CVMCvsSCHMETF Comparison
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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. CVMC's top 3 sector exposures are Finance, Industrials and Technology. In contrast, SCHM's top sector exposures are Finance, Technology and Industrials. CVMC is more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.03% for SCHM. CVMC is up 17.97% year-to-date (YTD) with +$8M in YTD flows. SCHM performs worse with 17.49% YTD performance, and +$329M 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.
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CVMC vs SCHM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CVMC SCHM | -3.69%-2.38% | +2.43%-1.09% | +17.97%+17.49% | +18.83%+18.18% | +57.48%+56.48% | n/a+43.84% |
| Flows | CVMC SCHM | +$8M+$37M | +$8M+$213M | +$8M+$329M | +$15M+$311M | +$56M+$8M | -+$1.06B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CVMC SCHM | +11.52%+16.35% | +14.35%+16.78% | +16.10%+18.15% | n/a+19.84% |
| Max drawdown | CVMC SCHM | -5.59%-7.29% | -9.34%-9.30% | -21.43%-23.35% | n/a-26.40% |
| Max drawdown duration | CVMC SCHM | 29d73d | 49d46d | 269d283d | n/a855d |
Trading data
CVMC | SCHM | |
Last sale 9/11/2026 at 1:30 PM | $75.22 | $35.13 |
| Previous close 09/10/2026 | $74.50 | $34.89 |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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CVMC | SCHM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
CVMC | SCHM | |
|---|---|---|
| Last price | $75.22 | $35.13 |
| 1D performance | +0.97% | +0.69% |
| AuM | $109.03 M | $14.73 B |
| E/R | 0.15% | 0.03% |
Characteristics
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 | 593 | 493 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 1, 2023 | January 13, 2011 |
| ESG | Yes | No |
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Exposure
Countries
CVMC
USA
96.88%
Other
3.12%
SCHM
USA
96.44%
Other
3.56%
Sectors
CVMC
Finance
25.78%
Industrials
16.75%
Technology
14.89%
Healthcare
12.97%
Other
29.61%
SCHM
Finance
19.92%
Technology
17.63%
Industrials
17.2%
Healthcare
11.95%
Non-Energy Materi.
9.41%
Other
23.88%
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Diversification
CVMC
Total weight of top 15 holdings out of 15
7.89%
SCHM
Total weight of top 15 holdings out of 15
13.68%
Top 15 holdings
Data as of July 31, 2026
CVMC
PACCAR, Inc.
0.60%
Target Corp.
0.56%
Arthur J. Gallagher & Co.
0.56%
Hewlett Packard Enterprise Co.
0.56%
Dominion Energy, Inc.
0.53%
W.W. Grainger, Inc.
0.52%
Realty Income Corp.
0.52%
Aflac, Inc.
0.52%
Nucor Corp.
0.51%
Sempra
0.51%
Delta Air Lines, Inc.
0.51%
Teradyne, Inc.
0.50%
Public Storage
0.50%
AMETEK, Inc.
0.49%
Rockwell Automation, Inc.
0.48%
SCHM
Sandisk Corp.
3.58%
Lumentum Holdings, Inc.
1.04%
Coherent Corp.
1.01%
Ciena Corp.
1.01%
Bloom Energy Corp.
0.94%
Flex Ltd.
0.81%
Revolution Medicines, Inc.
0.71%
Steel Dynamics, Inc.
0.64%
Casey's General Stores, Inc.
0.60%
Centene Corp.
0.58%
TechnipFMC plc
0.57%
Tapestry, Inc.
0.57%
Twilio, Inc.
0.56%
Carpenter Technology Corp.
0.54%
Curtiss-Wright Corp.
0.52%
Frequently asked questions about CVMC and SCHM
How have the CVMC and SCHM ETFs performed in 2026?
As of September 11, 2026, CVMC is up 17.97% year-to-date (YTD), while SCHM has returned 17.49%. That puts CVMC better performer ahead so far this year.
Which ETF is attracting more investor money: CVMC or SCHM?
Year-to-date, the CVMC ETF saw +$8M in flows, compared to +$329M for SCHM.
Which ETF is more volatile: CVMC or SCHM?
Over the past year, CVMC had a volatility of 14.35%, while SCHM experienced 16.78%.
Which ETF is bigger: CVMC or SCHM?
As of September 11, 2026, CVMC holds $109.03 M in assets under management (AUM), while SCHM manages $14.73 B.
What sectors do the CVMC and SCHM ETFs invest in?
CVMC leans toward sectors like Finance, Industrials and Technology. Meanwhile, SCHM focuses on Finance, Technology and Industrials.
What are the top holdings of the CVMC ETF and SCHM ETF?
CVMC top holdings include PACCAR, Inc., Target Corp. and Arthur J. Gallagher & Co.. SCHM holds in its top three: Sandisk Corp., Lumentum Holdings, Inc. and Coherent Corp..
Which ETF is more diversified: CVMC or SCHM?
CVMC holds 593 securities with 7.89% of its assets in the top 15. SCHM has 493 securities and a top 15 weight of 13.68%.
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