INEQ vs CVMC

Comparison between COLUMBIA INTERNATIONAL EQUITY INCOME ETF (INEQ, ETF) and CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF (CVMC, ETF).

INEQ vs CVMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INEQ(ETF)	CVMC(ETF)
Net Assets	$103M	$102M
Expense Ratio	0.45%	0.15%
Max Drawdown	47.22%	23.11%
Sharpe Ratio	1.40	1.46
5Y Beta	0.64	0.93
P/E Ratio	N/A	27.44
Forward P/E	N/A	17.67
5Y Dividends CAGR	38.17%	N/A
5Y EPS CAGR	N/A	10.59%
Debt to Equity	N/A	149.07%
P/S Ratio	N/A	1.83
P/B Ratio	N/A	3.03

Net Assets

Winner

INEQ

$103M

CVMC

$102M

Expense Ratio

INEQ

0.45%

Winner

CVMC

0.15%

Max Drawdown

INEQ

47.22%

Winner

CVMC

23.11%

Sharpe Ratio

INEQ

1.40

Winner

CVMC

1.46

5Y Beta

Winner

INEQ

0.64

CVMC

0.93

P/E Ratio

INEQ

N/A

CVMC

27.44

Forward P/E

INEQ

N/A

CVMC

17.67

5Y Dividends CAGR

INEQ

38.17%

CVMC

N/A

5Y EPS CAGR

INEQ

N/A

CVMC

10.59%

Debt to Equity

INEQ

N/A

CVMC

149.07%

P/S Ratio

INEQ

N/A

CVMC

1.83

P/B Ratio

INEQ

N/A

CVMC

3.03

INEQ vs CVMC - Historical Returns

Returns include dividend reinvestment.

Period	INEQ	CVMC
1 month	+5.59%	+3.36%
3 months	+5.64%	+10.18%
6 months	+4.42%	+14.24%
1 year	+24.63%	+27.03%
5 years(CAGR)	+14.05%	N/A
10 years(CAGR)	+10.04%	N/A
Max(CAGR)	+10.41%	+13.59%

Winner

INEQ

+5.59%

CVMC

+3.36%

INEQ

+5.64%

Winner

CVMC

+10.18%

INEQ

+4.42%

Winner

CVMC

+14.24%

INEQ

+24.63%

Winner

CVMC

+27.03%

5Y(CAGR)

INEQ

+14.05%

CVMC

N/A

10Y(CAGR)

INEQ

+10.04%

CVMC

N/A

Max(CAGR)

INEQ

+10.41%

Winner

CVMC

+13.59%

INEQ vs CVMC - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	INEQ	CVMC
2026	+14.96%	+20.98%
2025	+40.20%	+9.77%
2024	+6.96%	+13.43%
2023	+20.41%	+4.40%
2022	-6.27%	N/A
2021	+10.37%	N/A
2020	-1.43%	N/A
2019	+16.08%	N/A
2018	-18.12%	N/A
2017	+24.64%	N/A
2016	+8.86%	N/A

INEQ vs CVMC Drawdown Comparison

The maximum drawdown for INEQ was -41.56%, occurring on Mar 23, 2020. Recovery took 823 trading sessions.

The maximum drawdown for CVMC was -22.53%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current CVMC drawdown is -1.26%.

Rank	INEQ	CVMC
#1	-41.56% Jan 29, 2018 - May 6, 2021	-22.53% Nov 25, 2024 - Aug 22, 2025
#2	-24.52% Sep 13, 2021 - Apr 21, 2023	-15.90% Jul 19, 2023 - Dec 14, 2023
#3	-14.38% Mar 19, 2025 - May 12, 2025	-11.72% Feb 2, 2023 - Jul 18, 2023
#4	-9.56% Feb 27, 2026 - Jul 30, 2026	-9.35% Feb 26, 2026 - Apr 17, 2026
#5	-8.76% Jul 13, 2023 - Dec 1, 2023	-7.27% Mar 28, 2024 - Jul 16, 2024
#6	-8.62% Aug 27, 2024 - Feb 18, 2025	-5.90% Jul 16, 2024 - Aug 21, 2024
#7	-6.50% Jul 12, 2024 - Aug 19, 2024	-5.45% Oct 27, 2025 - Dec 5, 2025
#8	-5.17% Jun 7, 2021 - Sep 3, 2021	-3.90% Dec 28, 2023 - Feb 8, 2024
#9	-4.35% Apr 9, 2024 - May 10, 2024	-3.75% Aug 30, 2024 - Sep 16, 2024
#10	-4.30% Jun 3, 2024 - Jul 12, 2024	-3.44% Oct 3, 2025 - Oct 21, 2025
#11	-4.15% Jun 15, 2023 - Jul 13, 2023	-3.28% May 6, 2026 - May 26, 2026
#12	-4.10% Nov 12, 2025 - Dec 3, 2025	-3.26% Jun 4, 2026 - Jun 12, 2026
#13	-3.66% Sep 6, 2016 - Dec 9, 2016	-2.95% Oct 18, 2024 - Nov 6, 2024
#14	-3.60% May 10, 2021 - Jun 4, 2021	-2.81% Nov 11, 2024 - Nov 22, 2024
#15	-3.54% Jul 23, 2025 - Aug 8, 2025	-2.28% Sep 11, 2025 - Oct 3, 2025

Correlation

Correlation between INEQ and CVMC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2016 - 2026)

INEQ vs CVMC dividend yield comparison.

Year	INEQ	CVMC
2026	1.60%	0.49%
2025	9.76%	1.39%
2024	3.11%	1.21%
2023	3.27%	1.00%
2022	3.58%	0.00%
2021	3.43%	0.00%
2020	2.64%	0.00%
2019	3.34%	0.00%
2018	7.25%	0.00%
2017	4.63%	0.00%
2016	2.52%	0.00%