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CVMCvsIQSMETF Comparison
Calvert US Mid-Cap Core Responsible Index ETF (CVMC) and NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) belong to the same industry segment: US Mid Cap. CVMC's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, IQSM's top sector exposures are Industrials, Information Technology and Health Care. CVMC is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.16% for IQSM. CVMC is up 2.92% year-to-date (YTD) with -$3M in YTD flows. IQSM performs worse with 2.53% YTD performance, and +$61M in YTD flows. Run a side-by-side ETF comparison of CVMC and IQSM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
CVMC vs IQSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVMC IQSM | -3.16%-3.99% | +3.43%+3.37% | +2.92%+2.53% | +17.15%+16.93% | +40.66%+34.14% | n/an/a |
| Flows | CVMC IQSM | -+$45M | -$55K+$60M | -$3M+$61M | +$12M+$44M | +$47M+$219M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC IQSM | +13.89%+15.02% | +18.75%+20.42% | +16.12%+17.57% | n/an/a |
| Max drawdown | CVMC IQSM | -4.90%-5.34% | -13.93%-15.27% | -21.43%-23.67% | n/an/a |
| Max drawdown duration | CVMC IQSM | 11d11d | 46d46d | 269d379d | n/an/a |
CVMC | IQSM | |
Last sale 3/11/2026 at 1:30 PM | $65.17 | $35.30 |
| Previous close 03/10/2026 | $65.50 | $35.39 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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CVMC | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CVMC | IQSM | |
|---|---|---|
| Last price | $65.17 | $35.30 |
| 1D performance | -0.51% | -0.26% |
| AuM | $85.74 M | $271.70 M |
| E/R | 0.15% | 0.16% |
CVMC | IQSM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Morgan Stanley | New York Life Investments |
| Benchmark | Calvert US Mid-Cap Core Responsible Index | NYLI Candriam U.S. Mid Cap Equity Index |
| N° of holdings | 574 | 219 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | October 25, 2022 |
| ESG | Yes | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the CVMC and IQSM ETFs performed in 2026?
As of March 9, 2026, CVMC is up 2.92% year-to-date (YTD), while IQSM has returned 2.53%. That puts CVMC better performer ahead so far this year.
Which ETF is attracting more investor money: CVMC or IQSM?
Year-to-date, the CVMC ETF saw -$3M in flows, compared to +$61M for IQSM.
Which ETF is more volatile: CVMC or IQSM?
Over the past year, CVMC had a volatility of 18.75%, while IQSM experienced 20.42%.
Which ETF is bigger: CVMC or IQSM?
As of March 9, 2026, CVMC holds $85.74 M in assets under management (AUM), while IQSM manages $271.70 M.
What sectors do the CVMC and IQSM ETFs invest in?
CVMC leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IQSM focuses on Industrials, Information Technology and Health Care.
What are the top holdings of the CVMC ETF and IQSM ETF?
CVMC top holdings include SEAGATE TECHNOLOGY HOLDINGS PLC, WESTERN DIGITAL and CORNING. IQSM holds in its top three: BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC.
Which ETF is more diversified: CVMC or IQSM?
CVMC holds 587 securities with 9.54% of its assets in the top 15. IQSM has 225 securities and a top 15 weight of 13.06%.
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