CVIE
+5.77 · +8.44%
$74.20 · NYSE ARCA

Morgan Stanley ETF Trust - Calvert International Responsible Index ETF (CVIE) ETF Analysis | Foreign Large Blend

Calvert ETFs · USA
AUM:$322.7M
#– of – in Foreign Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 37.6% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.18% — competitive for the exposure provided.

What is CVIE?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
CVIE delivered 37.6% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.18% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 17.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$322.7M
Expense Ratio0.18%
Dividend Yield2.70%
Holdings50
Inception DateJan 2023
Domicile
Distribution
Index
ProviderCalvert ETFs
Beta1.04
CategoryForeign Large Blend
CurrencyUSD
Portfolio Impact

How would CVIE affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.9%
1Y
+30.7%
3Y
+80.5%
5Y
+84.9%
OpenBook InsightIf you had invested £10,000 in CVIE 5 years ago, it would have grown to £18,486 — a gain of £8,486.

Annual Returns

Calendar year performance

CVIE delivered positive returns in 4 of the last 4 calendar years.
YearCVIE
2026 YTD+18.5%
2025+33.6%
2024+6.7%
2023+9.6%
CAGR 3yr+16.1%
4/4 positive yearsAvg return: +17.1%Worst year: +6.7% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
16.6%
Low
Momentum
+5.3%
30-day change
Support Level
82.95
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.