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. 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 8.08% year-to-date (YTD) with +$1.99B in YTD flows. CVMC performs better with 8.73% YTD performance, and -$6M 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 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR CVMC | +6.47%+8.20% | +3.56%+4.25% | +8.08%+8.73% | +26.08%+27.27% | +54.86%+48.61% | +41.73%n/a |
| Flows | IWR CVMC | +$1.41B-$3M | +$2.41B-$3M | +$1.99B-$6M | +$4.28B+$6M | +$9.68B+$44M | +$11.54B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR CVMC | +16.22%+16.87% | +13.91%+14.26% | +16.02%+16.09% | +18.27%n/a |
| Max drawdown | IWR CVMC | -8.16%-9.34% | -8.16%-9.34% | -21.08%-21.43% | -26.20%n/a |
| Max drawdown duration | IWR CVMC | 49d49d | 49d49d | 239d269d | 854dn/a |
Trading data
IWR | CVMC | |
Last sale 4/27/2026 at 4:09 PM | $103.84 | $69.53 |
| Previous close 04/24/2026 | $103.76 | $69.55 |
| Consolidated volume 04/24/2026 | ||
| 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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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 4/27/2026 at 4:09 PM
Live
Closed
IWR | CVMC | |
|---|---|---|
| Last price | $103.84 | $69.53 |
| 1D performance | +0.07% | -0.03% |
| AuM | $52.10 B | $86.88 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 | 721 | 573 |
| 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
93.69%
Other
6.31%
CVMC
USA
90.01%
Other
9.99%
Sectors
IWR
Industrials
16.54%
Information Techn.
13.04%
Financials
12.07%
Consumer Discreti.
10.57%
Health Care
8.39%
Energy
7.34%
Other
32.04%
CVMC
Industrials
18.82%
Information Techn.
15.96%
Financials
12.83%
Consumer Discreti.
9.87%
Health Care
9.87%
Other
32.65%
Diversification
IWR
Total weight of top 15 holdings out of 15
9.59%
CVMC
Total weight of top 15 holdings out of 15
10.27%
Top 15 holdings
Data as of March 31, 2026
IWR
CORNING
0.84%
VERTIV HOLDINGS
0.76%
HOWMET AEROSPACE INC
0.73%
WESTERN DIGITAL
0.73%
US80004C2008
0.72%
BANK OF NEW YORK MELLON
0.65%
QUANTA SERVICES
0.64%
VALERO ENERGY
0.60%
CUMMINS
0.59%
MARATHON PETROLEUM
0.58%
PHILLIPS 66
0.58%
ROYAL CARIBBEAN GROUP
0.55%
HILTON INC
0.55%
ROSS STORES
0.55%
KINDER MORGAN
0.52%
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%
BAKER HUGHES
0.57%
IE000IVNQZ81
0.57%
PACCAR
0.56%
TRUIST FINANCIAL CORP
0.54%
REALTY INCOME REIT
0.54%
Frequently asked questions about IWR and CVMC
How have the IWR and CVMC ETFs performed in 2026?
As of April 24, 2026, IWR is up 8.08% year-to-date (YTD), while CVMC has returned 8.73%. 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 +$1.99B in flows, compared to -$6M for CVMC.
Which ETF is more volatile: IWR or CVMC?
Over the past year, IWR had a volatility of 13.91%, while CVMC experienced 14.26%.
Which ETF is bigger: IWR or CVMC?
As of April 24, 2026, IWR holds $52.10 B in assets under management (AUM), while CVMC manages $86.88 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 CORNING, VERTIV HOLDINGS and HOWMET AEROSPACE INC. CVMC holds in its top three: CORNING, VERTIV HOLDINGS and WESTERN DIGITAL.
Which ETF is more diversified: IWR or CVMC?
IWR holds 806 securities with 9.59% of its assets in the top 15. CVMC has 586 securities and a top 15 weight of 10.27%.
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