CVIE vs DIHP
Calvert International Responsible Index ETF vs Dimensional International High Profitability ETF
Which is better, CVIE or DIHP?
CVIE has been ahead.
CVIE has a lower expense ratio. CVIE led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CVIE | DIHP |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.28% |
| AUM | $490M | $6.5B |
| Dividend Yield | 2.39% | 2.05% |
| Holdings | 1,441 | 521 |
| YTD Return | +13.54%Best | +5.92% |
| 1Y Return | +20.96%Best | +11.56% |
| 3Y Return (annualized) | +21.76%Best | +15.15% |
| Volatility (annualized) | 13.8% | 12.3%Best |
| Max Drawdown | -13.5% | -12.4%Best |
| $10,000 over 3.7 years | $17,534Best | $14,925 |
| Fund Family | Calvert | Dimensional |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 30, 2023 | Mar 23, 2022 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 1, 2023 to Oct 14, 2026 (3.7 years).
CVIE vs DIHP growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.7 years both funds cover.
CVIE vs DIHP Performance
Calvert International Responsible Index ETF (CVIE) is an ETF from Calvert and Dimensional International High Profitability ETF (DIHP) is an ETF from Dimensional. Over the past year CVIE returned +20.96% while DIHP returned +11.56%. Year to date, CVIE is up 13.54% versus a gain of 5.92% for DIHP.
Over three years, CVIE compounded at +21.76% per year against +15.15% for DIHP. Across the full 4-year window we track, CVIE has the edge at +16.39% annualized vs +11.43%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CVIE has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 12.3% for DIHP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.5% for CVIE and -12.4% for DIHP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CVIE charges 0.18% per year while DIHP charges 0.28%. On a $10,000 position that is $18 vs $28 annually, a gap of $10 per year that compounds over a long holding period. On income, CVIE currently yields 2.39% against 2.05% for DIHP.
Holdings Overlap
At least 29.1% of CVIE's money is in holdings DIHP also owns.
Stated as a floor: for DIHP, our book for it covers 94.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
CVIE and DIHP share little of their money.
179 positions in common, counted across the 723 positions we hold weights for in CVIE and 476 in DIHP, against full books of 1,441 and 521.
Top Shared Holdings
| Stock | Weight in CVIE | Weight in DIHP | Difference |
|---|---|---|---|
| ROP:SMRoche Ps Par Ag | 1.06% | 3.41% | 2.35% |
| NESN:SMNestle Sa | 0.83% | 1.82% | 0.99% |
| ASML:ASASML HOLDING NV | 2.32% | 0.30% | 2.02% |
| 8035:JPTokyo Electron Ltd. Com Stk | 0.61% | 1.64% | 1.03% |
| 6857:TKAdvantest Corp | 0.64% | 1.54% | 0.90% |
| AZN:LNAstraZeneca PLC | 0.89% | 1.24% | 0.35% |
| SCHN:PASchneider Electric Se | 0.73% | 1.11% | 0.38% |
| SAF:PASafran Sa | 0.49% | 1.18% | 0.69% |
| 6501:JPHitachi Ltd | 0.53% | 1.04% | 0.51% |
| LVMH:PALvmh Moet Hennessy Louis Vuitton Se | 0.29% | 1.15% | 0.86% |
29.1% of CVIE is already inside DIHP.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CVIE or DIHP?
CVIE has an expense ratio of 0.18% while DIHP charges 0.28%. CVIE is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, CVIE or DIHP?
Over the past year CVIE returned +20.96% vs +11.56% for DIHP, so CVIE leads on 1-year performance. Over the longest common window we track (4 years), CVIE annualized +16.39% vs +11.43% for DIHP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CVIE or DIHP?
CVIE has been the more volatile fund at 13.8% annualized versus 12.3% for DIHP. Worst drawdown: CVIE -13.5% vs DIHP -12.4%.
Should I hold both CVIE and DIHP?
CVIE and DIHP have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between CVIE and DIHP?
At least 29.1% of CVIE's money is in holdings DIHP also owns. Our book for DIHP is partial, so the real figure is this or higher. They hold 179 positions in common, counted across the 723 positions we hold weights for in CVIE and 476 in DIHP.
Which pays a higher dividend, CVIE or DIHP?
CVIE yields 2.39% while DIHP yields 2.05%, so CVIE currently pays the higher dividend yield.
Is DIHP better than CVIE?
CVIE has a lower expense ratio. CVIE led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.