IWRvsCVMCETF Comparison
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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. IWR's top 3 sector exposures are Finance, Technology and Industrials. In contrast, CVMC's top sector exposures are Finance, Industrials and Technology. IWR is more expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.15% for CVMC. IWR is up 15.24% year-to-date (YTD) with +$3.95B in YTD flows. CVMC performs better with 18.38% YTD performance, and +$16M 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.
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IWR vs CVMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR CVMC | +2.43%+2.19% | +0.33%-0.83% | +15.24%+18.38% | +14.11%+18.22% | +74.52%+74.88% | +41.86%n/a |
| Flows | IWR CVMC | +$723M+$4M | +$1.11B+$15M | +$3.95B+$16M | +$5.29B+$25M | +$11.44B+$61M | +$13.29B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR CVMC | +11.45%+11.59% | +13.49%+14.21% | +15.74%+15.90% | +18.24%n/a |
| Max drawdown | IWR CVMC | -6.83%-7.20% | -8.16%-9.34% | -21.08%-21.43% | -26.20%n/a |
| Max drawdown duration | IWR CVMC | 71d74d | 49d49d | 239d269d | 854dn/a |
Trading data
IWR | CVMC | |
Last sale 10/27/2026 at 1:30 PM | $110.33 | $75.46 |
| Previous close 10/26/2026 | $110.03 | $75.21 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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IWR | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
IWR | CVMC | |
|---|---|---|
| Last price | $110.33 | $75.46 |
| 1D performance | +0.27% | +0.33% |
| AuM | $57.26 B | $116.58 M |
| E/R | 0.18% | 0.15% |
Characteristics
IWR | CVMC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Morgan Stanley |
| Benchmark | Russell Midcap Index | Calvert US Mid-Cap Core Responsible Index |
| N° of holdings | 808 | 590 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | February 1, 2023 |
| ESG | No | Yes |
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Exposure
Countries
IWR
USA
96.24%
Other
3.76%
CVMC
USA
96.89%
Other
3.11%
Sectors
IWR
Finance
21.61%
Technology
16.34%
Industrials
13.72%
Healthcare
11.84%
Other
36.48%
CVMC
Finance
25.18%
Industrials
15.83%
Technology
15.31%
Healthcare
13.94%
Other
29.74%
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Diversification
IWR
Total weight of top 15 holdings out of 15
8.43%
CVMC
Total weight of top 15 holdings out of 15
8.06%
Top 15 holdings
Data as of August 31, 2026
IWR
Snowflake, Inc.
0.80%
Marathon Petroleum Corp.
0.79%
Phillips 66
0.71%
Cloudflare, Inc.
0.69%
Robinhood Markets, Inc.
0.58%
Datadog, Inc.
0.56%
Hewlett Packard Enterprise Co.
0.50%
Warner Bros. Discovery, Inc.
0.49%
Simon Property Group, Inc.
0.49%
Royal Caribbean Group
0.49%
Digital Realty Trust, Inc.
0.48%
The Allstate Corp.
0.47%
Lumentum Holdings, Inc.
0.47%
United Rentals, Inc.
0.47%
Baker Hughes Co.
0.45%
CVMC
Morgan Stanley Instl. Liquidity Funds - Government Portfolio
0.78%
Target Corp.
0.62%
Hewlett Packard Enterprise Co.
0.60%
Arthur J. Gallagher & Co.
0.58%
PACCAR, Inc.
0.56%
Equity Residential
0.51%
Moderna, Inc.
0.51%
Dominion Energy, Inc.
0.50%
Realty Income Corp.
0.50%
Nucor Corp.
0.49%
W.W. Grainger, Inc.
0.49%
Autodesk, Inc.
0.49%
Fastenal Co.
0.48%
Becton, Dickinson & Co.
0.48%
Keysight Technologies, Inc.
0.47%
Frequently asked questions about IWR and CVMC
How have the IWR and CVMC ETFs performed in 2026?
As of October 26, 2026, IWR is up 15.24% year-to-date (YTD), while CVMC has returned 18.38%. That puts CVMC better performer ahead so far this year.
Which ETF is attracting more investor money: IWR or CVMC?
Year-to-date, the IWR ETF saw +$3.95B in flows, compared to +$16M for CVMC.
Which ETF is more volatile: IWR or CVMC?
Over the past year, IWR had a volatility of 13.49%, while CVMC experienced 14.21%.
Which ETF is bigger: IWR or CVMC?
As of October 26, 2026, IWR holds $57.26 B in assets under management (AUM), while CVMC manages $116.58 M.
What sectors do the IWR and CVMC ETFs invest in?
IWR leans toward sectors like Finance, Technology and Industrials. Meanwhile, CVMC focuses on Finance, Industrials and Technology.
What are the top holdings of the IWR ETF and CVMC ETF?
IWR top holdings include Snowflake, Inc., Marathon Petroleum Corp. and Phillips 66. CVMC holds in its top three: Morgan Stanley Instl. Liquidity Funds - Government Portfolio, Target Corp. and Hewlett Packard Enterprise Co..
Which ETF is more diversified: IWR or CVMC?
IWR holds 818 securities with 8.43% of its assets in the top 15. CVMC has 590 securities and a top 15 weight of 8.06%.
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