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Launched

Calvert US Large-Cap Core Responsible Index ETF

CVLCNYSE ArcaEaton VanceB

$93.08−0.30 (−0.32%)

At close: Nov 2, 2026, 4:00 PM ET

B67/ 100

Rank 15 of 48 in US ESG & Values Index

B67/100Rank 15 of 48inUS ESG & Values Index
Intraday session: down, 79 prints from 93.38 to 93.08. Range 93.04 to 94.40. Use the arrow keys to read each point.93.7594.0094.2510 AM12 PM2 PM4 PM
Expense ratio
0.15%
Fund size
$989M
1Y total return
+12.1%
Yield · Last 12 months
0.94%
Holdings
758
Avg volume · 30D
26.6K sh
52W range
low $77.38high $98.11
Launched

The ETF.net CVLC Grade

B

Score 67 out of 100

Category
US ESG & Values Index⁠
Rank
15 of 48
Six-pillar profile for CVLC. Scores out of 100: Cost 68, Risk 50, Mission 97, Tradability 46, Holdings 61, Durability 54. Strongest: Mission (97). Weakest: Tradability (46). Leans toward Mission.

Score 67 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

  • Cost

    The fund’s net expense ratio, ranked against its category.
    B68 out of 100
    Rank 14 of 48

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    A97 out of 100
    Rank 10 of 43

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    C50 out of 100
    Rank 24 of 48

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    C46 out of 100
    Rank 25 of 48

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    B61 out of 100
    Rank 21 of 48

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    C54 out of 100
    Rank 26 of 48

Our read on CVLC

ETF.net Research

In short

BA plain US large-cap core index fund wearing a Calvert conscience. It tracks the Calvert US Large-Cap Core Responsible Index, so the big-company exposure is familiar and the screening happens inside the index rather than as a bolt-on.

Stated mandate

The Fund seeks to track the performance of the Calvert US Large-Cap Core Responsible Index.

Why people hold it

  • Values screening without leaving the core: it tracks the Calvert US Large-Cap Core Responsible Index, so responsible criteria are built into the benchmark rather than layered on by a manager.
  • 0.15% a year, in the same neighborhood as the typical US large-cap fund. Screened index products often ask for more.
  • Does exactly what the prospectus says: a US equity, index-tracking fund in a standard 1940 Act wrapper, with no factor tilt advertised on the side.
  • Rates in the upper half of its US large-cap peer group, mostly on how faithfully it delivers its stated mandate.

Worth knowing

  • The unscreened giants are cheaper. SCHX and VV charge 0.03%, and BKLC lists a 0% fee. The responsible index is what you are paying the difference for.
  • Thinly traded and mid-sized by ETF standards, so bid-ask spreads can be wider than the household-name large-cap funds.
  • Launched in 2023, so the track record is short. A screened index also holds a different roster than the full market, and results can drift from it in either direction.

CVLC Performance

Launched Jan 30, 2023

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

Not enough history yet.Not enough history yet.
CVLC$11,213
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,199
Oct 31, 2025 to Oct 30, 2026. CVLC $11,213. SPY $11,199. Use the arrow keys to read each point.$10,000$11,000Oct 2025Apr 2026Oct 2026

Oct 31, 2025 – Oct 30, 2026

Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for CVLC. Periods over one year show the average yearly return.
PeriodCVLC
Year to date+11.6%
1 month−1.3%
3 months−0.4%
1 year+12.1%
3 yearsper year+23.1%
5 yearsFund is under 5 years oldper yearNo data
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for CVLC
YearReturn barCVLC
2026 YTD+11.6%
2025+16.1%
2024+24.2%
2023+17.1%

History from Feb 1, 2023

CVLC in the news

CVLC Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Oct 30, 2026.
0.94%Last 12 months
Payout per share
$0.88Last 12 months
Last payment
$0.22 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2023–2026

One bar per payment. 15 payments from 2023 to 2026 YTD. Mar 20, 2023 $0.03; Jun 20, 2023 $0.13; Sep 18, 2023 $0.16; Dec 18, 2023 $0.22; Mar 18, 2024 $0.17; Jun 24, 2024 $0.19; Sep 23, 2024 $0.18; Dec 23, 2024 $0.22; Mar 24, 2025 $0.18; Jun 23, 2025 $0.19; Sep 22, 2025 $0.20; Dec 23, 2025 $0.28; Mar 23, 2026 $0.17; Jun 22, 2026 $0.21; Sep 21, 2026 $0.22. Use the arrow keys to read each point.2023202420252026YTD
Ex-datePay dateAmount per share
Sep 21, 2026Sep 25, 2026$0.22
Jun 22, 2026Jun 26, 2026$0.21
Mar 23, 2026Mar 27, 2026$0.17
Dec 23, 2025Dec 30, 2025$0.28
Sep 22, 2025Sep 26, 2025$0.20
Jun 23, 2025Jun 27, 2025$0.19
Mar 24, 2025Mar 28, 2025$0.18
Dec 23, 2024Dec 27, 2024$0.22
Sep 23, 2024Sep 27, 2024$0.18
Jun 24, 2024Jun 28, 2024$0.19
Mar 18, 2024Mar 22, 2024$0.17
Dec 18, 2023Dec 22, 2023$0.22

See all 15 payments⁠

$10,000 in CVLC 3 years ago paid $452 in dividends.⁠

CVLC Risk

Risk pillarC50 out of 100Rank 24 of 48 in US ESG & Values Index
How much the fund’s monthly returns vary, scaled to a year.
13.3%
Annualised · 36 months to Oct 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.31
vs 3-month T-bills · to Oct 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−19.9%
44 months · trough Apr 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
1.08
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

CVLC Cost

Compare CVLC and USCL

Overpaying vs USCL, tied cheapest in US ESG & Values Index

$1,448

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • CVLC 0.15%

    $3,137

  • USCL 0.08% Tied cheapest

    $1,689

$10,000
30 years

Cost over time

  • CVLC 0.15%
  • USCL 0.08%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$1K$2K$3K$4K051015202530CVLC $3,137USCL $1,689

Year by year

YearCVLCUSCLOverpaying
10$274$147$127
20$1,071$575$496
30$3,137$1,689$1,448

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