HFXI vs. CVIE ETF Comparison
Comparison of IQ 50 Percent Hedged FTSE International ETF (HFXI) to Calvert International Responsible Index ETF (CVIE)
HFXI
IQ 50 Percent Hedged FTSE International ETF
HFXI Description
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the FTSE Developed ex North America 50% Hedged to USD Index (the "underlying index"). The underlying index is an equity benchmark of international stocks from developed markets, with approximately half of the currency exposure of the securities included in the underlying index "hedged" against the U.S. dollar on a monthly basis. The fund invests, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities and other instruments included in its underlying index.
Grade (RS Rating)
Last Trade
$26.53
Average Daily Volume
101,680
28
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
$56.67
Average Daily Volume
10,050
45
Performance
Period | HFXI | CVIE |
---|---|---|
30 Days | -1.12% | -1.63% |
60 Days | -2.75% | -4.44% |
90 Days | -3.24% | -4.52% |
12 Months | 13.34% | 12.79% |
19 Overlapping Holdings
Symbol | Grade | Weight in HFXI | Weight in CVIE | Overlap | |
---|---|---|---|---|---|
ABBV | D | 0.47% | 0.47% | 0.47% | |
AGCO | D | 0.04% | 0.1% | 0.04% | |
DEO | F | 0.39% | 0.41% | 0.39% | |
HSBH | B | 0.85% | 0.9% | 0.85% | |
KB | B | 0.13% | 0.13% | 0.13% | |
LOGI | D | 0.08% | 0.05% | 0.05% | |
LYG | F | 0.26% | 0.27% | 0.26% | |
MFG | B | 0.27% | 0.34% | 0.27% | |
MUFG | B | 0.58% | 0.72% | 0.58% | |
NMR | B | 0.09% | 0.14% | 0.09% | |
NVS | D | 1.17% | 0.98% | 0.98% | |
QGEN | D | 0.05% | 0.05% | 0.05% | |
SHG | D | 0.13% | 0.11% | 0.11% | |
SMFG | B | 0.42% | 0.52% | 0.42% | |
SONY | B | 0.59% | 0.66% | 0.59% | |
STLA | F | 0.15% | 0.12% | 0.12% | |
TM | D | 1.07% | 1.13% | 1.07% | |
UL | D | 0.81% | 0.76% | 0.76% | |
XRX | F | 0.09% | 0.06% | 0.06% |
HFXI Underweight 26 Positions Relative to CVIE
Symbol | Grade | Weight | |
---|---|---|---|
SHOP | B | -0.79% | |
TD | F | -0.53% | |
CB | C | -0.47% | |
CNI | D | -0.44% | |
WCN | A | -0.34% | |
SPOT | B | -0.31% | |
NXPI | D | -0.27% | |
GRMN | B | -0.15% | |
SE | B | -0.15% | |
CHKP | D | -0.14% | |
CCEP | C | -0.13% | |
ICLR | D | -0.12% | |
UMC | F | -0.12% | |
CYBR | B | -0.11% | |
RBA | A | -0.11% | |
FLEX | A | -0.1% | |
MNDY | C | -0.08% | |
AER | B | -0.08% | |
NICE | C | -0.08% | |
ONON | A | -0.07% | |
WIX | B | -0.07% | |
CHT | D | -0.07% | |
WFG | D | -0.05% | |
GRAB | B | -0.04% | |
BNTX | D | -0.04% | |
OTEX | D | -0.03% |
HFXI: Top Represented Industries & Keywords
CVIE: Top Represented Industries & Keywords