RGEF vs CVLC
Comparison between ROCKEFELLER GLOBAL EQUITY ETF (RGEF, ETF) and CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF).
RGEF vs CVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RGEF
$795M
Winner
CVLC
$796M
Expense Ratio
RGEF
0.55%
Winner
CVLC
0.15%
Max Drawdown
Winner
RGEF
16.30%
CVLC
20.14%
Sharpe Ratio
RGEF
1.48
Winner
CVLC
1.63
5Y Beta
Winner
RGEF
0.91
CVLC
1.01
P/E Ratio
Winner
RGEF
24.92
CVLC
30.45
Forward P/E
Winner
RGEF
21.40
CVLC
22.18
PEG Ratio
RGEF
0.36
CVLC
N/A
5Y EPS CAGR
RGEF
24.97%
Winner
CVLC
26.52%
Debt to Equity
RGEF
N/A
CVLC
40.50%
P/S Ratio
Winner
RGEF
0.02
CVLC
3.45
P/B Ratio
Winner
RGEF
4.69
CVLC
5.51
RGEF vs CVLC - Holdings Comparison
RGEF and CVLC have 21 common holdings. Overlap is 27.39%
RGEF's top 25 holdings weight is 60.96%. CVLC's top 25 holdings weight is 46.30%.
| Rank | RGEF | CVLC |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 6.32% | NVIDIA CORP (NVDA) - 7.33% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 4.09% | APPLE INC (AAPL) - 6.63% |
| #3 | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.09% | ALPHABET INC CLASS A (GOOGL) - 6.18% |
| #4 | MICROSOFT CORP (MSFT) - 4.00% | MICROSOFT CORP (MSFT) - 4.47% |
| #5 | NVIDIA CORP (NVDA) - 3.92% | AMAZON.COM INC (AMZN) - 3.86% |
| #6 | AMAZON.COM INC (AMZN) - 3.64% | BROADCOM INC (AVGO) - 2.99% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.02% | MICRON TECHNOLOGY INC (MU) - 1.71% |
| #8 | n/a (SHEL) - 2.42% | ELI LILLY AND CO (LLY) - 1.43% |
| #9 | APPLIED MATERIALS INC (AMAT) - 2.26% | ADVANCED MICRO DEVICES INC (AMD) - 1.39% |
| #10 | APPLE INC (AAPL) - 2.18% | JPMORGAN CHASE & CO (JPM) - 1.32% |
| #11 | MURATA MANUFACTURING CO LTD (n/a) - 2.01% | VISA INC CLASS A (V) - 0.92% |
| #12 | n/a (TSM) - 1.91% | INTEL CORP (INTC) - 0.89% |
| #13 | GE AEROSPACE (GE) - 1.81% | WALMART INC (WMT) - 0.82% |
| #14 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.80% | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #15 | GE VERNOVA INC (GEV) - 1.79% | CATERPILLAR INC (CAT) - 0.77% |
| #16 | TOTALENERGIES SE (TTE) - 1.72% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #17 | JPMORGAN CHASE & CO (JPM) - 1.60% | LAM RESEARCH CORP (LRCX) - 0.68% |
| #18 | KINDER MORGAN INC CLASS P (KMI) - 1.60% | BANK OF AMERICA CORP (BAC) - 0.68% |
| #19 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.59% | MASTERCARD INC CLASS A (MA) - 0.68% |
| #20 | AIA GROUP LTD (n/a) - 1.57% | ABBVIE INC (ABBV) - 0.66% |
| #21 | BROADCOM INC (AVGO) - 1.55% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.28% |
| #22 | VISA INC CLASS A (V) - 1.55% | INTUITIVE SURGICAL INC (ISRG) - 0.28% |
| #23 | AERCAP HOLDINGS NV (AER) - 1.52% | ARISTA NETWORKS INC (ANET) - 0.28% |
| #24 | LINDE PLC (LIN) - 1.50% | TJX COMPANIES INC (TJX) - 0.28% |
| #25 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.50% | DEERE & CO (DE) - 0.28% |
| Total Holdings | 72 | 744 |
RGEF vs CVLC - Historical Returns
Returns include dividend reinvestment.
1M
RGEF
+1.21%
Winner
CVLC
+2.54%
3M
RGEF
+9.35%
Winner
CVLC
+10.35%
6M
Winner
RGEF
+10.99%
CVLC
+9.71%
1Y
RGEF
+26.62%
Winner
CVLC
+27.31%
Max(CAGR)
Winner
RGEF
+21.57%
CVLC
+20.39%
RGEF vs CVLC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | RGEF | CVLC |
|---|---|---|
| 2026 | +9.61% | +9.56% |
| 2025 | +25.16% | +16.39% |
| 2024 | -1.24% | +25.07% |
| 2023 | N/A | +17.14% |
RGEF vs CVLC Drawdown Comparison
The maximum drawdown for RGEF was -16.00%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current RGEF drawdown is -3.51%. The current CVLC drawdown is -2.78%.
| Rank | RGEF | CVLC |
|---|---|---|
| #1 | -16.00% Feb 19, 2025 - May 16, 2025 | -19.93% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -9.95% Feb 25, 2026 - Apr 14, 2026 | -11.30% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -4.81% Nov 12, 2025 - Dec 11, 2025 | -9.61% Jan 12, 2026 - Apr 14, 2026 |
| #4 | -3.80% Jan 27, 2026 - Feb 25, 2026 | -9.26% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -3.70% Dec 6, 2024 - Jan 21, 2025 | -8.70% Feb 2, 2023 - May 26, 2023 |
| #6 | -3.51% Jun 2, 2026 - Jun 5, 2026 | -6.08% Mar 28, 2024 - May 15, 2024 |
| #7 | -3.44% Oct 6, 2025 - Oct 24, 2025 | -4.78% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -2.87% Nov 7, 2024 - Dec 3, 2024 | -4.71% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -2.46% Jul 25, 2025 - Aug 8, 2025 | -3.37% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -2.41% Dec 11, 2025 - Dec 23, 2025 | -3.01% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -2.27% Oct 28, 2025 - Nov 12, 2025 | -2.85% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -1.92% May 14, 2026 - May 26, 2026 | -2.85% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -1.91% Jun 12, 2025 - Jun 24, 2025 | -2.78% Jun 2, 2026 - Jun 5, 2026 |
| #14 | -1.84% Oct 29, 2024 - Nov 6, 2024 | -2.68% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -1.80% Jan 16, 2026 - Jan 23, 2026 | -2.42% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between RGEF and CVLC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
RGEF vs CVLC dividend yield comparison.
| Year | RGEF | CVLC |
|---|---|---|
| 2026 | 0.34% | 0.18% |
| 2025 | 0.92% | 1.02% |
| 2024 | 0.29% | 1.03% |
| 2023 | 0.00% | 0.91% |
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