CVIE vs. VSGX

In the year-to-date period, CVIE achieves a 11.51% return, which is significantly higher than VSGX's 9.69% return.

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CVIE has a 0.18% expense ratio, which is higher than VSGX's 0.12% 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%.

This table presents a comparison of risk-adjusted performance metrics for Calvert International Responsible Index ETF (CVIE) and Vanguard ESG International Stock ETF (VSGX). 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 0.62, which is comparable to the VSGX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of CVIE and VSGX, 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 2.61%, less than VSGX's 2.97% yield.

The maximum CVIE drawdown since its inception was -13.52%, smaller than the maximum VSGX drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for CVIE and VSGX. For additional features, visit the drawdowns tool.