CISIX vs. VIIIX
Compare and contrast key facts about Calvert US Large-Cap Core Responsible Index Fund (CISIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
CISIX is managed by Calvert Research and Management. It was launched on Jun 30, 2000. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CISIX or VIIIX.
Correlation
The correlation between CISIX and VIIIX is 0.98, 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.
Performance
CISIX vs. VIIIX - Performance Comparison
Key characteristics
CISIX:
1.86
VIIIX:
1.82
CISIX:
2.50
VIIIX:
2.43
CISIX:
1.34
VIIIX:
1.34
CISIX:
2.72
VIIIX:
2.76
CISIX:
11.25
VIIIX:
11.82
CISIX:
2.20%
VIIIX:
1.98%
CISIX:
13.33%
VIIIX:
12.85%
CISIX:
-58.02%
VIIIX:
-55.18%
CISIX:
-4.09%
VIIIX:
-4.88%
Returns By Period
In the year-to-date period, CISIX achieves a -0.29% return, which is significantly lower than VIIIX's -0.22% return. Both investments have delivered pretty close results over the past 10 years, with CISIX having a 11.87% annualized return and VIIIX not far ahead at 11.99%.
CISIX
-0.29%
-3.32%
7.00%
26.10%
14.36%
11.87%
VIIIX
-0.22%
-4.23%
5.22%
24.36%
12.18%
11.99%
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CISIX vs. VIIIX - Expense Ratio Comparison
CISIX has a 0.24% expense ratio, which is higher than VIIIX's 0.02% 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
CISIX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert US Large-Cap Core Responsible Index Fund (CISIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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.
Dividends
CISIX vs. VIIIX - Dividend Comparison
CISIX's dividend yield for the trailing twelve months is around 1.78%, more than VIIIX's 0.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CISIX Calvert US Large-Cap Core Responsible Index Fund | 1.78% | 1.77% | 1.02% | 1.17% | 0.79% | 0.94% | 1.14% | 1.34% | 1.42% | 1.59% | 1.42% | 0.97% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 0.95% | 0.95% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% |
Drawdowns
CISIX vs. VIIIX - Drawdown Comparison
The maximum CISIX drawdown since its inception was -58.02%, which is greater than VIIIX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for CISIX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
CISIX vs. VIIIX - Volatility Comparison
The current volatility for Calvert US Large-Cap Core Responsible Index Fund (CISIX) is 4.40%, while Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) has a volatility of 4.66%. This indicates that CISIX experiences smaller price fluctuations and is considered to be less risky than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.