CVIE vs. ESGD

In the year-to-date period, CVIE achieves a 16.51% return, which is significantly lower than ESGD's 17.63% return.

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CVIE has a 0.18% expense ratio, which is lower than ESGD's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Calvert International Responsible Index ETF (CVIE) and iShares ESG Aware MSCI EAFE ETF (ESGD). 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.

The current CVIE Sharpe Ratio is 0.85, which is comparable to the ESGD Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of CVIE and ESGD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CVIE's dividend yield for the trailing twelve months is around 2.50%, less than ESGD's 2.75% yield.

The maximum CVIE drawdown since its inception was -13.52%, smaller than the maximum ESGD drawdown of -33.70%. Use the drawdown chart below to compare losses from any high point for CVIE and ESGD.

The current volatility for Calvert International Responsible Index ETF (CVIE) is 3.05%, while iShares ESG Aware MSCI EAFE ETF (ESGD) has a volatility of 3.47%. This indicates that CVIE experiences smaller price fluctuations and is considered to be less risky than ESGD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.