CVLC vs REZ
Comparison between CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF) and ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF).
CVLC vs REZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVLC
$845M
REZ
$844M
Expense Ratio
Winner
CVLC
0.15%
REZ
0.48%
Max Drawdown
Winner
CVLC
20.14%
REZ
70.29%
Sharpe Ratio
Winner
CVLC
1.62
REZ
0.75
5Y Beta
CVLC
1.01
Winner
REZ
0.38
P/E Ratio
Winner
CVLC
28.87
REZ
40.26
Forward P/E
Winner
CVLC
21.67
REZ
38.55
5Y Dividends CAGR
CVLC
N/A
REZ
0.88%
5Y EPS CAGR
Winner
CVLC
24.55%
REZ
6.29%
Debt to Equity
Winner
CVLC
43.94%
REZ
51.17%
P/S Ratio
Winner
CVLC
3.57
REZ
8.09
P/B Ratio
CVLC
5.53
Winner
REZ
2.62
CVLC vs REZ - Holdings Comparison
CVLC and REZ have 22 common holdings. Overlap is 0.88%
CVLC's top 25 holdings weight is 48.14%. REZ's top 25 holdings weight is 96.71%.
| Rank | CVLC | REZ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.48% | WELLTOWER INC (WELL) - 22.10% |
| #2 | APPLE INC (AAPL) - 6.67% | PUBLIC STORAGE (PSA) - 8.96% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.66% | VENTAS INC (VTR) - 7.34% |
| #4 | MICROSOFT CORP (MSFT) - 4.67% | EXTRA SPACE STORAGE INC (EXR) - 5.67% |
| #5 | AMAZON.COM INC (AMZN) - 3.68% | EQUITY RESIDENTIAL (EQR) - 4.80% |
| #6 | BROADCOM INC (AVGO) - 3.35% | AVALONBAY COMMUNITIES INC (AVB) - 4.70% |
| #7 | MICRON TECHNOLOGY INC (MU) - 2.00% | INVITATION HOMES INC (INVH) - 3.98% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 1.42% | ESSEX PROPERTY TRUST INC (ESS) - 3.94% |
| #9 | ELI LILLY AND CO (LLY) - 1.41% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.33% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.27% | SUN COMMUNITIES INC (SUI) - 3.29% |
| #11 | VISA INC CLASS A (V) - 0.88% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.99% |
| #12 | CISCO SYSTEMS INC (CSCO) - 0.85% | HEALTHPEAK PROPERTIES INC (DOC) - 2.94% |
| #13 | WALMART INC (WMT) - 0.77% | UDR INC (UDR) - 2.70% |
| #14 | INTEL CORP (INTC) - 0.76% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.61% |
| #15 | CATERPILLAR INC (CAT) - 0.76% | CAMDEN PROPERTY TRUST (CPT) - 2.50% |
| #16 | ORACLE CORP (ORCL) - 0.70% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.46% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.70% | CUBESMART (CUBE) - 1.99% |
| #18 | BANK OF AMERICA CORP (BAC) - 0.67% | CARETRUST REIT INC (CTRE) - 1.96% |
| #19 | ABBVIE INC (ABBV) - 0.66% | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 1.87% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.66% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.86% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.65% | HEALTHCARE REALTY TRUST INC (HR) - 1.43% |
| #22 | MASTERCARD INC CLASS A (MA) - 0.65% | SABRA HEALTH CARE REIT INC (SBRA) - 1.05% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 0.62% | INDEPENDENCE REALTY TRUST INC (IRT) - 0.84% |
| #24 | THE GOLDMAN SACHS GROUP INC (GS) - 0.61% | NATIONAL HEALTH INVESTORS INC (NHI) - 0.75% |
| #25 | GE AEROSPACE (GE) - 0.59% | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 0.65% |
| Total Holdings | 783 | 40 |
CVLC vs REZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVLC
+1.77%
REZ
+1.01%
3M
Winner
CVLC
+14.60%
REZ
+6.40%
6M
CVLC
+11.18%
Winner
REZ
+12.94%
1Y
Winner
CVLC
+26.40%
REZ
+13.93%
5Y(CAGR)
CVLC
N/A
REZ
+4.40%
10Y(CAGR)
CVLC
N/A
REZ
+7.02%
Max(CAGR)
Winner
CVLC
+20.57%
REZ
+7.18%
CVLC vs REZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CVLC | REZ |
|---|---|---|
| 2026 | +10.48% | +12.25% |
| 2025 | +16.39% | +5.92% |
| 2024 | +25.07% | +11.32% |
| 2023 | +17.14% | +11.47% |
| 2022 | N/A | -27.56% |
| 2021 | N/A | +53.51% |
| 2020 | N/A | -5.33% |
| 2019 | N/A | +28.23% |
| 2018 | N/A | +4.66% |
| 2017 | N/A | +4.47% |
| 2016 | N/A | +4.24% |
| 2015 | N/A | +9.49% |
| 2014 | N/A | +35.31% |
| 2013 | N/A | -4.39% |
| 2012 | N/A | +12.79% |
| 2011 | N/A | +14.21% |
| 2010 | N/A | +33.25% |
| 2009 | N/A | +25.83% |
| 2008 | N/A | -23.84% |
| 2007 | N/A | -18.32% |
CVLC vs REZ Drawdown Comparison
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The current CVLC drawdown is -1.96%.
