CVLC vs VFMF
Comparison between CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF) and VANGUARD U.S. MULTIFACTOR ETF ETF SHARES (VFMF, ETF).
CVLC vs VFMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVLC
$910M
VFMF
$905M
Expense Ratio
Winner
CVLC
0.15%
VFMF
0.18%
Max Drawdown
Winner
CVLC
20.14%
VFMF
42.80%
Sharpe Ratio
CVLC
1.34
Winner
VFMF
2.22
5Y Beta
CVLC
1.00
Winner
VFMF
0.86
P/E Ratio
CVLC
27.49
Winner
VFMF
18.01
Forward P/E
CVLC
20.87
Winner
VFMF
12.55
5Y Dividends CAGR
CVLC
N/A
VFMF
14.48%
5Y EPS CAGR
Winner
CVLC
24.96%
VFMF
14.88%
Debt to Equity
CVLC
51.81%
Winner
VFMF
12.86%
P/S Ratio
CVLC
3.58
Winner
VFMF
1.14
P/B Ratio
CVLC
5.51
Winner
VFMF
2.28
CVLC vs VFMF - Holdings Comparison
CVLC and VFMF have 191 common holdings. Overlap is 21.24%
CVLC's top 25 holdings weight is 47.21%. VFMF's top 25 holdings weight is 19.28%.
| Rank | CVLC | VFMF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.33% | MICRON TECHNOLOGY INC (MU) - 1.31% |
| #2 | APPLE INC (AAPL) - 6.25% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.90% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.26% | NEWMONT CORP (NEM) - 0.90% |
| #4 | MICROSOFT CORP (MSFT) - 5.13% | THE TRAVELERS COMPANIES INC (TRV) - 0.89% |
| #5 | AMAZON.COM INC (AMZN) - 3.77% | ALTRIA GROUP INC (MO) - 0.87% |
| #6 | BROADCOM INC (AVGO) - 2.80% | BANK OF NEW YORK MELLON CORP (BNY) - 0.81% |
| #7 | ELI LILLY AND CO (LLY) - 1.59% | CONOCOPHILLIPS (COP) - 0.81% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.55% | MERCK & CO INC (MRK) - 0.80% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.53% | EOG RESOURCES INC (EOG) - 0.79% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | ABBVIE INC (ABBV) - 0.78% |
| #11 | VISA INC CLASS A (V) - 0.96% | AMGEN INC (AMGN) - 0.75% |
| #12 | BANK OF AMERICA CORP (BAC) - 0.82% | CVS HEALTH CORP (CVS) - 0.75% |
| #13 | CISCO SYSTEMS INC (CSCO) - 0.79% | CISCO SYSTEMS INC (CSCO) - 0.74% |
| #14 | WALMART INC (WMT) - 0.77% | WESTERN DIGITAL CORP (WDC) - 0.73% |
| #15 | ABBVIE INC (ABBV) - 0.77% | QUALCOMM INC (QCOM) - 0.73% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.73% | REGENERON PHARMACEUTICALS INC (REGN) - 0.73% |
| #17 | APPLIED MATERIALS INC (AMAT) - 0.71% | ALLSTATE CORP (ALL) - 0.71% |
| #18 | INTEL CORP (INTC) - 0.70% | PEPSICO INC (PEP) - 0.68% |
| #19 | CATERPILLAR INC (CAT) - 0.69% | LAM RESEARCH CORP (LRCX) - 0.67% |
| #20 | GE AEROSPACE (GE) - 0.69% | HCA HEALTHCARE INC (HCA) - 0.67% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.66% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.67% |
| #22 | UNITEDHEALTH GROUP INC (UNH) - 0.65% | ALPHABET INC CLASS A (GOOGL) - 0.67% |
| #23 | COSTCO WHOLESALE CORP (COST) - 0.64% | n/a (DELL) - 0.66% |
| #24 | COCA-COLA CO (KO) - 0.62% | FEDEX CORP (FDX) - 0.63% |
| #25 | MERCK & CO INC (MRK) - 0.58% | GILEAD SCIENCES INC (GILD) - 0.63% |
| Total Holdings | 718 | 603 |
CVLC vs VFMF - Historical Returns
Returns include dividend reinvestment.
