
+47.85%
5Y(CAGR)
CVLC
N/A
NANR
+15.19%
10Y(CAGR)
CVLC
N/A
NANR
+11.86%
Max(CAGR)
Winner
CVLC
+20.39%
NANR
+14.53%
CVLC vs NANR - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | CVLC | NANR |
|---|---|---|
| 2026 | +9.56% | +16.65% |
| 2025 | +16.39% | +33.71% |
| 2024 | +25.07% | +1.99% |
| 2023 | +17.14% | -1.48% |
| 2022 | N/A | +25.72% |
| 2021 | N/A | +33.41% |
| 2020 | N/A | +1.21% |
| 2019 | N/A | +18.39% |
| 2018 | N/A | -18.31% |
| 2017 | N/A | +6.93% |
| 2016 | N/A | +40.16% |
| 2015 | N/A | -0.31% |
CVLC vs NANR Drawdown Comparison
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for NANR was -49.15%, occurring on Mar 18, 2020. Recovery took 743 trading sessions.
The current CVLC drawdown is -2.78%. The current NANR drawdown is -6.60%.
| Rank | CVLC | NANR |
|---|---|---|
| #1 | -19.93% Jan 23, 2025 - Jun 27, 2025 | -49.15% Jan 24, 2018 - Jan 6, 2021 |
| #2 | -11.30% Jul 31, 2023 - Dec 1, 2023 | -26.42% Apr 18, 2022 - May 17, 2024 |
| #3 | -9.61% Jan 12, 2026 - Apr 14, 2026 | -18.38% Nov 22, 2024 - Jun 13, 2025 |
| #4 | -9.26% Jul 16, 2024 - Sep 19, 2024 | -17.71% Dec 24, 2015 - Feb 17, 2016 |
| #5 | -8.70% Feb 2, 2023 - May 26, 2023 | -17.01% Jun 4, 2021 - Oct 20, 2021 |
| #6 | -6.08% Mar 28, 2024 - May 15, 2024 | -13.47% Jan 24, 2017 - Dec 21, 2017 |
| #7 | -4.78% Dec 4, 2024 - Jan 23, 2025 | -10.83% May 20, 2024 - Nov 22, 2024 |
| #8 | -4.71% Nov 12, 2025 - Dec 3, 2025 | -10.00% Jan 14, 2021 - Feb 16, 2021 |
| #9 | -3.37% Nov 11, 2024 - Nov 25, 2024 | -8.93% Mar 2, 2026 - Mar 20, 2026 |
| #10 | -3.01% Oct 8, 2025 - Oct 24, 2025 | -8.71% Aug 18, 2016 - Dec 13, 2016 |
| #11 | -2.85% Jul 25, 2025 - Aug 12, 2025 | -8.32% Apr 29, 2016 - Jun 7, 2016 |
| #12 | -2.85% Dec 11, 2025 - Dec 24, 2025 | -7.77% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -2.78% Jun 2, 2026 - Jun 5, 2026 | -7.17% Mar 12, 2021 - Apr 28, 2021 |
| #14 | -2.68% Oct 18, 2024 - Nov 6, 2024 | -6.64% Mar 18, 2016 - Apr 12, 2016 |
| #15 | -2.42% Dec 28, 2023 - Jan 19, 2024 | -5.83% Oct 8, 2025 - Nov 12, 2025 |
Correlation
Correlation between CVLC and NANR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2015 - 2026)
CVLC vs NANR dividend yield comparison.
| Year | CVLC | NANR |
|---|---|---|
| 2026 | 0.18% | 0.89% |
| 2025 | 1.02% | 1.77% |
| 2024 | 1.03% | 2.20% |
| 2023 | 0.91% | 2.78% |
| 2022 | 0.00% | 2.70% |
| 2021 | 0.00% | 2.61% |
| 2020 | 0.00% | 2.73% |
| 2019 | 0.00% | 2.02% |
| 2018 | 0.00% | 1.95% |
| 2017 | 0.00% | 1.83% |
| 2016 | 0.00% | 5.01% |
| 2015 | 0.00% | 0.01% |
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