EQAL vs CVLC
Comparison between INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF) and CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF).
EQAL vs CVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQAL
$797M
CVLC
$796M
Expense Ratio
EQAL
0.20%
Winner
CVLC
0.15%
Max Drawdown
EQAL
40.90%
Winner
CVLC
20.14%
Sharpe Ratio
EQAL
1.46
Winner
CVLC
1.63
5Y Beta
Winner
EQAL
0.82
CVLC
1.01
P/E Ratio
Winner
EQAL
28.98
CVLC
30.45
Forward P/E
Winner
EQAL
15.99
CVLC
22.18
5Y Dividends CAGR
EQAL
7.46%
CVLC
N/A
5Y EPS CAGR
EQAL
11.67%
Winner
CVLC
26.52%
Debt to Equity
EQAL
54.69%
Winner
CVLC
40.50%
P/S Ratio
Winner
EQAL
1.56
CVLC
3.45
P/B Ratio
Winner
EQAL
2.63
CVLC
5.51
EQAL vs CVLC - Holdings Comparison
EQAL and CVLC have 655 common holdings. Overlap is 27.66%
EQAL's top 25 holdings weight is 12.09%. CVLC's top 25 holdings weight is 46.30%.
| Rank | EQAL | CVLC |
|---|---|---|
| #1 | CIENA CORP (CIEN) - 0.83% | NVIDIA CORP (NVDA) - 7.33% |
| #2 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.81% | APPLE INC (AAPL) - 6.63% |
| #3 | LUMENTUM HOLDINGS INC (LITE) - 0.78% | ALPHABET INC CLASS A (GOOGL) - 6.18% |
| #4 | ROKU INC CLASS A (ROKU) - 0.65% | MICROSOFT CORP (MSFT) - 4.47% |
| #5 | CISCO SYSTEMS INC (CSCO) - 0.62% | AMAZON.COM INC (AMZN) - 3.86% |
| #6 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.55% | BROADCOM INC (AVGO) - 2.99% |
| #7 | ARISTA NETWORKS INC (ANET) - 0.51% | MICRON TECHNOLOGY INC (MU) - 1.71% |
| #8 | VALERO ENERGY CORP (VLO) - 0.48% | ELI LILLY AND CO (LLY) - 1.43% |
| #9 | LINDE PLC (LIN) - 0.48% | ADVANCED MICRO DEVICES INC (AMD) - 1.39% |
| #10 | DEVON ENERGY CORP (DVN) - 0.47% | JPMORGAN CHASE & CO (JPM) - 1.32% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 0.46% | VISA INC CLASS A (V) - 0.92% |
| #12 | UBIQUITI INC (UI) - 0.45% | INTEL CORP (INTC) - 0.89% |
| #13 | AT&T INC (T) - 0.45% | WALMART INC (WMT) - 0.82% |
| #14 | n/a (LBTYA) - 0.45% | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #15 | T-MOBILE US INC (TMUS) - 0.44% | CATERPILLAR INC (CAT) - 0.77% |
| #16 | MOTOROLA SOLUTIONS INC (MSI) - 0.41% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #17 | COMCAST CORP CLASS A (CMCSA) - 0.40% | LAM RESEARCH CORP (LRCX) - 0.68% |
| #18 | n/a (ASTS) - 0.40% | BANK OF AMERICA CORP (BAC) - 0.68% |
| #19 | APELLIS PHARMACEUTICALS INC (n/a) - 0.38% | MASTERCARD INC CLASS A (MA) - 0.68% |
| #20 | SOUTHERN CO (SO) - 0.38% | ABBVIE INC (ABBV) - 0.66% |
| #21 | n/a (GLIBK) - 0.37% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.28% |
| #22 | ELEMENT SOLUTIONS INC (ESI) - 0.34% | INTUITIVE SURGICAL INC (ISRG) - 0.28% |
| #23 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.33% | ARISTA NETWORKS INC (ANET) - 0.28% |
| #24 | n/a (LBRDK) - 0.33% | TJX COMPANIES INC (TJX) - 0.28% |
| #25 | NUCOR CORP (NUE) - 0.32% | DEERE & CO (DE) - 0.28% |
| Total Holdings | 989 | 744 |
EQAL vs CVLC - Historical Returns
Returns include dividend reinvestment.
