Calvert International Responsible Index ETF (CVIE) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.07: the stock has moved about 7% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCalvert International Responsible Index ETF (CVIE) trades at $83.81. Calvert International Responsible Index ETF (CVIE) focuses on investing in large-cap companies in developed markets outside the U.S. that adhere to responsible investment principles. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for CVIE: CVIE does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Calvert International Responsible Index ETF (CVIE) Financial Services Profile
Calvert International Responsible Index ETF (CVIE) offers investors exposure to large-cap companies in developed markets outside the U.S., emphasizing businesses aligned with responsible investment principles. With a market cap of $0.28 billion and a beta of 1.07, CVIE provides a socially conscious investment option within the asset management sector.
What Is the Investment Thesis for CVIE?
With a market capitalization of $0.28 billion, CVIE offers a focused approach to ESG investing. The fund's beta of 1.07 suggests a market-correlated risk profile. A key growth catalyst is the increasing investor demand for ESG-focused investment products, driving inflows into funds like CVIE. However, the absence of dividend yield may deter some income-seeking investors. The fund's performance is closely tied to the performance of its underlying index and the overall health of international developed economies. The ongoing emphasis on sustainable and responsible investing practices should continue to support CVIE's growth and relevance in the market.
Based on FMP financials and quantitative analysis
CVIE Key Highlights
Market Cap of $0.28 billion indicates a moderate size within the ETF market.
- Beta of 1.07 suggests the fund's volatility is similar to the overall market.
- Focus on responsible investment aligns with growing investor interest in ESG factors.
- Invests at least 80% of its net assets in securities included in the underlying index, ensuring close tracking.
- Excludes U.S. companies, providing diversification benefits for U.S.-based investors.
Who Are CVIE's Competitors?
CVIE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CLSE Convergence Long/Short Equity ETF | $34.42 | +0.50% | $396M | — |
| EQIN Columbia U.S. Equity Income ETF | $51.53 | +0.34% | $280M | — |
| FPAG FPA Global Equity ETF | $41.04 | +0.59% | $460M | — |
| IAPR Innovator Intl Developed Power Buffer ETF | $33.52 | +0.09% | $198M | — |
| JSML Janus Henderson Small Cap Growth Alpha ETF | $88.25 | +0.96% | $367M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CVIE's Key Strengths?
Strong focus on responsible investing and ESG principles.
- Diversification benefits by investing in international developed markets.
- Established brand reputation associated with Calvert.
- Transparent and rules-based investment strategy.
What Are CVIE's Weaknesses?
Absence of dividend yield may deter some income-seeking investors.
- Performance is closely tied to the performance of its underlying index.
- Limited differentiation from other ESG ETFs in the market.
- Potential for higher expense ratios compared to traditional ETFs.
What Are the Key Risks for CVIE?
Economic downturns in international developed markets impacting fund performance.
- Increased competition from other ESG ETFs and actively managed funds.
- Changes in regulatory requirements for ESG investing.
- Greenwashing or misrepresentation of ESG practices undermining investor confidence.
- Market volatility impacting the value of underlying securities.
What Are CVIE's Competitive Advantages?
- Established track record in responsible investing.
- Strong brand reputation associated with Calvert's commitment to ESG principles.
- Focused investment strategy targeting a specific niche within the asset management industry.
What Does CVIE Do?
Calvert International Responsible Index ETF (CVIE) is designed to provide investors with a socially responsible investment option focused on international developed markets, excluding the United States. The fund operates by tracking an underlying index composed of common stocks of large-cap companies that meet specific criteria related to responsible business practices, as defined by the Calvert Principles for Responsible Investment. Launched to cater to the growing demand for ethical and sustainable investment choices, CVIE invests at least 80% of its net assets in securities included in its benchmark index. This strategy ensures a high degree of correlation between the fund's performance and the index's returns. The fund's investment approach prioritizes companies demonstrating commitment to environmental, social, and governance (ESG) factors, offering investors a way to align their investments with their values. CVIE's focus on developed markets provides stability and diversification, while its responsible investment mandate appeals to investors seeking to make a positive impact through their investment decisions. As of 2026, CVIE continues to serve as a key instrument for investors looking to integrate ESG considerations into their portfolios.
What Products and Services Does CVIE Offer?
- Invests in large-cap companies in developed markets outside the U.S.
- Tracks an underlying index composed of companies adhering to responsible investment principles.
- Focuses on companies demonstrating commitment to environmental, social, and governance (ESG) factors.
- Provides investors with a socially responsible investment option.
- Offers diversification benefits by excluding U.S. companies.
- Aims to replicate the performance of its underlying index.
How Does CVIE Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Attracts investors seeking ESG-focused investment options.
- Replicates the performance of its underlying index, providing a transparent and rules-based investment strategy.
What Industry Does CVIE Operate In?
CVIE operates within the asset management industry, specifically targeting the growing segment of socially responsible investing (SRI) and ESG-focused funds. The market for ESG investments has seen substantial growth, driven by increasing awareness of environmental and social issues. CVIE competes with other ESG ETFs and actively managed funds, such as CLSE, EQIN, FPAG, IAPR, and JSML, that offer similar investment strategies. The fund's focus on international developed markets differentiates it from domestic ESG funds, providing investors with geographic diversification. The asset management industry is characterized by increasing competition and regulatory scrutiny, requiring funds like CVIE to maintain compliance and demonstrate value to investors.
Who Are CVIE's Key Customers?
- Individual investors seeking socially responsible investment options.
- Institutional investors allocating capital to ESG-focused strategies.
- Financial advisors recommending ESG investments to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -3.0%.
CVIE Financials
Bull Case vs Bear Case
Bull Case
- Strong focus on responsible investing and ESG principles.
- Diversification benefits by investing in international developed markets.
- Established brand reputation associated with Calvert.
- Transparent and rules-based investment strategy.
Bear Case
- Absence of dividend yield may deter some income-seeking investors.
- Performance is closely tied to the performance of its underlying index.
- Limited differentiation from other ESG ETFs in the market.
- Potential for higher expense ratios compared to traditional ETFs.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CVIE Latest News
No recent news available for CVIE.
CVIE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CVIE.
Price Targets
Wall Street price target analysis for CVIE.
CVIE MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CVIE; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Calvert International Responsible Index ETF (CVIE) — Financials
What are the main risks for CVIE?
CVIE faces several risks, including market risk, which is the risk that the value of its investments will decline due to overall market conditions or economic factors. The fund is also subject to currency risk, as its investments are denominated in foreign currencies.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The absence of dividend yield may not be fully reflected in the current analysis.