1M
CVLC
+2.41%
Winner
VFMF
+2.86%
3M
CVLC
+4.27%
Winner
VFMF
+10.67%
6M
CVLC
+13.16%
Winner
VFMF
+15.14%
1Y
CVLC
+23.65%
Winner
VFMF
+36.65%
5Y(CAGR)
CVLC
N/A
VFMF
+15.44%
10Y(CAGR)
CVLC
N/A
VFMF
+12.90%
Max(CAGR)
Winner
CVLC
+20.42%
VFMF
+12.90%
CVLC vs VFMF - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | CVLC | VFMF |
|---|---|---|
| 2026 | +14.03% | +24.04% |
| 2025 | +16.39% | +17.53% |
| 2024 | +25.07% | +15.63% |
| 2023 | +17.14% | +19.78% |
| 2022 | N/A | -5.99% |
| 2021 | N/A | +31.29% |
| 2020 | N/A | +4.57% |
| 2019 | N/A | +21.48% |
| 2018 | N/A | -11.28% |
CVLC vs VFMF Drawdown Comparison
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for VFMF was -41.33%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current CVLC drawdown is -1.91%. The current VFMF drawdown is -0.38%.
| Rank | CVLC | VFMF |
|---|---|---|
| #1 | -19.93% Jan 23, 2025 - Jun 27, 2025 | -41.33% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -11.30% Jul 31, 2023 - Dec 1, 2023 | -23.57% Aug 29, 2018 - Jan 16, 2020 |
| #3 | -9.61% Jan 12, 2026 - Apr 14, 2026 | -20.57% Nov 25, 2024 - Aug 13, 2025 |
| #4 | -9.26% Jul 16, 2024 - Sep 19, 2024 | -19.04% Nov 16, 2021 - Jul 13, 2023 |
| #5 | -8.70% Feb 2, 2023 - May 26, 2023 | -10.05% Aug 1, 2023 - Dec 4, 2023 |
| #6 | -6.08% Mar 28, 2024 - May 15, 2024 | -8.63% Jul 31, 2024 - Oct 11, 2024 |
| #7 | -4.78% Dec 4, 2024 - Jan 23, 2025 | -7.67% Jun 8, 2021 - Aug 27, 2021 |
| #8 | -4.71% Nov 12, 2025 - Dec 3, 2025 | -7.08% Feb 26, 2026 - Apr 14, 2026 |
| #9 | -4.24% Jun 2, 2026 - Aug 3, 2026 | -6.33% Mar 28, 2024 - Jul 15, 2024 |
| #10 | -3.37% Nov 11, 2024 - Nov 25, 2024 | -5.39% Mar 9, 2018 - May 16, 2018 |
| #11 | -3.01% Oct 8, 2025 - Oct 24, 2025 | -5.21% May 7, 2021 - Jun 8, 2021 |
| #12 | -2.85% Jul 25, 2025 - Aug 12, 2025 | -4.93% Aug 27, 2021 - Oct 18, 2021 |
| #13 | -2.85% Dec 11, 2025 - Dec 24, 2025 | -4.91% Mar 15, 2021 - Apr 5, 2021 |
| #14 | -2.68% Oct 18, 2024 - Nov 6, 2024 | -4.67% Nov 12, 2025 - Nov 25, 2025 |
| #15 | -2.42% Dec 28, 2023 - Jan 19, 2024 | -4.24% Sep 18, 2025 - Oct 27, 2025 |
Correlation
Correlation between CVLC and VFMF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2018 - 2026)
CVLC vs VFMF dividend yield comparison.
| Year | CVLC | VFMF |
|---|---|---|
| 2026 | 0.39% | 0.71% |
| 2025 | 1.02% | 1.54% |
| 2024 | 1.03% | 1.60% |
| 2023 | 0.91% | 1.78% |
| 2022 | 0.00% | 2.21% |
| 2021 | 0.00% | 1.39% |
| 2020 | 0.00% | 1.56% |
| 2019 | 0.00% | 1.61% |
| 2018 | 0.00% | 1.22% |
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