CVIE vs JPME
Comparison between CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF).
CVIE vs JPME - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVIE
$466M
JPME
$465M
Expense Ratio
Winner
CVIE
0.18%
JPME
0.24%
Max Drawdown
Winner
CVIE
14.36%
JPME
41.01%
Sharpe Ratio
Winner
CVIE
1.42
JPME
1.36
5Y Beta
CVIE
0.83
Winner
JPME
0.72
P/E Ratio
CVIE
N/A
JPME
20.15
Forward P/E
CVIE
N/A
JPME
14.72
PEG Ratio
CVIE
N/A
JPME
0.19
5Y Dividends CAGR
CVIE
N/A
JPME
14.20%
5Y EPS CAGR
CVIE
N/A
JPME
9.91%
Debt to Equity
CVIE
N/A
JPME
163.59%
P/S Ratio
CVIE
N/A
JPME
1.40
P/B Ratio
CVIE
N/A
JPME
2.35
CVIE vs JPME - Holdings Comparison
CVIE and JPME have 3 common holdings. Overlap is 0.17%
CVIE's top 25 holdings weight is 27.95%. JPME's top 25 holdings weight is 10.97%.
| Rank | CVIE | JPME |
|---|---|---|
| #1 | n/a (n/a) - 5.51% | HF SINCLAIR CORP (DINO) - 0.53% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.19% | HALOZYME THERAPEUTICS INC (HALO) - 0.52% |
| #3 | ASML HOLDING NV (n/a) - 2.21% | EQUITY RESIDENTIAL (VMRK) - 0.51% |
| #4 | SK HYNIX INC (n/a) - 2.10% | NETAPP INC (NTAP) - 0.48% |
| #5 | HSBC HOLDINGS PLC (n/a) - 1.15% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.47% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.14% | DARLING INGREDIENTS INC (DAR) - 0.47% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.00% | TEXAS ROADHOUSE INC (TXRH) - 0.46% |
| #8 | ROYAL BANK OF CANADA (n/a) - 0.99% | APA CORP (APA) - 0.45% |
| #9 | SIEMENS AG (n/a) - 0.89% | LABCORP HOLDINGS INC (LH) - 0.44% |
| #10 | NESTLE SA (n/a) - 0.89% | TECHNIPFMC PLC (n/a) - 0.44% |
| #11 | ASTRAZENECA PLC (AZN:XLON) - 0.88% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.44% |
| #12 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.83% | POPULAR INC (BPOP) - 0.43% |
| #13 | SAP SE (n/a) - 0.81% | ROYALTY PHARMA PLC CLASS A (RPRX) - 0.43% |
| #14 | SCHNEIDER ELECTRIC SE (n/a) - 0.74% | QUEST DIAGNOSTICS INC (DGX) - 0.43% |
| #15 | THE TORONTO-DOMINION BANK (TD) - 0.71% | GARMIN LTD (GRMN) - 0.43% |
| #16 | TOYOTA MOTOR CORP (n/a) - 0.69% | AMETEK INC (AME) - 0.43% |
| #17 | ALLIANZ SE (n/a) - 0.67% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.43% |
| #18 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.66% | ILLUMINA INC (ILMN) - 0.43% |
| #19 | n/a (SHOP) - 0.65% | TENET HEALTHCARE CORP (THC) - 0.43% |
| #20 | BANCO SANTANDER SA (n/a) - 0.65% | WILLIAMS-SONOMA INC (WSM) - 0.42% |
| #21 | BARCLAYS PLC (n/a) - 0.32% | CASEY'S GENERAL STORES INC (CASY) - 0.38% |
| #22 | REPSOL SA (n/a) - 0.32% | LUMENTUM HOLDINGS INC (LITE) - 0.38% |
| #23 | AIA GROUP LTD (n/a) - 0.32% | F5 INC (FFIV) - 0.38% |
| #24 | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 0.32% | EPR PROPERTIES (EPR) - 0.38% |
