CVMCvsIQSMETF Comparison
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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 Finance, Industrials and Technology. In contrast, IQSM's top sector exposures are Finance, Technology and Healthcare. CVMC is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.16% for IQSM. CVMC is up 18.74% year-to-date (YTD) with +$16M in YTD flows. IQSM performs worse with 13.63% YTD performance, and +$186M 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
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVMC IQSM | +2.50%+1.23% | -0.53%-0.69% | +18.74%+13.63% | +18.58%+15.53% | +77.36%+62.90% | n/an/a |
| Flows | CVMC IQSM | +$4M+$64M | +$15M+$99M | +$16M+$186M | +$25M+$179M | +$61M+$168M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC IQSM | +11.52%+12.68% | +14.19%+14.61% | +15.89%+17.12% | n/an/a |
| Max drawdown | CVMC IQSM | -7.20%-6.21% | -9.34%-8.92% | -21.43%-23.67% | n/an/a |
| Max drawdown duration | CVMC IQSM | 75d73d | 49d49d | 269d379d | n/an/a |
Trading data
CVMC | IQSM | |
Last sale 10/28/2026 at 1:30 PM | $75.45 | $39.06 |
| Previous close 10/27/2026 | $75.46 | $39.03 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 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 | ||
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
CVMC | IQSM | |
|---|---|---|
| Last price | $75.45 | $39.06 |
| 1D performance | -0.02% | +0.07% |
| AuM | $116.93 M | $427.72 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 | 590 | 244 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | October 25, 2022 |
| ESG | Yes | Yes |
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Exposure
Countries
CVMC
USA
96.89%
Other
3.11%
IQSM
USA
93.78%
Other
6.22%
Sectors
CVMC
Finance
25.18%
Industrials
15.83%
Technology
15.31%
Healthcare
13.94%
Other
29.74%
IQSM
Finance
22.38%
Technology
18.71%
Healthcare
16.23%
Industrials
15.33%
Non-Energy Materi.
8.44%
Other
18.91%
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Diversification
CVMC
Total weight of top 15 holdings out of 15
8.06%
IQSM
Total weight of top 15 holdings out of 15
13.81%
Top 15 holdings
Data as of August 31, 2026
CVMC
Morgan Stanley Instl. Liquidity Funds - Government Portfolio
0.78%
Target Corp.
0.62%
Hewlett Packard Enterprise Co.
0.60%
Arthur J. Gallagher & Co.
0.58%
PACCAR, Inc.
0.56%
Equity Residential
0.51%
Moderna, Inc.
0.51%
Dominion Energy, Inc.
0.50%
Realty Income Corp.
0.50%
Nucor Corp.
0.49%
W.W. Grainger, Inc.
0.49%
Autodesk, Inc.
0.49%
Fastenal Co.
0.48%
Becton, Dickinson & Co.
0.48%
Keysight Technologies, Inc.
0.47%
IQSM
Moderna, Inc.
1.78%
Revolution Medicines, Inc.
1.41%
Twilio, Inc.
1.18%
Okta, Inc.
1.07%
US Foods Holding Corp.
0.93%
nVent Electric Plc
0.89%
F5, Inc.
0.87%
Guardant Health, Inc.
0.79%
Coeur Mining, Inc.
0.76%
Roku, Inc.
0.75%
Viatris, Inc.
0.72%
TD SYNNEX Corp.
0.68%
C.H. Robinson Worldwide, Inc.
0.67%
Jones Lang LaSalle, Inc.
0.66%
Ball Corp.
0.65%
Frequently asked questions about CVMC and IQSM
How have the CVMC and IQSM ETFs performed in 2026?
As of October 27, 2026, CVMC is up 18.74% year-to-date (YTD), while IQSM has returned 13.63%. 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 +$16M in flows, compared to +$186M for IQSM.
Which ETF is more volatile: CVMC or IQSM?
Over the past year, CVMC had a volatility of 14.19%, while IQSM experienced 14.61%.
Which ETF is bigger: CVMC or IQSM?
As of October 27, 2026, CVMC holds $116.93 M in assets under management (AUM), while IQSM manages $427.72 M.
What sectors do the CVMC and IQSM ETFs invest in?
CVMC leans toward sectors like Finance, Industrials and Technology. Meanwhile, IQSM focuses on Finance, Technology and Healthcare.
What are the top holdings of the CVMC ETF and IQSM ETF?
CVMC top holdings include Morgan Stanley Instl. Liquidity Funds - Government Portfolio, Target Corp. and Hewlett Packard Enterprise Co.. IQSM holds in its top three: Moderna, Inc., Revolution Medicines, Inc. and Twilio, Inc..
Which ETF is more diversified: CVMC or IQSM?
CVMC holds 590 securities with 8.06% of its assets in the top 15. IQSM has 246 securities and a top 15 weight of 13.81%.
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