CVMIX vs. VUG
Compare and contrast key facts about Calvert Emerging Markets Equity Fund (CVMIX) and Vanguard Growth ETF (VUG).
CVMIX is managed by Calvert Research and Management. It was launched on Oct 30, 2012. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVMIX or VUG.
Correlation
The correlation between CVMIX and VUG 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. VUG - Performance Comparison
Key characteristics
CVMIX:
0.45
VUG:
0.54
CVMIX:
0.78
VUG:
0.91
CVMIX:
1.10
VUG:
1.13
CVMIX:
0.24
VUG:
0.59
CVMIX:
1.32
VUG:
2.00
CVMIX:
6.41%
VUG:
6.73%
CVMIX:
18.29%
VUG:
24.81%
CVMIX:
-43.96%
VUG:
-50.68%
CVMIX:
-23.27%
VUG:
-9.21%
Returns By Period
In the year-to-date period, CVMIX achieves a 7.66% return, which is significantly higher than VUG's -5.41% return. Over the past 10 years, CVMIX has underperformed VUG with an annualized return of 4.01%, while VUG has yielded a comparatively higher 14.68% annualized return.
CVMIX
7.66%
10.88%
1.61%
8.15%
5.35%
4.01%
VUG
-5.41%
5.42%
-4.74%
13.28%
16.70%
14.68%
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CVMIX vs. VUG - Expense Ratio Comparison
CVMIX has a 0.99% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
CVMIX vs. VUG — Risk-Adjusted Performance Rank
CVMIX
VUG
CVMIX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Emerging Markets Equity Fund (CVMIX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
CVMIX's dividend yield for the trailing twelve months is around 0.59%, more than VUG's 0.50% 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% |
VUG Vanguard Growth ETF | 0.50% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
CVMIX vs. VUG - Drawdown Comparison
The maximum CVMIX drawdown since its inception was -43.96%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for CVMIX and VUG. For additional features, visit the drawdowns tool.
Volatility
CVMIX vs. VUG - Volatility Comparison
The current volatility for Calvert Emerging Markets Equity Fund (CVMIX) is 5.13%, while Vanguard Growth ETF (VUG) has a volatility of 8.37%. This indicates that CVMIX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.