VFVA vs CVLC
Comparison between VANGUARD U.S. VALUE FACTOR ETF ETF SHARES (VFVA, ETF) and CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC, ETF).
VFVA vs CVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VFVA
$913M
CVLC
$910M
Expense Ratio
Winner
VFVA
0.13%
CVLC
0.15%
Max Drawdown
VFVA
50.67%
Winner
CVLC
20.14%
Sharpe Ratio
Winner
VFVA
1.80
CVLC
1.34
5Y Beta
Winner
VFVA
0.87
CVLC
1.00
P/E Ratio
VFVA
50.03
Winner
CVLC
27.49
Forward P/E
Winner
VFVA
11.11
CVLC
20.87
5Y Dividends CAGR
VFVA
12.25%
CVLC
N/A
5Y EPS CAGR
VFVA
8.67%
Winner
CVLC
24.96%
Debt to Equity
VFVA
68.52%
Winner
CVLC
51.81%
P/S Ratio
Winner
VFVA
0.78
CVLC
3.58
P/B Ratio
Winner
VFVA
1.67
CVLC
5.51
VFVA vs CVLC - Holdings Comparison
VFVA and CVLC have 203 common holdings. Overlap is 16.80%
VFVA's top 25 holdings weight is 16.82%. CVLC's top 25 holdings weight is 47.21%.
| Rank | VFVA | CVLC |
|---|---|---|
| #1 | CVS HEALTH CORP (CVS) - 0.95% | NVIDIA CORP (NVDA) - 7.33% |
| #2 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.84% | APPLE INC (AAPL) - 6.25% |
| #3 | EOG RESOURCES INC (EOG) - 0.84% | ALPHABET INC CLASS A (GOOGL) - 5.26% |
| #4 | THE CIGNA GROUP (CI) - 0.80% | MICROSOFT CORP (MSFT) - 5.13% |
| #5 | SALESFORCE INC (CRM) - 0.77% | AMAZON.COM INC (AMZN) - 3.77% |
| #6 | GENERAL MOTORS CO (GM) - 0.77% | BROADCOM INC (AVGO) - 2.80% |
| #7 | INTUIT INC (INTU) - 0.75% | ELI LILLY AND CO (LLY) - 1.59% |
| #8 | U.S. BANCORP (USB) - 0.73% | MICRON TECHNOLOGY INC (MU) - 1.55% |
| #9 | ELEVANCE HEALTH INC (ELV) - 0.73% | JPMORGAN CHASE & CO (JPM) - 1.53% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 0.73% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #11 | MERCK & CO INC (MRK) - 0.69% | VISA INC CLASS A (V) - 0.96% |
| #12 | TRUIST FINANCIAL CORP (TFC) - 0.68% | BANK OF AMERICA CORP (BAC) - 0.82% |
| #13 | BOOKING HOLDINGS INC (BKNG) - 0.63% | CISCO SYSTEMS INC (CSCO) - 0.79% |
| #14 | AT&T INC (T) - 0.63% | WALMART INC (WMT) - 0.77% |
| #15 | ALTRIA GROUP INC (MO) - 0.62% | ABBVIE INC (ABBV) - 0.77% |
| #16 | PFIZER INC (PFE) - 0.61% | MASTERCARD INC CLASS A (MA) - 0.73% |
| #17 | CHUBB LTD (CB) - 0.61% | APPLIED MATERIALS INC (AMAT) - 0.71% |
| #18 | COMCAST CORP CLASS A (CMCSA) - 0.60% | INTEL CORP (INTC) - 0.70% |
| #19 | MARATHON PETROLEUM CORP (MPC) - 0.59% | CATERPILLAR INC (CAT) - 0.69% |
| #20 | FEDEX CORP (FDX) - 0.57% | GE AEROSPACE (GE) - 0.69% |
| #21 | HCA HEALTHCARE INC (HCA) - 0.55% | LAM RESEARCH CORP (LRCX) - 0.66% |
| #22 | ACCENTURE PLC CLASS A (ACN) - 0.54% | UNITEDHEALTH GROUP INC (UNH) - 0.65% |
| #23 | MEDTRONIC PLC (MDT) - 0.54% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #24 | ABBVIE INC (ABBV) - 0.54% | COCA-COLA CO (KO) - 0.62% |
| #25 | THE WALT DISNEY CO (DIS) - 0.51% | MERCK & CO INC (MRK) - 0.58% |
