POWR vs CVIE

Comparison between ISHARES U.S. POWER INFRASTRUCTURE ETF (POWR, ETF) and CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF).

POWR vs CVIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	POWR(ETF)	CVIE(ETF)
Net Assets	$420M	$421M
Expense Ratio	0.40%	0.18%
Max Drawdown	72.09%	14.36%
Sharpe Ratio	0.81	1.39
5Y Beta	0.70	0.83
P/E Ratio	21.32	N/A
Forward P/E	19.04	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	20.61%	N/A
5Y EPS CAGR	15.79%	N/A
Debt to Equity	89.25%	N/A
P/S Ratio	3.06	N/A
P/B Ratio	2.80	N/A

Net Assets

POWR

$420M

Winner

CVIE

$421M

Expense Ratio

POWR

0.40%

Winner

CVIE

0.18%

Max Drawdown

POWR

72.09%

Winner

CVIE

14.36%

Sharpe Ratio

POWR

0.81

Winner

CVIE

1.39

5Y Beta

Winner

POWR

0.70

CVIE

0.83

P/E Ratio

POWR

21.32

CVIE

N/A

Forward P/E

POWR

19.04

CVIE

N/A

PEG Ratio

POWR

0.44

CVIE

N/A

5Y Dividends CAGR

POWR

20.61%

CVIE

N/A

5Y EPS CAGR

POWR

15.79%

CVIE

N/A

Debt to Equity

POWR

89.25%

CVIE

N/A

P/S Ratio

POWR

3.06

CVIE

N/A

P/B Ratio

POWR

2.80

CVIE

N/A

POWR vs CVIE - Holdings Comparison

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

POWR's top 25 holdings weight is 76.27%. CVIE's top 25 holdings weight is 30.58%.

Rank	POWR	CVIE
#1	GE VERNOVA INC (GEV) - 7.14%	n/a (n/a) - 5.94%
#2	EATON CORP PLC (ETN) - 6.43%	SAMSUNG ELECTRONICS CO LTD (n/a) - 3.35%
#3	NEXTERA ENERGY INC (NEE) - 6.11%	SK HYNIX INC (n/a) - 2.89%
#4	QUANTA SERVICES INC (PWR) - 5.90%	ASML HOLDING NV (n/a) - 2.38%
#5	SOUTHERN CO (SO) - 4.09%	HSBC HOLDINGS PLC (n/a) - 1.08%
#6	EQT CORP (EQT) - 3.93%	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.01%
#7	DUKE ENERGY CORP (DUK) - 3.73%	ROYAL BANK OF CANADA (n/a) - 1.01%
#8	NVENT ELECTRIC PLC (NVT) - 3.30%	ASTRAZENECA PLC (AZN:XLON) - 1.00%
#9	HUBBELL INC (HUBB) - 3.23%	NOVARTIS AG REGISTERED SHARES (n/a) - 0.99%
#10	CONSTELLATION ENERGY CORP (CEG) - 3.10%	NESTLE SA (n/a) - 0.93%
#11	FIRST SOLAR INC (FSLR) - 2.99%	SIEMENS AG (n/a) - 0.87%
#12	AMERICAN ELECTRIC POWER CO INC (AEP) - 2.78%	TOKYO ELECTRON LTD (n/a) - 0.79%
#13	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.65%	MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.77%
#14	DOMINION ENERGY INC (D) - 2.37%	THE TORONTO-DOMINION BANK (TD) - 0.74%
#15	ENTERGY CORP (ETR) - 2.00%	SCHNEIDER ELECTRIC SE (n/a) - 0.69%
#16	NEXTPOWER INC CLASS A (NXT) - 1.96%	MEDIATEK INC (n/a) - 0.68%
#17	VISTRA CORP (VST) - 1.90%	ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.64%
#18	XCEL ENERGY INC (XEL) - 1.89%	COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64%
#19	EXELON CORP (EXC) - 1.82%	BANCO SANTANDER SA (n/a) - 0.63%
#20	GENERAC HOLDINGS INC (GNRC) - 1.67%	ALLIANZ SE (n/a) - 0.62%
#21	CONSOLIDATED EDISON INC (ED) - 1.56%	TOYOTA MOTOR CORP (n/a) - 0.61%
#22	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.52%	ABB LTD (n/a) - 0.60%
#23	PG&E CORP (PCG) - 1.45%	SAP SE (n/a) - 0.60%
#24	WEC ENERGY GROUP INC (WEC) - 1.42%	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.56%
#25	VALMONT INDUSTRIES INC (VMI) - 1.33%	IBERDROLA SA (n/a) - 0.56%
Total Holdings	73	737

POWR vs CVIE - Historical Returns

Returns include dividend reinvestment.

