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CVIE

GradeBNew York Stock Exchange Arca

Calvert International Responsible Index ETF

Factor & Screened Index · Eaton Vance · Inception 2023-01-30

$84.05−1.55 (−1.81%)

As of Sep 23, 2026, 3:05 PM EDT

History starts Feb 1, 2023.
Intraday session: down, 26 prints from 85.60 to 84.05. Range 83.94 to 84.89. Use the arrow keys to read each point.$84.40$84.8010 AM12 PM2 PM4 PM
Expense ratio
0.18%
Fund size
$499M
1Y return
+28.8%
Yield · Last 12 months
2.32%
Volume · 30D
0M sh
NAV per share
$84.58
52W range
low $66.88high $86.98

The ETF.net CVIE Grade

B

61/ 100

Rank 7 of 18 in International ESG & Values Index

Confidence High

Six-pillar profile for CVIE. Scores out of 100: Cost 82, Risk 54, Mission 63, Tradability 35, Holdings 52, Durability 48. Strongest: Cost (82). Weakest: Tradability (35). Leans toward Cost.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 61 of 100 sits in the B band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    AScore 82
    Category rank4/18 · top 22%
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    BScore 63
    Category rank11/15 · mid-pack
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    CScore 54
    Category rank7/18 · top 39%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    DScore 35
    Category rank13/18 · mid-pack
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    CScore 52
    Category rank11/18 · mid-pack
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    CScore 48
    Category rank10/18 · mid-pack

Graded as of Sep 22, 2026

Our read on CVIE

ETF.net Research

BA responsible-investing take on developed markets outside the US, built on Calvert's own index rather than a licensed screen, for 0.18% a year. That is roughly half the typical fee in its peer group.

Stated mandate

The Fund seeks to track the Calvert International Responsible Index. It uses passive indexing and invests primarily in securities represented by that index.

Why people hold it

  1. 010.18% a year: roughly half the typical fee among the international index funds we track, and level with unscreened GXUS.
  2. 02The screen is in-house. It tracks the Calvert International Responsible Index, so the research and the fund come from the same shop, not a rented third-party benchmark.
  3. 03Straightforward build: a registered 1940 Act fund that passively indexes developed-market stocks, with cash paid out quarterly.
  4. 04Lands in the upper half of its international index-fund peer group on our review.

Worth knowing

  1. 01Thinly traded next to the category's giants, so the spread and a limit order matter more here.
  2. 02Developed markets only, and it opened in 2023: no emerging-market sleeve, and a short record to judge.
  3. 03Cheap for a screened fund, but broad unscreened rivals go lower. VXUS charges 0.05%.

CVIE Holdings

As of Sep 20, 2026, 7:24 AM
Asset class
Stocks
Holdings
Top-10 weight
20%
Largest holding
2330.TW5.9%

Sectors

  • Financials25.6%
  • Technology24.6%
  • Industrials15.4%
  • Health Care7.4%
  • Consumer Discr.6.3%
  • Materials6.2%
  • Cons. Staples5.2%
  • Communication4.2%
  • Utilities2.8%
  • Real Estate1.2%
  • Energy1.1%

Geography

  • Japan16.48%
  • Taiwan10.60%
  • Canada9.79%
  • United Kingdom9.58%
  • South Korea7.48%
  • Switzerland7.39%
  • France6.48%
  • Germany6.29%
  • Other countries (19)25.92%

Developed 81% · Emerging 19% of the foreign sleeve

The fund’s holdings, weight-ordered — page 1 of 50.
#TickerCompanyWeight %SharesMarket valueIn ETFs
0012330.TWTAIWAN SEMICONDUCTOR5.88%367,000$28M175
002005930.KSSAMSUNG ELECTRONICS CO3.15%80,635$15M176
003000660.KSSK HYNIX INC COMMON STOCK2.56%9,201$12M184
004ASML.ASASML HOLDING NV COMMON2.13%6,193$10M194
005HSBA.LHSBC HOLDINGS PLC COMMON1.16%275,896$6M145
006ROP.SWROCHE HOLDING AG COMMON1.09%12,136$5M196
007RY.TOROYAL BANK OF CANADA1.00%23,702$5M92
008AZN.LASTRAZENECA PLC COMMON0.93%26,944$5M164
009NOVN.SWNOVARTIS AG COMMON STOCK0.90%31,097$4M183
010SIE.DESIEMENS AG COMMON STOCK0.86%13,636$4M152
011NESN.SWNESTLE SA COMMON STOCK0.85%44,145$4M162
0128306.TMITSUBISHI UFJ FINANCIAL0.83%173,900$4M155
013SAP.DESAP SE COMMON STOCK EUR 00.79%18,104$4M163
0142454.TWMEDIATEK INC COMMON STOCK0.77%25,000$4M162
015TD.TOTORONTO-DOMINION BANK/THE0.75%29,697$4M94

Showing 1–15 of 741 holdings

CVIE Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

CVIE$12,878
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. CVIE $12,878. SPY $11,723. Use the arrow keys to read each point.$9,257$11,244$13,232Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for CVIE. Periods over one year show the average yearly return.
PeriodCVIE
Year to date+21.6%
1 month+0.2%
3 months−0.4%
1 year+28.8%
3 years+23.4%per year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for CVIE
YearReturn barCVIE
2026 YTD+21.6%
2025+33.2%
2024+5.4%
2023+8.5%

History from Feb 1, 2023

CVIE in the news

ETF.net Research hasn’t filed on CVIE yet — coverage lands here as it’s written.

CVIE Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
2.32%Last 12 months
Payout per share
$1.99Last 12 months
Upcoming payment
$0.25 per share
Pays on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2023–2026

One bar per payment. 15 payments from 2023 to 2026 YTD. Mar 20, 2023 $0.10; Jun 20, 2023 $0.47; Sep 18, 2023 $0.21; Dec 18, 2023 $0.26; Mar 18, 2024 $0.13; Jun 24, 2024 $0.67; Sep 23, 2024 $0.22; Dec 23, 2024 $0.52; Mar 24, 2025 $0.19; Jun 23, 2025 $0.68; Sep 22, 2025 $0.23; Dec 23, 2025 $0.92; Mar 23, 2026 $0.05; Jun 22, 2026 $0.77; Sep 21, 2026 $0.25. Use the arrow keys to read each point.2023202420252026YTD
Ex-datePay dateAmount per share
Sep 21, 2026Pays Sep 25, 2026$0.25
Jun 22, 2026Jun 26, 2026$0.77
Mar 23, 2026Mar 27, 2026$0.05
Dec 23, 2025Dec 30, 2025$0.92
Sep 22, 2025Sep 26, 2025$0.23
Jun 23, 2025Jun 27, 2025$0.68
Mar 24, 2025Mar 28, 2025$0.19
Dec 23, 2024Dec 27, 2024$0.52
Sep 23, 2024Sep 27, 2024$0.22
Jun 24, 2024Jun 28, 2024$0.67
Mar 18, 2024Mar 22, 2024$0.13
Dec 18, 2023Dec 22, 2023$0.26

CVIE Risk

How much the fund’s monthly returns vary, scaled to a year.
14.1%
Annualised · 36 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.18
vs 3-month T-bills · to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−13.5%
43 months · trough Apr 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
1.10
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

CVIE Cost

Expense ratio0.18%
  • The middle half of International ESG & Values Index funds
  • Median 0.26%

4 of the 18 International ESG & Values Index funds charge less.

CVIE costs $18.00 a year on $10,000. The median International ESG & Values Index fund costs $25.50.