1M
EQAL
+0.02%
Winner
CVLC
+2.54%
3M
EQAL
+3.17%
Winner
CVLC
+10.35%
6M
Winner
EQAL
+11.06%
CVLC
+9.71%
1Y
EQAL
+23.48%
Winner
CVLC
+27.31%
5Y(CAGR)
EQAL
+6.60%
CVLC
N/A
10Y(CAGR)
EQAL
+10.42%
CVLC
N/A
Max(CAGR)
EQAL
+9.33%
Winner
CVLC
+20.39%
EQAL vs CVLC - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EQAL | CVLC |
|---|---|---|
| 2026 | +10.06% | +9.56% |
| 2025 | +10.92% | +16.39% |
| 2024 | +11.35% | +25.07% |
| 2023 | +12.68% | +17.14% |
| 2022 | -13.79% | N/A |
| 2021 | +25.06% | N/A |
| 2020 | +16.63% | N/A |
| 2019 | +24.49% | N/A |
| 2018 | -9.84% | N/A |
| 2017 | +16.44% | N/A |
| 2016 | +17.29% | N/A |
| 2015 | -3.68% | N/A |
| 2014 | -0.55% | N/A |
EQAL vs CVLC Drawdown Comparison
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current EQAL drawdown is -1.89%. The current CVLC drawdown is -2.78%.
| Rank | EQAL | CVLC |
|---|---|---|
| #1 | -40.42% Jan 16, 2020 - Oct 12, 2020 | -19.93% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -21.80% Nov 15, 2021 - Mar 27, 2024 | -11.30% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -21.01% Sep 21, 2018 - Jul 24, 2019 | -9.61% Jan 12, 2026 - Apr 14, 2026 |
| #4 | -20.41% May 21, 2015 - Jul 12, 2016 | -9.26% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -19.63% Nov 29, 2024 - Aug 22, 2025 | -8.70% Feb 2, 2023 - May 26, 2023 |
| #6 | -10.08% Jan 26, 2018 - Jul 9, 2018 | -6.08% Mar 28, 2024 - May 15, 2024 |
| #7 | -7.42% Jul 24, 2019 - Nov 15, 2019 | -4.78% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -6.67% Mar 2, 2026 - Apr 16, 2026 | -4.71% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -6.35% Oct 12, 2020 - Nov 5, 2020 | -3.37% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -6.19% Mar 28, 2024 - Jul 16, 2024 | -3.01% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -6.04% Aug 23, 2016 - Nov 21, 2016 | -2.85% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -5.79% Oct 27, 2025 - Dec 10, 2025 | -2.85% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -5.66% Jul 31, 2024 - Aug 23, 2024 | -2.78% Jun 2, 2026 - Jun 5, 2026 |
| #14 | -5.51% Jun 11, 2021 - Aug 27, 2021 | -2.68% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -5.04% Dec 29, 2014 - Feb 12, 2015 | -2.42% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between EQAL and CVLC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2015 - 2026)
EQAL vs CVLC dividend yield comparison.
| Year | EQAL | CVLC |
|---|---|---|
| 2026 | 0.43% | 0.18% |
| 2025 | 1.79% | 1.02% |
| 2024 | 1.62% | 1.03% |
| 2023 | 1.88% | 0.91% |
| 2022 | 1.95% | 0.00% |
| 2021 | 1.32% | 0.00% |
| 2020 | 1.63% | 0.00% |
| 2019 | 1.61% | 0.00% |
| 2018 | 1.63% | 0.00% |
| 2017 | 1.18% | 0.00% |
| 2016 | 1.57% | 0.00% |
| 2015 | 1.64% | 0.00% |
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