Compare · 3 funds side by side · dividends reinvested

CVMC, IWR and VUG

CVMCEaton Vance×IWRiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

CVMC, IWR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calvert US Mid-Cap Core Responsible Index ETFUS Stock Styles · Mid cap0.15%1.16%+22.0%+24.6%+21.9%[…]−9.3%14.2%$114M1.6

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CVMC 2023 · IWR 2001 · VUG 2004

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$14,596

$10,000 five years ago, dividends reinvested · they hold 65.5% in common

CVMCMeasureIWR

+22.0%Year to dateJan 1 → Nov 4+16.9%

+24.6%1 yearTotal return+18.2%

+21.9%3 years · per year$10,000 became $18,126 · $17,790+21.2%

[…]5 years · per year$10,000 became […] · $14,596+7.9%

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

1.16%Trailing 12-mo yield$116 · $114 a year on $10k1.14%

−9.3%Worst dropSmaller is better−8.2%

14.2%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 4, 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 53.7%

CVMCStockIWR

not top 5MPC0.9%

not top 5PSX0.8%

0.8%MRNA0.6%

not top 5SNOW0.7%

not top 5NET0.6%

0.6%HPEnot top 5

0.6%TGTnot top 5

0.6%AJGnot top 5

0.6%KMBnot top 5

Held in common65.5%

End-of-day Nov 4, 2026 · share of each fund

CVMC vs IWR Returns, Every Period

Eaton VanceCVMC

+24.6%

past year

IWRiShares

+18.2%

past year

CVMCIWRFaded: behind in that period

3–0CVMC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CVMC vs IWR

YTD

Eaton VanceCVMC

+22.0%

IWRiShares

+16.9%

+22.0%Year to date+16.9%

−9.3%Worst drop · 1Y−8.2%

14.2%Volatility · 1Y13.4%

1.2%Yield1.1%

$114MAssets$58.2B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVMC, IWR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CVMC0.15%$15

IWR0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CVMC, IWR, VUG

1.16%highest, CVMC

FundTrailing yieldYield$10k

CVMC1.16%$116

IWR1.14%$114

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, CVMC

CVMC$116 − $15 = $101

IWR$114 − $18 = $96

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CVMC, IWR, VUG

Today

65.5%most shared, CVMC and IWR

CVMCIWRVUG

CVMC—65.5%4.2%

IWR65.5%—7.0%

VUG4.2%7.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.6%CVMC, at 14.2% volatility

IWRWorst drop−8.2%13.4% vol

CVMCWorst drop−9.3%14.2% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CVMCIWR

+22.0%Year to date+16.9%

1.2%Yield1.1%

+24.6%Past year+18.2%

0.15%Fee0.18%

4–0CVMC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026