CVLC vs VFVA
Comparison between CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF) and VANGUARD U.S. VALUE FACTOR ETF ETF SHARES (VFVA, ETF).
CVLC vs VFVA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVLC
$910M
Winner
VFVA
$913M
Expense Ratio
CVLC
0.15%
Winner
VFVA
0.13%
Max Drawdown
Winner
CVLC
20.14%
VFVA
50.67%
Sharpe Ratio
CVLC
1.34
Winner
VFVA
1.80
5Y Beta
CVLC
1.00
Winner
VFVA
0.87
P/E Ratio
Winner
CVLC
27.49
VFVA
50.03
Forward P/E
CVLC
20.87
Winner
VFVA
11.11
5Y Dividends CAGR
CVLC
N/A
VFVA
12.25%
5Y EPS CAGR
Winner
CVLC
24.96%
VFVA
8.67%
Debt to Equity
Winner
CVLC
51.81%
VFVA
68.52%
P/S Ratio
CVLC
3.58
Winner
VFVA
0.78
P/B Ratio
CVLC
5.51
Winner
VFVA
1.67
CVLC vs VFVA - Holdings Comparison
CVLC and VFVA have 203 common holdings. Overlap is 16.80%
CVLC's top 25 holdings weight is 47.21%. VFVA's top 25 holdings weight is 16.82%.
| Rank | CVLC | VFVA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.33% | CVS HEALTH CORP (CVS) - 0.95% |
| #2 | APPLE INC (AAPL) - 6.25% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.84% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.26% | EOG RESOURCES INC (EOG) - 0.84% |
| #4 | MICROSOFT CORP (MSFT) - 5.13% | THE CIGNA GROUP (CI) - 0.80% |
| #5 | AMAZON.COM INC (AMZN) - 3.77% | SALESFORCE INC (CRM) - 0.77% |
| #6 | BROADCOM INC (AVGO) - 2.80% | GENERAL MOTORS CO (GM) - 0.77% |
| #7 | ELI LILLY AND CO (LLY) - 1.59% | INTUIT INC (INTU) - 0.75% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.55% | U.S. BANCORP (USB) - 0.73% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.53% | ELEVANCE HEALTH INC (ELV) - 0.73% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | VERIZON COMMUNICATIONS INC (VZ) - 0.73% |
| #11 | VISA INC CLASS A (V) - 0.96% | MERCK & CO INC (MRK) - 0.69% |
| #12 | BANK OF AMERICA CORP (BAC) - 0.82% | TRUIST FINANCIAL CORP (TFC) - 0.68% |
| #13 | CISCO SYSTEMS INC (CSCO) - 0.79% | BOOKING HOLDINGS INC (BKNG) - 0.63% |
| #14 | WALMART INC (WMT) - 0.77% | AT&T INC (T) - 0.63% |
| #15 | ABBVIE INC (ABBV) - 0.77% | ALTRIA GROUP INC (MO) - 0.62% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.73% | PFIZER INC (PFE) - 0.61% |
| #17 | APPLIED MATERIALS INC (AMAT) - 0.71% | CHUBB LTD (CB) - 0.61% |
| #18 | INTEL CORP (INTC) - 0.70% | COMCAST CORP CLASS A (CMCSA) - 0.60% |
| #19 | CATERPILLAR INC (CAT) - 0.69% | MARATHON PETROLEUM CORP (MPC) - 0.59% |
| #20 | GE AEROSPACE (GE) - 0.69% | FEDEX CORP (FDX) - 0.57% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.66% | HCA HEALTHCARE INC (HCA) - 0.55% |
| #22 | UNITEDHEALTH GROUP INC (UNH) - 0.65% | ACCENTURE PLC CLASS A (ACN) - 0.54% |
| #23 | COSTCO WHOLESALE CORP (COST) - 0.64% | MEDTRONIC PLC (MDT) - 0.54% |
| #24 | COCA-COLA CO (KO) - 0.62% | ABBVIE INC (ABBV) - 0.54% |
| #25 | MERCK & CO INC (MRK) - 0.58% | THE WALT DISNEY CO (DIS) - 0.51% |
| Total Holdings | 718 | 658 |
CVLC vs VFVA - Historical Returns
Returns include dividend reinvestment.
