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 Industrials. CVMC is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.16% for IQSM. CVMC is up 17.97% year-to-date (YTD) with +$8M in YTD flows. IQSM performs worse with 14.87% YTD performance, and +$95M 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 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVMC IQSM | -3.69%-2.34% | +2.43%+2.92% | +17.97%+14.87% | +18.83%+15.18% | +57.48%+46.89% | n/an/a |
| Flows | CVMC IQSM | +$8M+$7M | +$8M+$6M | +$8M+$95M | +$15M+$81M | +$56M+$90M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC IQSM | +11.52%+12.65% | +14.35%+14.91% | +16.10%+17.37% | n/an/a |
| Max drawdown | CVMC IQSM | -5.59%-4.07% | -9.34%-8.92% | -21.43%-23.67% | n/an/a |
| Max drawdown duration | CVMC IQSM | 29d26d | 49d49d | 269d379d | n/an/a |
Trading data
CVMC | IQSM | |
Last sale 9/11/2026 at 1:30 PM | $75.22 | $39.61 |
| Previous close 09/10/2026 | $74.50 | $39.24 |
| 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 | 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 9/11/2026 at 1:30 PM
Live
Closed
CVMC | IQSM | |
|---|---|---|
| Last price | $75.22 | $39.61 |
| 1D performance | +0.97% | +0.94% |
| AuM | $109.03 M | $340.50 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 | 593 | 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
96.88%
Other
3.12%
IQSM
USA
93.56%
Other
6.44%
Sectors
CVMC
Finance
25.78%
Industrials
16.75%
Technology
14.89%
Healthcare
12.97%
Other
29.61%
IQSM
Finance
23.17%
Technology
17.79%
Industrials
16.25%
Healthcare
15%
Non-Energy Materi.
8.14%
Other
19.64%
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Diversification
CVMC
Total weight of top 15 holdings out of 15
7.89%
IQSM
Total weight of top 15 holdings out of 15
12.74%
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%
IQSM
Revolution Medicines, Inc.
1.32%
Twilio, Inc.
1.01%
nVent Electric Plc
0.93%
Burlington Stores, Inc.
0.93%
US Foods Holding Corp.
0.92%
Okta, Inc.
0.90%
F5, Inc.
0.88%
Guardant Health, Inc.
0.83%
Viatris, Inc.
0.78%
MKS, Inc.
0.76%
Moderna, Inc.
0.71%
Roku, Inc.
0.71%
TD SYNNEX Corp.
0.71%
Ball Corp.
0.69%
Kimco Realty Corp.
0.68%
Frequently asked questions about CVMC and IQSM
How have the CVMC and IQSM ETFs performed in 2026?
As of September 11, 2026, CVMC is up 17.97% year-to-date (YTD), while IQSM has returned 14.87%. 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 +$8M in flows, compared to +$95M for IQSM.
Which ETF is more volatile: CVMC or IQSM?
Over the past year, CVMC had a volatility of 14.35%, while IQSM experienced 14.91%.
Which ETF is bigger: CVMC or IQSM?
As of September 11, 2026, CVMC holds $109.03 M in assets under management (AUM), while IQSM manages $340.50 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 Industrials.
What are the top holdings of the CVMC ETF and IQSM ETF?
CVMC top holdings include PACCAR, Inc., Target Corp. and Arthur J. Gallagher & Co.. IQSM holds in its top three: Revolution Medicines, Inc., Twilio, Inc. and nVent Electric Plc.
Which ETF is more diversified: CVMC or IQSM?
CVMC holds 593 securities with 7.89% of its assets in the top 15. IQSM has 246 securities and a top 15 weight of 12.74%.
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