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CVIE vs SPY

Comparison between CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

CVIE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CVIE
$421M
Winner
SPY
$781B
Expense Ratio
CVIE
0.18%
Winner
SPY
0.09%
Max Drawdown
Winner
CVIE
14.36%
SPY
56.47%
Sharpe Ratio
Winner
CVIE
1.39
SPY
1.25
5Y Beta
Winner
CVIE
0.83
SPY
1.00
P/E Ratio
CVIE
N/A
SPY
28.78
Forward P/E
CVIE
N/A
SPY
21.23
5Y Dividends CAGR
CVIE
N/A
SPY
6.00%
5Y EPS CAGR
CVIE
N/A
SPY
25.62%
Debt to Equity
CVIE
N/A
SPY
31.92%
P/S Ratio
CVIE
N/A
SPY
3.76
P/B Ratio
CVIE
N/A
SPY
5.64

CVIE vs SPY - Holdings Comparison

CVIE and SPY have 3 common holdings. Overlap is 0.17%

CVIE's top 25 holdings weight is 30.58%. SPY's top 25 holdings weight is 51.74%.

RankCVIESPY
#1
n/a (n/a) - 5.94%
NVIDIA CORP (NVDA) - 7.89%
#2
SAMSUNG ELECTRONICS CO LTD (n/a) - 3.35%
APPLE INC (AAPL) - 7.37%
#3
SK HYNIX INC (n/a) - 2.89%
MICROSOFT CORP (MSFT) - 4.50%
#4
ASML HOLDING NV (n/a) - 2.38%
AMAZON.COM INC (AMZN) - 3.82%
#5
HSBC HOLDINGS PLC (n/a) - 1.08%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.01%
BROADCOM INC (AVGO) - 2.86%
#7
ROYAL BANK OF CANADA (n/a) - 1.01%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ASTRAZENECA PLC (AZN:XLON) - 1.00%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
NOVARTIS AG REGISTERED SHARES (n/a) - 0.99%
TESLA INC (TSLA) - 1.70%
#10
NESTLE SA (n/a) - 0.93%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SIEMENS AG (n/a) - 0.87%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
TOKYO ELECTRON LTD (n/a) - 0.79%
ELI LILLY AND CO (LLY) - 1.40%
#13
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.77%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
THE TORONTO-DOMINION BANK (TD) - 0.74%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
SCHNEIDER ELECTRIC SE (n/a) - 0.69%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
MEDIATEK INC (n/a) - 0.68%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.64%
VISA INC CLASS A (V) - 0.90%
#18
COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64%
WALMART INC (WMT) - 0.76%
#19
BANCO SANTANDER SA (n/a) - 0.63%
INTEL CORP (INTC) - 0.75%
#20
ALLIANZ SE (n/a) - 0.62%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
TOYOTA MOTOR CORP (n/a) - 0.61%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ABB LTD (n/a) - 0.60%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
SAP SE (n/a) - 0.60%
ABBVIE INC (ABBV) - 0.66%
#24
SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.56%
CATERPILLAR INC (CAT) - 0.65%
#25
IBERDROLA SA (n/a) - 0.56%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings737505

CVIE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CVIE
-3.88%
Winner
SPY
+0.52%
3M
Winner
CVIE
+7.32%
SPY
+6.55%
6M
Winner
CVIE
+12.76%
SPY
+9.76%
1Y
Winner
CVIE
+30.89%
SPY
+20.32%
5Y(CAGR)
CVIE
N/A
SPY
+13.01%
10Y(CAGR)
CVIE
N/A
SPY
+15.06%
Max(CAGR)
Winner
CVIE
+18.23%
SPY
+8.50%

CVIE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCVIESPY
2026+15.75%+10.11%
2025+33.61%+18.00%
2024+6.68%+25.59%
2023+8.49%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CVIE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CVIE drawdown is -3.88%. The current SPY drawdown is -1.24%.

RankCVIESPY
#1-13.52%
Mar 5, 2025 - Apr 29, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-12.73%
Jul 28, 2023 - Dec 13, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.71%
Feb 26, 2026 - May 6, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.31%
Sep 26, 2024 - Mar 5, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.37%
Jul 12, 2024 - Aug 23, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.41%
Feb 2, 2023 - Apr 13, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.72%
Jun 22, 2026 - Jul 20, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.41%
Nov 12, 2025 - Dec 10, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.23%
Jun 2, 2026 - Jun 15, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.20%
Mar 27, 2024 - May 14, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.42%
Jul 23, 2025 - Aug 13, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.07%
Jun 15, 2023 - Jul 13, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.99%
Aug 30, 2024 - Sep 19, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.49%
Dec 27, 2023 - Jan 29, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.39%
May 22, 2023 - Jun 13, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CVIE and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

CVIE vs SPY dividend yield comparison.

YearCVIESPY
20260.98%0.49%
20252.85%1.07%
20242.78%1.21%
20231.96%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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