CVMIX vs. VOO
Compare and contrast key facts about Calvert Emerging Markets Equity Fund (CVMIX) and Vanguard S&P 500 ETF (VOO).
CVMIX is managed by Calvert Research and Management. It was launched on Oct 30, 2012. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVMIX or VOO.
Correlation
The correlation between CVMIX and VOO is 0.64, 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. VOO - Performance Comparison
Key characteristics
CVMIX:
0.45
VOO:
0.52
CVMIX:
0.78
VOO:
0.89
CVMIX:
1.10
VOO:
1.13
CVMIX:
0.24
VOO:
0.57
CVMIX:
1.32
VOO:
2.18
CVMIX:
6.41%
VOO:
4.85%
CVMIX:
18.29%
VOO:
19.11%
CVMIX:
-43.96%
VOO:
-33.99%
CVMIX:
-23.27%
VOO:
-7.67%
Returns By Period
In the year-to-date period, CVMIX achieves a 7.66% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, CVMIX has underperformed VOO with an annualized return of 4.01%, while VOO has yielded a comparatively higher 12.42% annualized return.
CVMIX
7.66%
10.88%
1.61%
8.15%
5.35%
4.01%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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CVMIX vs. VOO - Expense Ratio Comparison
CVMIX has a 0.99% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CVMIX vs. VOO — Risk-Adjusted Performance Rank
CVMIX
VOO
CVMIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Emerging Markets Equity Fund (CVMIX) 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.
Dividends
CVMIX vs. VOO - Dividend Comparison
CVMIX's dividend yield for the trailing twelve months is around 0.59%, less than VOO's 1.34% 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% |
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
CVMIX vs. VOO - Drawdown Comparison
The maximum CVMIX drawdown since its inception was -43.96%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CVMIX and VOO. For additional features, visit the drawdowns tool.
Volatility
CVMIX vs. VOO - Volatility Comparison
The current volatility for Calvert Emerging Markets Equity Fund (CVMIX) is 5.13%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that CVMIX 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.