1M
CVLC
+2.41%
Winner
VFVA
+5.38%
3M
CVLC
+4.27%
Winner
VFVA
+13.82%
6M
CVLC
+13.16%
Winner
VFVA
+14.15%
1Y
CVLC
+23.65%
Winner
VFVA
+33.68%
5Y(CAGR)
CVLC
N/A
VFVA
+13.31%
10Y(CAGR)
CVLC
N/A
VFVA
+11.63%
Max(CAGR)
Winner
CVLC
+20.42%
VFVA
+11.63%
CVLC vs VFVA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | CVLC | VFVA |
|---|---|---|
| 2026 | +14.03% | +22.77% |
| 2025 | +16.39% | +14.87% |
| 2024 | +25.07% | +7.29% |
| 2023 | +17.14% | +17.94% |
| 2022 | N/A | -5.31% |
| 2021 | N/A | +38.41% |
| 2020 | N/A | +2.38% |
| 2019 | N/A | +23.22% |
| 2018 | N/A | -15.60% |
CVLC vs VFVA Drawdown Comparison
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for VFVA was -48.55%, occurring on Mar 23, 2020. Recovery took 560 trading sessions.
The current CVLC drawdown is -1.91%. The current VFVA drawdown is -0.15%.
| Rank | CVLC | VFVA |
|---|---|---|
| #1 | -19.93% Jan 23, 2025 - Jun 27, 2025 | -48.55% Sep 20, 2018 - Dec 10, 2020 |
| #2 | -11.30% Jul 31, 2023 - Dec 1, 2023 | -24.07% Nov 25, 2024 - Aug 22, 2025 |
| #3 | -9.61% Jan 12, 2026 - Apr 14, 2026 | -20.18% Mar 29, 2022 - Feb 1, 2023 |
| #4 | -9.26% Jul 16, 2024 - Sep 19, 2024 | -17.03% Feb 2, 2023 - Dec 13, 2023 |
| #5 | -8.70% Feb 2, 2023 - May 26, 2023 | -9.52% Jun 8, 2021 - Oct 20, 2021 |
| #6 | -6.08% Mar 28, 2024 - May 15, 2024 | -9.09% Jul 31, 2024 - Oct 16, 2024 |
| #7 | -4.78% Dec 4, 2024 - Jan 23, 2025 | -8.55% Feb 6, 2026 - Apr 20, 2026 |
| #8 | -4.71% Nov 12, 2025 - Dec 3, 2025 | -8.29% Nov 12, 2021 - Jan 4, 2022 |
| #9 | -4.24% Jun 2, 2026 - Aug 3, 2026 | -7.43% Jan 14, 2022 - Mar 29, 2022 |
| #10 | -3.37% Nov 11, 2024 - Nov 25, 2024 | -7.16% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -3.01% Oct 8, 2025 - Oct 24, 2025 | -6.35% Mar 12, 2018 - May 17, 2018 |
| #12 | -2.85% Jul 25, 2025 - Aug 12, 2025 | -5.35% Mar 15, 2021 - Apr 16, 2021 |
| #13 | -2.85% Dec 11, 2025 - Dec 24, 2025 | -5.31% Oct 3, 2025 - Nov 25, 2025 |
| #14 | -2.68% Oct 18, 2024 - Nov 6, 2024 | -4.79% Jan 14, 2021 - Feb 5, 2021 |
| #15 | -2.42% Dec 28, 2023 - Jan 19, 2024 | -4.72% Dec 26, 2023 - Jan 30, 2024 |
Correlation
Correlation between CVLC and VFVA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2018 - 2026)
CVLC vs VFVA dividend yield comparison.
| Year | CVLC | VFVA |
|---|---|---|
| 2026 | 0.39% | 0.86% |
| 2025 | 1.02% | 2.13% |
| 2024 | 1.03% | 2.40% |
| 2023 | 0.91% | 2.45% |
| 2022 | 0.00% | 2.21% |
| 2021 | 0.00% | 1.68% |
| 2020 | 0.00% | 2.04% |
| 2019 | 0.00% | 2.08% |
| 2018 | 0.00% | 1.65% |
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