CVLC vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricCVLCVXUSWinner
Expense Ratio0.15%0.05%
AUM$876M$156.5B
Dividend Yield1.06%2.60%
Holdings7848,747
YTD Return+15.49%+14.57%
1Y Return+25.97%+27.82%
3Y Return (annualized)+21.57%+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)13.4%15.1%
Max Drawdown-19.9%-39.9%
Fund FamilyCalvertVanguard (US)
CategoryEquityEquity
InceptionJan 30, 2023Jan 26, 2011

CVLC vs VXUS Performance

Calvert US Large-Cap Core Responsible Index ETF (CVLC) is a ETF from Calvert and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CVLC returned +25.97% while VXUS returned +27.82%. Year to date, CVLC is up 15.49% versus a gain of 14.57% for VXUS.

Over three years, CVLC compounded at +21.57% per year against +19.27% for VXUS. Across the full 4-year window we track, CVLC has the edge at +21.11% annualized vs +4.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.4% for CVLC. 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 -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 1.06% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

CVLC and VXUS share 10 holdings out of 8554 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CVLCWeight in VXUSDifference
ORCL0.55%0.00%0.55%
STX:IE0.29%0.00%0.29%
SRE0.13%0.00%0.13%
IRMProProPro
HBANProProPro
KRProProPro
BGProProPro
BEPCProProPro
EGPProProPro
ESEProProPro
See all 10 holdings CVLC shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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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. On a $10,000 investment, that is $10 per year of difference.

Which performed better, CVLC or VXUS?

Over the past year CVLC returned +25.97% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), CVLC annualized +21.11% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, CVLC or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 13.4% for CVLC. Worst drawdown: CVLC -19.9% vs VXUS -39.9%.

Should I hold both CVLC and VXUS?

CVLC and VXUS have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CVLC and VXUS?

CVLC and VXUS share 10 common holdings with a 0.1% weight overlap. Combined, they hold 8554 unique securities.

Which pays a higher dividend, CVLC or VXUS?

CVLC yields 1.06% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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