CVIE - ETF AI Analysis

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Calvert International Responsible Index ETF (CVIE)

Rating:58Neutral

Price Target:―

CVIE, the Calvert International Responsible Index ETF, has a solid overall rating driven by high-quality global leaders like Novartis, HSBC, AstraZeneca, and Toyota, which all show strong financial performance, positive earnings outlooks, and generally supportive technical and valuation trends. The fund’s rating is held back somewhat by names like SAP and Nestlé, where weaker technical signals, valuation concerns, or mixed earnings insights introduce some caution. A key risk factor is that several top holdings show signs of being overvalued or near overbought levels, which could lead to short-term volatility even though the underlying businesses are strong.

Positive Factors

Broad International Diversification

The fund spreads its investments across many countries, with meaningful exposure to Japan, the UK, the U.S., and several European and Asia-Pacific markets, which helps reduce reliance on any single economy.

Balanced Sector Mix

Holdings are spread across financials, industrials, technology, health care, consumer sectors, and more, which helps cushion the impact if one industry runs into trouble.

Competitive Expense Ratio

The fund’s relatively low expense ratio means less of your return is eaten up by fees compared with many actively managed international funds.

Negative Factors

Financial Sector Tilt

A large portion of the portfolio is in financial companies, which can make the fund more sensitive to changes in interest rates and banking conditions.

Mixed Performance Among Top Holdings

While some leading positions like ASML, Roche, Siemens, and Toyota have shown strong or steady gains, others such as AstraZeneca, Nestlé, Royal Bank of Canada, and SAP have been weaker, which can drag on overall results.

Limited U.S. Exposure

The fund has only a modest allocation to U.S. stocks, so investors heavily reliant on U.S. market strength may find its performance differs from broad global benchmarks that are more U.S.-focused.

CVIE vs. SPDR S&P 500 ETF (SPY)

AUM322.71M

RegionDeveloped Markets

Expense Ratio0.18%

Beta0.75

IssuerCalvert

Inception DateJan 30, 2023

Dividend Yield2.59%

Asset ClassEquity

Index TrackedCalvert International Responsible Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume22,921

30 Day Avg. Volume19,324

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

84.80

Price Target Upside― Downside

Rating ConsensusHold

Number of Analyst Covering660

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

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
ASML	ASML Holding NV	2.02%	$6.48M	€475.49B	74.46%	76 Outperform
ROG	Roche Holding AG	1.23%	$3.96M	CHF294.84B	46.01%	73 Outperform
AZN	AstraZeneca	1.20%	$3.84M	$323.92B	30.42%	80 Outperform
NOVN	Novartis AG	1.12%	$3.58M	CHF242.43B	28.84%	80 Outperform
HSBA	HSBC Holdings	1.09%	$3.51M	£222.90B	47.29%	80 Outperform
NESN	Nestlé SA	1.01%	$3.25M	CHF198.29B	10.92%	71 Outperform
RY	Royal Bank Of Canada	0.91%	$2.92M	$239.18B	45.08%	75 Outperform
SIE	Siemens	0.87%	$2.79M	€191.01B	9.25%	74 Outperform
7203	Toyota Motor	0.86%	$2.75M	¥48.61T	34.33%	80 Outperform
8306	Mitsubishi UFJ Financial Group	0.84%	$2.69M	¥33.00T	45.40%	76 Outperform

CVIE Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

74.21

Positive

100DMA

71.40

Positive

200DMA

67.63

Positive

Market Momentum

MACD

1.39

Negative

RSI

66.45

Neutral

STOCH

80.80

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CVIE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 77.18, equal to the 50-day MA of 74.21, and equal to the 200-day MA of 67.63, indicating a bullish trend. The MACD of 1.39 indicates Negative momentum. The RSI at 66.45 is Neutral, neither overbought nor oversold. The STOCH value of 80.80 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CVIE.

CVIE Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
CVIE	―	―	$322.71M	0.18%	58 Neutral
SEIE	―	―	$986.06M	0.50%	63 Neutral
IDHQ	―	―	$687.80M	0.29%	64 Neutral
TPIF	―	―	$222.18M	0.62%	60 Neutral
PTIN	―	―	$183.77M	0.67%	63 Neutral
TLCI	―	―	$106.80M	0.37%	64 Neutral

Performance Comparison

CVIE

Calvert International Responsible Index ETF

78.89

21.67

37.87%

SEIE

SEI Select International Equity ETF

―

IDHQ

Invesco S&P International Developed High Quality ETF

―

TPIF

Timothy Plan International ETF

―

PTIN

Pacer Trendpilot International ETF

―

TLCI

Touchstone International Equity ETF

―

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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