CVIE - ETF AI Analysis
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Calvert International Responsible Index ETF (CVIE)
CVIE, the Calvert International Responsible Index ETF, earns a solid overall rating largely because many of its biggest positions—such as AstraZeneca, Novartis, HSBC, Toyota, and ASML—show strong financial performance, positive earnings commentary, and generally supportive valuations or technical trends. Nestlé, Roche, SAP, and Royal Bank of Canada are still fundamentally strong but face issues like possible overvaluation, overbought or bearish technical signals, which slightly weigh on the fund’s rating, and investors should note the fund’s meaningful exposure to large non-U.S. financials and healthcare names as a key source of risk.
CVIE vs. SPDR S&P 500 ETF (SPY)
- AUM
- 502.76M
- Region
- Developed Markets
- Expense Ratio
- 0.18%
- Beta
- 0.84
- Issuer
- Calvert
- Inception Date
- Jan 30, 2023
- Dividend Yield
- 2.54%
- Asset Class
- Equity
- Index Tracked
- Calvert International Responsible Index
CVIE Summary
Calvert International Responsible Index ETF (CVIE) is an international stock fund that follows the Calvert International Responsible Index, focusing on large, established companies outside the U.S. It invests in firms that meet environmental, social, and governance (ESG) standards across many countries and sectors. Well-known holdings include Nestlé, Toyota Motor, and AstraZeneca. Someone might invest in CVIE to get broad global diversification while aligning their money with responsible business practices. A key risk is that international stock prices can go up and down with global markets and currency swings, so your investment value may fluctuate.
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
CVIE leans heavily on a mix of European health care and global financial giants, with ASML acting as a key engine thanks to its steadily rising momentum over the year. Drugmakers like Roche, AstraZeneca, and Novartis are also pulling their weight, giving the fund a solid health care backbone. Big banks such as HSBC, Royal Bank of Canada, and Mitsubishi UFJ are more of a slow-and-steady crew, supporting but not supercharging returns. Siemens has been a bit mixed lately, occasionally tapping the brakes. Overall, it’s a diversified developed-markets ex-U.S. play with no single stock dominating the story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NL:ASML | ASML Holding NV | 1.98% | $9.94M | EUR 510.94B | 43.37% | 76Outperform |
 AZN | AstraZeneca | ― | ― | ― | ― | 80Outperform |
 CH:ROG | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 GB:HSBA | HSBC Holdings | 1.04% | $5.21M | GBP 225.86B | 19.82% | 80Outperform |
 CH:NOVN | Novartis AG | 1.09% | $5.46M | CHF 245.77B | 30.57% | 80Outperform |
 CH:NESN | Nestlé SA | 0.99% | $4.96M | CHF 220.95B | 8.82% | 71Outperform |
 RY | Royal Bank Of Canada | ― | ― | ― | ― | 75Outperform |
 DE:SIE | Siemens | 0.90% | $4.51M | EUR 210.12B | 9.13% | 74Outperform |
 JP:7203 | Toyota Motor | 0.63% | $3.17M | JPY 35.86T | 6.34% | 80Outperform |
 DE:SAP | SAP SE | 0.93% | $4.66M | EUR 250.21B | -3.30% | 66Neutral |
CVIE Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CVIE, the sentiment is Negative. The current price of 78.25 is below the 20-day moving average (MA) of 80.90, below the 50-day MA of 82.88, and below the 200-day MA of 80.26, indicating a bearish trend. The MACD of -0.92 indicates Positive momentum. The RSI at 35.58 is Neutral, neither overbought nor oversold. The STOCH value of 27.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CVIE.
CVIE Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CVIE | $78.25 | $78.00(-0.32% Downside) | $502.76M | 0.18% | 58Neutral |
 SEIE | $34.93 | $40.87(17.02% Upside) | $1.34B | 0.50% | 64Neutral |
 DFSI | $44.84 | $54.42(21.36% Upside) | $1.19B | 0.24% | 63Neutral |
 TPIF | $37.02 | $42.69(15.30% Upside) | $269.34M | 0.62% | 59Neutral |
 PTIN | $34.72 | $45.01(29.65% Upside) | $176.66M | 0.65% | 62Neutral |
 TLCI | $28.32 | $33.09(16.83% Upside) | $119.75M | 0.37% | 61Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CVIE | Calvert International Responsible Index ETF | 78.25 | 9.98 | 14.62% | |
| SEIE | SEI Select International Equity ETF | 34.93 | 4.37 | 14.29% | |
| DFSI | Dimensional International Sustainability Core 1 ETF | 44.84 | 4.32 | 10.67% | |
| TPIF | Timothy Plan International ETF | 37.02 | 3.95 | 11.94% | |
| PTIN | Pacer Trendpilot International ETF | 34.72 | 4.04 | 13.19% | |
| TLCI | Touchstone International Equity ETF | 28.32 | 2.44 | 9.44% |
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.