CVMIX vs. AVES
Compare and contrast key facts about Calvert Emerging Markets Equity Fund (CVMIX) and Avantis Emerging Markets Value ETF (AVES).
CVMIX is managed by Calvert Research and Management. It was launched on Oct 30, 2012. AVES is an actively managed fund by American Century Investments. It was launched on Sep 28, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVMIX or AVES.
Correlation
The correlation between CVMIX and AVES is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CVMIX vs. AVES - Performance Comparison
Key characteristics
CVMIX:
0.45
AVES:
0.24
CVMIX:
0.78
AVES:
0.48
CVMIX:
1.10
AVES:
1.06
CVMIX:
0.24
AVES:
0.25
CVMIX:
1.32
AVES:
0.67
CVMIX:
6.41%
AVES:
6.83%
CVMIX:
18.29%
AVES:
18.11%
CVMIX:
-43.96%
AVES:
-27.40%
CVMIX:
-23.27%
AVES:
-4.87%
Returns By Period
In the year-to-date period, CVMIX achieves a 7.66% return, which is significantly higher than AVES's 6.17% return.
CVMIX
7.66%
10.88%
1.61%
8.15%
5.35%
4.01%
AVES
6.17%
10.15%
1.24%
4.30%
N/A
N/A
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CVMIX vs. AVES - Expense Ratio Comparison
CVMIX has a 0.99% expense ratio, which is higher than AVES's 0.36% expense ratio.
Risk-Adjusted Performance
CVMIX vs. AVES — Risk-Adjusted Performance Rank
CVMIX
AVES
CVMIX vs. AVES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Emerging Markets Equity Fund (CVMIX) and Avantis Emerging Markets Value ETF (AVES). 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
CVMIX vs. AVES - Dividend Comparison
CVMIX's dividend yield for the trailing twelve months is around 0.59%, less than AVES's 3.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVMIX Calvert Emerging Markets Equity Fund | 0.59% | 0.63% | 0.92% | 0.79% | 0.76% | 0.41% | 0.68% | 1.24% | 0.27% | 0.85% | 1.25% | 0.60% |
AVES Avantis Emerging Markets Value ETF | 3.85% | 4.09% | 3.96% | 3.70% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CVMIX vs. AVES - Drawdown Comparison
The maximum CVMIX drawdown since its inception was -43.96%, which is greater than AVES's maximum drawdown of -27.40%. Use the drawdown chart below to compare losses from any high point for CVMIX and AVES. For additional features, visit the drawdowns tool.
Volatility
CVMIX vs. AVES - Volatility Comparison
Calvert Emerging Markets Equity Fund (CVMIX) and Avantis Emerging Markets Value ETF (AVES) have volatilities of 5.13% and 5.16%, 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.