FTXH vs CVLC
Comparison between FIRST TRUST NASDAQ PHARMACEUTICALS ETF (FTXH, ETF) and CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF).
FTXH vs CVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FTXH
$911M
CVLC
$910M
Expense Ratio
FTXH
0.60%
Winner
CVLC
0.15%
Max Drawdown
FTXH
32.11%
Winner
CVLC
20.14%
Sharpe Ratio
Winner
FTXH
2.34
CVLC
1.34
5Y Beta
Winner
FTXH
0.52
CVLC
1.00
P/E Ratio
FTXH
39.48
Winner
CVLC
27.49
Forward P/E
Winner
FTXH
19.10
CVLC
20.87
PEG Ratio
FTXH
0.07
CVLC
N/A
5Y Dividends CAGR
FTXH
12.57%
CVLC
N/A
5Y EPS CAGR
FTXH
3.52%
Winner
CVLC
24.96%
Debt to Equity
FTXH
140.77%
Winner
CVLC
51.81%
P/S Ratio
Winner
FTXH
2.73
CVLC
3.58
P/B Ratio
Winner
FTXH
5.33
CVLC
5.51
FTXH vs CVLC - Holdings Comparison
FTXH and CVLC have 28 common holdings. Overlap is 5.10%
FTXH's top 25 holdings weight is 82.85%. CVLC's top 25 holdings weight is 47.21%.
| Rank | FTXH | CVLC |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 7.55% | NVIDIA CORP (NVDA) - 7.33% |
| #2 | ABBVIE INC (ABBV) - 7.22% | APPLE INC (AAPL) - 6.25% |
| #3 | MERCK & CO INC (MRK) - 6.85% | ALPHABET INC CLASS A (GOOGL) - 5.26% |
| #4 | JOHNSON & JOHNSON (JNJ) - 6.83% | MICROSOFT CORP (MSFT) - 5.13% |
| #5 | BRISTOL-MYERS SQUIBB CO (BMY) - 6.46% | AMAZON.COM INC (AMZN) - 3.77% |
| #6 | VIATRIS INC (VTRS) - 3.84% | BROADCOM INC (AVGO) - 2.80% |
| #7 | BIOGEN INC (BIIB) - 3.53% | ELI LILLY AND CO (LLY) - 1.59% |
| #8 | CARDINAL HEALTH INC (CAH) - 3.37% | MICRON TECHNOLOGY INC (MU) - 1.55% |
| #9 | VERTEX PHARMACEUTICALS INC (VRTX) - 3.30% | JPMORGAN CHASE & CO (JPM) - 1.53% |
| #10 | AMGEN INC (AMGN) - 3.17% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #11 | PFIZER INC (PFE) - 3.08% | VISA INC CLASS A (V) - 0.96% |
| #12 | GILEAD SCIENCES INC (GILD) - 3.04% | BANK OF AMERICA CORP (BAC) - 0.82% |
| #13 | REGENERON PHARMACEUTICALS INC (REGN) - 2.92% | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #14 | UNITED THERAPEUTICS CORP (UTHR) - 2.69% | WALMART INC (WMT) - 0.77% |
| #15 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 2.49% | ABBVIE INC (ABBV) - 0.77% |
| #16 | INCYTE CORP (INCY) - 2.45% | MASTERCARD INC CLASS A (MA) - 0.73% |
| #17 | ILLUMINA INC (ILMN) - 2.13% | APPLIED MATERIALS INC (AMAT) - 0.71% |
| #18 | ZOETIS INC CLASS A (ZTS) - 1.95% | INTEL CORP (INTC) - 0.70% |
| #19 | EXELIXIS INC (EXEL) - 1.77% | CATERPILLAR INC (CAT) - 0.69% |
| #20 | CHARLES RIVER LABORATORIES INTERNATIONAL INC (CRL) - 1.51% | GE AEROSPACE (GE) - 0.69% |
| #21 | MEDPACE HOLDINGS INC (MEDP) - 1.42% | LAM RESEARCH CORP (LRCX) - 0.66% |
| #22 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.41% | UNITEDHEALTH GROUP INC (UNH) - 0.65% |
| #23 | ALKERMES PLC (ALKS) - 1.35% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #24 | PTC THERAPEUTICS INC (PTCT) - 1.34% | COCA-COLA CO (KO) - 0.62% |
| #25 | HALOZYME THERAPEUTICS INC (HALO) - 1.18% | MERCK & CO INC (MRK) - 0.58% |
