Compare · 2 funds side by side · dividends reinvested

CVMC and IWR

CVMCEaton Vance×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 04

CVMC and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert US Mid-Cap Core Responsible Index ETFUS Stock Styles · Mid cap0.15%1.18%+19.8%+21.9%+21.5%[…]−9.3%14.1%$114M1.3

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: CVMC 2023 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Calvert US Mid-Cap Core Responsible Index ETF · $114M[…]

CVMC

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 64.5% in common

CVMCMeasureIWR

+19.8%Year to dateJan 1 → Nov 3+15.6%

+21.9%1 yearTotal return+16.7%

+21.5%3 years · per year$10,000 became $17,919 · $17,698+21.0%

[…]5 years · per year$10,000 became […] · $14,220+7.3%

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

1.18%Trailing 12-mo yield$118 · $115 a year on $10k1.15%

−9.3%Worst dropSmaller is better−8.2%

14.1%VolatilityLower is calmer13.4%

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

5–2CVMC wins

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

More Ways to See the Pairs

CVMC vs IWR: Top 5 Holdings

Today

CVMC

3.1%in top 5

IWR

in top 53.8%

CVMCStockIWR

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

0.7%MRNA0.6%

not top 5NET0.7%

0.6%TGTnot top 5

0.6%AJGnot top 5

0.6%HPEnot top 5

0.6%KMBnot top 5

Held in common64.5%

End-of-day Nov 3, 2026 · share of each fund

CVMC vs IWR Returns, Every Period

Eaton VanceCVMC

+21.9%

past year

IWRiShares

+16.7%

past year

CVMCIWRFaded: behind in that period

3–0CVMC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CVMC vs IWR

YTD

Eaton VanceCVMC

+19.8%

IWRiShares

+15.6%

+19.8%Year to date+15.6%

−9.3%Worst drop · 1Y−8.2%

14.1%Volatility · 1Y13.4%

1.2%Yield1.2%

$114MAssets$58.2B

2–1IWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVMC, IWR

Today

0.15%lowest, CVMC

FundExpense ratioFee$10k

CVMC0.15%$15

IWR0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CVMC, IWR

1.18%highest, CVMC

FundTrailing yieldYield$10k

CVMC1.18%$118

IWR1.15%$115

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, CVMC

CVMC$118 − $15 = $103

IWR$115 − $18 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CVMC, IWR

Today

64.5%most shared, CVMC and IWR

CVMCIWR

CVMC—64.5%

IWR64.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.9%CVMC, at 14.1% volatility

IWRWorst drop−8.2%13.4% vol

CVMCWorst drop−9.3%14.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CVMCIWR

+19.8%Year to date+15.6%

1.2%Yield1.2%

+21.9%Past year+16.7%

0.15%Fee0.18%

3–0CVMC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026