CVIEvsSFTXETF Comparison
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Calvert International Responsible Index ETF (CVIE) belongs to the DM Large & Mid Cap segment. Horizon International Managed Risk ETF (SFTX) is part of the Multi-Asset: Other segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Industrials. CVIE is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.82% for SFTX. CVIE is up 14.47% year-to-date (YTD) with +$135M in YTD flows. SFTX performs better with 14.99% YTD performance, and +$60M in YTD flows. Run a side-by-side ETF comparison of CVIE and SFTX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CVIE vs SFTX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVIE SFTX | -3.12%-3.40% | +4.41%+2.52% | +14.47%+14.99% | +27.51%n/a | +65.76%n/a | n/an/a |
| Flows | CVIE SFTX | +$58M- | +$74M+$63M | +$135M+$60M | +$196M- | +$306M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVIE SFTX | +17.31%+19.08% | +15.95%n/a | +14.84%n/a | n/an/a |
| Max drawdown | CVIE SFTX | -5.51%-6.51% | -12.43%n/a | -13.68%n/a | n/an/a |
| Max drawdown duration | CVIE SFTX | 36d36d | 64dn/a | 212dn/a | n/an/a |
Trading data
CVIE | SFTX | |
Last sale 7/29/2026 at 6:02 PM | $80.68 | $29.66 |
| Previous close 07/28/2026 | $81.34 | $29.54 |
| Consolidated volume 07/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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SFTX
is actively managed and doesn’t replicate an indexCVIE | SFTX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/29/2026 at 6:02 PM
Live
Closed
CVIE | SFTX | |
|---|---|---|
| Last price | $80.68 | $29.66 |
| 1D performance | -0.82% | +0.41% |
| AuM | $453.10 M | $478.60 M |
| E/R | 0.18% | 0.82% |
Characteristics
CVIE | SFTX | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Morgan Stanley | Horizon Investments |
| Benchmark | Calvert International Responsible Index | - |
| N° of holdings | 718 | 440 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | December 3, 2025 |
| ESG | Yes | No |
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Exposure
Countries
CVIE
Japan
15.64%
Taiwan
10.47%
Canada
9.42%
United Kingdom
9.22%
Republic of Korea
8.8%
Switzerland
7.6%
Other
38.84%
SFTX
Japan
15.72%
Canada
9.24%
Taiwan
8.49%
United Kingdom
8.15%
Republic of Korea
8.03%
Other
50.37%
Sectors
CVIE
Technology
27.39%
Finance
25.88%
Industrials
12.61%
Non-Energy Materi.
7.21%
Healthcare
7.06%
Other
19.86%
SFTX
Technology
25.03%
Finance
20.08%
Industrials
12.08%
Non-Energy Materi.
8.82%
Energy
7.86%
Healthcare
7.84%
Other
18.29%
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Diversification
CVIE
Total weight of top 15 holdings out of 15
24.62%
SFTX
Total weight of top 15 holdings out of 15
27.26%
Top 15 holdings
Data as of June 30, 2026
CVIE
Taiwan Semiconductor Manufacturing Co., Ltd.
5.69%
Samsung Electronics Co., Ltd.
3.56%
SK hynix, Inc.
2.99%
ASML Holding NV
2.49%
HSBC Holdings Plc
1.07%
Roche Holding AG
1.02%
AstraZeneca PLC
1.01%
Royal Bank of Canada
1.00%
Novartis AG
1.00%
Nestlé SA
0.93%
Siemens AG
0.90%
Tokyo Electron Ltd.
0.77%
Mitsubishi UFJ Financial Group, Inc.
0.75%
The Toronto-Dominion Bank
0.74%
Schneider Electric SE
0.71%
SFTX
Taiwan Semiconductor Manufacturing Co., Ltd.
4.44%
ASML Holding NV
4.04%
Samsung Electronics Co., Ltd.
2.77%
SK hynix, Inc.
2.55%
The Toronto-Dominion Bank
1.76%
Roche Holding AG
1.47%
Shell Plc
1.46%
Tokyo Electron Ltd.
1.29%
TotalEnergies SE
1.23%
Novartis AG
1.15%
Advantest Corp.
1.09%
Royal Bank of Canada
1.04%
UBS Group AG
1.01%
AstraZeneca PLC
0.99%
Rio Tinto Plc
0.97%
Frequently asked questions about CVIE and SFTX
How have the CVIE and SFTX ETFs performed in 2026?
As of July 28, 2026, CVIE is up 14.47% year-to-date (YTD), while SFTX has returned 14.99%. That puts SFTX better performer ahead so far this year.
Which ETF is attracting more investor money: CVIE or SFTX?
Year-to-date, the CVIE ETF saw +$135M in flows, compared to +$60M for SFTX.
Which ETF is bigger: CVIE or SFTX?
As of July 28, 2026, CVIE holds $453.10 M in assets under management (AUM), while SFTX manages $478.60 M.
What sectors do the CVIE and SFTX ETFs invest in?
CVIE leans toward sectors like Technology, Finance and Industrials. Meanwhile, SFTX focuses on Technology, Finance and Industrials.
What are the top holdings of the CVIE ETF and SFTX ETF?
CVIE top holdings include Taiwan Semiconductor Manufacturing Co., Ltd., Samsung Electronics Co., Ltd. and SK hynix, Inc.. SFTX holds in its top three: Taiwan Semiconductor Manufacturing Co., Ltd., ASML Holding NV and Samsung Electronics Co., Ltd..
Which ETF is more diversified: CVIE or SFTX?
CVIE holds 718 securities with 24.62% of its assets in the top 15. SFTX has 441 securities and a top 15 weight of 27.26%.
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Latest news about CVIE & SFTX
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