| Total Holdings | 51 | 718 |
FTXH vs CVLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FTXH
+9.45%
CVLC
+2.41%
3M
Winner
FTXH
+22.68%
CVLC
+4.27%
6M
Winner
FTXH
+21.23%
CVLC
+13.16%
1Y
Winner
FTXH
+54.03%
CVLC
+23.65%
5Y(CAGR)
FTXH
+11.24%
CVLC
N/A
10Y(CAGR)
FTXH
+8.97%
CVLC
N/A
Max(CAGR)
FTXH
+8.97%
Winner
CVLC
+20.42%
FTXH vs CVLC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FTXH | CVLC |
|---|---|---|
| 2026 | +28.11% | +14.03% |
| 2025 | +23.89% | +16.39% |
| 2024 | +0.61% | +25.07% |
| 2023 | -1.51% | +17.14% |
| 2022 | +2.99% | N/A |
| 2021 | +7.38% | N/A |
| 2020 | +10.94% | N/A |
| 2019 | +22.13% | N/A |
| 2018 | -10.71% | N/A |
| 2017 | +19.40% | N/A |
| 2016 | -10.11% | N/A |
FTXH vs CVLC Drawdown Comparison
The maximum drawdown for FTXH was -32.11%, occurring on Mar 23, 2020. Recovery took 127 trading sessions.
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current FTXH drawdown is -0.80%. The current CVLC drawdown is -1.91%.
| Rank | FTXH | CVLC |
|---|---|---|
| #1 | -32.11% Jan 16, 2020 - Jul 20, 2020 | -19.93% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -23.42% Aug 28, 2018 - Jan 14, 2020 | -11.30% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -19.51% Aug 30, 2024 - Oct 1, 2025 | -9.61% Jan 12, 2026 - Apr 14, 2026 |
| #4 | -14.62% Jan 29, 2018 - Aug 7, 2018 | -9.26% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -14.58% Dec 2, 2022 - Feb 22, 2024 | -8.70% Feb 2, 2023 - May 26, 2023 |
| #6 | -14.29% Apr 8, 2022 - Nov 30, 2022 | -6.08% Mar 28, 2024 - May 15, 2024 |
| #7 | -11.68% Sep 22, 2016 - Jun 20, 2017 | -4.78% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -10.14% Dec 30, 2021 - Apr 6, 2022 | -4.71% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -9.41% Jun 26, 2017 - Dec 7, 2017 | -4.24% Jun 2, 2026 - Aug 3, 2026 |
| #10 | -8.81% Feb 27, 2024 - Jul 16, 2024 | -3.37% Nov 11, 2024 - Nov 25, 2024 |
| #11 | -7.98% Oct 12, 2020 - Nov 9, 2020 | -3.01% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -7.87% Feb 8, 2021 - Aug 6, 2021 | -2.85% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -7.47% Feb 27, 2026 - Jun 9, 2026 | -2.85% Dec 11, 2025 - Dec 24, 2025 |
| #14 | -7.13% Nov 8, 2021 - Dec 23, 2021 | -2.68% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -5.77% Aug 31, 2020 - Oct 9, 2020 | -2.42% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between FTXH and CVLC is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2016 - 2026)
FTXH vs CVLC dividend yield comparison.
| Year | FTXH | CVLC |
|---|---|---|
| 2026 | 0.35% | 0.39% |
| 2025 | 1.41% | 1.02% |
| 2024 | 1.66% | 1.03% |
| 2023 | 1.55% | 0.91% |
| 2022 | 1.11% | 0.00% |
| 2021 | 1.03% | 0.00% |
| 2020 | 0.82% | 0.00% |
| 2019 | 0.67% | 0.00% |
| 2018 | 0.91% | 0.00% |
| 2017 | 2.18% | 0.00% |
| 2016 | 0.19% | 0.00% |
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