IAK vs CVIE

Comparison between ISHARES U.S. INSURANCE ETF (IAK, ETF) and CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF).

IAK vs CVIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAK(ETF)	CVIE(ETF)
Net Assets	$422M	$421M
Expense Ratio	0.38%	0.18%
Max Drawdown	78.02%	14.36%
Sharpe Ratio	0.77	1.39
5Y Beta	0.42	0.83
P/E Ratio	11.05	N/A
Forward P/E	11.73	N/A
5Y Dividends CAGR	17.28%	N/A
5Y EPS CAGR	17.73%	N/A
Debt to Equity	13.69%	N/A
P/S Ratio	1.33	N/A
P/B Ratio	1.90	N/A

Net Assets

Winner

IAK

$422M

CVIE

$421M

Expense Ratio

IAK

0.38%

Winner

CVIE

0.18%

Max Drawdown

IAK

78.02%

Winner

CVIE

14.36%

Sharpe Ratio

IAK

0.77

Winner

CVIE

1.39

5Y Beta

Winner

IAK

0.42

CVIE

0.83

P/E Ratio

IAK

11.05

CVIE

N/A

Forward P/E

IAK

11.73

CVIE

N/A

5Y Dividends CAGR

IAK

17.28%

CVIE

N/A

5Y EPS CAGR

IAK

17.73%

CVIE

N/A

Debt to Equity

IAK

13.69%

CVIE

N/A

P/S Ratio

IAK

1.33

CVIE

N/A

P/B Ratio

IAK

1.90

CVIE

N/A

IAK vs CVIE - Holdings Comparison

IAK and CVIE have 1 common holdings. Overlap is -0.14%

IAK's top 25 holdings weight is 89.69%. CVIE's top 25 holdings weight is 30.58%.

Rank	IAK	CVIE
#1	PROGRESSIVE CORP (PGR) - 13.99%	n/a (n/a) - 5.94%
#2	CHUBB LTD (CB) - 13.17%	SAMSUNG ELECTRONICS CO LTD (n/a) - 3.35%
#3	THE TRAVELERS COMPANIES INC (TRV) - 7.40%	SK HYNIX INC (n/a) - 2.89%
#4	ALLSTATE CORP (ALL) - 6.66%	ASML HOLDING NV (n/a) - 2.38%
#5	AFLAC INC (AFL) - 4.54%	HSBC HOLDINGS PLC (n/a) - 1.08%
#6	AMERICAN INTERNATIONAL GROUP INC (AIG) - 4.40%	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.01%
#7	METLIFE INC (MET) - 4.35%	ROYAL BANK OF CANADA (n/a) - 1.01%
#8	PRUDENTIAL FINANCIAL INC (PRU) - 4.19%	ASTRAZENECA PLC (AZN:XLON) - 1.00%
#9	THE HARTFORD INSURANCE GROUP INC (HIG) - 4.10%	NOVARTIS AG REGISTERED SHARES (n/a) - 0.99%
#10	ARCH CAPITAL GROUP LTD (ACGL) - 3.82%	NESTLE SA (n/a) - 0.93%
#11	CINCINNATI FINANCIAL CORP (CINF) - 3.03%	SIEMENS AG (n/a) - 0.87%
#12	MARKEL GROUP INC (MKL) - 2.64%	TOKYO ELECTRON LTD (n/a) - 0.79%
#13	PRINCIPAL FINANCIAL GROUP INC (PFG) - 2.35%	MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.77%
#14	WR BERKLEY CORP (WRB) - 2.26%	THE TORONTO-DOMINION BANK (TD) - 0.74%
#15	LOEWS CORP (L) - 2.10%	SCHNEIDER ELECTRIC SE (n/a) - 0.69%
#16	GLOBE LIFE INC (GL) - 1.49%	MEDIATEK INC (n/a) - 0.68%
#17	UNUM GROUP (UNM) - 1.40%	ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.64%
#18	ASSURANT INC (AIZ) - 1.22%	COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64%
#19	AMERICAN FINANCIAL GROUP INC (AFG) - 1.07%	BANCO SANTANDER SA (n/a) - 0.63%
#20	FIDELITY NATIONAL FINANCIAL INC (FNF) - 1.06%	ALLIANZ SE (n/a) - 0.62%
#21	PRIMERICA INC (PRI) - 1.02%	TOYOTA MOTOR CORP (n/a) - 0.61%
#22	OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.02%	ABB LTD (n/a) - 0.60%
#23	KINSALE CAPITAL GROUP INC (KNSL) - 0.83%	SAP SE (n/a) - 0.60%
#24	THE HANOVER INSURANCE GROUP INC (THG) - 0.82%	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.56%
#25	FIRST AMERICAN FINANCIAL CORP (FAF) - 0.76%	IBERDROLA SA (n/a) - 0.56%
Total Holdings	60	737

IAK vs CVIE - Historical Returns

Returns include dividend reinvestment.

