TOS vs. CVSE
TOS (Twin Oak Strategic Solutions ETF) and CVSE (Calvert US Select Equity ETF) are both Large Cap Blend Equities funds. Both are actively managed. TOS charges 0.76%/yr vs 0.29%/yr for CVSE.
Performance
TOS vs. CVSE - Performance Comparison
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Returns By Period
TOS
- 1D
- -4.55%
- 1M
- -0.53%
- 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*
- —
TOS vs. CVSE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
TOS Twin Oak Strategic Solutions ETF | 14.23% |
CVSE Calvert US Select Equity ETF | 0.00% |
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Return for Risk
TOS vs. CVSE — Risk / Return Rank
TOS
CVSE
TOS vs. CVSE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Twin Oak Strategic Solutions ETF (TOS) 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.
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Sharpe Ratios by Period
| TOS | 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 | 1.74 | 0.92 | +0.82 |
Drawdowns
TOS vs. CVSE - Drawdown Comparison
The maximum TOS drawdown since its inception was -11.72%, smaller than the maximum CVSE drawdown of -20.29%. Use the drawdown chart below to compare losses from any high point for TOS and CVSE.
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Drawdown Indicators
| TOS | CVSE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.72% | -20.29% | +8.57% |
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 | -5.20% | -1.68% | -3.52% |
Average DrawdownAverage peak-to-trough decline | -2.57% | -2.69% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.43% | — |
Volatility
TOS vs. CVSE - Volatility Comparison
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Volatility by Period
| TOS | 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 | 26.41% | 6.42% | +19.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.41% | 13.85% | +12.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.41% | 13.85% | +12.56% |
TOS vs. CVSE - Expense Ratio Comparison
TOS has a 0.76% expense ratio, which is higher than CVSE's 0.29% expense ratio.
Dividends
TOS vs. CVSE - Dividend Comparison
TOS 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% |
TOS Twin Oak Strategic Solutions 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 0.76% for TOS.
CVSE has the higher dividend yield at 0.59%, compared with 0.00% for TOS.
They also come from different issuers: Twin Oak ETF Company and Calvert. Their fees differ too: 0.76% for TOS and 0.29% for CVSE.
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