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CVMCvsSCHMETF Comparison
Calvert US Mid-Cap Core Responsible Index ETF (CVMC) and Schwab U.S. Mid-Cap ETF (SCHM) 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 more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.04% for SCHM. CVMC is up 2.25% year-to-date (YTD) with -$3M in YTD flows. SCHM performs better with 4.98% YTD performance, and +$178M in YTD flows. Run a side-by-side ETF comparison of CVMC and SCHM 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 SCHM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVMC SCHM | -3.82%-3.65% | +0.99%+2.37% | +2.25%+4.98% | +16.39%+23.01% | +43.67%+52.28% | n/a+35.52% |
| Flows | CVMC SCHM | -+$215M | -$55K+$236M | -$3M+$178M | +$12M+$226M | +$47M-$229M | -+$1.38B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC SCHM | +13.51%+15.11% | +18.73%+21.22% | +16.04%+17.75% | n/a+19.54% |
| Max drawdown | CVMC SCHM | -4.90%-5.25% | -13.93%-15.46% | -21.43%-23.35% | n/a-26.40% |
| Max drawdown duration | CVMC SCHM | 12d13d | 46d46d | 269d283d | n/a855d |
CVMC | SCHM | |
Last sale 3/12/2026 at 1:30 PM | $63.91 | $30.91 |
| Previous close 03/11/2026 | $65.17 | $31.56 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
CVMC | SCHM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CVMC | SCHM | |
|---|---|---|
| Last price | $63.91 | $30.91 |
| 1D performance | -1.93% | -2.06% |
| AuM | $85.18 M | $13.09 B |
| E/R | 0.15% | 0.04% |
CVMC | SCHM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Morgan Stanley | Schwab ETFs |
| Benchmark | Calvert US Mid-Cap Core Responsible Index | Dow Jones U.S. Mid-Cap Total Stock Market Index |
| N° of holdings | 574 | 452 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | January 13, 2011 |
| 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 SCHM ETFs performed in 2026?
As of March 10, 2026, CVMC is up 2.25% year-to-date (YTD), while SCHM has returned 4.98%. That puts SCHM better performer ahead so far this year.
Which ETF is attracting more investor money: CVMC or SCHM?
Year-to-date, the CVMC ETF saw -$3M in flows, compared to +$178M for SCHM.
Which ETF is more volatile: CVMC or SCHM?
Over the past year, CVMC had a volatility of 18.73%, while SCHM experienced 21.22%.
Which ETF is bigger: CVMC or SCHM?
As of March 10, 2026, CVMC holds $85.18 M in assets under management (AUM), while SCHM manages $13.09 B.
What sectors do the CVMC and SCHM ETFs invest in?
CVMC leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, SCHM focuses on Industrials, Information Technology and Financials.
What are the top holdings of the CVMC ETF and SCHM ETF?
CVMC top holdings include SEAGATE TECHNOLOGY HOLDINGS PLC, WESTERN DIGITAL and CORNING. SCHM holds in its top three: US80004C2008, CIENA and US19247G1076.
Which ETF is more diversified: CVMC or SCHM?
CVMC holds 587 securities with 9.54% of its assets in the top 15. SCHM has 498 securities and a top 15 weight of 8.79%.
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