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CVMCvsIWRETF Comparison
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 1.75% year-to-date (YTD) with -$3M in YTD flows. IWR performs worse with 0.84% YTD performance, and +$387M 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.
CVMC vs IWR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVMC IWR | -4.43%-4.58% | -0.42%-0.08% | +1.75%+0.84% | +17.03%+18.81% | +44.95%+51.18% | n/a+37.35% |
| Flows | CVMC IWR | -+$658M | -$55K+$689M | -$3M+$387M | +$12M+$4.19B | +$47M+$7.87B | -+$10.18B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC IWR | +13.41%+14.02% | +18.70%+19.12% | +16.02%+16.02% | n/a+18.22% |
| Max drawdown | CVMC IWR | -5.23%-6.14% | -13.93%-14.39% | -21.43%-21.08% | n/a-26.20% |
| Max drawdown duration | CVMC IWR | 13d15d | 46d46d | 269d239d | n/a854d |
CVMC | IWR | |
Last sale 3/13/2026 at 1:30 PM | $63.92 | $97.08 |
| Previous close 03/12/2026 | $63.91 | $97.20 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
CVMC | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CVMC | IWR | |
|---|---|---|
| Last price | $63.92 | $97.08 |
| 1D performance | +0.02% | -0.12% |
| AuM | $84.76 M | $47.14 B |
| E/R | 0.15% | 0.18% |
CVMC | IWR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Morgan Stanley | iShares |
| Benchmark | Calvert US Mid-Cap Core Responsible Index | Russell Midcap Index |
| N° of holdings | 574 | 724 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | July 17, 2001 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the CVMC and IWR ETFs performed in 2026?
As of March 11, 2026, CVMC is up 1.75% year-to-date (YTD), while IWR has returned 0.84%. 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 -$3M in flows, compared to +$387M for IWR.
Which ETF is more volatile: CVMC or IWR?
Over the past year, CVMC had a volatility of 18.7%, while IWR experienced 19.12%.
Which ETF is bigger: CVMC or IWR?
As of March 11, 2026, CVMC holds $84.76 M in assets under management (AUM), while IWR manages $47.14 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 SEAGATE TECHNOLOGY HOLDINGS PLC, WESTERN DIGITAL and CORNING. IWR holds in its top three: WESTERN DIGITAL, ROYAL CARIBBEAN GROUP and BANK OF NEW YORK MELLON.
Which ETF is more diversified: CVMC or IWR?
CVMC holds 587 securities with 9.54% of its assets in the top 15. IWR has 808 securities and a top 15 weight of 8.71%.
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