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)

AUM296.09M

RegionDeveloped Markets

Expense Ratio0.18%

Beta0.76

IssuerCalvert

Inception DateJan 30, 2023

Dividend Yield2.71%

Asset ClassEquity

Index TrackedCalvert International Responsible Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume18,951

30 Day Avg. Volume17,405

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

82.93

Price Target Upside― Downside

Rating ConsensusHold

Number of Analyst Covering658

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 on a global mix of developed-market blue chips, with Europe and Japan doing much of the heavy lifting. ASML and Siemens are among the key engines, rising on solid demand for chips and industrial tech, while HSBC and Toyota add steady support from financials and autos. Health care giants like Roche and Novartis are quietly pulling their weight, but SAP has been losing altitude lately, and Nestlé’s recent softness has acted as a small drag. Overall, the fund is tilted toward financials and industrials rather than flashy Big Tech.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ASML	ASML Holding NV	1.89%	$5.61M	€435.69B	61.23%	76 Outperform
ROG	Roche Holding AG	1.24%	$3.68M	CHF287.79B	44.65%	73 Outperform
HSBA	HSBC Holdings	1.16%	$3.42M	£224.58B	50.66%	80 Outperform
AZN	AstraZeneca	1.13%	$3.34M	£213.91B	18.62%	80 Outperform
NOVN	Novartis AG	1.08%	$3.19M	CHF225.91B	22.08%	80 Outperform
NESN	Nestlé SA	1.01%	$2.98M	CHF197.51B	17.29%	71 Outperform
RY	Royal Bank Of Canada	0.93%	$2.74M	$237.44B	41.36%	75 Outperform
7203	Toyota Motor	0.89%	$2.65M	¥48.55T	27.64%	80 Outperform
SIE	Siemens	0.88%	$2.62M	€188.82B	17.68%	74 Outperform
8306	Mitsubishi UFJ Financial Group	0.86%	$2.54M	¥32.98T	47.20%	76 Outperform

CVIE Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

72.14

Positive

100DMA

70.14

Positive

200DMA

66.54

Positive

Market Momentum

MACD

1.04

Positive

RSI

56.47

Neutral

STOCH

39.16

Neutral

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 74.81, equal to the 50-day MA of 72.14, and equal to the 200-day MA of 66.54, indicating a bullish trend. The MACD of 1.04 indicates Positive momentum. The RSI at 56.47 is Neutral, neither overbought nor oversold. The STOCH value of 39.16 is Neutral, 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	―	―	$296.09M	0.18%	―
DFSI	―	―	$990.02M	0.24%	―
SEIE	―	―	$942.95M	0.50%	―
TPIF	―	―	$208.03M	0.62%	―
PTIN	―	―	$166.14M	0.67%	―
TLCI	―	―	$105.35M	0.37%	―

Performance Comparison

CVIE

Calvert International Responsible Index ETF

75.00

18.27

32.21%

DFSI

Dimensional International Sustainability Core 1 ETF

―

SEIE

SEI Select International Equity 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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