Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
IWRvsCVMCETF Comparison
iShares Russell Mid-Cap ETF (IWR) and Calvert US Mid-Cap Core Responsible Index ETF (CVMC) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. IWR is more expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.15% for CVMC. IWR is up 2.81% year-to-date (YTD) with +$285M in YTD flows. CVMC performs worse with 2.25% YTD performance, and -$3M in YTD flows. Run a side-by-side ETF comparison of IWR and CVMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
IWR vs CVMC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR CVMC | -3.17%-3.82% | +0.56%+0.99% | +2.81%+2.25% | +19.26%+16.39% | +54.13%+43.67% | +42.47%n/a |
| Flows | IWR CVMC | +$642M- | +$778M-$55K | +$285M-$3M | +$4.18B+$12M | +$7.77B+$47M | +$10.12B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR CVMC | +13.69%+13.51% | +19.09%+18.73% | +16.00%+16.04% | +18.21%n/a |
| Max drawdown | IWR CVMC | -4.31%-4.90% | -14.39%-13.93% | -21.08%-21.43% | -26.20%n/a |
| Max drawdown duration | IWR CVMC | 13d12d | 46d46d | 239d269d | 854dn/a |
IWR | CVMC | |
Last sale 3/12/2026 at 1:30 PM | $97.20 | $63.91 |
| Previous close 03/11/2026 | $98.96 | $65.17 |
| 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
IWR | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWR | CVMC | |
|---|---|---|
| Last price | $97.20 | $63.91 |
| 1D performance | -1.78% | -1.93% |
| AuM | $47.96 B | $85.18 M |
| E/R | 0.18% | 0.15% |
IWR | CVMC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Morgan Stanley |
| Benchmark | Russell Midcap Index | Calvert US Mid-Cap Core Responsible Index |
| N° of holdings | 724 | 574 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | February 1, 2023 |
| ESG | No | Yes |
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 IWR and CVMC ETFs performed in 2026?
As of March 11, 2026, IWR is up 2.81% year-to-date (YTD), while CVMC has returned 2.25%. That puts IWR better performer ahead so far this year.
Which ETF is attracting more investor money: IWR or CVMC?
Year-to-date, the IWR ETF saw +$285M in flows, compared to -$3M for CVMC.
Which ETF is more volatile: IWR or CVMC?
Over the past year, IWR had a volatility of 19.09%, while CVMC experienced 18.73%.
Which ETF is bigger: IWR or CVMC?
As of March 11, 2026, IWR holds $47.96 B in assets under management (AUM), while CVMC manages $85.18 M.
What sectors do the IWR and CVMC ETFs invest in?
IWR leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, CVMC focuses on Industrials, Information Technology and Financials.
What are the top holdings of the IWR ETF and CVMC ETF?
IWR top holdings include WESTERN DIGITAL, ROYAL CARIBBEAN GROUP and BANK OF NEW YORK MELLON. CVMC holds in its top three: SEAGATE TECHNOLOGY HOLDINGS PLC, WESTERN DIGITAL and CORNING.
Which ETF is more diversified: IWR or CVMC?
IWR holds 808 securities with 8.71% of its assets in the top 15. CVMC has 587 securities and a top 15 weight of 9.54%.
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
