CVIE vs. VSGX
Compare and contrast key facts about Calvert International Responsible Index ETF (CVIE) and Vanguard ESG International Stock ETF (VSGX).
CVIE and VSGX 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. VSGX is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap ex US Choice Index.. It was launched on Sep 18, 2018. Both CVIE and VSGX 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 VSGX.
Correlation
The correlation between CVIE and VSGX is 0.96, 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. VSGX - Performance Comparison
Key characteristics
CVIE:
0.53
VSGX:
0.55
CVIE:
0.86
VSGX:
0.88
CVIE:
1.12
VSGX:
1.12
CVIE:
0.68
VSGX:
0.67
CVIE:
2.16
VSGX:
2.14
CVIE:
4.25%
VSGX:
4.32%
CVIE:
17.35%
VSGX:
16.78%
CVIE:
-13.52%
VSGX:
-33.10%
CVIE:
-4.25%
VSGX:
-5.51%
Returns By Period
In the year-to-date period, CVIE achieves a 4.79% return, which is significantly higher than VSGX's 2.84% return.
CVIE
4.79%
-3.55%
-1.45%
9.54%
N/A
N/A
VSGX
2.84%
-4.47%
-3.29%
9.24%
9.04%
N/A
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CVIE vs. VSGX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
CVIE vs. VSGX — Risk-Adjusted Performance Rank
CVIE
VSGX
CVIE vs. VSGX - Risk-Adjusted Performance Comparison
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.
Dividends
CVIE vs. VSGX - Dividend Comparison
CVIE's dividend yield for the trailing twelve months is around 2.78%, less than VSGX's 3.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
CVIE Calvert International Responsible Index ETF | 2.78% | 2.78% | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VSGX Vanguard ESG International Stock ETF | 3.17% | 3.10% | 2.77% | 2.61% | 2.50% | 1.67% | 2.28% | 0.38% |
Drawdowns
CVIE vs. VSGX - Drawdown Comparison
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.
Volatility
CVIE vs. VSGX - Volatility Comparison
Calvert International Responsible Index ETF (CVIE) has a higher volatility of 11.37% compared to Vanguard ESG International Stock ETF (VSGX) at 10.45%. This indicates that CVIE's price experiences larger fluctuations and is considered to be riskier than VSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.