Correlation
The correlation between AVSD and CVIE is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
AVSD vs. CVIE
Compare and contrast key facts about Avantis Responsible International Equity ETF (AVSD) and Calvert International Responsible Index ETF (CVIE).
AVSD and CVIE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVSD is a passively managed fund by Avantis that tracks the performance of the MSCI World ex USA IMI. It was launched on Mar 15, 2022. CVIE is a passively managed fund by Calvert that tracks the performance of the Calvert International Responsible Index. It was launched on Jan 30, 2023. Both AVSD and CVIE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVSD or CVIE.
Performance
AVSD vs. CVIE - Performance Comparison
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Key characteristics
AVSD:
1.13
CVIE:
0.84
AVSD:
1.60
CVIE:
1.20
AVSD:
1.22
CVIE:
1.16
AVSD:
1.42
CVIE:
1.00
AVSD:
4.80
CVIE:
3.18
AVSD:
3.94%
CVIE:
4.26%
AVSD:
17.43%
CVIE:
17.45%
AVSD:
-25.56%
CVIE:
-13.52%
AVSD:
-0.25%
CVIE:
-0.50%
Returns By Period
In the year-to-date period, AVSD achieves a 19.46% return, which is significantly higher than CVIE's 15.55% return.
AVSD
19.46%
6.21%
15.51%
18.51%
12.44%
N/A
N/A
CVIE
15.55%
5.44%
12.24%
13.80%
N/A
N/A
N/A
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AVSD vs. CVIE - Expense Ratio Comparison
AVSD has a 0.23% expense ratio, which is higher than CVIE's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AVSD vs. CVIE — Risk-Adjusted Performance Rank
AVSD
CVIE
AVSD vs. CVIE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible International Equity ETF (AVSD) and Calvert International Responsible Index ETF (CVIE). 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.
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Dividends
AVSD vs. CVIE - Dividend Comparison
AVSD's dividend yield for the trailing twelve months is around 2.72%, more than CVIE's 2.52% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
AVSD Avantis Responsible International Equity ETF | 2.72% | 3.25% | 2.53% | 1.35% |
CVIE Calvert International Responsible Index ETF | 2.52% | 2.78% | 1.96% | 0.00% |
Drawdowns
AVSD vs. CVIE - Drawdown Comparison
The maximum AVSD drawdown since its inception was -25.56%, which is greater than CVIE's maximum drawdown of -13.52%. Use the drawdown chart below to compare losses from any high point for AVSD and CVIE.
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Volatility
AVSD vs. CVIE - Volatility Comparison
The current volatility for Avantis Responsible International Equity ETF (AVSD) is 2.81%, while Calvert International Responsible Index ETF (CVIE) has a volatility of 3.04%. This indicates that AVSD experiences smaller price fluctuations and is considered to be less risky than CVIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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