CVMCvsBBMCETF Comparison
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Calvert US Mid-Cap Core Responsible Index ETF (CVMC) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. CVMC is more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.07% for BBMC. CVMC is up 17.97% year-to-date (YTD) with +$8M in YTD flows. BBMC performs worse with 17.11% YTD performance, and -$41M in YTD flows. Run a side-by-side ETF comparison of CVMC and BBMC 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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CVMC vs BBMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVMC BBMC | -3.69%-3.52% | +2.43%+0.50% | +17.97%+17.11% | +18.83%+18.68% | +57.48%+65.11% | n/a+46.96% |
| Flows | CVMC BBMC | +$8M+$21M | +$8M-$19M | +$8M-$41M | +$15M-$224M | +$56M-$388M | --$222M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC BBMC | +11.52%+13.09% | +14.35%+16.56% | +16.10%+18.74% | n/a+20.72% |
| Max drawdown | CVMC BBMC | -5.59%-5.26% | -9.34%-9.60% | -21.43%-24.17% | n/a-30.03% |
| Max drawdown duration | CVMC BBMC | 29d26d | 49d46d | 269d275d | n/a1045d |
Trading data
CVMC | BBMC | |
Last sale 9/11/2026 at 1:30 PM | $75.22 | |
| Previous close 09/10/2026 | $74.50 | |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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CVMC | BBMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
CVMC | BBMC | |
|---|---|---|
| Last price | $75.22 | – |
| 1D performance | +0.97% | – |
| AuM | $109.03 M | $2.06 B |
| E/R | 0.15% | 0.07% |
Characteristics
CVMC | BBMC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Morgan Stanley | J.P. Morgan Asset Management |
| Benchmark | Calvert US Mid-Cap Core Responsible Index | Morningstar US Mid Cap Target Market Exposure Extended Index |
| N° of holdings | 593 | 456 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | April 14, 2020 |
| ESG | Yes | No |
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Exposure
Countries
CVMC
USA
96.88%
Other
3.12%
BBMC
USA
95.88%
Other
4.12%
Sectors
CVMC
Finance
25.78%
Industrials
16.75%
Technology
14.89%
Healthcare
12.97%
Other
29.61%
BBMC
Finance
20.9%
Industrials
17.33%
Technology
13.24%
Healthcare
12.92%
Non-Energy Materi.
10.02%
Consumer Cyclical.
7.27%
Other
18.31%
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Diversification
CVMC
Total weight of top 15 holdings out of 15
7.89%
BBMC
Total weight of top 15 holdings out of 15
9.06%
Top 15 holdings
Data as of July 31, 2026
CVMC
PACCAR, Inc.
0.60%
Target Corp.
0.56%
Arthur J. Gallagher & Co.
0.56%
Hewlett Packard Enterprise Co.
0.56%
Dominion Energy, Inc.
0.53%
W.W. Grainger, Inc.
0.52%
Realty Income Corp.
0.52%
Aflac, Inc.
0.52%
Nucor Corp.
0.51%
Sempra
0.51%
Delta Air Lines, Inc.
0.51%
Teradyne, Inc.
0.50%
Public Storage
0.50%
AMETEK, Inc.
0.49%
Rockwell Automation, Inc.
0.48%
BBMC
Natera, Inc.
0.76%
Revolution Medicines, Inc.
0.75%
Casey's General Stores, Inc.
0.68%
Tapestry, Inc.
0.64%
Carpenter Technology Corp.
0.62%
TechnipFMC plc
0.61%
Qnity Electronics, Inc.
0.60%
Williams-Sonoma, Inc.
0.60%
Curtiss-Wright Corp.
0.59%
ATI, Inc.
0.56%
Reddit, Inc.
0.54%
Woodward, Inc.
0.54%
XPO, Inc.
0.53%
nVent Electric Plc
0.52%
Okta, Inc.
0.50%
Frequently asked questions about CVMC and BBMC
How have the CVMC and BBMC ETFs performed in 2026?
As of September 11, 2026, CVMC is up 17.97% year-to-date (YTD), while BBMC has returned 17.11%. That puts CVMC better performer ahead so far this year.
Which ETF is attracting more investor money: CVMC or BBMC?
Year-to-date, the CVMC ETF saw +$8M in flows, compared to -$41M for BBMC.
Which ETF is more volatile: CVMC or BBMC?
Over the past year, CVMC had a volatility of 14.35%, while BBMC experienced 16.56%.
Which ETF is bigger: CVMC or BBMC?
As of September 11, 2026, CVMC holds $109.03 M in assets under management (AUM), while BBMC manages $2.06 B.
What sectors do the CVMC and BBMC ETFs invest in?
CVMC leans toward sectors like Finance, Industrials and Technology. Meanwhile, BBMC focuses on Finance, Industrials and Technology.
What are the top holdings of the CVMC ETF and BBMC ETF?
CVMC top holdings include PACCAR, Inc., Target Corp. and Arthur J. Gallagher & Co.. BBMC holds in its top three: Natera, Inc., Revolution Medicines, Inc. and Casey's General Stores, Inc..
Which ETF is more diversified: CVMC or BBMC?
CVMC holds 593 securities with 7.89% of its assets in the top 15. BBMC has 462 securities and a top 15 weight of 9.06%.
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