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
$369M
Winner
IAK
$371M
Expense Ratio
Winner
CVIE
0.18%
IAK
0.38%
Max Drawdown
Winner
CVIE
14.36%
IAK
78.02%
Sharpe Ratio
Winner
CVIE
1.43
IAK
-0.07
5Y Beta
CVIE
0.81
Winner
IAK
0.47
P/E Ratio
CVIE
N/A
IAK
10.36
Forward P/E
CVIE
N/A
IAK
10.43
5Y Dividends CAGR
CVIE
N/A
IAK
25.27%
5Y EPS CAGR
CVIE
N/A
IAK
17.51%
Debt to Equity
CVIE
N/A
IAK
13.84%
P/S Ratio
CVIE
N/A
IAK
1.18
P/B Ratio
CVIE
N/A
IAK
1.69
CVIE vs IAK - Holdings Comparison
CVIE and IAK have 1 common holdings. Overlap is 0.00%
CVIE's top 25 holdings weight is 28.82%. IAK's top 25 holdings weight is 90.24%.
| Rank | CVIE | IAK |
|---|---|---|
| #1 | n/a (n/a) - 5.44% | CHUBB LTD (CB) - 13.24% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.37% | PROGRESSIVE CORP (PGR) - 13.18% |
| #3 | SK HYNIX INC (n/a) - 2.53% | THE TRAVELERS COMPANIES INC (TRV) - 7.29% |
| #4 | ASML HOLDING NV (n/a) - 2.08% | ALLSTATE CORP (ALL) - 6.34% |
| #5 | ARM HOLDINGS PLC ADR (ARM) - 1.30% | METLIFE INC (MET) - 5.01% |
| #6 | HSBC HOLDINGS PLC (n/a) - 1.08% | AFLAC INC (AFL) - 4.67% |
| #7 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.06% | THE HARTFORD INSURANCE GROUP INC (HIG) - 4.35% |
| #8 | ASTRAZENECA PLC (AZN:XLON) - 1.03% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.32% |
| #9 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.97% | PRUDENTIAL FINANCIAL INC (PRU) - 4.09% |
| #10 | ROYAL BANK OF CANADA (n/a) - 0.95% | ARCH CAPITAL GROUP LTD (ACGL) - 3.92% |
| #11 | NESTLE SA (n/a) - 0.93% | CINCINNATI FINANCIAL CORP (CINF) - 2.99% |
| #12 | SIEMENS AG (n/a) - 0.90% | MARKEL GROUP INC (MKL) - 2.69% |
| #13 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.80% | WR BERKLEY CORP (WRB) - 2.34% |
| #14 | SAP SE (n/a) - 0.73% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.32% |
| #15 | SCHNEIDER ELECTRIC SE (n/a) - 0.70% | LOEWS CORP (L) - 2.09% |
| #16 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.69% | ASSURANT INC (AIZ) - 1.48% |
| #17 | THE TORONTO-DOMINION BANK (TD) - 0.69% | UNUM GROUP (UNM) - 1.44% |
| #18 | TOYOTA MOTOR CORP (n/a) - 0.66% | GLOBE LIFE INC (GL) - 1.43% |
| #19 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.64% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.42% |
| #20 | SOFTBANK GROUP CORP (n/a) - 0.63% | AMERICAN FINANCIAL GROUP INC (AFG) - 1.08% |
| #21 | SANOFI SA (n/a) - 0.34% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.04% |
| #22 | L'OREAL SA (n/a) - 0.33% | PRIMERICA INC (PRI) - 1.02% |
| #23 | LLOYDS BANKING GROUP PLC (n/a) - 0.33% | AXIS CAPITAL HOLDINGS LTD (AXS) - 0.87% |
| #24 | NXP SEMICONDUCTORS NV (NXPI) - 0.32% | KINSALE CAPITAL GROUP INC (KNSL) - 0.82% |
| #25 | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 0.32% | THE HANOVER INSURANCE GROUP INC (THG) - 0.80% |
| Total Holdings | 713 | 60 |
CVIE vs IAK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVIE
+2.30%
IAK
+1.69%
3M
Winner
CVIE
+8.60%
IAK
+0.38%
6M
Winner
CVIE
+16.82%
IAK
+3.38%
1Y
Winner
CVIE
+30.39%
IAK
+1.67%
5Y(CAGR)
CVIE
N/A
IAK
+12.48%
10Y(CAGR)
CVIE
N/A
IAK
+12.11%
Max(CAGR)
Winner
CVIE
+18.02%
IAK
+6.90%
CVIE vs IAK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CVIE | IAK |
|---|---|---|
| 2026 | +12.68% | +0.46% |
| 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 -4.60%. The current IAK drawdown is -1.68%.
| 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 | -5.41% Nov 12, 2025 - Dec 10, 2025 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -5.20% Mar 27, 2024 - May 14, 2024 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -4.60% Jun 2, 2026 - Jun 5, 2026 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -4.42% Jul 23, 2025 - Aug 13, 2025 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -4.07% Jun 15, 2023 - Jul 13, 2023 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -3.99% Aug 30, 2024 - Sep 19, 2024 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -3.49% Dec 27, 2023 - Jan 29, 2024 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -3.39% May 22, 2023 - Jun 13, 2023 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -3.25% May 6, 2026 - May 26, 2026 | -7.62% Dec 15, 2025 - Mar 27, 2026 |
Correlation
Correlation between CVIE and IAK is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2006 - 2026)
CVIE vs IAK dividend yield comparison.
| Year | CVIE | IAK |
|---|---|---|
| 2026 | 0.06% | 1.49% |
| 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% |
Select Stocks to Compare
Popular: CVIE vs SPYIAK vs SPY
More Comparisons
Compare with similar stocks