VUS vs. CVSE

Last updated Jun 4, 2026

VUS (Virtus U.S. Dividend ETF) and CVSE (Calvert US Select Equity ETF) are both Large Cap Blend Equities funds. Both are actively managed. VUS charges 0.25%/yr vs 0.29%/yr for CVSE.

Performance

VUS vs. CVSE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus U.S. Dividend ETF (VUS) and Calvert US Select Equity ETF (CVSE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

VUS

• 1D: -0.58%
• 1M: 4.84%
• YTD: 19.93%
• 6M: 20.90%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CVSE

• 1D: 0.00%
• 1M: 0.00%
• YTD: 0.00%
• 6M: 0.00%
• 1Y: 8.06%
• 3Y*: 13.34%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

VUS vs. CVSE - Yearly Performance Comparison

	2026 (YTD)	2025
VUS Virtus U.S. Dividend ETF	19.93%	0.81%
CVSE Calvert US Select Equity ETF	0.00%	0.00%

VUS vs. CVSE - Sectors Allocation Comparison

Sectors	VUS	CVSE
Technology	34.7%	39.5%
Industrials	11.5%	11.3%
Real Estate	10.4%	3.5%
Financial Services	9.5%	16.3%
Healthcare	8.3%	10.3%
Energy	6.0%	-
Communication Services	5.3%	5.1%
Consumer Cyclical	5.2%	7.0%
Utilities	3.3%	2.5%
Consumer Defensive	3.2%	1.7%
Basic Materials	2.7%	2.7%

Return for Risk

VUS vs. CVSE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CVSE

CVSE Risk / Return Rank: 46
CVSE Sharpe Ratio Rank: 36
CVSE Sortino Ratio Rank: 37
CVSE Omega Ratio Rank: 67
CVSE Calmar Ratio Rank: 54
CVSE Martin Ratio Rank: 37

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VUS vs. CVSE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus U.S. Dividend ETF (VUS) 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.

Sharpe Ratios by Period

	VUS	CVSE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.28	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.23	0.92	+2.31

Drawdowns

VUS vs. CVSE - Drawdown Comparison

The maximum VUS drawdown since its inception was -9.45%, smaller than the maximum CVSE drawdown of -20.29%. Use the drawdown chart below to compare losses from any high point for VUS and CVSE.

Drawdown Indicators

	VUS	CVSE	Difference
Max Drawdown Largest peak-to-trough decline	-9.45%	-20.29%	+10.84%
Max Drawdown (1Y) Largest decline over 1 year	—	-3.08%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.29%	—
Current Drawdown Current decline from peak	-0.58%	-1.68%	+1.10%
Average Drawdown Average peak-to-trough decline	-1.46%	-2.69%	+1.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.42%	—

Volatility

Volatility by Period

	VUS	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	14.63%	6.49%	+8.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.63%	13.87%	+0.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.63%	13.87%	+0.76%

VUS vs. CVSE - Expense Ratio Comparison

VUS has a 0.25% expense ratio, which is lower than CVSE's 0.29% expense ratio.

Dividends

VUS vs. CVSE - Dividend Comparison

VUS's dividend yield for the trailing twelve months is around 0.73%, more than CVSE's 0.59% yield.

Position	TTM	2025	2024	2023
CVSE Calvert US Select Equity ETF	0.59%	0.81%	1.05%	1.22%
VUS Virtus U.S. Dividend ETF	0.73%	0.00%	0.00%	0.00%

Frequently Asked Questions

Which ETF is better, VUS or CVSE?

On fees, VUS is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, VUS or CVSE?

VUS is cheaper with a 0.25% expense ratio, compared with 0.29% for CVSE.

Which ETF pays a higher dividend yield, VUS or CVSE?

VUS has the higher dividend yield at 0.73%, compared with 0.59% for CVSE.

What is the main difference between VUS and CVSE?

They also come from different issuers: Virtus and Calvert. Their fees differ too: 0.25% for VUS and 0.29% for CVSE.