CVIE vs. JIRE ETF Comparison
Comparison of Calvert International Responsible Index ETF (CVIE) to JPMorgan International Research Enhanced Equity ETF (JIRE)
CVIE
Calvert International Responsible Index ETF
CVIE Description
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies in developed markets, excluding the U.S., that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.
Grade (RS Rating)
Last Trade
$57.89
Average Daily Volume
11,003
Number of Holdings
*
45
* may have additional holdings in another (foreign) market
JIRE
JPMorgan International Research Enhanced Equity ETF
JIRE Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It seeks to outperform the MSCI EAFE Index over time while maintaining similar risk characteristics, including sector and geographic risks. In implementing its strategy, the fund primarily invests in securities included within the universe of the index. In addition, it may also invest in securities not included within the index. The fund only invests in the securities of companies located in developed markets.Grade (RS Rating)
Last Trade
$63.27
Average Daily Volume
259,466
Number of Holdings
*
13
* may have additional holdings in another (foreign) market
Performance
Period | CVIE | JIRE |
---|---|---|
30 Days | -2.86% | -3.71% |
60 Days | -2.93% | -4.31% |
90 Days | 2.36% | 0.56% |
12 Months | 23.96% | 22.10% |
11 Overlapping Holdings
Symbol | Grade | Weight in CVIE | Weight in JIRE | Overlap | |
---|---|---|---|---|---|
DEO | C | 0.44% | 0.36% | 0.36% | |
HSBH | C | 0.83% | 0.82% | 0.82% | |
LYG | A | 0.28% | 0.75% | 0.28% | |
MUFG | C | 0.6% | 0.39% | 0.39% | |
NVS | D | 1.05% | 1.19% | 1.05% | |
SE | A | 0.14% | 0.27% | 0.14% | |
SMFG | D | 0.45% | 0.94% | 0.45% | |
SONY | F | 0.63% | 0.92% | 0.63% | |
STLA | F | 0.11% | 0.54% | 0.11% | |
TM | F | 1.05% | 1.17% | 1.05% | |
UL | D | 0.8% | 0.66% | 0.66% |
CVIE Overweight 34 Positions Relative to JIRE
Symbol | Grade | Weight | |
---|---|---|---|
SHOP | C | 0.58% | |
TD | F | 0.51% | |
ABBV | D | 0.47% | |
CNI | F | 0.45% | |
CB | A | 0.45% | |
WCN | D | 0.31% | |
NXPI | D | 0.29% | |
MFG | C | 0.27% | |
SPOT | A | 0.24% | |
ICLR | F | 0.18% | |
CHKP | B | 0.16% | |
KB | B | 0.14% | |
UMC | F | 0.14% | |
CCEP | D | 0.13% | |
NMR | F | 0.12% | |
SHG | D | 0.11% | |
GRMN | D | 0.11% | |
CYBR | C | 0.1% | |
AGCO | C | 0.1% | |
RBA | A | 0.09% | |
FLEX | B | 0.09% | |
NICE | D | 0.08% | |
AER | B | 0.08% | |
MNDY | B | 0.08% | |
CHT | D | 0.07% | |
ONON | C | 0.06% | |
WIX | C | 0.06% | |
BNTX | C | 0.05% | |
LOGI | F | 0.05% | |
QGEN | F | 0.05% | |
XRX | D | 0.05% | |
WFG | C | 0.05% | |
OTEX | C | 0.04% | |
GRAB | A | 0.03% |
CVIE: Top Represented Industries & Keywords
Industries:
Software - Application
Banks - Global
Banks - Regional - Asia
Auto Manufacturers
Diagnostics & Research
Drug Manufacturers - Major
Internet Content & Information
Semiconductors
Airports & Air Services
Apparel Retail
Banks - Regional - Europe
Beverages - Soft Drinks
Beverages - Wineries & Distilleries
Biotechnology
Business Services
Capital Markets
Computer Systems
Consumer Electronics
Contract Manufacturers
Electronic Gaming & Multimedia
Keywords:
Bank
Banking
Investment Banking
Asset Management
Financial Products
Investment Banking Services
Asset Management Services
Biotechnology
Commercial Banking
Computing
Insurance Products
Mobile Devices
S&P 500
Securitization
Structured Finance
Advisory Services
Cash Management
Computer Security
Corporate Banking
Fax
JIRE: Top Represented Industries & Keywords
Industries:
Auto Manufacturers
Banks - Global
Banks - Regional - Europe
Beverages - Wineries & Distilleries
Consumer Electronics
Drug Manufacturers - Major
Electronic Gaming & Multimedia
Household & Personal Products
Keywords:
Bank
Banking
Cars
Financial Products
Insurance Products
Investment Banking
Investment Banking Services
Advisory Services
Asset Management
Automotive Industry
Cash Management Services
Commercial Banking
Consumer Finance
Corporate Banking
General Insurance
Investment Bank
Investment Product
Mitsui
Passenger Car
Project Finance