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APUEvsCVLCETF Comparison
ActivePassive U.S. Equity ETF (APUE) belongs to the US Multi-Factor segment. Calvert US Large-Cap Core Responsible Index ETF (CVLC) is part of the US Large Cap segment. APUE's top 3 sector exposures are Information Technology, Financials and Consumer Discretionary. In contrast, CVLC's top sector exposures are Information Technology, Financials and Health Care. APUE is more expensive with a Total Expense Ratio (TER) of 0.31%, versus 0.15% for CVLC. APUE is down -0.45% year-to-date (YTD) with +$84M in YTD flows. CVLC performs worse with -1.27% YTD performance, and +$30M in YTD flows. Run a side-by-side ETF comparison of APUE and CVLC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
APUE vs CVLC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | APUE CVLC | -2.65%-2.83% | -1.48%-2.06% | -0.45%-1.27% | +23.51%+21.17% | n/a+78.58% | n/an/a |
| Flows | APUE CVLC | +$34M+$17M | +$90M+$59M | +$84M+$30M | +$232M+$209M | -+$491M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | APUE CVLC | +11.70%+12.19% | +18.03%+18.48% | n/a+15.37% | n/an/a |
| Max drawdown | APUE CVLC | -3.52%-4.15% | -13.59%-13.99% | n/a-19.88% | n/an/a |
| Max drawdown duration | APUE CVLC | 30d57d | 45d45d | n/a155d | n/an/a |
APUE | CVLC | |
Last sale 3/12/2026 at 2:46 PM | $40.99 | $82.98 |
| Previous close 03/11/2026 | $41.41 | $83.18 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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APUE | CVLC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
APUE | CVLC | |
|---|---|---|
| Last price | $40.99 | $82.98 |
| 1D performance | -1.01% | -0.24% |
| AuM | $2.23 B | $710.93 M |
| E/R | 0.31% | 0.15% |
APUE | CVLC | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Envestnet Asset Management | Morgan Stanley |
| Benchmark | - | Calvert US Large-Cap Core Responsible Index |
| N° of holdings | 2239 | 722 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 3, 2023 | February 1, 2023 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the APUE and CVLC ETFs performed in 2026?
As of March 11, 2026, APUE is down -0.45% year-to-date (YTD), while CVLC has lost -1.27%. That puts APUE better performer ahead so far this year.
Which ETF is attracting more investor money: APUE or CVLC?
Year-to-date, the APUE ETF saw +$84M in flows, compared to +$30M for CVLC.
Which ETF is more volatile: APUE or CVLC?
Over the past year, APUE had a volatility of 18.03%, while CVLC experienced 18.48%.
Which ETF is bigger: APUE or CVLC?
As of March 11, 2026, APUE holds $2.23 B in assets under management (AUM), while CVLC manages $710.93 M.
What sectors do the APUE and CVLC ETFs invest in?
APUE leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, CVLC focuses on Information Technology, Financials and Health Care.
What are the top holdings of the APUE ETF and CVLC ETF?
APUE top holdings include NVIDIA, APPLE and MICROSOFT-T. CVLC holds in its top three: NVIDIA, APPLE and ALPHABET INC-CL.
Which ETF is more diversified: APUE or CVLC?
APUE holds 2313 securities with 39.55% of its assets in the top 15. CVLC has 740 securities and a top 15 weight of 39.24%.
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