PTL vs CVLC
Comparison between INSPIRE 500 ETF (PTL, ETF) and CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF).
PTL vs CVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PTL
$799M
CVLC
$796M
Expense Ratio
Winner
PTL
0.09%
CVLC
0.15%
Max Drawdown
Winner
PTL
20.02%
CVLC
20.14%
Sharpe Ratio
PTL
1.37
Winner
CVLC
1.63
5Y Beta
Winner
PTL
1.00
CVLC
1.01
P/E Ratio
PTL
33.62
Winner
CVLC
30.45
Forward P/E
Winner
PTL
21.38
CVLC
22.18
5Y EPS CAGR
PTL
19.67%
Winner
CVLC
26.52%
Debt to Equity
PTL
N/A
CVLC
40.50%
P/S Ratio
Winner
PTL
3.23
CVLC
3.45
P/B Ratio
Winner
PTL
4.49
CVLC
5.51
PTL vs CVLC - Holdings Comparison
PTL and CVLC have 323 common holdings. Overlap is 15.23%
PTL's top 25 holdings weight is 38.64%. CVLC's top 25 holdings weight is 46.30%.
| Rank | PTL | CVLC |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 12.21% | NVIDIA CORP (NVDA) - 7.33% |
| #2 | EXXON MOBIL CORP (XOM) - 3.86% | APPLE INC (AAPL) - 6.63% |
| #3 | CATERPILLAR INC (CAT) - 2.19% | ALPHABET INC CLASS A (GOOGL) - 6.18% |
| #4 | THE HOME DEPOT INC (HD) - 1.94% | MICROSOFT CORP (MSFT) - 4.47% |
| #5 | n/a (PLTR) - 1.66% | AMAZON.COM INC (AMZN) - 3.86% |
| #6 | GE VERNOVA INC (GEV) - 1.65% | BROADCOM INC (AVGO) - 2.99% |
| #7 | QUALCOMM INC (QCOM) - 1.48% | MICRON TECHNOLOGY INC (MU) - 1.71% |
| #8 | LINDE PLC (LIN) - 1.45% | ELI LILLY AND CO (LLY) - 1.43% |
| #9 | KLA CORP (KLAC) - 1.25% | ADVANCED MICRO DEVICES INC (AMD) - 1.39% |
| #10 | ARISTA NETWORKS INC (ANET) - 1.10% | JPMORGAN CHASE & CO (JPM) - 1.32% |
| #11 | NEXTERA ENERGY INC (NEE) - 1.01% | VISA INC CLASS A (V) - 0.92% |
| #12 | AMPHENOL CORP CLASS A (APH) - 0.86% | INTEL CORP (INTC) - 0.89% |
| #13 | PROLOGIS INC (PLD) - 0.82% | WALMART INC (WMT) - 0.82% |
| #14 | WELLTOWER INC (WELL) - 0.82% | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #15 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.81% | CATERPILLAR INC (CAT) - 0.77% |
| #16 | MARVELL TECHNOLOGY INC (MRVL) - 0.80% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #17 | WESTERN DIGITAL CORP (WDC) - 0.79% | LAM RESEARCH CORP (LRCX) - 0.68% |
| #18 | SOUTHERN COPPER CORP (SCCO) - 0.76% | BANK OF AMERICA CORP (BAC) - 0.68% |
| #19 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.74% | MASTERCARD INC CLASS A (MA) - 0.68% |
| #20 | PROGRESSIVE CORP (PGR) - 0.74% | ABBVIE INC (ABBV) - 0.66% |
| #21 | COMFORT SYSTEMS USA INC (FIX) - 0.34% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.28% |
| #22 | AUTOZONE INC (AZO) - 0.34% | INTUITIVE SURGICAL INC (ISRG) - 0.28% |
| #23 | IQVIA HOLDINGS INC (IQV) - 0.34% | ARISTA NETWORKS INC (ANET) - 0.28% |
| #24 | ASTERA LABS INC (ALAB) - 0.34% | TJX COMPANIES INC (TJX) - 0.28% |
| #25 | NASDAQ INC (NDAQ) - 0.34% | DEERE & CO (DE) - 0.28% |
| Total Holdings | 440 | 744 |
PTL vs CVLC - Historical Returns
Returns include dividend reinvestment.
1M
PTL
-0.48%
Winner
CVLC
+2.54%
3M
PTL
+7.28%
Winner
CVLC
+10.35%
6M
Winner
PTL
+9.76%
CVLC
+9.71%
1Y
PTL
+26.60%
Winner
CVLC
+27.31%
Max(CAGR)
PTL
+17.76%
Winner
CVLC
+20.39%
PTL vs CVLC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | PTL | CVLC |
|---|---|---|
| 2026 | +11.91% | +9.56% |
| 2025 | +17.88% | +16.39% |
| 2024 | +7.90% | +25.07% |
| 2023 | N/A | +17.14% |
PTL vs CVLC Drawdown Comparison
The maximum drawdown for PTL was -19.72%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current PTL drawdown is -4.72%. The current CVLC drawdown is -2.78%.
| Rank | PTL | CVLC |
|---|---|---|
| #1 | -19.72% Feb 18, 2025 - Jun 24, 2025 | -19.93% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -7.57% Feb 11, 2026 - Apr 13, 2026 | -11.30% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -7.33% Jul 16, 2024 - Aug 23, 2024 | -9.61% Jan 12, 2026 - Apr 14, 2026 |
| #4 | -6.43% Oct 27, 2025 - Dec 5, 2025 | -9.26% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -6.40% Mar 28, 2024 - Jul 11, 2024 | -8.70% Feb 2, 2023 - May 26, 2023 |
| #6 | -6.28% Nov 29, 2024 - Jan 21, 2025 | -6.08% Mar 28, 2024 - May 15, 2024 |
| #7 | -5.30% Dec 11, 2025 - Jan 15, 2026 | -4.78% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -4.87% Aug 30, 2024 - Sep 19, 2024 | -4.71% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -4.72% Jun 2, 2026 - Jun 5, 2026 | -3.37% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -3.94% Oct 14, 2024 - Nov 6, 2024 | -3.01% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -3.72% Oct 8, 2025 - Oct 27, 2025 | -2.85% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -3.45% Jan 16, 2026 - Feb 9, 2026 | -2.85% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -2.80% Jan 23, 2025 - Feb 18, 2025 | -2.78% Jun 2, 2026 - Jun 5, 2026 |
| #14 | -2.79% Nov 11, 2024 - Nov 22, 2024 | -2.68% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -2.60% Jul 25, 2025 - Aug 12, 2025 | -2.42% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between PTL and CVLC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2023 - 2026)
PTL vs CVLC dividend yield comparison.
| Year | PTL | CVLC |
|---|---|---|
| 2026 | 0.32% | 0.18% |
| 2025 | 1.24% | 1.02% |
| 2024 | 0.92% | 1.03% |
| 2023 | 0.00% | 0.91% |
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