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CVIE - ETF AI Analysis
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Calvert International Responsible Index ETF (CVIE)
Rating:58Neutral
Price Target:
$73.00
Positive Factors
Strong Top Holdings
Several top holdings, including ASML, Nestlé, and Shopify, have delivered strong year-to-date performance, supporting the ETF's overall gains.
Global Diversification
The ETF provides exposure to multiple countries, including Japan, the UK, and Germany, reducing reliance on any single market.
Low Expense Ratio
With a competitive expense ratio of 0.18%, this ETF is cost-efficient compared to many similar international funds.
Negative Factors
Underperforming Holding
SAP SE, one of the top holdings, has shown negative year-to-date performance, which could drag on overall returns.
Sector Concentration in Financials
The ETF has significant exposure to the financial sector, which may increase vulnerability to sector-specific risks.
Limited Emerging Market Exposure
The ETF focuses heavily on developed markets like Japan and the UK, offering minimal exposure to faster-growing emerging economies.
CVIE vs. SPDR S&P 500 ETF (SPY)
AUM258.63M
RegionDeveloped Markets
Expense Ratio0.18%
Beta0.79
IssuerCalvert
Inception DateJan 30, 2023
Dividend Yield2.36%
Asset ClassEquity
Index TrackedCalvert International Responsible Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,547
30 Day Avg. Volume16,852
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
74.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering735
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CVIE Summary
The Calvert International Responsible Index ETF (CVIE) is an investment fund that focuses on large international companies that meet high environmental, social, and governance (ESG) standards. It includes well-known companies like Nestlé and AstraZeneca, offering exposure to industries such as financials, technology, and healthcare. This ETF is ideal for investors looking to grow their portfolio while supporting responsible business practices. However, since it invests in global markets, its performance can be affected by international economic and political changes.
How much will it cost me?The Calvert International Responsible Index ETF (CVIE) has an expense ratio of 0.18%, meaning you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?CVIE could benefit from growing global interest in ESG investing, as more investors prioritize companies with strong environmental, social, and governance practices. However, its focus on developed markets outside the U.S. may face challenges from economic slowdowns or regulatory changes in those regions, particularly in sectors like financials and industrials, which make up a significant portion of its holdings.
CVIE Top 10 Holdings
The Calvert International Responsible Index ETF (CVIE) leans heavily into developed markets outside the U.S., with a notable focus on financials and industrials. Among its top holdings, ASML Holding NV is rising steadily, benefiting from strong demand in the semiconductor space, while Shopify’s innovation-driven growth has been a standout performer. On the flip side, SAP SE has been lagging, weighed down by valuation concerns and mixed momentum. Health care names like Roche and AstraZeneca are steady contributors, bolstered by robust pipelines. Overall, the fund’s diversified positioning reflects a balanced approach to ESG-focused investing.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 1.69% | $4.37M | €350.66B | 48.69% | 78 Outperform | |
| SAP SE | 1.15% | $2.98M | €263.83B | 4.97% | 73 Outperform | |
| AstraZeneca | 1.06% | $2.74M | £194.22B | 23.87% | 75 Outperform | |
| Nestlé SA | 1.06% | $2.73M | CHF199.41B | 3.13% | 71 Outperform | |
| HSBC Holdings | 0.99% | $2.57M | £184.92B | 48.81% | 79 Outperform | |
| Novartis AG | 0.96% | $2.48M | CHF193.14B | 7.98% | 78 Outperform | |
| Roche Holding AG | 0.95% | $2.45M | CHF211.66B | 5.60% | 73 Outperform | |
| Siemens | 0.94% | $2.44M | €191.26B | 34.42% | 74 Outperform | |
| Royal Bank Of Canada | 0.86% | $2.23M | $204.49B | 18.37% | 75 Outperform | |
| Toyota Motor | 0.85% | $2.20M | ¥41.12T | 20.63% | 81 Outperform |
CVIE Technical Analysis
Neutral
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Price Trends
68.35
Positive
66.57
Positive
62.68
Positive
Market Momentum
0.45
Positive
47.37
Neutral
29.02
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CVIE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 69.64, equal to the 50-day MA of 68.35, and equal to the 200-day MA of 62.68, indicating a neutral trend. The MACD of 0.45 indicates Positive momentum. The RSI at 47.37 is Neutral, neither overbought nor oversold. The STOCH value of 29.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CVIE.
CVIE Peer Comparison
Comparison Results
Performance Comparison
CVIE
Calvert International Responsible Index ETF
69.07
12.63
22.38%
AVIV
Avantis International Large Cap Value ETF
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IDOG
ALPS International Sector Dividend Dogs ETF
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PTIN
Pacer Trendpilot International ETF
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TPIF
Timothy Plan International ETF
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TLCI
Touchstone International Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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