| Total Holdings | 658 | 718 |
VFVA vs CVLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFVA
+5.38%
CVLC
+2.41%
3M
Winner
VFVA
+13.82%
CVLC
+4.27%
6M
Winner
VFVA
+14.15%
CVLC
+13.16%
1Y
Winner
VFVA
+33.68%
CVLC
+23.65%
5Y(CAGR)
VFVA
+13.31%
CVLC
N/A
10Y(CAGR)
VFVA
+11.63%
CVLC
N/A
Max(CAGR)
VFVA
+11.63%
Winner
CVLC
+20.42%
VFVA vs CVLC - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | VFVA | CVLC |
|---|---|---|
| 2026 | +22.77% | +14.03% |
| 2025 | +14.87% | +16.39% |
| 2024 | +7.29% | +25.07% |
| 2023 | +17.94% | +17.14% |
| 2022 | -5.31% | N/A |
| 2021 | +38.41% | N/A |
| 2020 | +2.38% | N/A |
| 2019 | +23.22% | N/A |
| 2018 | -15.60% | N/A |
VFVA vs CVLC Drawdown Comparison
The maximum drawdown for VFVA was -48.55%, occurring on Mar 23, 2020. Recovery took 560 trading sessions.
The maximum drawdown for CVLC was -19.93%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current VFVA drawdown is -0.15%. The current CVLC drawdown is -1.91%.
| Rank | VFVA | CVLC |
|---|---|---|
| #1 | -48.55% Sep 20, 2018 - Dec 10, 2020 | -19.93% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -24.07% Nov 25, 2024 - Aug 22, 2025 | -11.30% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -20.18% Mar 29, 2022 - Feb 1, 2023 | -9.61% Jan 12, 2026 - Apr 14, 2026 |
| #4 | -17.03% Feb 2, 2023 - Dec 13, 2023 | -9.26% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -9.52% Jun 8, 2021 - Oct 20, 2021 | -8.70% Feb 2, 2023 - May 26, 2023 |
| #6 | -9.09% Jul 31, 2024 - Oct 16, 2024 | -6.08% Mar 28, 2024 - May 15, 2024 |
| #7 | -8.55% Feb 6, 2026 - Apr 20, 2026 | -4.78% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -8.29% Nov 12, 2021 - Jan 4, 2022 | -4.71% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -7.43% Jan 14, 2022 - Mar 29, 2022 | -4.24% Jun 2, 2026 - Aug 3, 2026 |
| #10 | -7.16% Mar 28, 2024 - Jul 16, 2024 | -3.37% Nov 11, 2024 - Nov 25, 2024 |
| #11 | -6.35% Mar 12, 2018 - May 17, 2018 | -3.01% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -5.35% Mar 15, 2021 - Apr 16, 2021 | -2.85% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -5.31% Oct 3, 2025 - Nov 25, 2025 | -2.85% Dec 11, 2025 - Dec 24, 2025 |
| #14 | -4.79% Jan 14, 2021 - Feb 5, 2021 | -2.68% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -4.72% Dec 26, 2023 - Jan 30, 2024 | -2.42% Dec 28, 2023 - Jan 19, 2024 |
Correlation
Correlation between VFVA and CVLC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2018 - 2026)
VFVA vs CVLC dividend yield comparison.
| Year | VFVA | CVLC |
|---|---|---|
| 2026 | 0.86% | 0.39% |
| 2025 | 2.13% | 1.02% |
| 2024 | 2.40% | 1.03% |
| 2023 | 2.45% | 0.91% |
| 2022 | 2.21% | 0.00% |
| 2021 | 1.68% | 0.00% |
| 2020 | 2.04% | 0.00% |
| 2019 | 2.08% | 0.00% |
| 2018 | 1.65% | 0.00% |
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