CVIE vs AVMC
Comparison between CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF) and AVANTIS U.S. MID CAP EQUITY ETF (AVMC, ETF).
CVIE vs AVMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVIE
$405M
Winner
AVMC
$406M
Expense Ratio
CVIE
0.18%
AVMC
0.18%
Max Drawdown
Winner
CVIE
14.36%
AVMC
22.33%
Sharpe Ratio
Winner
CVIE
1.63
AVMC
1.33
5Y Beta
Winner
CVIE
0.83
AVMC
0.93
P/E Ratio
CVIE
N/A
AVMC
24.00
Forward P/E
CVIE
N/A
AVMC
14.56
5Y EPS CAGR
CVIE
N/A
AVMC
14.89%
P/S Ratio
CVIE
N/A
AVMC
1.67
P/B Ratio
CVIE
N/A
AVMC
2.85
CVIE vs AVMC - Holdings Comparison
CVIE and AVMC have 3 common holdings. Overlap is 0.04%
CVIE's top 25 holdings weight is 31.61%. AVMC's top 25 holdings weight is 14.32%.
| Rank | CVIE | AVMC |
|---|---|---|
| #1 | n/a (n/a) - 5.55% | WESTERN DIGITAL CORP (WDC) - 1.61% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.89% | COMFORT SYSTEMS USA INC (FIX) - 0.70% |
| #3 | SK HYNIX INC (n/a) - 3.15% | DEVON ENERGY CORP (DVN) - 0.68% |
| #4 | ASML HOLDING NV (n/a) - 2.38% | FLEX LTD (FLEX) - 0.67% |
| #5 | ARM HOLDINGS PLC ADR (ARM) - 1.71% | DELTA AIR LINES INC (DAL) - 0.66% |
| #6 | HSBC HOLDINGS PLC (n/a) - 1.06% | TERADYNE INC (TER) - 0.65% |
| #7 | ROYAL BANK OF CANADA (n/a) - 0.97% | CIENA CORP (CIEN) - 0.61% |
| #8 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.96% | ON SEMICONDUCTOR CORP (ON) - 0.61% |
| #9 | ASTRAZENECA PLC (AZN:XLON) - 0.92% | NUCOR CORP (NUE) - 0.59% |
| #10 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.91% | BLOOM ENERGY CORP CLASS A (BE) - 0.56% |
| #11 | NESTLE SA (n/a) - 0.87% | ROCKWELL AUTOMATION INC (ROK) - 0.54% |
| #12 | SIEMENS AG (n/a) - 0.87% | FIFTH THIRD BANCORP (FITB) - 0.53% |
| #13 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.84% | EDWARDS LIFESCIENCES CORP (EW) - 0.53% |
| #14 | TOKYO ELECTRON LTD (n/a) - 0.72% | STATE STREET CORP (STT) - 0.53% |
| #15 | SCHNEIDER ELECTRIC SE (n/a) - 0.71% | UNITED RENTALS INC (URI) - 0.53% |
| #16 | THE TORONTO-DOMINION BANK (TD) - 0.71% | UNITED AIRLINES HOLDINGS INC (UAL) - 0.52% |
| #17 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64% | TARGA RESOURCES CORP (TRGP) - 0.52% |
| #18 | BANCO SANTANDER SA (n/a) - 0.62% | EBAY INC (EBAY) - 0.52% |
| #19 | SAP SE (n/a) - 0.62% | n/a (ODFL) - 0.50% |
| #20 | ABB LTD (n/a) - 0.60% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.50% |
| #21 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.60% | ATI INC (ATI) - 0.37% |
| #22 | ALLIANZ SE (n/a) - 0.59% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.36% |
| #23 | TOYOTA MOTOR CORP (n/a) - 0.58% | SYNCHRONY FINANCIAL (SYF) - 0.35% |
| #24 | MEDIATEK INC (n/a) - 0.57% | ONEOK INC (OKE) - 0.34% |
| #25 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.57% | CARPENTER TECHNOLOGY CORP (CRS) - 0.34% |
| Total Holdings | 754 | 580 |
CVIE vs AVMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVIE
+2.52%
AVMC
+1.58%
3M
Winner
CVIE
+16.71%
AVMC
+10.20%
6M
Winner
CVIE
+18.22%
AVMC
+10.80%
1Y
Winner
CVIE
+35.51%
AVMC
+22.96%
Max(CAGR)
CVIE
+18.90%
Winner
AVMC
+21.48%
CVIE vs AVMC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CVIE | AVMC |
|---|---|---|
| 2026 | +16.51% | +10.89% |
| 2025 | +33.61% | +10.13% |
| 2024 | +6.68% | +17.49% |
| 2023 | +8.49% | +15.38% |
CVIE vs AVMC Drawdown Comparison
The maximum drawdown for CVIE was -13.52%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
The maximum drawdown for AVMC was -21.83%, occurring on Apr 8, 2025. Recovery took 192 trading sessions.
The current CVIE drawdown is -3.25%. The current AVMC drawdown is -1.21%.
| Rank | CVIE | AVMC |
|---|---|---|
| #1 | -13.52% Mar 5, 2025 - Apr 29, 2025 | -21.83% Nov 25, 2024 - Sep 4, 2025 |
| #2 | -12.73% Jul 28, 2023 - Dec 13, 2023 | -7.90% Feb 26, 2026 - Apr 17, 2026 |
| #3 | -12.71% Feb 26, 2026 - May 6, 2026 | -7.87% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -9.31% Sep 26, 2024 - Mar 5, 2025 | -7.09% Mar 28, 2024 - Jul 16, 2024 |
| #5 | -8.37% Jul 12, 2024 - Aug 23, 2024 | -5.05% Sep 11, 2025 - Nov 26, 2025 |
| #6 | -7.41% Feb 2, 2023 - Apr 13, 2023 | -4.68% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -5.41% Nov 12, 2025 - Dec 10, 2025 | -4.11% Dec 28, 2023 - Feb 9, 2024 |
| #8 | -5.23% Jun 2, 2026 - Jun 15, 2026 | -3.47% May 6, 2026 - May 28, 2026 |
| #9 | -5.20% Mar 27, 2024 - May 14, 2024 | -2.69% Nov 11, 2024 - Nov 22, 2024 |
| #10 | -4.42% Jul 23, 2025 - Aug 13, 2025 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -4.07% Jun 15, 2023 - Jul 13, 2023 | -2.47% Jun 4, 2026 - Jun 12, 2026 |
| #12 | -3.99% Aug 30, 2024 - Sep 19, 2024 | -2.09% Feb 12, 2024 - Feb 15, 2024 |
| #13 | -3.49% Dec 27, 2023 - Jan 29, 2024 | -2.03% Dec 11, 2025 - Jan 5, 2026 |
| #14 | -3.39% May 22, 2023 - Jun 13, 2023 | -1.91% Jan 15, 2026 - Jan 22, 2026 |
| #15 | -3.25% May 6, 2026 - May 26, 2026 | -1.71% Jun 15, 2026 - Jun 17, 2026 |
Correlation
Correlation between CVIE and AVMC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2023 - 2026)
CVIE vs AVMC dividend yield comparison.
| Year | CVIE | AVMC |
|---|---|---|
| 2026 | 0.97% | 0.46% |
| 2025 | 2.85% | 1.12% |
| 2024 | 2.78% | 1.02% |
| 2023 | 1.96% | 0.24% |
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