CVMCvsIWRETF Comparison
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Calvert US Mid-Cap Core Responsible Index ETF (CVMC) and iShares Russell Mid-Cap ETF (IWR) belong to the same industry segment: US Mid Cap. CVMC's top 3 sector exposures are Finance, Industrials and Technology. In contrast, IWR's top sector exposures are Finance, Technology and Industrials. CVMC is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.18% for IWR. CVMC is up 17.97% year-to-date (YTD) with +$8M in YTD flows. IWR performs worse with 14.72% YTD performance, and +$2.92B in YTD flows. Run a side-by-side ETF comparison of CVMC and IWR 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 IWR 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 IWR | -3.69%-3.12% | +2.43%+2.22% | +17.97%+14.72% | +18.83%+14.11% | +57.48%+58.41% | n/a+45.60% |
| Flows | CVMC IWR | +$8M+$277M | +$8M-$169M | +$8M+$2.92B | +$15M+$4.65B | +$56M+$10.53B | -+$12.32B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC IWR | +11.52%+11.25% | +14.35%+13.66% | +16.10%+15.94% | n/a+18.28% |
| Max drawdown | CVMC IWR | -5.59%-5.16% | -9.34%-8.16% | -21.43%-21.08% | n/a-26.20% |
| Max drawdown duration | CVMC IWR | 29d26d | 49d49d | 269d239d | n/a854d |
Trading data
CVMC | IWR | |
Last sale 9/11/2026 at 1:30 PM | $75.22 | $109.86 |
| Previous close 09/10/2026 | $74.50 | $108.96 |
| 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 | IWR | |
|---|---|---|
| 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 | IWR | |
|---|---|---|
| Last price | $75.22 | $109.86 |
| 1D performance | +0.97% | +0.83% |
| AuM | $109.03 M | $56.14 B |
| E/R | 0.15% | 0.18% |
Characteristics
CVMC | IWR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Morgan Stanley | iShares |
| Benchmark | Calvert US Mid-Cap Core Responsible Index | Russell Midcap Index |
| N° of holdings | 593 | 812 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | July 17, 2001 |
| ESG | Yes | No |
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Exposure
Countries
CVMC
USA
96.88%
Other
3.12%
IWR
USA
96.23%
Other
3.77%
Sectors
CVMC
Finance
25.78%
Industrials
16.75%
Technology
14.89%
Healthcare
12.97%
Other
29.61%
IWR
Finance
22.01%
Technology
15.73%
Industrials
14.33%
Healthcare
11.14%
Other
36.79%
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Diversification
CVMC
Total weight of top 15 holdings out of 15
7.89%
IWR
Total weight of top 15 holdings out of 15
8.16%
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%
IWR
Snowflake, Inc.
0.72%
Marathon Petroleum Corp.
0.67%
Cloudflare, Inc.
0.65%
Datadog, Inc.
0.64%
Phillips 66
0.61%
Royal Caribbean Group
0.59%
Simon Property Group, Inc.
0.53%
Digital Realty Trust, Inc.
0.51%
The Allstate Corp.
0.49%
United Rentals, Inc.
0.48%
Robinhood Markets, Inc.
0.48%
Hewlett Packard Enterprise Co.
0.45%
Kinder Morgan, Inc.
0.45%
Warner Bros. Discovery, Inc.
0.44%
Realty Income Corp.
0.44%
Frequently asked questions about CVMC and IWR
How have the CVMC and IWR ETFs performed in 2026?
As of September 11, 2026, CVMC is up 17.97% year-to-date (YTD), while IWR has returned 14.72%. That puts CVMC better performer ahead so far this year.
Which ETF is attracting more investor money: CVMC or IWR?
Year-to-date, the CVMC ETF saw +$8M in flows, compared to +$2.92B for IWR.
Which ETF is more volatile: CVMC or IWR?
Over the past year, CVMC had a volatility of 14.35%, while IWR experienced 13.66%.
Which ETF is bigger: CVMC or IWR?
As of September 11, 2026, CVMC holds $109.03 M in assets under management (AUM), while IWR manages $56.14 B.
What sectors do the CVMC and IWR ETFs invest in?
CVMC leans toward sectors like Finance, Industrials and Technology. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the CVMC ETF and IWR ETF?
CVMC top holdings include PACCAR, Inc., Target Corp. and Arthur J. Gallagher & Co.. IWR holds in its top three: Snowflake, Inc., Marathon Petroleum Corp. and Cloudflare, Inc..
Which ETF is more diversified: CVMC or IWR?
CVMC holds 593 securities with 7.89% of its assets in the top 15. IWR has 823 securities and a top 15 weight of 8.16%.
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