CVLC vs SDVD
Comparison between CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF) and FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF).
CVLC vs SDVD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVLC
$910M
SDVD
$910M
Expense Ratio
Winner
CVLC
0.15%
SDVD
0.85%
Max Drawdown
Winner
CVLC
20.14%
SDVD
26.71%
Sharpe Ratio
Winner
CVLC
1.34
SDVD
1.07
5Y Beta
CVLC
1.00
Winner
SDVD
0.83
P/E Ratio
CVLC
27.49
Winner
SDVD
18.01
Forward P/E
CVLC
20.87
Winner
SDVD
15.64
PEG Ratio
CVLC
N/A
SDVD
0.38
5Y EPS CAGR
Winner
CVLC
24.96%
SDVD
18.86%
Debt to Equity
CVLC
51.81%
Winner
SDVD
12.66%
P/S Ratio
CVLC
3.58
Winner
SDVD
2.19
P/B Ratio
CVLC
5.51
Winner
SDVD
2.68
CVLC vs SDVD - Holdings Comparison
CVLC and SDVD have 85 common holdings. Overlap is 2.59%
CVLC's top 25 holdings weight is 47.21%. SDVD's top 25 holdings weight is 28.04%.
| Rank | CVLC | SDVD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.33% | COMFORT SYSTEMS USA INC (FIX) - 1.93% |
| #2 | APPLE INC (AAPL) - 6.25% | ENERSYS (ENS) - 1.67% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.26% | POWELL INDUSTRIES INC (POWL) - 1.61% |
| #4 | MICROSOFT CORP (MSFT) - 5.13% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.44% |
| #5 | AMAZON.COM INC (AMZN) - 3.77% | n/a (WFRD) - 1.32% |
| #6 | BROADCOM INC (AVGO) - 2.80% | EMCOR GROUP INC (EME) - 1.15% |
| #7 | ELI LILLY AND CO (LLY) - 1.59% | CACTUS INC CLASS A (WHD) - 1.13% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.55% | CBOE GLOBAL MARKETS INC (CBOE) - 1.12% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.53% | MUELLER INDUSTRIES INC (MLI) - 1.12% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | PRICESMART INC (PSMT) - 1.10% |
| #11 | VISA INC CLASS A (V) - 0.96% | NORTHERN TRUST CORP (NTRS) - 1.07% |
| #12 | BANK OF AMERICA CORP (BAC) - 0.82% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.07% |
| #13 | CISCO SYSTEMS INC (CSCO) - 0.79% | WOODWARD INC (WWD) - 1.04% |
| #14 | WALMART INC (WMT) - 0.77% | EAST WEST BANCORP INC (EWBC) - 0.97% |
| #15 | ABBVIE INC (ABBV) - 0.77% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 0.97% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.73% | UMB FINANCIAL CORP (UMBF) - 0.96% |
| #17 | APPLIED MATERIALS INC (AMAT) - 0.71% | RALPH LAUREN CORP CLASS A (RL) - 0.95% |
| #18 | INTEL CORP (INTC) - 0.70% | FIRST BANCORP (FBP) - 0.95% |
| #19 | CATERPILLAR INC (CAT) - 0.69% | ASSURANT INC (AIZ) - 0.94% |
| #20 | GE AEROSPACE (GE) - 0.69% | PRIMORIS SERVICES CORP (PRIM) - 0.94% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.66% | NEW YORK TIMES CO CLASS A (NYT) - 0.93% |
| #22 | UNITEDHEALTH GROUP INC (UNH) - 0.65% | ITT INC (ITT) - 0.92% |
| #23 | COSTCO WHOLESALE CORP (COST) - 0.64% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 0.92% |
| #24 | COCA-COLA CO (KO) - 0.62% | WINTRUST FINANCIAL CORP (WTFC) - 0.91% |
| #25 | MERCK & CO INC (MRK) - 0.58% | NOV INC (NOV) - 0.91% |
| Total Holdings | 718 | 169 |
CVLC vs SDVD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVLC
+2.41%
SDVD
+1.58%
3M
CVLC
+4.27%
Winner
SDVD
+6.27%
6M
Winner
CVLC
+13.16%
SDVD
+3.54%
1Y
Winner
CVLC
+23.65%
SDVD
+20.16%
Max(CAGR)
Winner
CVLC
+20.42%
SDVD
+15.37%
CVLC vs SDVD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CVLC | SDVD |
|---|---|---|
| 2026 | +14.03% | +14.05% |
| 2025 | +16.39% | +9.04% |
| 2024 | +25.07% | +12.70% |
| 2023 | +17.14% | +10.26% |
CVLC vs SDVD Drawdown Comparison
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for SDVD was -24.15%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.
The current CVLC drawdown is -1.91%. The current SDVD drawdown is -2.57%.
| Rank | CVLC | SDVD |
|---|---|---|
| #1 | -19.93% Jan 23, 2025 - Jun 27, 2025 | -24.15% Nov 25, 2024 - Dec 11, 2025 |
| #2 | -11.30% Jul 31, 2023 - Dec 1, 2023 | -11.02% Sep 1, 2023 - Dec 1, 2023 |
| #3 | -9.61% Jan 12, 2026 - Apr 14, 2026 | -9.67% Jul 31, 2024 - Oct 11, 2024 |
| #4 | -9.26% Jul 16, 2024 - Sep 19, 2024 | -8.75% Feb 26, 2026 - Jun 24, 2026 |
| #5 | -8.70% Feb 2, 2023 - May 26, 2023 | -6.86% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -6.08% Mar 28, 2024 - May 15, 2024 | -5.38% Dec 26, 2023 - Feb 29, 2024 |
| #7 | -4.78% Dec 4, 2024 - Jan 23, 2025 | -3.95% Aug 11, 2023 - Sep 1, 2023 |
| #8 | -4.71% Nov 12, 2025 - Dec 3, 2025 | -3.92% Oct 17, 2024 - Nov 6, 2024 |
| #9 | -4.24% Jun 2, 2026 - Aug 3, 2026 | -2.96% Aug 14, 2026 - Aug 20, 2026 |
| #10 | -3.37% Nov 11, 2024 - Nov 25, 2024 | -2.70% Jul 17, 2026 - Jul 28, 2026 |
| #11 | -3.01% Oct 8, 2025 - Oct 24, 2025 | -2.50% Nov 11, 2024 - Nov 22, 2024 |
| #12 | -2.85% Jul 25, 2025 - Aug 12, 2025 | -2.40% Dec 11, 2025 - Jan 5, 2026 |
| #13 | -2.85% Dec 11, 2025 - Dec 24, 2025 | -2.40% Feb 20, 2026 - Feb 26, 2026 |
| #14 | -2.68% Oct 18, 2024 - Nov 6, 2024 | -2.36% Jul 16, 2024 - Jul 26, 2024 |
| #15 | -2.42% Dec 28, 2023 - Jan 19, 2024 | -2.20% Jul 6, 2026 - Jul 16, 2026 |
Correlation
Correlation between CVLC and SDVD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
CVLC vs SDVD dividend yield comparison.
| Year | CVLC | SDVD |
|---|---|---|
| 2026 | 0.39% | 6.12% |
| 2025 | 1.02% | 8.36% |
| 2024 | 1.03% | 9.26% |
| 2023 | 0.91% | 3.18% |
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