CVLCvsIYYETF Comparison
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Calvert US Large-Cap Core Responsible Index ETF (CVLC) belongs to the US Large Cap segment. iShares Dow Jones U.S. ETF (IYY) is part of the US All Cap segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. CVLC is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.2% for IYY. CVLC is up 13.6% year-to-date (YTD) with +$214M in YTD flows. IYY performs worse with 13.59% YTD performance, and -$61M in YTD flows. Run a side-by-side ETF comparison of CVLC and IYY 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 IYY performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVLC IYY | +0.06%+0.56% | +2.53%+4.11% | +13.60%+13.59% | +13.76%+13.05% | +93.58%+93.26% | n/a+74.36% |
| Flows | CVLC IYY | +$19M-$38M | +$81M-$28M | +$214M-$61M | +$257M-$53M | +$518M+$132M | -+$90M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVLC IYY | +11.75%+11.25% | +13.40%+12.94% | +15.49%+15.19% | n/a+17.37% |
| Max drawdown | CVLC IYY | -4.32%-3.24% | -9.66%-8.91% | -19.88%-19.25% | n/a-25.44% |
| Max drawdown duration | CVLC IYY | 75d53d | 91d76d | 155d126d | n/a709d |
Trading data
CVLC | IYY | |
Last sale 10/28/2026 at 1:30 PM | $95.33 | $187.71 |
| Previous close 10/27/2026 | $94.96 | $187.03 |
| Consolidated volume 10/27/2026 | ||
| 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 | IYY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
CVLC | IYY | |
|---|---|---|
| Last price | $95.33 | $187.71 |
| 1D performance | +0.39% | +0.36% |
| AuM | $1.00 B | $3.01 B |
| E/R | 0.15% | 0.2% |
Characteristics
CVLC | IYY | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Morgan Stanley | iShares |
| Benchmark | Calvert US Large-Cap Core Responsible Index | Dow Jones U.S. Index |
| N° of holdings | 753 | 951 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | June 12, 2000 |
| ESG | Yes | No |
Exposure
Countries
CVLC
USA
97.17%
Other
2.83%
IYY
USA
97.46%
Other
2.54%
Sectors
CVLC
Technology
43.98%
Finance
15.26%
Healthcare
10%
Industrials
9.32%
Consumer Non-Cycl.
8.94%
Other
12.5%
IYY
Technology
43.66%
Finance
14.17%
Healthcare
9.18%
Consumer Non-Cycl.
8.6%
Industrials
7.76%
Other
16.62%
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Diversification
CVLC
Total weight of top 15 holdings out of 15
40.88%
IYY
Total weight of top 15 holdings out of 15
41.18%
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%
IYY
NVIDIA Corp.
7.53%
Apple, Inc.
6.55%
Microsoft Corp.
5.31%
Amazon.com, Inc.
3.58%
Alphabet, Inc.
2.80%
Broadcom Inc.
2.47%
Alphabet, Inc.
2.23%
Meta Platforms, Inc.
1.77%
Micron Technology, Inc.
1.52%
Tesla, Inc.
1.46%
JPMorgan Chase & Co.
1.34%
Berkshire Hathaway, Inc.
1.30%
Eli Lilly & Co.
1.29%
Advanced Micro Devices, Inc.
1.08%
ExxonMobil Holdings Corp.
0.94%
Frequently asked questions about CVLC and IYY
How have the CVLC and IYY ETFs performed in 2026?
As of October 27, 2026, CVLC is up 13.6% year-to-date (YTD), while IYY has returned 13.59%. That puts CVLC better performer ahead so far this year.
Which ETF is attracting more investor money: CVLC or IYY?
Year-to-date, the CVLC ETF saw +$214M in flows, compared to -$61M for IYY.
Which ETF is more volatile: CVLC or IYY?
Over the past year, CVLC had a volatility of 13.4%, while IYY experienced 12.94%.
Which ETF is bigger: CVLC or IYY?
As of October 27, 2026, CVLC holds $1.00 B in assets under management (AUM), while IYY manages $3.01 B.
What sectors do the CVLC and IYY ETFs invest in?
CVLC leans toward sectors like Technology, Finance and Healthcare. Meanwhile, IYY focuses on Technology, Finance and Healthcare.
What are the top holdings of the CVLC ETF and IYY ETF?
CVLC top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. IYY holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: CVLC or IYY?
CVLC holds 754 securities with 40.88% of its assets in the top 15. IYY has 961 securities and a top 15 weight of 41.18%.
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