CVMC Desk | ETF Tracker

IJH vs CVMC

YTD

IJHiSharesCVMCEaton Vance

Year to date

+9.5%

+18.2%

CVMC wins+8.7 pts

Past year

+12.9%

+21.5%

CVMC wins+8.7 pts

Fee

0.05%

0.15%

IJH winslower fee

Yield

1.3%

1.2%

IJH wins+0.1 pts

AUM

$121B

$116M

IJH1038.4× more

2–2level

IJH and CVMC · year-to-date · as of Nov 6, 2026 · AUM not scored

CVMC vs S&P 500

YTD$75.12 · −3.2% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg + Add a fund

Return1D1M3MYTD ▼1Y3Y5YMAX

Total return−3.2%+1.9%−3.4%+18.2%+21.5%+74.1%—+52.0%

Peer average−3.6%−0.9%−5.9%+9.9%+13.5%+62.1%+39.2%—

S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%

Eaton Vance CVMC and Vanguard VOO · total return, dividends in · as of Nov 6, 2026

All 108 Mid Cap ETFs

YTD

#
1	IJH	Core S&P Mid-CapRead Desk	0.05%	1.3%	+9.5%	+9.5%	$121B
2	VO	Morningstar Mid-CapRead Desk	0.03%	1.4%	+10.7%	+10.7%	$103B
3	IWR	Russell Mid-CapRead Desk	0.18%	1.2%	+12.8%	+12.8%	$56.8B
4	MDY	State Street SPDR S&P MIDCAP 400 TrustRead Desk	0.23%	1.1%	+9.2%	+9.2%	$26.6B
5	VOE	Morningstar Mid-Cap ValueRead Desk	0.05%	1.9%	+19.2%	+19.2%	$22.8B
6	VOT	Morningstar Mid-Cap GrowthRead Desk	0.05%	0.6%	−0.7%	−0.7%	$19.2B
7	SPMD	State Street SPDR Portfolio S&P 400 Mid CapRead Desk	0.03%	1.3%	+9.5%	+9.5%	$19.0B
8	IWP	Russell Mid-Cap GrowthRead Desk	0.23%	0.4%	−10.0%	−10.0%	$18.3B
9	IWS	Russell Mid-Cap ValueRead Desk	0.23%	1.3%	+20.8%	+20.8%	$15.2B
10	SCHM	U.S. Mid-CapRead Desk	0.03%	1.3%	+14.9%	+14.9%	$14.6B
11	IJK	S&P Mid-Cap 400 GrowthRead Desk	0.16%	0.6%	+8.3%	+8.3%	$10.0B
12	FMDE	Fidelity Enhanced Mid CapRead Desk	0.23%	1.1%	+12.7%	+12.7%	$8.6B
13	IJJ	S&P Mid-Cap 400 ValueRead Desk	0.18%	1.6%	+10.2%	+10.2%	$8.6B
14	XMMO	S&P MidCap MomentumRead Desk	0.34%	0.8%	−8.4%	−8.4%	$6.4B
15	JHMM	John Hancock Investments - Multifactor Mid CapRead Desk	0.41%	0.9%	+10.3%	+10.3%	$6.2B
16	XMHQ	S&P MidCap QualityRead Desk	0.30%	0.6%	+15.2%	+15.2%	$5.9B

1–16 of 108

Mid Cap · current AUM · as of Nov 6, 2026

CVMC’s Peers

YTDMid Cap · 6 largest

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Versus	0.05%	1.3%	−3.9%	+9.5%	+12.9%	$121B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Versus	0.03%	1.4%	−3.5%	+10.7%	+12.4%	$103B
3	IWR	iShares Russell Mid-Cap ETFRead Versus	0.18%	1.2%	−3.5%	+12.8%	+15.3%	$56.8B
4	MDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Versus	0.23%	1.1%	−3.9%	+9.2%	+12.5%	$26.6B
5	VOE	Vanguard Morningstar Mid-Cap Value ETFRead Versus	0.05%	1.9%	−2.6%	+19.2%	+24.3%	$22.8B
6	CVMC	Calvert US Mid-Cap Core Responsible Index ETFThis fund	0.15%	1.2%	−3.2%	+18.2%	+21.5%	$116M

#10 of 94 this year · #16 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →

CVMC and its peer group · total return · as of Nov 6, 2026

Cards for This View

CVMC’s Top 10 Holdings

Today

5.9%of CVMC sits in these 10

1MRNAModerna0.84%

2TGTTarget0.63%

3AJGArthur J Gallagher &0.62%

4KMBKimberly-Clark0.57%

5HPEHewlett Packard0.56%

6GWWWw Grainger0.56%

7DDominion Energy0.54%

8NUENucor0.53%

9FASTFastenal0.52%

10DALDelta Air Lines0.52%

Eaton Vance CVMC · weight in the fund · as of Nov 5, 2026

CVMC’s Holdings

Today

MRNAModerna0.8%TGT0.6%AJG0.6%KMB0.6%HPE0.6%GWW0.6%D0.5%NUE0.5%FAST0.5%DAL0.5%PSA0.5%BDX0.5%EW0.5%IDXX0.5%AFL0.5%ADSK0.5%MET0.5%O0.5%NTRA0.5%SRE0.5%AME0.5%PCAR0.5%

MRNAModerna0.8%TGT0.6%AJG0.6%KMB0.6%HPE0.6%GWW0.6%D0.5%NUE0.5%FAST0.5%DAL0.5%PSA0.5%BDX0.5%

IndustrialsTechnologyFinancial ServicesHealthcareReal EstateOther

Eaton Vance CVMC · 100 holdings · tile size = share of the fund · as of Nov 5, 2026

IJH vs CVMC

YTD

IJHiSharesCVMCEaton Vance

Year to date

+9.5%

+18.2%

CVMC wins+8.7 pts

Past year

+12.9%

+21.5%

CVMC wins+8.7 pts

Fee

0.05%

0.15%

IJH winslower fee

Yield

1.3%

1.2%

IJH wins+0.1 pts

AUM

$121B

$116M

IJH1038.4× more

2–2level

IJH and CVMC · year-to-date · as of Nov 6, 2026 · AUM not scored

CVMC vs Peer Average

YTD

CVMCAvsBPeer average

1D−3.2%−3.6%

1M+1.9%−0.9%

3M−3.4%−5.9%

YTD+18.2%+9.9%

1Y+21.5%+13.5%

3Y+74.1%+62.1%

5Y[…]+39.2%

6–0CVMC wins

107 Mid cap peers · each row scaled to its leader