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 8.55% year-to-date (YTD) with -$6M in YTD flows. MCDS performs better with 8.99% 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 04/22/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVMC MCDS | +8.57%+7.07% | +3.34%+5.32% | +8.55%+8.99% | +31.14%+25.35% | +48.37%n/a | n/an/a |
| Flows | CVMC MCDS | -$3M- | -$3M- | -$6M- | +$6M+$7K | +$44M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC MCDS | +16.97%+15.53% | +14.42%+13.64% | +16.11%n/a | n/an/a |
| Max drawdown | CVMC MCDS | -9.34%-7.49% | -9.34%-7.49% | -21.43%n/a | n/an/a |
| Max drawdown duration | CVMC MCDS | 49d46d | 49d46d | 269dn/a | n/an/a |
Trading data
CVMC | MCDS | |
Last sale 4/24/2026 at 1:30 PM | $69.49 | $63.74 |
| Previous close 04/23/2026 | $69.55 | $63.85 |
| Consolidated volume 04/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 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 4/24/2026 at 1:30 PM
Live
Closed
CVMC | MCDS | |
|---|---|---|
| Last price | $69.49 | $63.74 |
| 1D performance | -0.08% | -0.17% |
| AuM | $86.74 M | $7.65 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 | 573 | 173 |
| 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
90.01%
Other
9.99%
MCDS
USA
94.4%
Other
5.6%
Sectors
CVMC
Industrials
18.82%
Information Techn.
15.96%
Financials
12.83%
Consumer Discreti.
9.87%
Health Care
9.87%
Other
32.65%
MCDS
Industrials
17.46%
Information Techn.
14.2%
Financials
13.29%
Consumer Discreti.
10.66%
Health Care
8.61%
Energy
7.82%
Other
27.95%
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Diversification
CVMC
Total weight of top 15 holdings out of 15
10.27%
MCDS
Total weight of top 15 holdings out of 15
19.03%
Top 15 holdings
Data as of March 31, 2026
CVMC
CORNING
0.95%
VERTIV HOLDINGS
0.85%
WESTERN DIGITAL
0.82%
MARVELL TECHNOLOGY
0.80%
SEAGATE TECHNOLOGY HOLDINGS PLC
0.77%
QUANTA SERVICES
0.74%
CUMMINS
0.68%
ROSS STORES
0.64%
WARNER BROS. DISCOVERY
0.62%
GENERAL MOTORS
0.62%
IE000IVNQZ81
0.57%
BAKER HUGHES
0.57%
PACCAR
0.56%
TRUIST FINANCIAL CORP
0.54%
REALTY INCOME REIT
0.54%
MCDS
WESTERN DIGITAL
1.76%
HOWMET AEROSPACE INC
1.64%
TERADYNE
1.47%
MARATHON PETROLEUM
1.31%
HILTON INC
1.25%
ROSS STORES
1.24%
XCEL ENERGY
1.24%
QUANTA SERVICES
1.21%
CARDINAL HEALTH
1.21%
DOVER
1.16%
CMS ENERGY
1.15%
WABTEC
1.15%
STATE STREET
1.09%
ENTERGY
1.08%
CHENIERE ENERGY
1.07%
Frequently asked questions about CVMC and MCDS
How have the CVMC and MCDS ETFs performed in 2026?
As of April 22, 2026, CVMC is up 8.55% year-to-date (YTD), while MCDS has returned 8.99%. That puts MCDS better performer ahead so far this year.
Which ETF is attracting more investor money: CVMC or MCDS?
Year-to-date, the CVMC ETF saw -$6M in flows, compared to - for MCDS.
Which ETF is more volatile: CVMC or MCDS?
Over the past year, CVMC had a volatility of 14.42%, while MCDS experienced 13.64%.
Which ETF is bigger: CVMC or MCDS?
As of April 22, 2026, CVMC holds $86.74 M in assets under management (AUM), while MCDS manages $7.65 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 CORNING, VERTIV HOLDINGS and WESTERN DIGITAL. MCDS holds in its top three: WESTERN DIGITAL, HOWMET AEROSPACE INC and TERADYNE.
Which ETF is more diversified: CVMC or MCDS?
CVMC holds 586 securities with 10.27% of its assets in the top 15. MCDS has 179 securities and a top 15 weight of 19.03%.
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