CVLCvsESGUETF Comparison
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Calvert US Large-Cap Core Responsible Index ETF (CVLC) and iShares ESG Aware MSCI USA ETF (ESGU) belong to the same industry segment: US Large Cap. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. Both CVLC and ESGU have the same Total Expense Ratio (TER) of 0.15%. CVLC is up 13.98% year-to-date (YTD) with +$214M in YTD flows. ESGU performs better with 14.26% YTD performance, and +$616M in YTD flows. Run a side-by-side ETF comparison of CVLC and ESGU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CVLC vs ESGU performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVLC ESGU | +0.40%+0.98% | +2.65%+4.36% | +13.98%+14.26% | +13.97%+13.57% | +91.96%+91.93% | n/a+71.37% |
| Flows | CVLC ESGU | +$19M+$102M | +$81M-$209M | +$214M+$616M | +$257M+$1.03B | +$518M-$2.06B | --$10.06B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVLC ESGU | +11.76%+11.31% | +13.40%+13.04% | +15.48%+15.18% | n/a+17.40% |
| Max drawdown | CVLC ESGU | -4.32%-3.25% | -9.66%-9.25% | -19.88%-19.24% | n/a-26.18% |
| Max drawdown duration | CVLC ESGU | 76d53d | 91d76d | 155d153d | n/a722d |
Trading data
CVLC | ESGU | |
Last sale 10/28/2026 at 7:41 PM | $95.33 | $168.44 |
| Previous close 10/28/2026 | $94.96 | $169.15 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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CVLC | ESGU | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 7:41 PM
Live
Closed
CVLC | ESGU | |
|---|---|---|
| Last price | $95.33 | $168.44 |
| 1D performance | +0.39% | -0.42% |
| AuM | $1.01 B | $18.26 B |
| E/R | 0.15% | 0.15% |
Characteristics
CVLC | ESGU | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Morgan Stanley | iShares |
| Benchmark | Calvert US Large-Cap Core Responsible Index | MSCI USA Extended ESG Focus Index |
| N° of holdings | 753 | 270 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | December 1, 2016 |
| ESG | Yes | Yes |
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Exposure
Countries
CVLC
USA
97.17%
Other
2.83%
ESGU
USA
97.19%
Other
2.81%
Sectors
CVLC
Technology
43.98%
Finance
15.26%
Healthcare
10%
Industrials
9.32%
Consumer Non-Cycl.
8.94%
Other
12.5%
ESGU
Technology
45.31%
Finance
13.86%
Healthcare
9.9%
Industrials
7.8%
Consumer Non-Cycl.
7.79%
Other
15.34%
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Diversification
CVLC
Total weight of top 15 holdings out of 15
40.88%
ESGU
Total weight of top 15 holdings out of 15
42.35%
Top 15 holdings
Data as of August 31, 2026
CVLC
NVIDIA Corp.
7.33%
Apple, Inc.
6.65%
Microsoft Corp.
5.36%
Alphabet, Inc.
5.27%
Amazon.com, Inc.
3.71%
Broadcom Inc.
2.53%
Micron Technology, Inc.
1.66%
Eli Lilly & Co.
1.53%
JPMorgan Chase & Co.
1.51%
Advanced Micro Devices, Inc.
1.21%
Visa, Inc.
1.03%
AbbVie, Inc.
0.81%
Bank of America Corp.
0.79%
Mastercard, Inc.
0.78%
Cisco Systems, Inc.
0.71%
ESGU
NVIDIA Corp.
7.67%
Apple, Inc.
6.90%
Microsoft Corp.
5.44%
Amazon.com, Inc.
3.70%
Alphabet, Inc.
3.41%
Broadcom Inc.
2.55%
Alphabet, Inc.
1.88%
Meta Platforms, Inc.
1.74%
Micron Technology, Inc.
1.59%
Tesla, Inc.
1.56%
JPMorgan Chase & Co.
1.39%
Eli Lilly & Co.
1.36%
Visa, Inc.
1.19%
Advanced Micro Devices, Inc.
1.18%
Johnson & Johnson
0.77%
Frequently asked questions about CVLC and ESGU
How have the CVLC and ESGU ETFs performed in 2026?
As of October 28, 2026, CVLC is up 13.98% year-to-date (YTD), while ESGU has returned 14.26%. That puts ESGU better performer ahead so far this year.
Which ETF is attracting more investor money: CVLC or ESGU?
Year-to-date, the CVLC ETF saw +$214M in flows, compared to +$616M for ESGU.
Which ETF is more volatile: CVLC or ESGU?
Over the past year, CVLC had a volatility of 13.4%, while ESGU experienced 13.04%.
Which ETF is bigger: CVLC or ESGU?
As of October 28, 2026, CVLC holds $1.01 B in assets under management (AUM), while ESGU manages $18.26 B.
What sectors do the CVLC and ESGU ETFs invest in?
CVLC leans toward sectors like Technology, Finance and Healthcare. Meanwhile, ESGU focuses on Technology, Finance and Healthcare.
What are the top holdings of the CVLC ETF and ESGU ETF?
CVLC top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. ESGU holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: CVLC or ESGU?
CVLC holds 754 securities with 40.88% of its assets in the top 15. ESGU has 271 securities and a top 15 weight of 42.35%.
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Latest news about CVLC & ESGU
Morgan Stanley Launches Six New ESG-Focused ETFs
February 16, 2023
ESG ETFs – Investing in sustainability
October 18, 2022
ESGU
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