REZ vs CVLC
Comparison between ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF) and CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF).
REZ vs CVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REZ
$844M
Winner
CVLC
$845M
Expense Ratio
REZ
0.48%
Winner
CVLC
0.15%
Max Drawdown
REZ
70.29%
Winner
CVLC
20.14%
Sharpe Ratio
REZ
0.75
Winner
CVLC
1.62
5Y Beta
Winner
REZ
0.38
CVLC
1.01
P/E Ratio
REZ
40.26
Winner
CVLC
28.87
Forward P/E
REZ
38.55
Winner
CVLC
21.67
5Y Dividends CAGR
REZ
0.88%
CVLC
N/A
5Y EPS CAGR
REZ
6.29%
Winner
CVLC
24.55%
Debt to Equity
REZ
51.17%
Winner
CVLC
43.94%
P/S Ratio
REZ
8.09
Winner
CVLC
3.57
P/B Ratio
Winner
REZ
2.62
CVLC
5.53
REZ vs CVLC - Holdings Comparison
REZ and CVLC have 22 common holdings. Overlap is 0.88%
REZ's top 25 holdings weight is 96.71%. CVLC's top 25 holdings weight is 48.14%.
| Rank | REZ | CVLC |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 22.10% | NVIDIA CORP (NVDA) - 7.48% |
| #2 | PUBLIC STORAGE (PSA) - 8.96% | APPLE INC (AAPL) - 6.67% |
| #3 | VENTAS INC (VTR) - 7.34% | ALPHABET INC CLASS A (GOOGL) - 5.66% |
| #4 | EXTRA SPACE STORAGE INC (EXR) - 5.67% | MICROSOFT CORP (MSFT) - 4.67% |
| #5 | EQUITY RESIDENTIAL (EQR) - 4.80% | AMAZON.COM INC (AMZN) - 3.68% |
| #6 | AVALONBAY COMMUNITIES INC (AVB) - 4.70% | BROADCOM INC (AVGO) - 3.35% |
| #7 | INVITATION HOMES INC (INVH) - 3.98% | MICRON TECHNOLOGY INC (MU) - 2.00% |
| #8 | ESSEX PROPERTY TRUST INC (ESS) - 3.94% | ADVANCED MICRO DEVICES INC (AMD) - 1.42% |
| #9 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.33% | ELI LILLY AND CO (LLY) - 1.41% |
| #10 | SUN COMMUNITIES INC (SUI) - 3.29% | JPMORGAN CHASE & CO (JPM) - 1.27% |
| #11 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.99% | VISA INC CLASS A (V) - 0.88% |
| #12 | HEALTHPEAK PROPERTIES INC (DOC) - 2.94% | CISCO SYSTEMS INC (CSCO) - 0.85% |
| #13 | UDR INC (UDR) - 2.70% | WALMART INC (WMT) - 0.77% |
| #14 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.61% | INTEL CORP (INTC) - 0.76% |
| #15 | CAMDEN PROPERTY TRUST (CPT) - 2.50% | CATERPILLAR INC (CAT) - 0.76% |
| #16 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.46% | ORACLE CORP (ORCL) - 0.70% |
| #17 | CUBESMART (CUBE) - 1.99% | LAM RESEARCH CORP (LRCX) - 0.70% |
| #18 | CARETRUST REIT INC (CTRE) - 1.96% | BANK OF AMERICA CORP (BAC) - 0.67% |
| #19 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 1.87% | ABBVIE INC (ABBV) - 0.66% |
| #20 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.86% | COSTCO WHOLESALE CORP (COST) - 0.66% |
| #21 | HEALTHCARE REALTY TRUST INC (HR) - 1.43% | APPLIED MATERIALS INC (AMAT) - 0.65% |
| #22 | SABRA HEALTH CARE REIT INC (SBRA) - 1.05% | MASTERCARD INC CLASS A (MA) - 0.65% |
| #23 | INDEPENDENCE REALTY TRUST INC (IRT) - 0.84% | UNITEDHEALTH GROUP INC (UNH) - 0.62% |
| #24 | NATIONAL HEALTH INVESTORS INC (NHI) - 0.75% | THE GOLDMAN SACHS GROUP INC (GS) - 0.61% |
| #25 | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 0.65% | GE AEROSPACE (GE) - 0.59% |
| Total Holdings | 40 | 783 |
REZ vs CVLC - Historical Returns
Returns include dividend reinvestment.
