CVIE vs AIVL

Comparison between CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF) and WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF).

CVIE vs AIVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CVIE(ETF)	AIVL(ETF)
Net Assets	$405M	$405M
Expense Ratio	0.18%	0.38%
Max Drawdown	14.36%	65.11%
Sharpe Ratio	1.63	1.16
5Y Beta	0.83	0.65
P/E Ratio	N/A	20.92
Forward P/E	N/A	16.85
PEG Ratio	N/A	0.45
5Y Dividends CAGR	N/A	-3.63%
5Y EPS CAGR	N/A	12.23%
Debt to Equity	N/A	38.45%
P/S Ratio	N/A	2.71
P/B Ratio	N/A	2.97

Net Assets

CVIE

$405M

Winner

AIVL

$405M

Expense Ratio

Winner

CVIE

0.18%

AIVL

0.38%

Max Drawdown

Winner

CVIE

14.36%

AIVL

65.11%

Sharpe Ratio

Winner

CVIE

1.63

AIVL

1.16

5Y Beta

CVIE

0.83

Winner

AIVL

0.65

P/E Ratio

CVIE

N/A

AIVL

20.92

Forward P/E

CVIE

N/A

AIVL

16.85

PEG Ratio

CVIE

N/A

AIVL

0.45

5Y Dividends CAGR

CVIE

N/A

AIVL

-3.63%

5Y EPS CAGR

CVIE

N/A

AIVL

12.23%

Debt to Equity

CVIE

N/A

AIVL

38.45%

P/S Ratio

CVIE

N/A

AIVL

2.71

P/B Ratio

CVIE

N/A

AIVL

2.97

CVIE vs AIVL - Holdings Comparison

CVIE and AIVL have 1 common holdings. Overlap is 0.03%

CVIE's top 25 holdings weight is 31.61%. AIVL's top 25 holdings weight is 65.38%.

Rank	CVIE	AIVL
#1	n/a (n/a) - 5.55%	MICRON TECHNOLOGY INC (MU) - 5.39%
#2	SAMSUNG ELECTRONICS CO LTD (n/a) - 3.89%	BANK OF AMERICA CORP (BAC) - 3.85%
#3	SK HYNIX INC (n/a) - 3.15%	CIENA CORP (CIEN) - 3.47%
#4	ASML HOLDING NV (n/a) - 2.38%	U.S. BANCORP (USB) - 3.22%
#5	ARM HOLDINGS PLC ADR (ARM) - 1.71%	ALTRIA GROUP INC (MO) - 3.20%
#6	HSBC HOLDINGS PLC (n/a) - 1.06%	TELEDYNE TECHNOLOGIES INC (TDY) - 2.97%
#7	ROYAL BANK OF CANADA (n/a) - 0.97%	NISOURCE INC (NI) - 2.94%
#8	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.96%	DANAHER CORP (DHR) - 2.94%
#9	ASTRAZENECA PLC (AZN:XLON) - 0.92%	PROCTER & GAMBLE CO (PG) - 2.94%
#10	NOVARTIS AG REGISTERED SHARES (n/a) - 0.91%	MEDTRONIC PLC (MDT) - 2.91%
#11	NESTLE SA (n/a) - 0.87%	HONEYWELL INTERNATIONAL INC (HON) - 2.87%
#12	SIEMENS AG (n/a) - 0.87%	NASDAQ INC (NDAQ) - 2.87%
#13	MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.84%	FORTIVE CORP (FTV) - 2.73%
#14	TOKYO ELECTRON LTD (n/a) - 0.72%	COMCAST CORP CLASS A (CMCSA) - 2.51%
#15	SCHNEIDER ELECTRIC SE (n/a) - 0.71%	INTERCONTINENTAL EXCHANGE INC (ICE) - 2.41%
#16	THE TORONTO-DOMINION BANK (TD) - 0.71%	CENTERPOINT ENERGY INC (CNP) - 2.37%
#17	COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64%	RTX CORP (RTX) - 2.21%
#18	BANCO SANTANDER SA (n/a) - 0.62%	L3HARRIS TECHNOLOGIES INC (LHX) - 2.11%
#19	SAP SE (n/a) - 0.62%	PPG INDUSTRIES INC (PPG) - 1.99%
#20	ABB LTD (n/a) - 0.60%	CSX CORP (CSX) - 1.92%
#21	ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.60%	WESTERN DIGITAL CORP (WDC) - 1.78%
#22	ALLIANZ SE (n/a) - 0.59%	ANTERO MIDSTREAM CORP (AM) - 1.66%
#23	TOYOTA MOTOR CORP (n/a) - 0.58%	KINDER MORGAN INC CLASS P (KMI) - 1.44%
#24	MEDIATEK INC (n/a) - 0.57%	INTEL CORP (INTC) - 1.34%
#25	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.57%	PG&E CORP (PCG) - 1.34%
Total Holdings	754	102

CVIE vs AIVL - Historical Returns

Returns include dividend reinvestment.

