CVIE vs. VOO
Compare and contrast key facts about Calvert International Responsible Index ETF (CVIE) and Vanguard S&P 500 ETF (VOO).
CVIE and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both CVIE and VOO 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: CVIE or VOO.
Correlation
The correlation between CVIE and VOO is 0.76, 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
CVIE vs. VOO - Performance Comparison
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Key characteristics
CVIE:
0.62
VOO:
0.52
CVIE:
1.04
VOO:
0.89
CVIE:
1.14
VOO:
1.13
CVIE:
0.84
VOO:
0.57
CVIE:
2.66
VOO:
2.18
CVIE:
4.27%
VOO:
4.85%
CVIE:
17.50%
VOO:
19.11%
CVIE:
-13.52%
VOO:
-33.99%
CVIE:
-0.64%
VOO:
-7.67%
Returns By Period
In the year-to-date period, CVIE achieves a 11.51% return, which is significantly higher than VOO's -3.41% return.
CVIE
11.51%
11.64%
8.06%
10.51%
N/A
N/A
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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CVIE vs. VOO - Expense Ratio Comparison
CVIE has a 0.18% expense ratio, which is higher than VOO's 0.03% 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
CVIE vs. VOO — Risk-Adjusted Performance Rank
CVIE
VOO
CVIE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert International Responsible Index ETF (CVIE) and Vanguard S&P 500 ETF (VOO). 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
CVIE vs. VOO - Dividend Comparison
CVIE's dividend yield for the trailing twelve months is around 2.61%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVIE Calvert International Responsible Index ETF | 2.61% | 2.78% | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CVIE vs. VOO - Drawdown Comparison
The maximum CVIE drawdown since its inception was -13.52%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CVIE and VOO. For additional features, visit the drawdowns tool.
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Volatility
CVIE vs. VOO - Volatility Comparison
The current volatility for Calvert International Responsible Index ETF (CVIE) is 4.73%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that CVIE experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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