CVLC vs VXUS
Calvert US Large-Cap Core Responsible Index ETF vs Vanguard Total International Stock ETF
Which is better, CVLC or VXUS?
Each has led over a different period.
VXUS has a lower expense ratio. CVLC led over 3Y and the full window, VXUS over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CVLC | VXUS |
|---|---|---|
| Expense Ratio | 0.15% | 0.05%Best |
| AUM | $969M | $158.1B |
| Dividend Yield | 0.90% | 2.51% |
| Holdings | 759 | 8,747 |
| YTD Return | +13.87% | +14.49%Best |
| 1Y Return | +17.59% | +21.52%Best |
| 3Y Return (annualized) | +22.76%Best | +20.55% |
| 5Y Return (annualized) | - | +9.57% |
| Volatility (annualized) | 13.3% | 12.0%Best |
| Max Drawdown | -19.9% | -13.6%Best |
| $10,000 over 3.6 years | $19,197Best | $16,973 |
| Fund Family | Calvert | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 30, 2023 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 1, 2023 to Sep 21, 2026 (3.6 years).
CVLC vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.6 years both funds cover.
CVLC vs VXUS Performance
Calvert US Large-Cap Core Responsible Index ETF (CVLC) is an ETF from Calvert and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year CVLC returned +17.59% while VXUS returned +21.52%. Year to date, CVLC is up 13.87% versus a gain of 14.49% for VXUS.
Over three years, CVLC compounded at +22.76% per year against +20.55% for VXUS. Across the full 4-year window we track, CVLC has the edge at +19.86% annualized vs +15.83%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CVLC has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 12.0% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.9% for CVLC and -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CVLC charges 0.15% per year while VXUS charges 0.05%. On a $10,000 position that is $15 vs $5 annually, a gap of $10 per year that compounds over a long holding period. On income, CVLC currently yields 0.90% against 2.51% for VXUS.
Holdings Overlap
At least 0.8% of CVLC's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
9 positions in common, counted across the 753 positions we hold weights for in CVLC and 8,082 in VXUS, against full books of 759 and 8,747.
Top Shared Holdings
| Stock | Weight in CVLC | Weight in VXUS | Difference |
|---|---|---|---|
| MKLMarkel Group Inc | 0.04% | 0.76% | 0.72% |
| STX:IESeagate Technolo | 0.30% | 0.00% | 0.30% |
| AMRZ:SMAmrize Ag | 0.09% | 0.06% | 0.03% |
| SUNBSunbelt Rentals | 0.06% | 0.07% | 0.01% |
| HBANHuntington Bancshares Inc./Oh | 0.07% | 0.05% | 0.02% |
| SRESempra Common Stock | 0.10% | 0.00% | 0.10% |
| KRKroger Co. | 0.08% | 0.00% | 0.08% |
| BEPC:CABrookfield Renewable Corporation Class A Subordinate Voting Shares | 0.01% | 0.01% | 0.00% |
| EGPEastgroup Properties Inc. Real Estate Investment Trust | 0.02% | 0.00% | 0.02% |
You are not choosing between two funds in isolation.
Whichever of CVLC and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CVLC or VXUS?
CVLC has an expense ratio of 0.15% while VXUS charges 0.05%. VXUS is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, CVLC or VXUS?
Over the past year CVLC returned +17.59% vs +21.52% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), CVLC annualized +19.86% vs +15.83% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CVLC or VXUS?
CVLC has been the more volatile fund at 13.3% annualized versus 12.0% for VXUS. Worst drawdown: CVLC -19.9% vs VXUS -13.6%.
Should I hold both CVLC and VXUS?
CVLC and VXUS have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CVLC or VXUS?
CVLC yields 0.90% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than CVLC?
VXUS has a lower expense ratio. CVLC led over 3Y and the full window, VXUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.