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 13.27% year-to-date (YTD) with +$3.16B in YTD flows. CVMC performs better with 16.41% YTD performance, and +$647K 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 06/12/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR CVMC | +3.63%+5.23% | +12.19%+16.81% | +13.27%+16.41% | +21.84%+25.96% | +59.52%+56.50% | +47.40%n/a |
| Flows | IWR CVMC | +$894M- | +$2.88B+$4M | +$3.16B+$647K | +$5.64B+$10M | +$11.00B+$51M | +$12.50B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR CVMC | +15.47%+17.78% | +13.87%+14.69% | +15.96%+16.15% | +18.30%n/a |
| Max drawdown | IWR CVMC | -3.83%-4.06% | -8.16%-9.34% | -21.08%-21.43% | -26.20%n/a |
| Max drawdown duration | IWR CVMC | 16d16d | 49d49d | 239d269d | 854dn/a |
Trading data
IWR | CVMC | |
Last sale 6/12/2026 at 1:30 PM | $108.72 | $74.41 |
| Previous close 06/11/2026 | $107.72 | $73.64 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 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 6/12/2026 at 1:30 PM
Live
Closed
IWR | CVMC | |
|---|---|---|
| Last price | $108.72 | $74.41 |
| 1D performance | +0.93% | +1.05% |
| AuM | $55.81 B | $100.45 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 | 718 | 566 |
| 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
93.91%
Other
6.09%
CVMC
USA
89.45%
Other
10.55%
Sectors
IWR
Industrials
16.96%
Information Techn.
14.26%
Financials
12.04%
Consumer Discreti.
10.29%
Health Care
7.82%
Other
38.62%
CVMC
Industrials
19.01%
Information Techn.
17.47%
Financials
12.55%
Consumer Discreti.
9.54%
Health Care
9.17%
Other
32.26%
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Diversification
IWR
Total weight of top 15 holdings out of 15
10.87%
CVMC
Total weight of top 15 holdings out of 15
11.62%
Top 15 holdings
Data as of April 30, 2026
IWR
US80004C2008
1.16%
WESTERN DIGITAL
1.10%
CORNING
0.95%
VERTIV HOLDINGS
0.93%
QUANTA SERVICES
0.79%
HOWMET AEROSPACE INC
0.72%
BANK OF NEW YORK MELLON
0.69%
CUMMINS
0.68%
VALERO ENERGY
0.57%
MONOLITHIC POWER SYSTEMS
0.55%
MARATHON PETROLEUM
0.55%
CIENA
0.55%
HILTON INC
0.55%
ROSS STORES
0.54%
PHILLIPS 66
0.53%
CVMC
MARVELL TECHNOLOGY
1.16%
WESTERN DIGITAL
1.11%
SEAGATE TECHNOLOGY HOLDINGS PLC
1.07%
CORNING
1.00%
VERTIV HOLDINGS
0.96%
QUANTA SERVICES
0.80%
CUMMINS
0.76%
MONOLITHIC POWER SYSTEMS
0.64%
GENERAL MOTORS
0.62%
ROSS STORES
0.62%
CIENA
0.61%
BAKER HUGHES
0.59%
WARNER BROS. DISCOVERY
0.57%
TRUIST FINANCIAL CORP
0.56%
UNITED RENTALS
0.55%
Frequently asked questions about IWR and CVMC
How have the IWR and CVMC ETFs performed in 2026?
As of June 12, 2026, IWR is up 13.27% year-to-date (YTD), while CVMC has returned 16.41%. 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 +$3.16B in flows, compared to +$647K for CVMC.
Which ETF is more volatile: IWR or CVMC?
Over the past year, IWR had a volatility of 13.87%, while CVMC experienced 14.69%.
Which ETF is bigger: IWR or CVMC?
As of June 12, 2026, IWR holds $55.81 B in assets under management (AUM), while CVMC manages $100.45 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 US80004C2008, WESTERN DIGITAL and CORNING. CVMC holds in its top three: MARVELL TECHNOLOGY, WESTERN DIGITAL and SEAGATE TECHNOLOGY HOLDINGS PLC.
Which ETF is more diversified: IWR or CVMC?
IWR holds 806 securities with 10.87% of its assets in the top 15. CVMC has 579 securities and a top 15 weight of 11.62%.
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