FTQI vs CVLC
Comparison between FIRST TRUST NASDAQ BUYWRITE INCOME ETF (FTQI, ETF) and CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF).
FTQI vs CVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTQI
$908M
Winner
CVLC
$910M
Expense Ratio
FTQI
0.75%
Winner
CVLC
0.15%
Max Drawdown
FTQI
28.81%
Winner
CVLC
20.14%
Sharpe Ratio
Winner
FTQI
1.66
CVLC
1.34
5Y Beta
Winner
FTQI
0.86
CVLC
1.00
P/E Ratio
FTQI
31.51
Winner
CVLC
27.49
Forward P/E
FTQI
22.35
Winner
CVLC
20.87
5Y Dividends CAGR
FTQI
32.22%
CVLC
N/A
5Y EPS CAGR
Winner
FTQI
25.87%
CVLC
24.96%
Debt to Equity
FTQI
N/A
CVLC
51.81%
P/S Ratio
FTQI
4.17
Winner
CVLC
3.58
P/B Ratio
FTQI
7.05
Winner
CVLC
5.51
FTQI vs CVLC - Holdings Comparison
FTQI and CVLC have 101 common holdings. Overlap is 34.91%
FTQI's top 25 holdings weight is 67.25%. CVLC's top 25 holdings weight is 47.21%.
| Rank | FTQI | CVLC |
|---|---|---|
| #1 | APPLE INC (AAPL) - 8.86% | NVIDIA CORP (NVDA) - 7.33% |
| #2 | DREYFUS GOVT CM INST 289 (n/a) - 6.92% | APPLE INC (AAPL) - 6.25% |
| #3 | NVIDIA CORP (NVDA) - 5.44% | ALPHABET INC CLASS A (GOOGL) - 5.26% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 4.71% | MICROSOFT CORP (MSFT) - 5.13% |
| #5 | AMAZON.COM INC (AMZN) - 4.07% | AMAZON.COM INC (AMZN) - 3.77% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.20% | BROADCOM INC (AVGO) - 2.80% |
| #7 | COSTCO WHOLESALE CORP (COST) - 3.17% | ELI LILLY AND CO (LLY) - 1.59% |
| #8 | CISCO SYSTEMS INC (CSCO) - 3.14% | MICRON TECHNOLOGY INC (MU) - 1.55% |
| #9 | WALMART INC (WMT) - 3.02% | JPMORGAN CHASE & CO (JPM) - 1.53% |
| #10 | TESLA INC (TSLA) - 2.99% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #11 | ALPHABET INC CLASS C (GOOG) - 2.09% | VISA INC CLASS A (V) - 0.96% |
| #12 | ALPHABET INC CLASS A (GOOGL) - 2.08% | BANK OF AMERICA CORP (BAC) - 0.82% |
| #13 | MICRON TECHNOLOGY INC (MU) - 2.06% | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #14 | BROADCOM INC (AVGO) - 2.03% | WALMART INC (WMT) - 0.77% |
| #15 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.94% | ABBVIE INC (ABBV) - 0.77% |
| #16 | n/a (PLTR) - 1.76% | MASTERCARD INC CLASS A (MA) - 0.73% |
| #17 | APPLIED MATERIALS INC (AMAT) - 1.30% | APPLIED MATERIALS INC (AMAT) - 0.71% |
| #18 | EBAY INC (EBAY) - 1.28% | INTEL CORP (INTC) - 0.70% |
| #19 | ABBVIE INC (ABBV) - 1.28% | CATERPILLAR INC (CAT) - 0.69% |
| #20 | LAM RESEARCH CORP (LRCX) - 1.21% | GE AEROSPACE (GE) - 0.69% |
| #21 | GILEAD SCIENCES INC (GILD) - 1.09% | LAM RESEARCH CORP (LRCX) - 0.66% |
| #22 | INTEL CORP (INTC) - 1.01% | UNITEDHEALTH GROUP INC (UNH) - 0.65% |
| #23 | WOODWARD INC (WWD) - 0.89% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #24 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.86% | COCA-COLA CO (KO) - 0.62% |
| #25 | CATERPILLAR INC (CAT) - 0.85% | MERCK & CO INC (MRK) - 0.58% |
| Total Holdings | 184 | 718 |
FTQI vs CVLC - Historical Returns
Returns include dividend reinvestment.
