CVIE vs IAK
Comparison between CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).
CVIE vs IAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVIE
$421M
Winner
IAK
$422M
Expense Ratio
Winner
CVIE
0.18%
IAK
0.38%
Max Drawdown
Winner
CVIE
14.36%
IAK
78.02%
Sharpe Ratio
Winner
CVIE
1.39
IAK
0.77
5Y Beta
CVIE
0.83
Winner
IAK
0.42
P/E Ratio
CVIE
N/A
IAK
11.05
Forward P/E
CVIE
N/A
IAK
11.73
5Y Dividends CAGR
CVIE
N/A
IAK
17.28%
5Y EPS CAGR
CVIE
N/A
IAK
17.73%
Debt to Equity
CVIE
N/A
IAK
13.69%
P/S Ratio
CVIE
N/A
IAK
1.33
P/B Ratio
CVIE
N/A
IAK
1.90
CVIE vs IAK - Holdings Comparison
CVIE and IAK have 1 common holdings. Overlap is -0.14%
CVIE's top 25 holdings weight is 30.58%. IAK's top 25 holdings weight is 89.69%.
| Rank | CVIE | IAK |
|---|---|---|
| #1 | n/a (n/a) - 5.94% | PROGRESSIVE CORP (PGR) - 13.99% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.35% | CHUBB LTD (CB) - 13.17% |
| #3 | SK HYNIX INC (n/a) - 2.89% | THE TRAVELERS COMPANIES INC (TRV) - 7.40% |
| #4 | ASML HOLDING NV (n/a) - 2.38% | ALLSTATE CORP (ALL) - 6.66% |
| #5 | HSBC HOLDINGS PLC (n/a) - 1.08% | AFLAC INC (AFL) - 4.54% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.01% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.40% |
| #7 | ROYAL BANK OF CANADA (n/a) - 1.01% | METLIFE INC (MET) - 4.35% |
| #8 | ASTRAZENECA PLC (AZN:XLON) - 1.00% | PRUDENTIAL FINANCIAL INC (PRU) - 4.19% |
| #9 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.99% | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.10% |
| #10 | NESTLE SA (n/a) - 0.93% | ARCH CAPITAL GROUP LTD (ACGL) - 3.82% |
| #11 | SIEMENS AG (n/a) - 0.87% | CINCINNATI FINANCIAL CORP (CINF) - 3.03% |
| #12 | TOKYO ELECTRON LTD (n/a) - 0.79% | MARKEL GROUP INC (MKL) - 2.64% |
| #13 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.77% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.35% |
| #14 | THE TORONTO-DOMINION BANK (TD) - 0.74% | WR BERKLEY CORP (WRB) - 2.26% |
| #15 | SCHNEIDER ELECTRIC SE (n/a) - 0.69% | LOEWS CORP (L) - 2.10% |
| #16 | MEDIATEK INC (n/a) - 0.68% | GLOBE LIFE INC (GL) - 1.49% |
| #17 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.64% | UNUM GROUP (UNM) - 1.40% |
| #18 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64% | ASSURANT INC (AIZ) - 1.22% |
| #19 | BANCO SANTANDER SA (n/a) - 0.63% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.07% |
| #20 | ALLIANZ SE (n/a) - 0.62% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.06% |
| #21 | TOYOTA MOTOR CORP (n/a) - 0.61% | PRIMERICA INC (PRI) - 1.02% |
| #22 | ABB LTD (n/a) - 0.60% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.02% |
| #23 | SAP SE (n/a) - 0.60% | KINSALE CAPITAL GROUP INC (KNSL) - 0.83% |
| #24 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.56% | THE HANOVER INSURANCE GROUP INC (THG) - 0.82% |
| #25 | IBERDROLA SA (n/a) - 0.56% | FIRST AMERICAN FINANCIAL CORP (FAF) - 0.76% |
| Total Holdings | 737 | 60 |
CVIE vs IAK - Historical Returns
Returns include dividend reinvestment.
