Calvert International Responsible Index ETF (CVIE)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Calvert International Responsible Index ETF (CVIE) trades at $85.27 with AI Score 47/100 (Grade C). Calvert International Responsible Index ETF (CVIE) focuses on investing in large-cap companies in developed markets outside the U. S. Market cap: $411.36M, Sector: Financial services.
Price live · AI analysis from 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. In the absence of analyst consensus, our AI model evaluates CVIE against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CVIE: the 1 perspectives are evenly split.
How is this calculated? →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 $411.36M 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?
CVIE presents a compelling investment option for investors seeking exposure to international developed markets through a socially responsible lens. With a market capitalization of $411.36M, 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 $411.36M 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 | AI Score |
|---|---|---|---|---|
| CLSE Convergence Long/Short Equity ETF | $33.48 | +0.66% | $387.33M | 47 |
| EQIN Columbia U.S. Equity Income ETF | $52.47 | +0.29% | $288.25M | 47 |
| FPAG FPA Global Equity ETF | $40.77 | +0.47% | $366.92M | 44 |
| IAPR Innovator Intl Developed Power Buffer ETF | $33.53 | +0.66% | $200.59M | 44 |
| JSML Janus Henderson Small Cap Growth Alpha ETF | $92.19 | +1.34% | $371.22M | 44 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
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 Could Drive CVIE Stock Higher?
- Increasing investor demand for ESG-focused investments driving inflows.
- Growing awareness of environmental and social issues impacting investment decisions.
- Potential for new regulations promoting ESG investing, further boosting demand.
- Expansion of ESG data and analytics improving investment decision-making.
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 the Growth Opportunities for CVIE?
- Increased Adoption of ESG Investing: The rising awareness and demand for ESG-focused investments present a significant growth opportunity for CVIE. As more investors prioritize environmental and social factors, funds like CVIE that align with these values are likely to attract greater inflows. The global ESG investing market is projected to reach trillions of dollars in assets under management by 2030, providing a substantial runway for growth. CVIE can capitalize on this trend by enhancing its marketing efforts and expanding its distribution channels to reach a wider audience of ESG-conscious investors.
- Expansion into New Geographies: CVIE can explore opportunities to expand its reach into new geographic markets where ESG investing is gaining traction. By targeting regions with growing awareness of sustainability and responsible business practices, CVIE can tap into new sources of capital and diversify its investor base. This expansion could involve partnering with local distributors or establishing a presence in key international markets. The timeline for this expansion would depend on market research and regulatory approvals, but a phased approach could yield significant long-term growth.
- Development of New ESG-Themed Products: CVIE can leverage its expertise in responsible investing to develop new ESG-themed products that cater to specific investor needs and preferences. This could include ETFs focused on specific environmental or social issues, such as climate change, gender equality, or sustainable development. By diversifying its product offerings, CVIE can attract a wider range of investors and enhance its competitive position in the ESG market. The development of new products would require careful market research and product design, but the potential for growth is substantial.
- Strategic Partnerships with Institutional Investors: CVIE can forge strategic partnerships with institutional investors, such as pension funds, endowments, and sovereign wealth funds, to secure large-scale investments and expand its assets under management. Institutional investors are increasingly allocating capital to ESG-focused investments, making them a key target for CVIE. By building strong relationships with these investors and demonstrating its commitment to responsible investing, CVIE can attract significant inflows and enhance its credibility in the market. The timeline for securing these partnerships would depend on the specific investors and their investment criteria, but a proactive outreach strategy could yield positive results.
- Enhanced Transparency and Reporting: CVIE can further enhance its transparency and reporting practices to build trust with investors and differentiate itself from competitors. This could involve providing more detailed information about the ESG criteria used in its investment selection process, as well as regular updates on the environmental and social impact of its portfolio companies. By demonstrating its commitment to transparency and accountability, CVIE can attract investors who value ethical and responsible investing. The implementation of enhanced reporting practices could be achieved within a year, providing a near-term opportunity to strengthen its market position.