| #25 | ZURICH INSURANCE GROUP AG (n/a) - 0.31% | CACI INTERNATIONAL INC CLASS A (CACI) - 0.38% |
| Total Holdings | 682 | 312 |
CVIE vs JPME - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVIE
+4.94%
JPME
+1.14%
3M
CVIE
+3.63%
Winner
JPME
+4.73%
6M
Winner
CVIE
+8.36%
JPME
+7.50%
1Y
Winner
CVIE
+33.10%
JPME
+19.83%
5Y(CAGR)
CVIE
N/A
JPME
+8.96%
10Y(CAGR)
CVIE
N/A
JPME
+11.09%
Max(CAGR)
Winner
CVIE
+18.89%
JPME
+11.50%
CVIE vs JPME - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | CVIE | JPME |
|---|---|---|
| 2026 | +20.12% | +17.15% |
| 2025 | +33.61% | +8.39% |
| 2024 | +6.68% | +13.32% |
| 2023 | +8.49% | +11.82% |
| 2022 | N/A | -9.80% |
| 2021 | N/A | +30.73% |
| 2020 | N/A | +8.62% |
| 2019 | N/A | +25.84% |
| 2018 | N/A | -9.19% |
| 2017 | N/A | +18.60% |
| 2016 | N/A | +10.30% |
CVIE vs JPME Drawdown Comparison
The maximum drawdown for CVIE was -13.52%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The current CVIE drawdown is -0.44%. The current JPME drawdown is -1.31%.
| Rank | CVIE | JPME |
|---|---|---|
| #1 | -13.52% Mar 5, 2025 - Apr 29, 2025 | -41.01% Jan 17, 2020 - Nov 16, 2020 |
| #2 | -12.73% Jul 28, 2023 - Dec 13, 2023 | -19.91% Aug 29, 2018 - Jul 3, 2019 |
| #3 | -12.71% Feb 26, 2026 - May 6, 2026 | -19.30% Jan 4, 2022 - Dec 26, 2023 |
| #4 | -9.31% Sep 26, 2024 - Mar 5, 2025 | -18.70% Nov 29, 2024 - Sep 11, 2025 |
| #5 | -8.37% Jul 12, 2024 - Aug 23, 2024 | -7.57% Jan 26, 2018 - Jul 19, 2018 |
| #6 | -7.41% Feb 2, 2023 - Apr 13, 2023 | -6.84% Mar 2, 2026 - Apr 17, 2026 |
| #7 | -7.03% Jun 22, 2026 - Aug 13, 2026 | -6.58% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -5.41% Nov 12, 2025 - Dec 10, 2025 | -6.56% Jul 26, 2019 - Nov 1, 2019 |
| #9 | -5.23% Jun 2, 2026 - Jun 15, 2026 | -6.51% Mar 28, 2024 - Jul 16, 2024 |
| #10 | -5.20% Mar 27, 2024 - May 14, 2024 | -5.27% Jun 8, 2016 - Jul 12, 2016 |
| #11 | -4.42% Jul 23, 2025 - Aug 13, 2025 | -5.26% Aug 23, 2016 - Nov 21, 2016 |
| #12 | -4.07% Jun 15, 2023 - Jul 13, 2023 | -5.09% Jul 31, 2024 - Aug 19, 2024 |
| #13 | -3.99% Aug 30, 2024 - Sep 19, 2024 | -4.85% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -3.49% Dec 27, 2023 - Jan 29, 2024 | -4.58% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -3.39% May 22, 2023 - Jun 13, 2023 | -4.42% Sep 11, 2025 - Nov 26, 2025 |
Correlation
Correlation between CVIE and JPME is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
CVIE vs JPME dividend yield comparison.
| Year | CVIE | JPME |
|---|---|---|
| 2026 | 0.95% | 0.72% |
| 2025 | 2.85% | 2.03% |
| 2024 | 2.78% | 1.77% |
| 2023 | 1.96% | 1.84% |
| 2022 | 0.00% | 1.84% |
| 2021 | 0.00% | 1.44% |
| 2020 | 0.00% | 1.51% |
| 2019 | 0.00% | 1.68% |
| 2018 | 0.00% | 1.80% |
| 2017 | 0.00% | 1.17% |
| 2016 | 0.00% | 0.91% |
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