SFTY vs CVIE
Comparison between HORIZON MANAGED RISK ETF (SFTY, ETF) and CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF).
SFTY vs CVIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SFTY
$370M
CVIE
$369M
Expense Ratio
SFTY
0.77%
Winner
CVIE
0.18%
Max Drawdown
Winner
SFTY
8.64%
CVIE
14.36%
Sharpe Ratio
SFTY
1.40
Winner
CVIE
1.43
5Y Beta
SFTY
0.95
Winner
CVIE
0.81
P/E Ratio
SFTY
27.13
CVIE
N/A
Forward P/E
SFTY
21.92
CVIE
N/A
PEG Ratio
SFTY
0.51
CVIE
N/A
5Y EPS CAGR
SFTY
27.13%
CVIE
N/A
Debt to Equity
SFTY
2.81%
CVIE
N/A
P/S Ratio
SFTY
3.58
CVIE
N/A
P/B Ratio
SFTY
5.70
CVIE
N/A
SFTY vs CVIE - Holdings Comparison
SFTY and CVIE have 2 common holdings. Overlap is 0.12%
SFTY's top 25 holdings weight is 58.10%. CVIE's top 25 holdings weight is 28.82%.
| Rank | SFTY | CVIE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.05% | n/a (n/a) - 5.44% |
| #2 | ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 6.75% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.37% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.43% | SK HYNIX INC (n/a) - 2.53% |
| #4 | APPLE INC (AAPL) - 6.24% | ASML HOLDING NV (n/a) - 2.08% |
| #5 | MICROSOFT CORP (MSFT) - 4.66% | ARM HOLDINGS PLC ADR (ARM) - 1.30% |
| #6 | BROADCOM INC (AVGO) - 3.30% | HSBC HOLDINGS PLC (n/a) - 1.08% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.57% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.06% |
| #8 | AMAZON.COM INC (AMZN) - 2.05% | ASTRAZENECA PLC (AZN:XLON) - 1.03% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.79% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.97% |
| #10 | ELI LILLY AND CO (LLY) - 1.77% | ROYAL BANK OF CANADA (n/a) - 0.95% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.70% | NESTLE SA (n/a) - 0.93% |
| #12 | EXXON MOBIL CORP (XOM) - 1.52% | SIEMENS AG (n/a) - 0.90% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.34% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.80% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.34% | SAP SE (n/a) - 0.73% |
| #15 | WALMART INC (WMT) - 1.28% | SCHNEIDER ELECTRIC SE (n/a) - 0.70% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.13% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.69% |
| #17 | MASTERCARD INC CLASS A (MA) - 1.00% | THE TORONTO-DOMINION BANK (TD) - 0.69% |
| #18 | CHEVRON CORP (CVX) - 0.92% | TOYOTA MOTOR CORP (n/a) - 0.66% |
| #19 | COCA-COLA CO (KO) - 0.80% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.64% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.77% | SOFTBANK GROUP CORP (n/a) - 0.63% |
| #21 | TJX COMPANIES INC (TJX) - 0.77% | SANOFI SA (n/a) - 0.34% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.75% | L'OREAL SA (n/a) - 0.33% |
| #23 | MCDONALD'S CORP (MCD) - 0.73% | LLOYDS BANKING GROUP PLC (n/a) - 0.33% |
| #24 | MERCK & CO INC (MRK) - 0.72% | NXP SEMICONDUCTORS NV (NXPI) - 0.32% |
| #25 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.72% | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 0.32% |
| Total Holdings | 165 | 713 |
SFTY vs CVIE - Historical Returns
Returns include dividend reinvestment.
1M
SFTY
+1.67%
Winner
CVIE
+2.30%
3M
SFTY
+7.30%
Winner
CVIE
+8.60%
6M
SFTY
+7.11%
Winner
CVIE
+16.82%
1Y
SFTY
+20.15%
Winner
CVIE
+30.39%
Max(CAGR)
Winner
SFTY
+21.52%
CVIE
+18.02%
SFTY vs CVIE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SFTY | CVIE |
|---|---|---|
| 2026 | +7.23% | +12.68% |
| 2025 | +11.73% | +33.61% |
| 2024 | N/A | +6.68% |
| 2023 | N/A | +8.49% |
SFTY vs CVIE Drawdown Comparison
The maximum drawdown for SFTY was -8.64%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.
The maximum drawdown for CVIE was -13.52%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
The current SFTY drawdown is -2.42%. The current CVIE drawdown is -4.60%.
| Rank | SFTY | CVIE |
|---|---|---|
| #1 | -8.64% Jan 27, 2026 - Apr 15, 2026 | -13.52% Mar 5, 2025 - Apr 29, 2025 |
| #2 | -4.59% Oct 28, 2025 - Dec 10, 2025 | -12.73% Jul 28, 2023 - Dec 13, 2023 |
| #3 | -2.75% Dec 11, 2025 - Dec 23, 2025 | -12.71% Feb 26, 2026 - May 6, 2026 |
| #4 | -2.56% Oct 8, 2025 - Oct 20, 2025 | -9.31% Sep 26, 2024 - Mar 5, 2025 |
| #5 | -2.42% Jan 12, 2026 - Jan 27, 2026 | -8.37% Jul 12, 2024 - Aug 23, 2024 |
| #6 | -2.42% Jun 2, 2026 - Jun 5, 2026 | -7.41% Feb 2, 2023 - Apr 13, 2023 |
| #7 | -1.88% May 14, 2026 - May 26, 2026 | -5.41% Nov 12, 2025 - Dec 10, 2025 |
| #8 | -1.57% Jul 25, 2025 - Aug 6, 2025 | -5.20% Mar 27, 2024 - May 14, 2024 |
| #9 | -1.45% Aug 12, 2025 - Aug 28, 2025 | -4.60% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -1.34% Sep 22, 2025 - Oct 6, 2025 | -4.42% Jul 23, 2025 - Aug 13, 2025 |
| #11 | -1.26% Dec 24, 2025 - Jan 9, 2026 | -4.07% Jun 15, 2023 - Jul 13, 2023 |
| #12 | -1.10% Apr 17, 2026 - Apr 24, 2026 | -3.99% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -1.04% Aug 28, 2025 - Sep 4, 2025 | -3.49% Dec 27, 2023 - Jan 29, 2024 |
| #14 | -0.79% Jul 3, 2025 - Jul 17, 2025 | -3.39% May 22, 2023 - Jun 13, 2023 |
| #15 | -0.61% Oct 20, 2025 - Oct 23, 2025 | -3.25% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between SFTY and CVIE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
SFTY vs CVIE dividend yield comparison.
| Year | SFTY | CVIE |
|---|---|---|
| 2026 | 0.00% | 0.06% |
| 2025 | 0.19% | 2.85% |
| 2024 | 0.00% | 2.78% |
| 2023 | 0.00% | 1.96% |
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