CVIE vs. ESGD

In the year-to-date period, CVIE achieves a 12.23% return, which is significantly lower than ESGD's 13.21% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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 0.65, which is comparable to the ESGD Sharpe Ratio of 0.59. 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 has not paid dividends to shareholders, while ESGD's dividend yield for the trailing twelve months is around 2.86%.

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. For additional features, visit the drawdowns tool.

Calvert International Responsible Index ETF (CVIE) and iShares ESG Aware MSCI EAFE ETF (ESGD) have volatilities of 4.00% and 4.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.