Period	POWR	CVIE
1 month	-5.20%	-3.88%
3 months	+0.74%	+7.32%
6 months	+9.83%	+12.76%
1 year	+17.92%	+30.89%
5 years(CAGR)	+16.28%	N/A
10 years(CAGR)	+7.81%	N/A
Max(CAGR)	+4.17%	+18.23%

POWR

-5.20%

Winner

CVIE

-3.88%

POWR

+0.74%

Winner

CVIE

+7.32%

POWR

+9.83%

Winner

CVIE

+12.76%

POWR

+17.92%

Winner

CVIE

+30.89%

5Y(CAGR)

POWR

+16.28%

CVIE

N/A

10Y(CAGR)

POWR

+7.81%

CVIE

N/A

Max(CAGR)

POWR

+4.17%

Winner

CVIE

+18.23%

POWR vs CVIE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	POWR	CVIE
2026	+11.59%	+15.75%
2025	+9.62%	+33.61%
2024	-2.08%	+6.68%
2023	+7.60%	+8.49%
2022	+39.06%	N/A
2021	+41.27%	N/A
2020	-28.88%	N/A
2019	+6.62%	N/A
2018	-12.61%	N/A
2017	+8.23%	N/A
2016	+28.23%	N/A
2015	-21.79%	N/A
2014	-14.48%	N/A
2013	+12.85%	N/A
2012	-4.91%	N/A

POWR vs CVIE Drawdown Comparison

The maximum drawdown for POWR was -65.97%, occurring on Mar 18, 2020. Recovery took 1952 trading sessions.

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

The current POWR drawdown is -5.50%. The current CVIE drawdown is -3.88%.

Rank	POWR	CVIE
#1	-65.97% Jun 23, 2014 - Mar 23, 2022	-13.52% Mar 5, 2025 - Apr 29, 2025
#2	-25.07% Jun 8, 2022 - Nov 15, 2022	-12.73% Jul 28, 2023 - Dec 13, 2023
#3	-23.12% Apr 10, 2024 - Feb 3, 2026	-12.71% Feb 26, 2026 - May 6, 2026
#4	-20.95% Feb 27, 2012 - Oct 22, 2013	-9.31% Sep 26, 2024 - Mar 5, 2025
#5	-15.40% Nov 15, 2022 - Aug 11, 2023	-8.37% Jul 12, 2024 - Aug 23, 2024
#6	-10.13% Sep 14, 2023 - Mar 14, 2024	-7.41% Feb 2, 2023 - Apr 13, 2023
#7	-8.73% Dec 31, 2013 - Apr 2, 2014	-5.72% Jun 22, 2026 - Jul 20, 2026
#8	-8.41% Apr 20, 2022 - May 4, 2022	-5.41% Nov 12, 2025 - Dec 10, 2025
#9	-7.44% May 6, 2022 - May 17, 2022	-5.23% Jun 2, 2026 - Jun 15, 2026
#10	-7.09% May 5, 2026 - Jun 10, 2026	-5.20% Mar 27, 2024 - May 14, 2024
#11	-4.28% Nov 22, 2013 - Dec 31, 2013	-4.42% Jul 23, 2025 - Aug 13, 2025
#12	-4.20% Feb 24, 2026 - Apr 9, 2026	-4.07% Jun 15, 2023 - Jul 13, 2023
#13	-3.73% Nov 4, 2013 - Nov 15, 2013	-3.99% Aug 30, 2024 - Sep 19, 2024
#14	-3.01% Aug 11, 2023 - Aug 30, 2023	-3.49% Dec 27, 2023 - Jan 29, 2024
#15	-2.51% Mar 25, 2022 - Apr 8, 2022	-3.39% May 22, 2023 - Jun 13, 2023

Correlation

Correlation between POWR and CVIE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2012 - 2026)

POWR vs CVIE dividend yield comparison.

Year	POWR	CVIE
2026	0.58%	0.98%
2025	7.56%	2.85%
2024	4.36%	2.78%
2023	4.16%	1.96%
2022	4.82%	0.00%
2021	3.94%	0.00%
2020	3.96%	0.00%
2019	5.71%	0.00%
2018	3.17%	0.00%
2017	3.11%	0.00%
2016	2.75%	0.00%
2015	3.42%	0.00%
2014	2.44%	0.00%
2013	2.46%	0.00%
2012	2.56%	0.00%