CVLC vs RMT

Comparison between CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF) and Royce Micro-Cap Trust Inc (RMT, ETF).

CVLC vs RMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CVLC(ETF)	RMT(ETF)
Net Assets	$845M	$841M
Expense Ratio	0.15%	N/A
Max Drawdown	20.14%	80.41%
Sharpe Ratio	1.62	2.47
5Y Beta	1.01	1.04
P/E Ratio	28.87	N/A
Forward P/E	21.67	N/A
5Y Dividends CAGR	N/A	9.00%
5Y EPS CAGR	24.55%	N/A
Debt to Equity	43.94%	N/A
P/S Ratio	3.57	N/A
P/B Ratio	5.53	N/A

Net Assets

Winner

CVLC

$845M

RMT

$841M

Expense Ratio

CVLC

0.15%

RMT

N/A

Max Drawdown

Winner

CVLC

20.14%

RMT

80.41%

Sharpe Ratio

CVLC

1.62

Winner

RMT

2.47

5Y Beta

Winner

CVLC

1.01

RMT

1.04

P/E Ratio

CVLC

28.87

RMT

N/A

Forward P/E

CVLC

21.67

RMT

N/A

5Y Dividends CAGR

CVLC

N/A

RMT

9.00%

5Y EPS CAGR

CVLC

24.55%

RMT

N/A

Debt to Equity

CVLC

43.94%

RMT

N/A

P/S Ratio

CVLC

3.57

RMT

N/A

P/B Ratio

CVLC

5.53

RMT

N/A

CVLC vs RMT - Historical Returns

Returns include dividend reinvestment.

Period	CVLC	RMT
1 month	+1.77%	+4.51%
3 months	+14.60%	+25.02%
6 months	+11.18%	+36.48%
1 year	+26.40%	+68.62%
5 years(CAGR)	N/A	+11.41%
10 years(CAGR)	N/A	+15.61%
Max(CAGR)	+20.57%	+12.10%

CVLC

+1.77%

Winner

RMT

+4.51%

CVLC

+14.60%

Winner

RMT

+25.02%

CVLC

+11.18%

Winner

RMT

+36.48%

CVLC

+26.40%

Winner

RMT

+68.62%

5Y(CAGR)

CVLC

N/A

RMT

+11.41%

10Y(CAGR)

CVLC

N/A

RMT

+15.61%

Max(CAGR)

Winner

CVLC

+20.57%

RMT

+12.10%

CVLC vs RMT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CVLC	RMT
2026	+10.48%	+37.00%
2025	+16.39%	+16.36%
2024	+25.07%	+15.85%
2023	+17.14%	+16.03%
2022	N/A	-17.73%
2021	N/A	+24.55%
2020	N/A	+28.08%
2019	N/A	+23.34%
2018	N/A	-14.85%
2017	N/A	+25.55%
2016	N/A	+24.01%
2015	N/A	-16.65%
2014	N/A	+4.96%
2013	N/A	+45.52%
2012	N/A	+12.91%
2011	N/A	-7.91%
2010	N/A	+31.11%
2009	N/A	+31.18%
2008	N/A	-45.83%
2007	N/A	-20.10%
2006	N/A	+25.82%
2005	N/A	+10.12%
2004	N/A	+32.63%
2003	N/A	+60.28%
2002	N/A	-12.03%
2001	N/A	+29.99%
2000	N/A	+12.78%
1999	N/A	+11.57%

CVLC vs RMT Drawdown Comparison

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

The maximum drawdown for RMT was -73.93%, occurring on Mar 9, 2009. Recovery took 1607 trading sessions.

The current CVLC drawdown is -1.96%. The current RMT drawdown is -0.19%.

Rank	CVLC	RMT
#1	-19.93% Jan 23, 2025 - Jun 27, 2025	-73.93% Feb 23, 2007 - Jul 12, 2013
#2	-11.30% Jul 31, 2023 - Dec 1, 2023	-50.36% Aug 31, 2018 - Nov 16, 2020
#3	-9.61% Jan 12, 2026 - Apr 14, 2026	-41.33% May 6, 2002 - Aug 21, 2003
#4	-9.26% Jul 16, 2024 - Sep 19, 2024	-32.84% Jul 3, 2014 - Dec 23, 2016
#5	-8.70% Feb 2, 2023 - May 26, 2023	-30.71% Nov 8, 2021 - Jul 15, 2024
#6	-6.08% Mar 28, 2024 - May 15, 2024	-26.38% Jan 24, 2025 - Aug 13, 2025
#7	-4.78% Dec 4, 2024 - Jan 23, 2025	-24.20% Jul 20, 2001 - Dec 26, 2001
#8	-4.71% Nov 12, 2025 - Dec 3, 2025	-17.66% Apr 12, 2004 - Oct 1, 2004
#9	-4.24% Jun 2, 2026 - Jun 10, 2026	-17.16% May 10, 2006 - Nov 10, 2006
#10	-3.37% Nov 11, 2024 - Nov 25, 2024	-15.79% Dec 28, 2004 - Jul 20, 2005
#11	-3.01% Oct 8, 2025 - Oct 24, 2025	-15.51% Feb 2, 2001 - May 17, 2001
#12	-2.85% Jul 25, 2025 - Aug 12, 2025	-14.30% Mar 22, 2000 - Sep 12, 2000
#13	-2.85% Dec 11, 2025 - Dec 24, 2025	-13.22% Sep 13, 2000 - Jan 18, 2001
#14	-2.68% Oct 18, 2024 - Nov 6, 2024	-11.71% Aug 3, 2005 - Nov 23, 2005
#15	-2.42% Dec 28, 2023 - Jan 19, 2024	-11.36% Oct 27, 2025 - Dec 10, 2025

Correlation

Correlation between CVLC and RMT is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

CVLC vs RMT dividend yield comparison.

Year	CVLC	RMT
2026	0.18%	2.86%
2025	1.02%	7.57%
2024	1.03%	7.59%
2023	0.91%	8.01%
2022	0.00%	10.94%
2021	0.00%	7.27%
2020	0.00%	6.03%
2019	0.00%	7.96%
2018	0.00%	10.11%
2017	0.00%	7.31%
2016	0.00%	7.84%
2015	0.00%	17.36%
2014	0.00%	28.77%
2013	0.00%	10.94%
2012	0.00%	5.40%
2011	0.00%	4.56%
2010	0.00%	0.82%
2009	0.00%	2.99%
2008	0.00%	21.17%
2007	0.00%	11.28%
2006	0.00%	7.72%
2005	0.00%	12.71%
2004	0.00%	8.73%
2003	0.00%	7.30%
2002	0.00%	9.48%
2001	0.00%	5.43%
2000	0.00%	19.95%
1999	0.00%	3.00%