1M
FTQI
+0.33%
Winner
CVLC
+2.41%
3M
Winner
FTQI
+4.54%
CVLC
+4.27%
6M
Winner
FTQI
+13.78%
CVLC
+13.16%
1Y
Winner
FTQI
+24.64%
CVLC
+23.65%
5Y(CAGR)
FTQI
+12.57%
CVLC
N/A
10Y(CAGR)
FTQI
+8.07%
CVLC
N/A
Max(CAGR)
FTQI
+7.10%
Winner
CVLC
+20.42%
FTQI vs CVLC - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | FTQI | CVLC |
|---|---|---|
| 2026 | +13.91% | +14.03% |
| 2025 | +12.80% | +16.39% |
| 2024 | +18.63% | +25.07% |
| 2023 | +24.44% | +17.14% |
| 2022 | -9.57% | N/A |
| 2021 | +9.88% | N/A |
| 2020 | -6.85% | N/A |
| 2019 | +14.43% | N/A |
| 2018 | -9.93% | N/A |
| 2017 | +12.46% | N/A |
| 2016 | +11.57% | N/A |
| 2015 | +0.80% | N/A |
| 2014 | +5.14% | N/A |
FTQI vs CVLC Drawdown Comparison
The maximum drawdown for FTQI was -19.41%, occurring on Apr 8, 2025. Recovery took 119 trading sessions.
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current FTQI drawdown is -1.33%. The current CVLC drawdown is -1.91%.
| Rank | FTQI | CVLC |
|---|---|---|
| #1 | -19.41% Feb 14, 2025 - Aug 7, 2025 | -19.93% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -18.58% Apr 20, 2022 - Jul 12, 2023 | -11.30% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -15.51% Jan 17, 2020 - May 18, 2021 | -9.61% Jan 12, 2026 - Apr 14, 2026 |
| #4 | -15.19% Jan 23, 2018 - Dec 20, 2019 | -9.26% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -13.45% Dec 8, 2015 - Jul 15, 2016 | -8.70% Feb 2, 2023 - May 26, 2023 |
| #6 | -10.57% Sep 22, 2014 - May 18, 2015 | -6.08% Mar 28, 2024 - May 15, 2024 |
| #7 | -10.08% Jul 21, 2015 - Dec 8, 2015 | -4.78% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -8.52% Jul 16, 2024 - Sep 19, 2024 | -4.71% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -6.82% Jul 15, 2016 - Nov 21, 2016 | -4.24% Jun 2, 2026 - Aug 3, 2026 |
| #10 | -6.56% Jun 8, 2021 - Oct 19, 2021 | -3.37% Nov 11, 2024 - Nov 25, 2024 |
| #11 | -6.22% Jan 28, 2026 - Apr 8, 2026 | -3.01% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -5.82% Jul 31, 2023 - Nov 10, 2023 | -2.85% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -5.57% Jan 14, 2022 - Mar 17, 2022 | -2.85% Dec 11, 2025 - Dec 24, 2025 |
| #14 | -5.37% Nov 15, 2021 - Jan 11, 2022 | -2.68% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -4.58% Jan 16, 2014 - Mar 31, 2014 | -2.42% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between FTQI and CVLC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2014 - 2026)
FTQI vs CVLC dividend yield comparison.
| Year | FTQI | CVLC |
|---|---|---|
| 2026 | 7.58% | 0.39% |
| 2025 | 11.46% | 1.02% |
| 2024 | 11.66% | 1.03% |
| 2023 | 11.49% | 0.91% |
| 2022 | 9.85% | 0.00% |
| 2021 | 3.05% | 0.00% |
| 2020 | 3.27% | 0.00% |
| 2019 | 2.95% | 0.00% |
| 2018 | 3.27% | 0.00% |
| 2017 | 2.74% | 0.00% |
| 2016 | 3.02% | 0.00% |
| 2015 | 3.54% | 0.00% |
| 2014 | 3.30% | 0.00% |
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