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 18.74% year-to-date (YTD) with +$16M in YTD flows. IWR performs worse with 15.62% YTD performance, and +$4.27B 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 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVMC IWR | +2.50%+2.76% | -0.53%+0.03% | +18.74%+15.62% | +18.58%+15.65% | +77.36%+76.03% | n/a+42.62% |
| Flows | CVMC IWR | +$4M+$1.05B | +$15M+$1.43B | +$16M+$4.27B | +$25M+$5.54B | +$61M+$11.77B | -+$13.61B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC IWR | +11.52%+11.30% | +14.19%+13.42% | +15.89%+15.73% | n/a+18.22% |
| Max drawdown | CVMC IWR | -7.20%-6.83% | -9.34%-8.16% | -21.43%-21.08% | n/a-26.20% |
| Max drawdown duration | CVMC IWR | 75d73d | 49d49d | 269d239d | n/a854d |
Trading data
CVMC | IWR | |
Last sale 10/28/2026 at 1:30 PM | $75.45 | $110.42 |
| Previous close 10/27/2026 | $75.46 | $110.33 |
| 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 | 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 10/28/2026 at 1:30 PM
Live
Closed
CVMC | IWR | |
|---|---|---|
| Last price | $75.45 | $110.42 |
| 1D performance | -0.02% | +0.08% |
| AuM | $116.93 M | $57.78 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 | 590 | 808 |
| 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
96.89%
Other
3.11%
IWR
USA
96.24%
Other
3.76%
Sectors
CVMC
Finance
25.18%
Industrials
15.83%
Technology
15.31%
Healthcare
13.94%
Other
29.74%
IWR
Finance
21.61%
Technology
16.34%
Industrials
13.72%
Healthcare
11.84%
Other
36.48%
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Diversification
CVMC
Total weight of top 15 holdings out of 15
8.06%
IWR
Total weight of top 15 holdings out of 15
8.43%
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%
IWR
Snowflake, Inc.
0.80%
Marathon Petroleum Corp.
0.79%
Phillips 66
0.71%
Cloudflare, Inc.
0.69%
Robinhood Markets, Inc.
0.58%
Datadog, Inc.
0.56%
Hewlett Packard Enterprise Co.
0.50%
Warner Bros. Discovery, Inc.
0.49%
Simon Property Group, Inc.
0.49%
Royal Caribbean Group
0.49%
Digital Realty Trust, Inc.
0.48%
The Allstate Corp.
0.47%
Lumentum Holdings, Inc.
0.47%
United Rentals, Inc.
0.47%
Baker Hughes Co.
0.45%
Frequently asked questions about CVMC and IWR
How have the CVMC and IWR ETFs performed in 2026?
As of October 27, 2026, CVMC is up 18.74% year-to-date (YTD), while IWR has returned 15.62%. 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 +$16M in flows, compared to +$4.27B for IWR.
Which ETF is more volatile: CVMC or IWR?
Over the past year, CVMC had a volatility of 14.19%, while IWR experienced 13.42%.
Which ETF is bigger: CVMC or IWR?
As of October 27, 2026, CVMC holds $116.93 M in assets under management (AUM), while IWR manages $57.78 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 Morgan Stanley Instl. Liquidity Funds - Government Portfolio, Target Corp. and Hewlett Packard Enterprise Co.. IWR holds in its top three: Snowflake, Inc., Marathon Petroleum Corp. and Phillips 66.
Which ETF is more diversified: CVMC or IWR?
CVMC holds 590 securities with 8.06% of its assets in the top 15. IWR has 818 securities and a top 15 weight of 8.43%.
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