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