CVSE vs. TOLZ
Compare and contrast key facts about Calvert US Select Equity ETF (CVSE) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ).
CVSE and TOLZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CVSE is an actively managed fund by Calvert. It was launched on Jan 30, 2023. TOLZ is a passively managed fund by ProShares that tracks the performance of the Dow Jones Brookfield Global Infrastructure Composite Index. It was launched on Mar 25, 2014.
Performance
CVSE vs. TOLZ - Performance Comparison
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CVSE vs. TOLZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CVSE Calvert US Select Equity ETF | 0.00% | 10.14% | 19.11% | 13.35% |
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 11.27% | 14.76% | 11.67% | 0.25% |
Returns By Period
CVSE
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -0.46%
- 1Y
- 15.26%
- 3Y*
- 14.69%
- 5Y*
- —
- 10Y*
- —
TOLZ
- 1D
- 0.38%
- 1M
- -2.88%
- YTD
- 11.27%
- 6M
- 12.10%
- 1Y
- 18.59%
- 3Y*
- 13.80%
- 5Y*
- 10.31%
- 10Y*
- 8.41%
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CVSE vs. TOLZ - Expense Ratio Comparison
CVSE has a 0.29% expense ratio, which is lower than TOLZ's 0.46% expense ratio.
Return for Risk
CVSE vs. TOLZ — Risk / Return Rank
CVSE
TOLZ
CVSE vs. TOLZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert US Select Equity ETF (CVSE) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CVSE | TOLZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.44 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.94 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.28 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 2.14 | -1.18 |
Martin ratioReturn relative to average drawdown | 5.36 | 10.58 | -5.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CVSE | TOLZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.44 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.75 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.42 | +0.53 |
Correlation
The correlation between CVSE and TOLZ is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CVSE vs. TOLZ - Dividend Comparison
CVSE's dividend yield for the trailing twelve months is around 0.59%, less than TOLZ's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVSE Calvert US Select Equity ETF | 0.59% | 0.81% | 1.05% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 3.66% | 3.99% | 3.53% | 3.34% | 3.01% | 3.28% | 3.16% | 2.96% | 3.63% | 3.30% | 2.62% | 3.67% |
Drawdowns
CVSE vs. TOLZ - Drawdown Comparison
The maximum CVSE drawdown since its inception was -20.29%, smaller than the maximum TOLZ drawdown of -39.33%. Use the drawdown chart below to compare losses from any high point for CVSE and TOLZ.
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Drawdown Indicators
| CVSE | TOLZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.29% | -39.33% | +19.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -8.82% | -3.98% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.33% | — |
Current DrawdownCurrent decline from peak | -1.68% | -3.16% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -2.74% | -6.70% | +3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 1.79% | +0.56% |
Volatility
CVSE vs. TOLZ - Volatility Comparison
The current volatility for Calvert US Select Equity ETF (CVSE) is 0.00%, while ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) has a volatility of 3.63%. This indicates that CVSE experiences smaller price fluctuations and is considered to be less risky than TOLZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CVSE | TOLZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 3.63% | -3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 3.26% | 7.29% | -4.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 12.97% | +3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.25% | 13.90% | +0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.25% | 16.30% | -2.05% |