CVMC vs IWF

ACVMC

BIWF

Measures won5–0CVMC wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · IWF $15,927

Lowest cost0.03%VUG · $3 on $10k

Most income1.17%CVMC · $117 on $10k

Smallest drop−9.3%CVMC · worst fall in 1Y

Held in common5.8%CVMC and IWF

Calvert US Mid-Cap Core Responsible Index ETF · $119MiShares Russell 1000 Growth ETF · $117B

+19.9%3 years · per year$17,225 · $17,180+19.8%

[…]5 years · per year[…] · $15,927+9.8%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.17%12-mo yield$117 · $37 on $10k

Cards for this view

CVMC

Calvert US Mid-Cap Core Responsible Index

[…]

IWF

iShares Russell 1000 Growth

$15,927

MeasureCVMCIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.17%0.37%

5 years, per year[…]+9.8%

3 years, per year+19.9%+19.8%

Worst drop · 1Y−9.3%−14.6%

Volatility · 1Y14.6%

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
3	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk	0.15%	1.17%	+0.7%	+21.3%	+22.5%	+19.9%	new	−9.3%	$119M

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
3	ACVMC	Calvert US Mid-Cap Core Responsible Index ETFRead Desk	0.15%	1.17%	+0.7%	+21.3%	+22.5%	+19.9%	new	−9.3%	$119M

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