CVMCvsIWRETF Comparison
VS
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. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. CVMC is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.18% for IWR. CVMC is up 17.11% year-to-date (YTD) with +$15M in YTD flows. IWR performs worse with 13.36% YTD performance, and +$3.45B 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
CVMC vs IWR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVMC IWR | +7.53%+5.00% | +16.82%+11.68% | +17.11%+13.36% | +28.26%+22.91% | +55.98%+58.39% | n/a+51.64% |
| Flows | CVMC IWR | +$15M+$1.04B | +$19M+$3.05B | +$15M+$3.45B | +$25M+$5.89B | +$63M+$11.29B | -+$12.67B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC IWR | +18.03%+15.61% | +14.71%+13.86% | +16.17%+15.98% | n/a+18.31% |
| Max drawdown | CVMC IWR | -3.64%-3.37% | -9.34%-8.16% | -21.43%-21.08% | n/a-26.20% |
| Max drawdown duration | CVMC IWR | 6d7d | 49d49d | 269d239d | n/a854d |
Trading data
CVMC | IWR | |
Last sale 6/18/2026 at 1:30 PM | $74.90 | $108.54 |
| Previous close 06/18/2026 | $73.92 | $107.52 |
| Consolidated volume 06/18/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
CVMC | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 6/18/2026 at 1:30 PM
Live
Closed
CVMC | IWR | |
|---|---|---|
| Last price | $74.90 | $108.54 |
| 1D performance | +1.33% | +0.95% |
| AuM | $116.03 M | $55.99 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 | 566 | 718 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | July 17, 2001 |
| ESG | Yes | No |
Advertisement
Exposure
Countries
CVMC
USA
89.45%
Other
10.55%
IWR
USA
93.91%
Other
6.09%
Sectors
CVMC
Industrials
19.01%
Information Techn.
17.47%
Financials
12.55%
Consumer Discreti.
9.54%
Health Care
9.17%
Other
32.26%
IWR
Industrials
16.96%
Information Techn.
14.26%
Financials
12.04%
Consumer Discreti.
10.29%
Health Care
7.82%
Other
38.62%
Advertisement
Diversification
CVMC
Total weight of top 15 holdings out of 15
11.62%
IWR
Total weight of top 15 holdings out of 15
10.87%
Top 15 holdings
Data as of April 30, 2026
CVMC
MARVELL TECHNOLOGY
1.16%
WESTERN DIGITAL
1.11%
SEAGATE TECHNOLOGY HOLDINGS PLC
1.07%
CORNING
1.00%
VERTIV HOLDINGS
0.96%
QUANTA SERVICES
0.80%
CUMMINS
0.76%
MONOLITHIC POWER SYSTEMS
0.64%
ROSS STORES
0.62%
GENERAL MOTORS
0.62%
CIENA
0.61%
BAKER HUGHES
0.59%
WARNER BROS. DISCOVERY
0.57%
TRUIST FINANCIAL CORP
0.56%
UNITED RENTALS
0.55%
IWR
US80004C2008
1.16%
WESTERN DIGITAL
1.10%
CORNING
0.95%
VERTIV HOLDINGS
0.93%
QUANTA SERVICES
0.79%
HOWMET AEROSPACE INC
0.72%
BANK OF NEW YORK MELLON
0.69%
CUMMINS
0.68%
VALERO ENERGY
0.57%
MONOLITHIC POWER SYSTEMS
0.55%
MARATHON PETROLEUM
0.55%
CIENA
0.55%
HILTON INC
0.55%
ROSS STORES
0.54%
PHILLIPS 66
0.53%
Frequently asked questions about CVMC and IWR
How have the CVMC and IWR ETFs performed in 2026?
As of June 18, 2026, CVMC is up 17.11% year-to-date (YTD), while IWR has returned 13.36%. 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 +$15M in flows, compared to +$3.45B for IWR.
Which ETF is more volatile: CVMC or IWR?
Over the past year, CVMC had a volatility of 14.71%, while IWR experienced 13.86%.
Which ETF is bigger: CVMC or IWR?
As of June 18, 2026, CVMC holds $116.03 M in assets under management (AUM), while IWR manages $55.99 B.
What sectors do the CVMC and IWR ETFs invest in?
CVMC leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IWR focuses on Industrials, Information Technology and Financials.
What are the top holdings of the CVMC ETF and IWR ETF?
CVMC top holdings include MARVELL TECHNOLOGY, WESTERN DIGITAL and SEAGATE TECHNOLOGY HOLDINGS PLC. IWR holds in its top three: US80004C2008, WESTERN DIGITAL and CORNING.
Which ETF is more diversified: CVMC or IWR?
CVMC holds 579 securities with 11.62% of its assets in the top 15. IWR has 806 securities and a top 15 weight of 10.87%.
Advertisement
Advertisement