1M
CVIE
-3.88%
Winner
IAK
+7.47%
3M
CVIE
+7.32%
Winner
IAK
+9.41%
6M
CVIE
+12.76%
Winner
IAK
+13.82%
1Y
Winner
CVIE
+30.89%
IAK
+16.81%
5Y(CAGR)
CVIE
N/A
IAK
+15.68%
10Y(CAGR)
CVIE
N/A
IAK
+13.22%
Max(CAGR)
Winner
CVIE
+18.23%
IAK
+7.33%
CVIE vs IAK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CVIE | IAK |
|---|---|---|
| 2026 | +15.75% | +9.86% |
| 2025 | +33.61% | +10.18% |
| 2024 | +6.68% | +26.86% |
| 2023 | +8.49% | +11.32% |
| 2022 | N/A | +11.43% |
| 2021 | N/A | +29.77% |
| 2020 | N/A | -3.63% |
| 2019 | N/A | +26.33% |
| 2018 | N/A | -10.35% |
| 2017 | N/A | +13.97% |
| 2016 | N/A | +21.48% |
| 2015 | N/A | +4.29% |
| 2014 | N/A | +8.92% |
| 2013 | N/A | +41.70% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -9.14% |
| 2010 | N/A | +18.03% |
| 2009 | N/A | +12.63% |
| 2008 | N/A | -50.01% |
| 2007 | N/A | -7.80% |
| 2006 | N/A | +8.66% |
CVIE vs IAK Drawdown Comparison
The maximum drawdown for CVIE was -13.52%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The current CVIE drawdown is -3.88%. The current IAK drawdown is -1.55%.
| Rank | CVIE | IAK |
|---|---|---|
| #1 | -13.52% Mar 5, 2025 - Apr 29, 2025 | -77.37% May 22, 2007 - Dec 29, 2014 |
| #2 | -12.73% Jul 28, 2023 - Dec 13, 2023 | -44.95% Feb 11, 2020 - Mar 8, 2021 |
| #3 | -12.71% Feb 26, 2026 - May 6, 2026 | -20.30% Jan 26, 2018 - Apr 30, 2019 |
| #4 | -9.31% Sep 26, 2024 - Mar 5, 2025 | -16.97% Dec 1, 2015 - Aug 29, 2016 |
| #5 | -8.37% Jul 12, 2024 - Aug 23, 2024 | -14.74% Apr 20, 2022 - Nov 10, 2022 |
| #6 | -7.41% Feb 2, 2023 - Apr 13, 2023 | -14.38% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -5.72% Jun 22, 2026 - Jul 20, 2026 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -5.41% Nov 12, 2025 - Dec 10, 2025 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -5.23% Jun 2, 2026 - Jun 15, 2026 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -5.20% Mar 27, 2024 - May 14, 2024 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -4.42% Jul 23, 2025 - Aug 13, 2025 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -4.07% Jun 15, 2023 - Jul 13, 2023 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -3.99% Aug 30, 2024 - Sep 19, 2024 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -3.49% Dec 27, 2023 - Jan 29, 2024 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -3.39% May 22, 2023 - Jun 13, 2023 | -7.62% Dec 15, 2025 - Jun 16, 2026 |
Correlation
Correlation between CVIE and IAK is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2006 - 2026)
CVIE vs IAK dividend yield comparison.
| Year | CVIE | IAK |
|---|---|---|
| 2026 | 0.98% | 1.64% |
| 2025 | 2.85% | 1.69% |
| 2024 | 2.78% | 1.49% |
| 2023 | 1.96% | 1.44% |
| 2022 | 0.00% | 1.69% |
| 2021 | 0.00% | 2.26% |
| 2020 | 0.00% | 2.07% |
| 2019 | 0.00% | 1.84% |
| 2018 | 0.00% | 2.33% |
| 2017 | 0.00% | 1.62% |
| 2016 | 0.00% | 1.68% |
| 2015 | 0.00% | 1.62% |
| 2014 | 0.00% | 1.57% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 1.74% |
| 2011 | 0.00% | 1.51% |
| 2010 | 0.00% | 2.08% |
| 2009 | 0.00% | 1.60% |
| 2008 | 0.00% | 2.46% |
| 2007 | 0.00% | 1.19% |
| 2006 | 0.00% | 0.63% |
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