Period	CVIE	AIVL
1 month	+2.52%	+2.64%
3 months	+16.71%	+10.48%
6 months	+18.22%	+11.56%
1 year	+35.51%	+17.04%
5 years(CAGR)	N/A	+8.17%
10 years(CAGR)	N/A	+8.22%
Max(CAGR)	+18.90%	+8.22%

CVIE

+2.52%

Winner

AIVL

+2.64%

Winner

CVIE

+16.71%

AIVL

+10.48%

Winner

CVIE

+18.22%

AIVL

+11.56%

Winner

CVIE

+35.51%

AIVL

+17.04%

5Y(CAGR)

CVIE

N/A

AIVL

+8.17%

10Y(CAGR)

CVIE

N/A

AIVL

+8.22%

Max(CAGR)

Winner

CVIE

+18.90%

AIVL

+8.22%

CVIE vs AIVL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	CVIE	AIVL
2026	+16.51%	+11.91%
2025	+33.61%	+10.04%
2024	+6.68%	+13.17%
2023	+8.49%	+6.73%
2022	N/A	-7.34%
2021	N/A	+25.94%
2020	N/A	-5.74%
2019	N/A	+23.71%
2018	N/A	-10.36%
2017	N/A	+12.45%
2016	N/A	+18.65%
2015	N/A	-5.34%
2014	N/A	+16.39%
2013	N/A	+24.79%
2012	N/A	+11.20%
2011	N/A	+11.45%
2010	N/A	+20.09%
2009	N/A	+22.75%
2008	N/A	-35.32%
2007	N/A	-0.31%
2006	N/A	+17.06%

CVIE vs AIVL Drawdown Comparison

The maximum drawdown for CVIE was -13.52%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.

The maximum drawdown for AIVL was -62.45%, occurring on Mar 9, 2009. Recovery took 1072 trading sessions.

The current CVIE drawdown is -3.25%. The current AIVL drawdown is -1.07%.

Rank	CVIE	AIVL
#1	-13.52% Mar 5, 2025 - Apr 29, 2025	-62.45% Oct 9, 2007 - Jan 10, 2012
#2	-12.73% Jul 28, 2023 - Dec 13, 2023	-41.15% Jan 16, 2020 - Mar 5, 2021
#3	-12.71% Feb 26, 2026 - May 6, 2026	-19.08% Jan 4, 2022 - Feb 23, 2024
#4	-9.31% Sep 26, 2024 - Mar 5, 2025	-19.07% Sep 21, 2018 - Oct 25, 2019
#5	-8.37% Jul 12, 2024 - Aug 23, 2024	-14.74% Apr 23, 2015 - Mar 17, 2016
#6	-7.41% Feb 2, 2023 - Apr 13, 2023	-14.48% Nov 29, 2024 - Jul 1, 2025
#7	-5.41% Nov 12, 2025 - Dec 10, 2025	-10.76% Jan 26, 2018 - Aug 20, 2018
#8	-5.23% Jun 2, 2026 - Jun 15, 2026	-9.98% Jun 1, 2007 - Oct 9, 2007
#9	-5.20% Mar 27, 2024 - May 14, 2024	-8.23% Apr 2, 2012 - Jul 19, 2012
#10	-4.42% Jul 23, 2025 - Aug 13, 2025	-7.85% Mar 2, 2026 - May 5, 2026
#11	-4.07% Jun 15, 2023 - Jul 13, 2023	-7.06% Oct 18, 2012 - Jan 2, 2013
#12	-3.99% Aug 30, 2024 - Sep 19, 2024	-6.01% Jun 11, 2021 - Dec 16, 2021
#13	-3.49% Dec 27, 2023 - Jan 29, 2024	-5.86% Feb 20, 2007 - Apr 17, 2007
#14	-3.39% May 22, 2023 - Jun 13, 2023	-5.66% May 21, 2013 - Jul 11, 2013
#15	-3.25% May 6, 2026 - May 26, 2026	-5.65% Sep 5, 2014 - Oct 30, 2014

Correlation

Correlation between CVIE and AIVL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2006 - 2026)

CVIE vs AIVL dividend yield comparison.

Year	CVIE	AIVL
2026	0.97%	0.28%
2025	2.85%	1.61%
2024	2.78%	2.13%
2023	1.96%	2.43%
2022	0.00%	2.08%
2021	0.00%	2.75%
2020	0.00%	3.55%
2019	0.00%	3.25%
2018	0.00%	4.18%
2017	0.00%	3.16%
2016	0.00%	3.20%
2015	0.00%	3.41%
2014	0.00%	3.07%
2013	0.00%	2.86%
2012	0.00%	4.35%
2011	0.00%	3.16%
2010	0.00%	3.35%
2009	0.00%	3.78%
2008	0.00%	6.25%
2007	0.00%	3.36%
2006	0.00%	0.99%