CVLC vs PTL
Comparison between CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF) and INSPIRE 500 ETF (PTL, ETF).
CVLC vs PTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVLC
$845M
PTL
$843M
Expense Ratio
CVLC
0.15%
Winner
PTL
0.09%
Max Drawdown
CVLC
20.14%
Winner
PTL
20.02%
Sharpe Ratio
Winner
CVLC
1.62
PTL
1.42
5Y Beta
CVLC
1.01
Winner
PTL
1.00
P/E Ratio
Winner
CVLC
28.87
PTL
33.29
Forward P/E
CVLC
21.67
Winner
PTL
21.62
5Y EPS CAGR
Winner
CVLC
24.55%
PTL
19.45%
Debt to Equity
CVLC
43.94%
PTL
N/A
P/S Ratio
CVLC
3.57
Winner
PTL
3.32
P/B Ratio
CVLC
5.53
Winner
PTL
4.52
CVLC vs PTL - Holdings Comparison
CVLC and PTL have 337 common holdings. Overlap is 20.02%
CVLC's top 25 holdings weight is 48.14%. PTL's top 25 holdings weight is 38.35%.
| Rank | CVLC | PTL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.48% | BROADCOM INC (AVGO) - 11.58% |
| #2 | APPLE INC (AAPL) - 6.67% | EXXON MOBIL CORP (XOM) - 3.72% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.66% | CATERPILLAR INC (CAT) - 2.28% |
| #4 | MICROSOFT CORP (MSFT) - 4.67% | THE HOME DEPOT INC (HD) - 1.99% |
| #5 | AMAZON.COM INC (AMZN) - 3.68% | n/a (PLTR) - 1.60% |
| #6 | BROADCOM INC (AVGO) - 3.35% | GE VERNOVA INC (GEV) - 1.47% |
| #7 | MICRON TECHNOLOGY INC (MU) - 2.00% | LINDE PLC (LIN) - 1.45% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 1.42% | KLA CORP (KLAC) - 1.42% |
| #9 | ELI LILLY AND CO (LLY) - 1.41% | QUALCOMM INC (QCOM) - 1.28% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.27% | ARISTA NETWORKS INC (ANET) - 1.09% |
| #11 | VISA INC CLASS A (V) - 0.88% | MARVELL TECHNOLOGY INC (MRVL) - 1.09% |
| #12 | CISCO SYSTEMS INC (CSCO) - 0.85% | AMPHENOL CORP CLASS A (APH) - 1.01% |
| #13 | WALMART INC (WMT) - 0.77% | NEXTERA ENERGY INC (NEE) - 0.97% |
| #14 | INTEL CORP (INTC) - 0.76% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.90% |
| #15 | CATERPILLAR INC (CAT) - 0.76% | WESTERN DIGITAL CORP (WDC) - 0.84% |
| #16 | ORACLE CORP (ORCL) - 0.70% | PROLOGIS INC (PLD) - 0.83% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.70% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.80% |
| #18 | BANK OF AMERICA CORP (BAC) - 0.67% | WELLTOWER INC (WELL) - 0.79% |
| #19 | ABBVIE INC (ABBV) - 0.66% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.78% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.66% | SOUTHERN COPPER CORP (SCCO) - 0.75% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.65% | AFLAC INC (AFL) - 0.35% |
| #22 | MASTERCARD INC CLASS A (MA) - 0.65% | PUBLIC STORAGE (PSA) - 0.35% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 0.62% | n/a (ODFL) - 0.34% |
| #24 | THE GOLDMAN SACHS GROUP INC (GS) - 0.61% | COMFORT SYSTEMS USA INC (FIX) - 0.34% |
| #25 | GE AEROSPACE (GE) - 0.59% | ONEOK INC (OKE) - 0.33% |
| Total Holdings | 783 | 446 |
CVLC vs PTL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVLC
+1.77%
PTL
+1.67%
3M
Winner
CVLC
+14.60%
PTL
+12.09%
6M
CVLC
+11.18%
Winner
PTL
+12.84%
1Y
CVLC
+26.40%
Winner
PTL
+26.99%
Max(CAGR)
Winner
CVLC
+20.57%
PTL
+18.49%
CVLC vs PTL - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CVLC | PTL |
|---|---|---|
| 2026 | +10.48% | +13.81% |
| 2025 | +16.39% | +17.88% |
| 2024 | +25.07% | +7.90% |
| 2023 | +17.14% | N/A |
CVLC vs PTL Drawdown Comparison
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for PTL was -19.72%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current CVLC drawdown is -1.96%. The current PTL drawdown is -3.10%.
| Rank | CVLC | PTL |
|---|---|---|
| #1 | -19.93% Jan 23, 2025 - Jun 27, 2025 | -19.72% Feb 18, 2025 - Jun 24, 2025 |
| #2 | -11.30% Jul 31, 2023 - Dec 1, 2023 | -7.57% Feb 11, 2026 - Apr 13, 2026 |
| #3 | -9.61% Jan 12, 2026 - Apr 14, 2026 | -7.33% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -9.26% Jul 16, 2024 - Sep 19, 2024 | -6.43% Oct 27, 2025 - Dec 5, 2025 |
| #5 | -8.70% Feb 2, 2023 - May 26, 2023 | -6.40% Mar 28, 2024 - Jul 11, 2024 |
| #6 | -6.08% Mar 28, 2024 - May 15, 2024 | -6.28% Nov 29, 2024 - Jan 21, 2025 |
| #7 | -4.78% Dec 4, 2024 - Jan 23, 2025 | -5.99% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -4.71% Nov 12, 2025 - Dec 3, 2025 | -5.30% Dec 11, 2025 - Jan 15, 2026 |
| #9 | -4.24% Jun 2, 2026 - Jun 10, 2026 | -4.87% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -3.37% Nov 11, 2024 - Nov 25, 2024 | -3.94% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -3.01% Oct 8, 2025 - Oct 24, 2025 | -3.72% Oct 8, 2025 - Oct 27, 2025 |
| #12 | -2.85% Jul 25, 2025 - Aug 12, 2025 | -3.45% Jan 16, 2026 - Feb 9, 2026 |
| #13 | -2.85% Dec 11, 2025 - Dec 24, 2025 | -2.80% Jan 23, 2025 - Feb 18, 2025 |
| #14 | -2.68% Oct 18, 2024 - Nov 6, 2024 | -2.79% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -2.42% Dec 28, 2023 - Jan 19, 2024 | -2.60% Jul 25, 2025 - Aug 12, 2025 |
Correlation
Correlation between CVLC and PTL is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2023 - 2026)
CVLC vs PTL dividend yield comparison.
| Year | CVLC | PTL |
|---|---|---|
| 2026 | 0.18% | 0.31% |
| 2025 | 1.02% | 1.24% |
| 2024 | 1.03% | 0.92% |
| 2023 | 0.91% | 0.00% |
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