Compare · 2 funds side by side · dividends reinvested

CVMC and IWF

CVMCEaton Vance×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

CVMC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert US Mid-Cap Core Responsible Index ETFUS Stock Styles · Mid cap0.15%1.20%+17.8%+20.1%+20.0%[…]−9.3%14.5%$116M1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CVMC 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Calvert US Mid-Cap Core Responsible Index ETF · $116M[…]

CVMC

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

CVMCMeasureIWF

+17.8%Year to dateJan 1 → Nov 6−5.3%

+20.1%1 yearTotal return−6.5%

+20.0%3 years · per year$10,000 became $17,284 · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.20%Trailing 12-mo yield$120 · $39 a year on $10k0.39%

−9.3%Worst dropSmaller is better−14.6%

14.5%VolatilityLower is calmer19.4%

CVMCIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

7–0CVMC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVMC vs IWF: Top 5 Holdings

Today

CVMC

3.3%in top 5

IWF

in top 539.8%

CVMCStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.8%MRNAnot top 5

0.6%AJGnot top 5

0.6%TGTnot top 5

0.6%KMBnot top 5

0.6%GWWnot top 5

Held in common5.9%

End-of-day Nov 6, 2026 · share of each fund

CVMC vs IWF Returns, Every Period

Eaton VanceCVMC

+20.1%

past year

IWFiShares

−6.5%

past year

CVMCIWFFaded: behind in that period

3–0CVMC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CVMC vs IWF

YTD

Eaton VanceCVMC

+17.8%

IWFiShares

−5.3%

+17.8%Year to date−5.3%

−9.3%Worst drop · 1Y−14.6%

14.5%Volatility · 1Y19.4%

1.2%Yield0.4%

$116MAssets$115B

4–0CVMC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVMC, IWF

Today

0.15%lowest, CVMC

FundExpense ratioFee$10k

CVMC0.15%$15

IWF0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CVMC, IWF

1.20%highest, CVMC

FundTrailing yieldYield$10k

CVMC1.20%$120

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$105most kept, CVMC

CVMC$120 − $15 = $105

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CVMC, IWF

Today

5.9%most shared, CVMC and IWF

CVMCIWF

CVMC—5.9%

IWF5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.1%CVMC, at 14.5% volatility

CVMCWorst drop−9.3%14.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CVMCIWF

+17.8%Year to date−5.3%

1.2%Yield0.4%

+20.1%Past year−6.5%

0.15%Fee0.18%

4–0CVMC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026