Period	IAK	CVIE
1 month	+7.47%	-3.88%
3 months	+9.41%	+7.32%
6 months	+13.82%	+12.76%
1 year	+16.81%	+30.89%
5 years(CAGR)	+15.68%	N/A
10 years(CAGR)	+13.22%	N/A
Max(CAGR)	+7.33%	+18.23%

Winner

IAK

+7.47%

CVIE

-3.88%

Winner

IAK

+9.41%

CVIE

+7.32%

Winner

IAK

+13.82%

CVIE

+12.76%

IAK

+16.81%

Winner

CVIE

+30.89%

5Y(CAGR)

IAK

+15.68%

CVIE

N/A

10Y(CAGR)

IAK

+13.22%

CVIE

N/A

Max(CAGR)

IAK

+7.33%

Winner

CVIE

+18.23%

IAK vs CVIE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IAK	CVIE
2026	+9.86%	+15.75%
2025	+10.18%	+33.61%
2024	+26.86%	+6.68%
2023	+11.32%	+8.49%
2022	+11.43%	N/A
2021	+29.77%	N/A
2020	-3.63%	N/A
2019	+26.33%	N/A
2018	-10.35%	N/A
2017	+13.97%	N/A
2016	+21.48%	N/A
2015	+4.29%	N/A
2014	+8.92%	N/A
2013	+41.70%	N/A
2012	+16.16%	N/A
2011	-9.14%	N/A
2010	+18.03%	N/A
2009	+12.63%	N/A
2008	-50.01%	N/A
2007	-7.80%	N/A
2006	+8.66%	N/A

IAK vs CVIE Drawdown Comparison

The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.

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

The current IAK drawdown is -1.55%. The current CVIE drawdown is -3.88%.

Rank	IAK	CVIE
#1	-77.37% May 22, 2007 - Dec 29, 2014	-13.52% Mar 5, 2025 - Apr 29, 2025
#2	-44.95% Feb 11, 2020 - Mar 8, 2021	-12.73% Jul 28, 2023 - Dec 13, 2023
#3	-20.30% Jan 26, 2018 - Apr 30, 2019	-12.71% Feb 26, 2026 - May 6, 2026
#4	-16.97% Dec 1, 2015 - Aug 29, 2016	-9.31% Sep 26, 2024 - Mar 5, 2025
#5	-14.74% Apr 20, 2022 - Nov 10, 2022	-8.37% Jul 12, 2024 - Aug 23, 2024
#6	-14.38% Feb 13, 2023 - Sep 19, 2023	-7.41% Feb 2, 2023 - Apr 13, 2023
#7	-11.58% Apr 2, 2025 - Dec 15, 2025	-5.72% Jun 22, 2026 - Jul 20, 2026
#8	-11.30% Nov 29, 2024 - Mar 17, 2025	-5.41% Nov 12, 2025 - Dec 10, 2025
#9	-10.64% Aug 17, 2015 - Dec 1, 2015	-5.23% Jun 2, 2026 - Jun 15, 2026
#10	-9.08% Dec 30, 2014 - May 19, 2015	-5.20% Mar 27, 2024 - May 14, 2024
#11	-8.71% May 7, 2021 - Aug 25, 2021	-4.42% Jul 23, 2025 - Aug 13, 2025
#12	-8.55% Aug 2, 2017 - Oct 10, 2017	-4.07% Jun 15, 2023 - Jul 13, 2023
#13	-8.41% Nov 3, 2021 - Jan 4, 2022	-3.99% Aug 30, 2024 - Sep 19, 2024
#14	-7.70% Feb 9, 2022 - Mar 18, 2022	-3.49% Dec 27, 2023 - Jan 29, 2024
#15	-7.62% Dec 15, 2025 - Jun 16, 2026	-3.39% May 22, 2023 - Jun 13, 2023

Correlation

Correlation between IAK and CVIE is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2006 - 2026)

IAK vs CVIE dividend yield comparison.

Year	IAK	CVIE
2026	1.64%	0.98%
2025	1.69%	2.85%
2024	1.49%	2.78%
2023	1.44%	1.96%
2022	1.69%	0.00%
2021	2.26%	0.00%
2020	2.07%	0.00%
2019	1.84%	0.00%
2018	2.33%	0.00%
2017	1.62%	0.00%
2016	1.68%	0.00%
2015	1.62%	0.00%
2014	1.57%	0.00%
2013	1.13%	0.00%
2012	1.74%	0.00%
2011	1.51%	0.00%
2010	2.08%	0.00%
2009	1.60%	0.00%
2008	2.46%	0.00%
2007	1.19%	0.00%
2006	0.63%	0.00%