| Rank | CVLC | REZ |
|---|---|---|
| #1 | -19.93% Jan 23, 2025 - Jun 27, 2025 | -66.88% May 30, 2007 - Apr 28, 2011 |
| #2 | -11.30% Jul 31, 2023 - Dec 1, 2023 | -44.15% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -9.61% Jan 12, 2026 - Apr 14, 2026 | -35.03% Apr 20, 2022 - Feb 13, 2026 |
| #4 | -9.26% Jul 16, 2024 - Sep 19, 2024 | -20.19% Jul 22, 2011 - Jan 25, 2012 |
| #5 | -8.70% Feb 2, 2023 - May 26, 2023 | -20.10% May 21, 2013 - Aug 18, 2014 |
| #6 | -6.08% Mar 28, 2024 - May 15, 2024 | -17.68% Jun 26, 2017 - Aug 15, 2018 |
| #7 | -4.78% Dec 4, 2024 - Jan 23, 2025 | -15.17% Jul 22, 2016 - Jun 16, 2017 |
| #8 | -4.71% Nov 12, 2025 - Dec 3, 2025 | -13.44% Jan 27, 2015 - Dec 28, 2015 |
| #9 | -4.24% Jun 2, 2026 - Jun 10, 2026 | -12.69% Jan 5, 2016 - Mar 14, 2016 |
| #10 | -3.37% Nov 11, 2024 - Nov 25, 2024 | -10.79% Dec 6, 2018 - Jan 29, 2019 |
| #11 | -3.01% Oct 8, 2025 - Oct 24, 2025 | -10.37% Dec 31, 2021 - Mar 29, 2022 |
| #12 | -2.85% Jul 25, 2025 - Aug 12, 2025 | -10.00% Oct 21, 2019 - Feb 14, 2020 |
| #13 | -2.85% Dec 11, 2025 - Dec 24, 2025 | -8.76% Feb 17, 2026 - Apr 30, 2026 |
| #14 | -2.68% Oct 18, 2024 - Nov 6, 2024 | -8.22% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -2.42% Dec 28, 2023 - Jan 19, 2024 | -7.79% Aug 17, 2018 - Nov 16, 2018 |
Correlation
Correlation between CVLC and REZ 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 REZ dividend yield comparison.
| Year | CVLC | REZ |
|---|---|---|
| 2026 | 0.18% | 0.00% |
| 2025 | 1.02% | 2.74% |
| 2024 | 1.03% | 2.26% |
| 2023 | 0.91% | 2.94% |
| 2022 | 0.00% | 3.37% |
| 2021 | 0.00% | 1.81% |
| 2020 | 0.00% | 3.17% |
| 2019 | 0.00% | 2.90% |
| 2018 | 0.00% | 3.63% |
| 2017 | 0.00% | 3.57% |
| 2016 | 0.00% | 5.55% |
| 2015 | 0.00% | 3.18% |
| 2014 | 0.00% | 3.13% |
| 2013 | 0.00% | 3.92% |
| 2012 | 0.00% | 3.09% |
| 2011 | 0.00% | 3.12% |
| 2010 | 0.00% | 3.03% |
| 2009 | 0.00% | 3.83% |
| 2008 | 0.00% | 8.89% |
| 2007 | 0.00% | 4.58% |
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