BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

CVLCvsAPUEETF Comparison

ETF 1

CVLC

Calvert US Large-Cap Core Responsible Index ETF

This fund is part of

US Large Cap

+0.54%

Full CVLC fund page

VS

ETF 2

APUE

ActivePassive U.S. Equity ETF

This fund is part of

US Multi-Factor

+0.61%

Full APUE fund page

Calvert US Large-Cap Core Responsible Index ETF (CVLC) belongs to the US Large Cap segment. ActivePassive U.S. Equity ETF (APUE) is part of the US Multi-Factor segment. CVLC's top 3 sector exposures are Information Technology, Financials and Industrials. In contrast, APUE's top sector exposures are Information Technology, Consumer Discretionary and Financials. CVLC is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.31% for APUE. CVLC is up 11.01% year-to-date (YTD) with +$72M in YTD flows. APUE performs worse with 9.65% YTD performance, and +$128M in YTD flows. Run a side-by-side ETF comparison of CVLC and APUE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

CVLC vs APUE performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 06/12/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	CVLC APUE	+1.79%+1.09%	+14.72%+11.91%	+11.01%+9.65%	+26.32%+25.72%	+78.08%+77.15%	n/an/a
Flows	CVLC APUE	-$9M+$13M	+$43M+$43M	+$72M+$128M	+$226M+$177M	+$417M+$1.58B	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	CVLC APUE	+16.51%+15.18%	+13.10%+12.48%	+15.57%+14.99%	n/an/a
Max drawdown	CVLC APUE	-5.39%-5.23%	-9.66%-8.86%	-19.88%-18.92%	n/an/a
Max drawdown duration	CVLC APUE	21d21d	91d63d	155d127d	n/an/a

Trading data

Create an account to view trading data

Join for free

	CVLC	APUE
Last sale 6/12/2026 at 1:30 PM	$93.28	$45.66
Previous close 06/11/2026	$92.79	$45.37
Consolidated volume 06/11/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

Create an account to view replication metrics

Join for free

APUE

is actively managed and doesn’t replicate an index

Create an account to view replication quality

Join for free

	CVLC	APUE
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/12/2026 at 1:30 PM

Live

Closed

	CVLC	APUE
Last price	$93.28	$45.66
1D performance	+0.52%	+0.64%
AuM	$844.37 M	$2.51 B
E/R	0.15%	0.31%

Characteristics

	CVLC	APUE
Management strategy	Passive	Active
Provider	Morgan Stanley	Envestnet Asset Management
Benchmark	Calvert US Large-Cap Core Responsible Index	-
N° of holdings	708	2241
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	February 1, 2023	May 3, 2023
ESG	Yes	No

More CVLC data on Trackinsight

More APUE data on Trackinsight

Exposure

Countries

CVLC

USA

90.09%

Other

9.91%

APUE

USA

95.35%

Other

4.65%

Sectors

CVLC

Information Techn.

33.88%

Financials

10.46%

Industrials

9.89%

Consumer Discreti.

8.8%

Communication Ser.

8.47%

Health Care

8.39%

Other

20.11%

APUE

Information Techn.

34.88%

Consumer Discreti.

10.69%

Financials

10.39%

Communication Ser.

9.93%

Industrials

9.15%

Health Care

8.23%

Other

16.74%

Diversification

CVLC

Total weight of top 15 holdings out of 15

37.85%

APUE

Total weight of top 15 holdings out of 15

39.96%

Top 15 holdings

Data as of April 30, 2026

CVLC

NVIDIA

7.70%

APPLE

6.17%

ALPHABET INC-CL

5.89%

MICROSOFT-T

4.89%

AMAZON.COM INC

4.01%

JPMORGAN CHASE

1.42%

LILLY

1.24%

MICRON TECHNOLOGY

1.02%

ADVANCED MICRO DEVICES

0.95%

VISA INCORPORATION

0.93%

COSTCO WHOLESALE

0.74%

MASTERCARD

0.74%

CATERPILLAR

0.73%

BK OF AMERICA CO

0.72%

NETFLIX

0.70%

APUE

NVIDIA

7.39%

APPLE

5.78%

MICROSOFT-T

4.67%

AMAZON.COM INC

3.70%

ALPHABET INC-CL

3.13%

BROADCOM LIMITED

2.93%

ALPHABET INC-CL

2.49%

META PLATFORMS

2.17%

TESLA

1.58%

JPMORGAN CHASE

1.30%

LILLY

1.09%

EXXON

0.98%

JOHNSON&JOHNSON

0.93%

WALMART INC

0.91%

MICRON TECHNOLOGY

0.91%

Frequently asked questions about CVLC and APUE

How have the CVLC and APUE ETFs performed in 2026?

As of June 12, 2026, CVLC is up 11.01% year-to-date (YTD), while APUE has returned 9.65%. That puts CVLC better performer ahead so far this year.

Which ETF is attracting more investor money: CVLC or APUE?

Year-to-date, the CVLC ETF saw +$72M in flows, compared to +$128M for APUE.

Which ETF is more volatile: CVLC or APUE?

Over the past year, CVLC had a volatility of 13.1%, while APUE experienced 12.48%.

Which ETF is bigger: CVLC or APUE?

As of June 12, 2026, CVLC holds $844.37 M in assets under management (AUM), while APUE manages $2.51 B.

What sectors do the CVLC and APUE ETFs invest in?

CVLC leans toward sectors like Information Technology, Financials and Industrials. Meanwhile, APUE focuses on Information Technology, Consumer Discretionary and Financials.

What are the top holdings of the CVLC ETF and APUE ETF?

CVLC top holdings include NVIDIA, APPLE and ALPHABET INC-CL. APUE holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: CVLC or APUE?

CVLC holds 726 securities with 37.85% of its assets in the top 15. APUE has 2313 securities and a top 15 weight of 39.96%.

Morgan Stanley Launches Six New ESG-Focused ETFs

February 16, 2023

CVLCvsAPUEETF Comparison

Calvert US Large-Cap Core Responsible Index ETF

ActivePassive U.S. Equity ETF

CVLC vs APUE performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the CVLC and APUE ETFs performed in 2026?

As of June 12, 2026, CVLC is up 11.01% year-to-date (YTD), while APUE has returned 9.65%. That puts CVLC better performer ahead so far this year.

Which ETF is attracting more investor money: CVLC or APUE?

Year-to-date, the CVLC ETF saw +$72M in flows, compared to +$128M for APUE.

Which ETF is more volatile: CVLC or APUE?

Over the past year, CVLC had a volatility of 13.1%, while APUE experienced 12.48%.

Which ETF is bigger: CVLC or APUE?

As of June 12, 2026, CVLC holds $844.37 M in assets under management (AUM), while APUE manages $2.51 B.

What sectors do the CVLC and APUE ETFs invest in?

CVLC leans toward sectors like Information Technology, Financials and Industrials. Meanwhile, APUE focuses on Information Technology, Consumer Discretionary and Financials.

What are the top holdings of the CVLC ETF and APUE ETF?

CVLC top holdings include NVIDIA, APPLE and ALPHABET INC-CL. APUE holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: CVLC or APUE?

CVLC holds 726 securities with 37.85% of its assets in the top 15. APUE has 2313 securities and a top 15 weight of 39.96%.

Morgan Stanley Launches Six New ESG-Focused ETFs

Active Trader Report: Use of Leveraged & Inverse ETFs Way Up