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IWSvsCVMCETF Comparison
iShares Russell Mid-Cap Value ETF (IWS) belongs to the US Mid Cap Value segment. Calvert US Mid-Cap Core Responsible Index ETF (CVMC) is part of the US Mid Cap segment. IWS's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, CVMC's top sector exposures are Industrials, Information Technology and Financials. IWS is more expensive with a Total Expense Ratio (TER) of 0.23%, versus 0.15% for CVMC. IWS is up 2.73% year-to-date (YTD) with -$77M in YTD flows. CVMC performs worse with 1.75% YTD performance, and -$3M in YTD flows. Run a side-by-side ETF comparison of IWS 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.
IWS vs CVMC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWS CVMC | -4.90%-4.43% | +1.80%-0.42% | +2.73%+1.75% | +20.17%+17.03% | +48.87%+44.95% | +40.77%n/a |
| Flows | IWS CVMC | +$216M- | -$6M-$55K | -$77M-$3M | -$349M+$12M | -$2.03B+$47M | -$2.24B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWS CVMC | +13.55%+13.41% | +18.28%+18.70% | +15.58%+16.02% | +17.33%n/a |
| Max drawdown | IWS CVMC | -6.15%-5.23% | -13.73%-13.93% | -20.45%-21.43% | -21.32%n/a |
| Max drawdown duration | IWS CVMC | 11d13d | 46d46d | 269d269d | 785dn/a |
IWS | CVMC | |
Last sale 3/13/2026 at 1:30 PM | $144.89 | $63.92 |
| Previous close 03/12/2026 | $145.01 | $63.91 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IWS | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWS | CVMC | |
|---|---|---|
| Last price | $144.89 | $63.92 |
| 1D performance | -0.08% | +0.02% |
| AuM | $14.65 B | $84.76 M |
| E/R | 0.23% | 0.15% |
IWS | CVMC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Morgan Stanley |
| Benchmark | Russell Midcap Value Index | Calvert US Mid-Cap Core Responsible Index |
| N° of holdings | 641 | 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 IWS and CVMC ETFs performed in 2026?
As of March 13, 2026, IWS is up 2.73% year-to-date (YTD), while CVMC has returned 1.75%. That puts IWS better performer ahead so far this year.
Which ETF is attracting more investor money: IWS or CVMC?
Year-to-date, the IWS ETF saw -$77M in flows, compared to -$3M for CVMC.
Which ETF is more volatile: IWS or CVMC?
Over the past year, IWS had a volatility of 18.28%, while CVMC experienced 18.7%.
Which ETF is bigger: IWS or CVMC?
As of March 13, 2026, IWS holds $14.65 B in assets under management (AUM), while CVMC manages $84.76 M.
What sectors do the IWS and CVMC ETFs invest in?
IWS leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, CVMC focuses on Industrials, Information Technology and Financials.
What are the top holdings of the IWS ETF and CVMC ETF?
IWS top holdings include WESTERN DIGITAL, CORNING and CUMMINS. CVMC holds in its top three: SEAGATE TECHNOLOGY HOLDINGS PLC, WESTERN DIGITAL and CORNING.
Which ETF is more diversified: IWS or CVMC?
IWS holds 714 securities with 9.98% of its assets in the top 15. CVMC has 587 securities and a top 15 weight of 9.54%.
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