1M
REZ
+1.01%
Winner
CVLC
+1.77%
3M
REZ
+6.40%
Winner
CVLC
+14.60%
6M
Winner
REZ
+12.94%
CVLC
+11.18%
1Y
REZ
+13.93%
Winner
CVLC
+26.40%
5Y(CAGR)
REZ
+4.40%
CVLC
N/A
10Y(CAGR)
REZ
+7.02%
CVLC
N/A
Max(CAGR)
REZ
+7.18%
Winner
CVLC
+20.57%
REZ vs CVLC - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REZ | CVLC |
|---|---|---|
| 2026 | +12.25% | +10.48% |
| 2025 | +5.92% | +16.39% |
| 2024 | +11.32% | +25.07% |
| 2023 | +11.47% | +17.14% |
| 2022 | -27.56% | N/A |
| 2021 | +53.51% | N/A |
| 2020 | -5.33% | N/A |
| 2019 | +28.23% | N/A |
| 2018 | +4.66% | N/A |
| 2017 | +4.47% | N/A |
| 2016 | +4.24% | N/A |
| 2015 | +9.49% | N/A |
| 2014 | +35.31% | N/A |
| 2013 | -4.39% | N/A |
| 2012 | +12.79% | N/A |
| 2011 | +14.21% | N/A |
| 2010 | +33.25% | N/A |
| 2009 | +25.83% | N/A |
| 2008 | -23.84% | N/A |
| 2007 | -18.32% | N/A |
REZ vs CVLC Drawdown Comparison
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current CVLC drawdown is -1.96%.
| Rank | REZ | CVLC |
|---|---|---|
| #1 | -66.88% May 30, 2007 - Apr 28, 2011 | -19.93% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -44.15% Feb 14, 2020 - Apr 20, 2021 | -11.30% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -35.03% Apr 20, 2022 - Feb 13, 2026 | -9.61% Jan 12, 2026 - Apr 14, 2026 |
| #4 | -20.19% Jul 22, 2011 - Jan 25, 2012 | -9.26% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -20.10% May 21, 2013 - Aug 18, 2014 | -8.70% Feb 2, 2023 - May 26, 2023 |
| #6 | -17.68% Jun 26, 2017 - Aug 15, 2018 | -6.08% Mar 28, 2024 - May 15, 2024 |
| #7 | -15.17% Jul 22, 2016 - Jun 16, 2017 | -4.78% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -13.44% Jan 27, 2015 - Dec 28, 2015 | -4.71% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -12.69% Jan 5, 2016 - Mar 14, 2016 | -4.24% Jun 2, 2026 - Jun 10, 2026 |
| #10 | -10.79% Dec 6, 2018 - Jan 29, 2019 | -3.37% Nov 11, 2024 - Nov 25, 2024 |
| #11 | -10.37% Dec 31, 2021 - Mar 29, 2022 | -3.01% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -10.00% Oct 21, 2019 - Feb 14, 2020 | -2.85% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -8.76% Feb 17, 2026 - Apr 30, 2026 | -2.85% Dec 11, 2025 - Dec 24, 2025 |
| #14 | -8.22% Sep 5, 2014 - Oct 23, 2014 | -2.68% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -7.79% Aug 17, 2018 - Nov 16, 2018 | -2.42% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between REZ and CVLC is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
REZ vs CVLC dividend yield comparison.
| Year | REZ | CVLC |
|---|---|---|
| 2026 | 0.00% | 0.18% |
| 2025 | 2.74% | 1.02% |
| 2024 | 2.26% | 1.03% |
| 2023 | 2.94% | 0.91% |
| 2022 | 3.37% | 0.00% |
| 2021 | 1.81% | 0.00% |
| 2020 | 3.17% | 0.00% |
| 2019 | 2.90% | 0.00% |
| 2018 | 3.63% | 0.00% |
| 2017 | 3.57% | 0.00% |
| 2016 | 5.55% | 0.00% |
| 2015 | 3.18% | 0.00% |
| 2014 | 3.13% | 0.00% |
| 2013 | 3.92% | 0.00% |
| 2012 | 3.09% | 0.00% |
| 2011 | 3.12% | 0.00% |
| 2010 | 3.03% | 0.00% |
| 2009 | 3.83% | 0.00% |
| 2008 | 8.89% | 0.00% |
| 2007 | 4.58% | 0.00% |
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