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CVMCvsIQSMETF Comparison

ETF 1

CVMC

Calvert US Mid-Cap Core Responsible Index ETF

This fund is part of

US Mid Cap

+1.01%

Full CVMC fund page

VS

ETF 2

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

+1.01%

Full IQSM fund page

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 17.11% year-to-date (YTD) with +$15M in YTD flows. IQSM performs worse with 12.31% YTD performance, and +$129M 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.

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CVMC vs IQSM performance and flow charts

Performance

Cumulative Flows

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Data Services

Historic performance and flows

Data as of 06/18/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	CVMC IQSM	+7.53%+4.58%	+16.82%+12.20%	+17.11%+12.31%	+28.26%+24.57%	+55.98%+44.53%	n/an/a
Flows	CVMC IQSM	+$15M+$39M	+$19M+$55M	+$15M+$129M	+$25M+$108M	+$63M+$268M	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	CVMC IQSM	+18.03%+17.39%	+14.71%+15.27%	+16.17%+17.40%	n/an/a
Max drawdown	CVMC IQSM	-3.64%-3.58%	-9.34%-8.92%	-21.43%-23.67%	n/an/a
Max drawdown duration	CVMC IQSM	6d6d	49d49d	269d379d	n/an/a

Trading data

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	CVMC	IQSM
Last sale 6/18/2026 at 1:30 PM	$74.90	$38.72
Previous close 06/18/2026	$73.92	$38.44
Consolidated volume 06/18/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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	CVMC	IQSM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/18/2026 at 1:30 PM

Live

Closed

	CVMC	IQSM
Last price	$74.90	$38.72
1D performance	+1.33%	+0.73%
AuM	$116.03 M	$366.77 M
E/R	0.15%	0.16%

Characteristics

	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	566	221
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	February 1, 2023	October 25, 2022
ESG	Yes	Yes

More CVMC data on Trackinsight

More IQSM data on Trackinsight

Exposure

Countries

CVMC

USA

89.45%

Other

10.55%

IQSM

USA

87.47%

Other

12.53%

Sectors

CVMC

Industrials

19.01%

Information Techn.

17.47%

Financials

12.55%

Consumer Discreti.

9.54%

Health Care

9.17%

Other

32.26%

IQSM

Industrials

19.98%

Information Techn.

15.2%

Health Care

13.06%

Financials

12.78%

Consumer Discreti.

9.35%

Real Estate

8.88%

Other

20.75%

Diversification

CVMC

Total weight of top 15 holdings out of 15

11.62%

IQSM

Total weight of top 15 holdings out of 15

14.37%

Top 15 holdings

Data as of April 30, 2026

CVMC

MARVELL TECHNOLOGY

1.16%

WESTERN DIGITAL

1.11%

SEAGATE TECHNOLOGY HOLDINGS PLC

1.07%

CORNING

1.00%

VERTIV HOLDINGS

0.96%

QUANTA SERVICES

0.80%

CUMMINS

0.76%

MONOLITHIC POWER SYSTEMS

0.64%

ROSS STORES

0.62%

GENERAL MOTORS

0.62%

CIENA

0.61%

BAKER HUGHES

0.59%

WARNER BROS. DISCOVERY

0.57%

TRUIST FINANCIAL CORP

0.56%

UNITED RENTALS

0.55%

IQSM

TECHNIPFMC PLC

1.32%

REVOLUTION MEDICINES INC

1.12%

XPO LOGISTICS

1.11%

FABRINET

1.06%

UTD THERAPEUT

1.06%

MICHAEL STORES

1.05%

NVENT ELECTRIC PLC

0.97%

ALBEMARLE

0.95%

CH ROBINSON WW

0.91%

BURLINGTON STORES

0.85%

TWILIO

0.85%

US FOODS HOLDING CORP

0.83%

ITT

0.79%

MKS INSTRUMENTS

0.75%

MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC

0.75%

Frequently asked questions about CVMC and IQSM

How have the CVMC and IQSM ETFs performed in 2026?

As of June 18, 2026, CVMC is up 17.11% year-to-date (YTD), while IQSM has returned 12.31%. 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 +$15M in flows, compared to +$129M for IQSM.

Which ETF is more volatile: CVMC or IQSM?

Over the past year, CVMC had a volatility of 14.71%, while IQSM experienced 15.27%.

Which ETF is bigger: CVMC or IQSM?

As of June 18, 2026, CVMC holds $116.03 M in assets under management (AUM), while IQSM manages $366.77 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 MARVELL TECHNOLOGY, WESTERN DIGITAL and SEAGATE TECHNOLOGY HOLDINGS PLC. IQSM holds in its top three: TECHNIPFMC PLC, REVOLUTION MEDICINES INC and XPO LOGISTICS.

CVMCvsIQSMETF Comparison

Calvert US Mid-Cap Core Responsible Index ETF

NYLI Candriam U.S. Mid Cap Equity ETF

CVMC vs IQSM performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the CVMC and IQSM ETFs performed in 2026?

As of June 18, 2026, CVMC is up 17.11% year-to-date (YTD), while IQSM has returned 12.31%. 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 +$15M in flows, compared to +$129M for IQSM.

Which ETF is more volatile: CVMC or IQSM?

Over the past year, CVMC had a volatility of 14.71%, while IQSM experienced 15.27%.

Which ETF is bigger: CVMC or IQSM?

As of June 18, 2026, CVMC holds $116.03 M in assets under management (AUM), while IQSM manages $366.77 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 MARVELL TECHNOLOGY, WESTERN DIGITAL and SEAGATE TECHNOLOGY HOLDINGS PLC. IQSM holds in its top three: TECHNIPFMC PLC, REVOLUTION MEDICINES INC and XPO LOGISTICS.

Which ETF is more diversified: CVMC or IQSM?

CVMC holds 579 securities with 11.62% of its assets in the top 15. IQSM has 227 securities and a top 15 weight of 14.37%.

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