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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

+0.07%

Full CVMC fund page

VS

ETF 2

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

+0.07%

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 8.73% year-to-date (YTD) with -$6M in YTD flows. IQSM performs worse with 7.97% YTD performance, and +$90M 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 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	CVMC IQSM	+8.20%+7.60%	+4.25%+2.80%	+8.73%+7.97%	+27.27%+27.58%	+48.61%+44.48%	n/an/a
Flows	CVMC IQSM	-$3M+$16M	-$3M+$91M	-$6M+$90M	+$6M+$68M	+$44M+$249M	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	CVMC IQSM	+16.87%+18.26%	+14.26%+15.43%	+16.09%+17.49%	n/an/a
Max drawdown	CVMC IQSM	-9.34%-8.92%	-9.34%-8.92%	-21.43%-23.67%	n/an/a
Max drawdown duration	CVMC IQSM	49d49d	49d49d	269d379d	n/an/a

Trading data

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	CVMC	IQSM
Last sale 4/24/2026 at 1:30 PM	$69.49	$37.31
Previous close 04/24/2026	$69.55	$37.20
Consolidated volume 04/24/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 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 4/24/2026 at 1:30 PM

Live

Closed

	CVMC	IQSM
Last price	$69.49	$37.31
1D performance	-0.08%	+0.28%
AuM	$86.88 M	$316.20 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	573	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

90.01%

Other

9.99%

IQSM

USA

87.19%

Other

12.81%

Sectors

CVMC

Industrials

18.82%

Information Techn.

15.96%

Financials

12.83%

Consumer Discreti.

9.87%

Health Care

9.87%

Other

32.65%

IQSM

Industrials

19.3%

Information Techn.

14.71%

Health Care

13.53%

Financials

12.44%

Consumer Discreti.

9.5%

Real Estate

8.8%

Other

21.73%

Diversification

CVMC

Total weight of top 15 holdings out of 15

10.27%

IQSM

Total weight of top 15 holdings out of 15

13.8%

Top 15 holdings

Data as of March 31, 2026

CVMC

CORNING

0.95%

VERTIV HOLDINGS

0.85%

WESTERN DIGITAL

0.82%

MARVELL TECHNOLOGY

0.80%

SEAGATE TECHNOLOGY HOLDINGS PLC

0.77%

QUANTA SERVICES

0.74%

CUMMINS

0.68%

ROSS STORES

0.64%

WARNER BROS. DISCOVERY

0.62%

GENERAL MOTORS

0.62%

BAKER HUGHES

0.57%

IE000IVNQZ81

0.57%

PACCAR

0.56%

TRUIST FINANCIAL CORP

0.54%

REALTY INCOME REIT

0.54%

IQSM

TECHNIPFMC PLC

1.28%

UTD THERAPEUT

1.17%

XPO LOGISTICS

1.03%

ALBEMARLE

0.96%

MICHAEL STORES

0.95%

FABRINET

0.92%

BURLINGTON STORES

0.91%

US FOODS HOLDING CORP

0.89%

NVENT ELECTRIC PLC

0.87%

CH ROBINSON WW

0.85%

MODERNA INC

0.81%

TWILIO

0.79%

REVOLUTION MEDICINES INC

0.79%

ALCOA CORP

0.78%

YUM CHINA HOLDINGS

0.78%

Frequently asked questions about CVMC and IQSM

How have the CVMC and IQSM ETFs performed in 2026?

As of April 24, 2026, CVMC is up 8.73% year-to-date (YTD), while IQSM has returned 7.97%. 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 -$6M in flows, compared to +$90M for IQSM.

Which ETF is more volatile: CVMC or IQSM?

Over the past year, CVMC had a volatility of 14.26%, while IQSM experienced 15.43%.

Which ETF is bigger: CVMC or IQSM?

As of April 24, 2026, CVMC holds $86.88 M in assets under management (AUM), while IQSM manages $316.20 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.

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 April 24, 2026, CVMC is up 8.73% year-to-date (YTD), while IQSM has returned 7.97%. 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 -$6M in flows, compared to +$90M for IQSM.

Which ETF is more volatile: CVMC or IQSM?

Over the past year, CVMC had a volatility of 14.26%, while IQSM experienced 15.43%.

Which ETF is bigger: CVMC or IQSM?

As of April 24, 2026, CVMC holds $86.88 M in assets under management (AUM), while IQSM manages $316.20 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 CORNING, VERTIV HOLDINGS and WESTERN DIGITAL. IQSM holds in its top three: TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS.

Which ETF is more diversified: CVMC or IQSM?

CVMC holds 586 securities with 10.27% of its assets in the top 15. IQSM has 227 securities and a top 15 weight of 13.8%.

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