CVMCvsMCDSETF Comparison
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Calvert US Mid-Cap Core Responsible Index ETF (CVMC) and JPMorgan Fundamental Data Science Mid Core ETF (MCDS) 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 0.35% for MCDS. CVMC is up 17.11% year-to-date (YTD) with +$15M in YTD flows. MCDS performs worse with 14.51% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of CVMC and MCDS 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 MCDS 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 MCDS | +7.53%+5.70% | +16.82%+13.23% | +17.11%+14.51% | +28.26%+23.98% | +55.98%n/a | n/an/a |
| Flows | CVMC MCDS | +$15M- | +$19M- | +$15M- | +$25M+$7K | +$63M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC MCDS | +18.03%+15.08% | +14.71%+13.41% | +16.17%n/a | n/an/a |
| Max drawdown | CVMC MCDS | -3.64%-3.13% | -9.34%-7.49% | -21.43%n/a | n/an/a |
| Max drawdown duration | CVMC MCDS | 6d16d | 49d46d | 269dn/a | n/an/a |
Trading data
CVMC | MCDS | |
Last sale 6/18/2026 at 1:30 PM | $74.90 | $66.98 |
| Previous close 06/18/2026 | $73.92 | $66.47 |
| 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
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MCDS
is actively managed and doesn’t replicate an indexCVMC | MCDS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/18/2026 at 1:30 PM
Live
Closed
CVMC | MCDS | |
|---|---|---|
| Last price | $74.90 | $66.98 |
| 1D performance | +1.33% | +0.77% |
| AuM | $116.03 M | $8.03 M |
| E/R | 0.15% | 0.35% |
Characteristics
CVMC | MCDS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Morgan Stanley | J.P. Morgan Asset Management |
| Benchmark | Calvert US Mid-Cap Core Responsible Index | - |
| N° of holdings | 566 | 174 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | August 7, 2024 |
| ESG | Yes | No |
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Exposure
Countries
CVMC
USA
89.45%
Other
10.55%
MCDS
USA
94.29%
Other
5.71%
Sectors
CVMC
Industrials
19.01%
Information Techn.
17.47%
Financials
12.55%
Consumer Discreti.
9.54%
Health Care
9.17%
Other
32.26%
MCDS
Industrials
17.65%
Information Techn.
16.13%
Financials
13.29%
Consumer Discreti.
10.58%
Health Care
8.17%
Real Estate
7.05%
Other
27.13%
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Diversification
CVMC
Total weight of top 15 holdings out of 15
11.62%
MCDS
Total weight of top 15 holdings out of 15
19.44%
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%
MCDS
WESTERN DIGITAL
2.35%
TERADYNE
1.90%
HOWMET AEROSPACE INC
1.59%
HILTON INC
1.30%
QUANTA SERVICES
1.25%
STATE STREET
1.22%
ROSS STORES
1.21%
WABTEC
1.16%
DOVER
1.15%
VERTIV HOLDINGS
1.08%
CARDINAL HEALTH
1.07%
MARATHON PETROLEUM
1.06%
CMS ENERGY
1.05%
M&T BANK
1.02%
ENTERGY
1.02%
Frequently asked questions about CVMC and MCDS
How have the CVMC and MCDS ETFs performed in 2026?
As of June 18, 2026, CVMC is up 17.11% year-to-date (YTD), while MCDS has returned 14.51%. That puts CVMC better performer ahead so far this year.
Which ETF is attracting more investor money: CVMC or MCDS?
Year-to-date, the CVMC ETF saw +$15M in flows, compared to - for MCDS.
Which ETF is more volatile: CVMC or MCDS?
Over the past year, CVMC had a volatility of 14.71%, while MCDS experienced 13.41%.
Which ETF is bigger: CVMC or MCDS?
As of June 18, 2026, CVMC holds $116.03 M in assets under management (AUM), while MCDS manages $8.03 M.
What sectors do the CVMC and MCDS ETFs invest in?
CVMC leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, MCDS focuses on Industrials, Information Technology and Financials.
What are the top holdings of the CVMC ETF and MCDS ETF?
CVMC top holdings include MARVELL TECHNOLOGY, WESTERN DIGITAL and SEAGATE TECHNOLOGY HOLDINGS PLC. MCDS holds in its top three: WESTERN DIGITAL, TERADYNE and HOWMET AEROSPACE INC.
Which ETF is more diversified: CVMC or MCDS?
CVMC holds 579 securities with 11.62% of its assets in the top 15. MCDS has 180 securities and a top 15 weight of 19.44%.
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