CVIE vs XJH
Comparison between CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF) and ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF).
CVIE vs XJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVIE
$421M
XJH
$420M
Expense Ratio
CVIE
0.18%
Winner
XJH
0.12%
Max Drawdown
Winner
CVIE
14.36%
XJH
25.71%
Sharpe Ratio
Winner
CVIE
1.39
XJH
1.07
5Y Beta
Winner
CVIE
0.83
XJH
0.99
P/E Ratio
CVIE
N/A
XJH
25.76
Forward P/E
CVIE
N/A
XJH
17.13
5Y Dividends CAGR
CVIE
N/A
XJH
20.75%
5Y EPS CAGR
CVIE
N/A
XJH
12.02%
Debt to Equity
CVIE
N/A
XJH
40.95%
P/S Ratio
CVIE
N/A
XJH
1.62
P/B Ratio
CVIE
N/A
XJH
2.75
CVIE vs XJH - Holdings Comparison
CVIE and XJH have 2 common holdings. Overlap is 0.09%
CVIE's top 25 holdings weight is 30.58%. XJH's top 25 holdings weight is 17.72%.
| Rank | CVIE | XJH |
|---|---|---|
| #1 | n/a (n/a) - 5.94% | TWILIO INC CLASS A (TWLO) - 1.05% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.35% | TECHNIPFMC PLC (FTI) - 0.94% |
| #3 | SK HYNIX INC (n/a) - 2.89% | ILLUMINA INC (ILMN) - 0.92% |
| #4 | ASML HOLDING NV (n/a) - 2.38% | CARPENTER TECHNOLOGY CORP (CRS) - 0.91% |
| #5 | HSBC HOLDINGS PLC (n/a) - 1.08% | CURTISS-WRIGHT CORP (CW) - 0.88% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.01% | NVENT ELECTRIC PLC (NVT) - 0.83% |
| #7 | ROYAL BANK OF CANADA (n/a) - 1.01% | OKTA INC CLASS A (OKTA) - 0.82% |
| #8 | ASTRAZENECA PLC (AZN:XLON) - 1.00% | ATI INC (ATI) - 0.82% |
| #9 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.99% | XPO INC (XPO) - 0.78% |
| #10 | NESTLE SA (n/a) - 0.93% | EVERPURE INC CLASS A (P) - 0.77% |
| #11 | SIEMENS AG (n/a) - 0.87% | MKS INC (MKSI) - 0.77% |
| #12 | TOKYO ELECTRON LTD (n/a) - 0.79% | WOODWARD INC (WWD) - 0.75% |
| #13 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.77% | MASTEC INC (MTZ) - 0.71% |
| #14 | THE TORONTO-DOMINION BANK (TD) - 0.74% | UNITED THERAPEUTICS CORP (UTHR) - 0.71% |
| #15 | SCHNEIDER ELECTRIC SE (n/a) - 0.69% | US FOODS HOLDING CORP (USFD) - 0.71% |
| #16 | MEDIATEK INC (n/a) - 0.68% | ENTEGRIS INC (ENTG) - 0.68% |
| #17 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.64% | BURLINGTON STORES INC (BURL) - 0.67% |
| #18 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64% | STERLING INFRASTRUCTURE INC (STRL) - 0.66% |
| #19 | BANCO SANTANDER SA (n/a) - 0.63% | RB GLOBAL INC (RBA) - 0.65% |
| #20 | ALLIANZ SE (n/a) - 0.62% | RELIANCE INC (RS) - 0.63% |
| #21 | TOYOTA MOTOR CORP (n/a) - 0.61% | RPM INTERNATIONAL INC (RPM) - 0.42% |
| #22 | ABB LTD (n/a) - 0.60% | ELANCO ANIMAL HEALTH INC (ELAN) - 0.41% |
| #23 | SAP SE (n/a) - 0.60% | MUELLER INDUSTRIES INC (MLI) - 0.41% |
| #24 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.56% | UNUM GROUP (UNM) - 0.41% |
| #25 | IBERDROLA SA (n/a) - 0.56% | ALCOA CORP (AA) - 0.41% |
| Total Holdings | 737 | 319 |
CVIE vs XJH - Historical Returns
Returns include dividend reinvestment.
1M
CVIE
-3.88%
Winner
XJH
-0.16%
3M
Winner
CVIE
+7.32%
XJH
+4.38%
6M
Winner
CVIE
+12.76%
XJH
+8.42%
1Y
Winner
CVIE
+30.89%
XJH
+22.86%
5Y(CAGR)
CVIE
N/A
XJH
+8.27%
Max(CAGR)
Winner
CVIE
+18.23%
XJH
+14.86%
CVIE vs XJH - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | CVIE | XJH |
|---|---|---|
| 2026 | +15.75% | +13.79% |
| 2025 | +33.61% | +8.63% |
| 2024 | +6.68% | +12.53% |
| 2023 | +8.49% | +17.08% |
| 2022 | N/A | -14.48% |
| 2021 | N/A | +25.63% |
| 2020 | N/A | +29.59% |
CVIE vs XJH Drawdown Comparison
The maximum drawdown for CVIE was -13.52%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The current CVIE drawdown is -3.88%. The current XJH drawdown is -1.69%.
| Rank | CVIE | XJH |
|---|---|---|
| #1 | -13.52% Mar 5, 2025 - Apr 29, 2025 | -25.06% Nov 16, 2021 - Feb 15, 2024 |
| #2 | -12.73% Jul 28, 2023 - Dec 13, 2023 | -24.55% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -12.71% Feb 26, 2026 - May 6, 2026 | -9.61% Feb 20, 2026 - Apr 17, 2026 |
| #4 | -9.31% Sep 26, 2024 - Mar 5, 2025 | -8.10% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -8.37% Jul 12, 2024 - Aug 23, 2024 | -7.62% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -7.41% Feb 2, 2023 - Apr 13, 2023 | -7.29% May 7, 2021 - Sep 2, 2021 |
| #7 | -5.72% Jun 22, 2026 - Jul 20, 2026 | -6.13% Mar 15, 2021 - Apr 12, 2021 |
| #8 | -5.41% Nov 12, 2025 - Dec 10, 2025 | -5.93% Oct 23, 2020 - Nov 5, 2020 |
| #9 | -5.23% Jun 2, 2026 - Jun 15, 2026 | -5.17% Jan 20, 2021 - Feb 5, 2021 |
| #10 | -5.20% Mar 27, 2024 - May 14, 2024 | -5.12% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -4.42% Jul 23, 2025 - Aug 13, 2025 | -4.91% Feb 24, 2021 - Mar 10, 2021 |
| #12 | -4.07% Jun 15, 2023 - Jul 13, 2023 | -4.36% May 6, 2026 - May 26, 2026 |
| #13 | -3.99% Aug 30, 2024 - Sep 19, 2024 | -3.42% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -3.49% Dec 27, 2023 - Jan 29, 2024 | -3.39% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -3.39% May 22, 2023 - Jun 13, 2023 | -2.88% Jun 30, 2026 - Jul 8, 2026 |
Correlation
Correlation between CVIE and XJH is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2020 - 2026)
CVIE vs XJH dividend yield comparison.
| Year | CVIE | XJH |
|---|---|---|
| 2026 | 0.98% | 0.43% |
| 2025 | 2.85% | 1.24% |
| 2024 | 2.78% | 1.24% |
| 2023 | 1.96% | 1.38% |
| 2022 | 0.00% | 1.45% |
| 2021 | 0.00% | 1.04% |
| 2020 | 0.00% | 0.36% |
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