What Opportunities Does CVIE Have?
- Increasing demand for ESG-focused investments.
- Expansion into new geographic markets.
- Development of new ESG-themed products.
- Strategic partnerships with institutional investors.
What Threats Does CVIE Face?
- Increased competition from other ESG ETFs and actively managed funds.
- Changes in regulatory requirements for ESG investing.
- Economic downturns in international developed markets.
- Potential for greenwashing or misrepresentation of ESG practices.
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.
Calvert International Responsible Index ETF (CVIE) Valuation Context
Relative to its peer group, CVIE's quantitative score of 47/100 is roughly in line with the peer average of 45/100.
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 · July 2026
CVIE Latest News
No recent news available for CVIE.
CVIE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CVIE.
Price Targets
Wall Street price target analysis for CVIE.
CVIE MoonshotScore
What does this score mean?
The MoonshotScore rates CVIE's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
What Investors Ask About Calvert International Responsible Index ETF (CVIE) — Financial Services
What does Calvert International Responsible Index ETF do?
Calvert International Responsible Index ETF (CVIE) is an exchange-traded fund that invests in large-cap companies located in developed markets outside of the United States. The fund's primary objective is to track the performance of an underlying index that is composed of companies operating in a manner consistent with the Calvert Principles for Responsible Investment. By focusing on companies with strong environmental, social, and governance (ESG) practices, CVIE provides investors with a way to align their investment decisions with their values while gaining exposure to international equities.
What are the key benefits of investing in CVIE?
Investing in CVIE offers several potential benefits, including diversification across international developed markets, exposure to companies with strong ESG practices, and alignment with responsible investment principles. The fund's focus on large-cap companies provides stability, while its exclusion of U.S. companies offers diversification for U.S.-based investors. CVIE's transparent and rules-based investment strategy provides investors with clarity and confidence in the fund's approach to responsible investing. The fund's expense ratio reflects the cost of managing a diversified portfolio of international equities with an ESG focus.
What regulatory challenges does Calvert International Responsible Index ETF face?
As an ETF operating in the financial services sector, CVIE faces several regulatory challenges. These include compliance with securities laws and regulations in the jurisdictions where it operates, as well as adherence to regulations governing investment management and ESG disclosures. The fund must also navigate evolving regulatory standards related to responsible investing and sustainability reporting. Changes in regulations could impact the fund's investment strategy, compliance costs, and ability to attract investors. Maintaining a robust compliance program is essential for CVIE to mitigate regulatory risks and maintain investor confidence.
How does Calvert International Responsible Index ETF make money in financial services?
Calvert International Responsible Index ETF generates revenue primarily through management fees charged on its assets under management (AUM). These fees are calculated as a percentage of the fund's net asset value and are used to cover the costs of managing the fund, including investment research, portfolio management, and administrative expenses. The fund's profitability is directly linked to its ability to attract and retain assets, as higher AUM translates into greater fee revenue. CVIE's focus on ESG investing and its strong brand reputation help it attract investors and grow its AUM, contributing to its financial success.
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. Additionally, CVIE faces ESG risk, which is the risk that companies in its portfolio may not adhere to the fund's responsible investment principles or may experience negative ESG-related events. Competition from other ESG ETFs and actively managed funds also poses a risk to CVIE's market share and AUM. Effective risk management is crucial for CVIE to mitigate these risks and protect investor capital.
What are the key factors to evaluate for CVIE?
Calvert International Responsible Index ETF (CVIE) holds an AI score of 47/100 (low). Not financial advice.
How frequently does CVIE data refresh on this page?
CVIE prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CVIE's recent stock price performance?
Calvert International Responsible Index ETF (CVIE) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong focus on responsible investing and ESG principles. See the News tab for the latest drivers. Past performance does not predict future results.
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
Data provided for informational purposes only.
- AI analysis is pending, which may provide further insights into the company's performance and prospects.
- The absence of dividend yield may not be fully reflected in the current analysis.