CVLC - ETF AI Analysis
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Calvert US Large-Cap Core Responsible Index ETF (CVLC)
CVLC, the Calvert US Large-Cap Core Responsible Index ETF, earns a solid overall rating largely because it is anchored by high-quality tech leaders like Alphabet, Microsoft, Apple, Nvidia, and Amazon, all showing strong financial performance and long-term growth potential in areas such as cloud and AI. The fund’s main risk is its heavy concentration in large U.S. technology and AI-related companies, which means performance could be more volatile if that sector faces setbacks, and some holdings carry high valuations and technical warning signs that may limit near-term upside.
CVLC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 992.02M
- Region
- North America
- Expense Ratio
- 0.15%
- Beta
- 1.03
- Issuer
- Calvert
- Inception Date
- Jan 30, 2023
- Dividend Yield
- 0.93%
- Asset Class
- Equity
- Index Tracked
- Calvert US Large-Cap Core Responsible Index - Benchmark TR Gross
CVLC Summary
CVLC is an ETF that follows the Calvert US Large-Cap Core Responsible Index, focusing on big, well-known U.S. companies that meet certain environmental, social, and governance (ESG) standards. It holds major names like Apple and Microsoft, along with other large firms across technology, finance, health care, and more, giving investors broad diversification in one investment. Someone might consider CVLC if they want long-term growth from large U.S. companies while also supporting more responsible business practices. A key risk is that it is heavily tilted toward tech stocks, so its value can go up and down sharply with the stock market and technology sector.
How much will it cost me?
The Calvert US Large-Cap Core Responsible Index ETF (CVLC) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?
The ETF's focus on large-cap U.S. companies with strong ESG practices could benefit from increasing investor interest in sustainable investing and the continued growth of technology, its largest sector exposure. However, potential risks include economic slowdowns or regulatory changes that impact the tech sector or broader market, as well as shifts in ESG standards that could affect portfolio composition.
CVLC Top 10 Holdings
CVLC is leaning heavily on Big Tech and AI, with Nvidia, Apple, Microsoft, and AMD doing most of the heavy lifting. Nvidia and AMD have been rising on the back of the AI boom, while Apple’s steady strength adds a reliable backbone to the fund. Microsoft’s performance has been mixed lately but still supports the tech-heavy tilt. On the other side, Amazon and Broadcom have been lagging, acting as a bit of a brake. Overall, this is a U.S.-focused, large-cap story dominated by technology leadership and AI momentum.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.31% | $72.51M | $5.23T | 18.52% | 76Outperform |
 AAPL | Apple | 7.30% | $72.41M | $5.00T | 29.46% | 79Outperform |
 MSFT | Microsoft | 5.72% | $56.72M | $3.95T | 2.92% | 79Outperform |
 GOOGL | Alphabet Class A | 5.42% | $53.74M | $4.14T | 32.63% | 85Outperform |
 AMZN | Amazon | 3.83% | $38.00M | $2.83T | 21.32% | 71Outperform |
 AVGO | Broadcom | 2.37% | $23.46M | $1.60T | -4.26% | 76Outperform |
 LLY | Eli Lilly & Co | 1.66% | $16.51M | $1.17T | 58.68% | 72Outperform |
 MU | Micron | 1.60% | $15.84M | $1.02T | 333.37% | 79Outperform |
 AMD | Advanced Micro Devices | 1.42% | $14.09M | $878.35B | 122.29% | 73Outperform |
 JPM | JPMorgan Chase | 1.40% | $13.91M | $886.58B | 10.88% | 72Outperform |
CVLC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CVLC, the sentiment is Neutral. The current price of 94.84 is below the 20-day moving average (MA) of 95.37, below the 50-day MA of 95.51, and above the 200-day MA of 89.97, indicating a neutral trend. The MACD of -0.09 indicates Positive momentum. The RSI at 46.90 is Neutral, neither overbought nor oversold. The STOCH value of 21.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CVLC.
CVLC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CVLC | $94.84 | $105.00(10.71% Upside) | $992.02M | 0.15% | 73Outperform |
 JQUA | $75.87 | $88.39(16.50% Upside) | $9.26B | 0.12% | 73Outperform |
 VONE | $347.34 | $424.72(22.28% Upside) | $9.09B | 0.06% | 73Outperform |
 TCAF | $43.46 | $53.12(22.22% Upside) | $8.60B | 0.31% | 69Neutral |
 FELC | $43.58 | $52.48(20.41% Upside) | $8.76B | 0.18% | 74Outperform |
 QYLD | $18.28 | $23.25(27.17% Upside) | $8.36B | 0.60% | 76Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CVLC | Calvert US Large-Cap Core Responsible Index ETF | 94.84 | 13.50 | 16.60% | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 75.87 | 13.88 | 22.38% | |
| VONE | Vanguard Russell 1000 ETF | 347.34 | 47.70 | 15.92% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 43.46 | 5.37 | 14.10% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 43.58 | 6.70 | 18.16% | |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 18.28 | 3.02 | 19.76% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.