LOHA vs. CVSE
LOHA (Roundhill HALO ETF) and CVSE (Calvert US Select Equity ETF) are both Large Cap Blend Equities funds. LOHA is passively managed, while CVSE is actively managed. LOHA charges 0.35%/yr vs 0.29%/yr for CVSE.
Performance
LOHA vs. CVSE - Performance Comparison
Loading charts...
Returns By Period
LOHA
- 1D
- -0.59%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CVSE
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 8.30%
- 3Y*
- 13.32%
- 5Y*
- —
- 10Y*
- —
LOHA vs. CVSE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
LOHA Roundhill HALO ETF | -0.44% |
CVSE Calvert US Select Equity ETF | 0.00% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LOHA vs. CVSE — Risk / Return Rank
LOHA
CVSE
LOHA vs. CVSE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill HALO ETF (LOHA) and Calvert US Select Equity ETF (CVSE). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Loading charts...
Sharpe Ratios by Period
| LOHA | CVSE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.32 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.62 | 0.92 | -1.54 |
Drawdowns
LOHA vs. CVSE - Drawdown Comparison
The maximum LOHA drawdown since its inception was -2.08%, smaller than the maximum CVSE drawdown of -20.29%. Use the drawdown chart below to compare losses from any high point for LOHA and CVSE.
Loading charts...
Drawdown Indicators
| LOHA | CVSE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.08% | -20.29% | +18.21% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.08% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.29% | — |
Current DrawdownCurrent decline from peak | -1.27% | -1.68% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -0.81% | -2.69% | +1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.43% | — |
Volatility
LOHA vs. CVSE - Volatility Comparison
Loading charts...
Volatility by Period
| LOHA | CVSE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.00% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.00% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.84% | 6.42% | +5.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 13.85% | -2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.84% | 13.85% | -2.01% |
LOHA vs. CVSE - Expense Ratio Comparison
LOHA has a 0.35% expense ratio, which is higher than CVSE's 0.29% expense ratio.
Dividends
LOHA vs. CVSE - Dividend Comparison
LOHA has not paid dividends to shareholders, while CVSE's dividend yield for the trailing twelve months is around 0.59%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CVSE Calvert US Select Equity ETF | 0.59% | 0.81% | 1.05% | 1.22% |
LOHA Roundhill HALO ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
On fees, CVSE is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CVSE is cheaper with a 0.29% expense ratio, compared with 0.35% for LOHA.
CVSE has the higher dividend yield at 0.59%, compared with 0.00% for LOHA.
They also come from different issuers: Roundhill and Calvert. Their fees differ too: 0.35% for LOHA and 0.29% for CVSE.
Find the right allocation for LOHA and CVSE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer