Calvert US Mid-Cap Core Responsible Index ETF (CVMC) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CVMC. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CVMC
CVMC charges 0.15% annually. There are 10 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap ETF | 0.03% | 213.90B | Jan 2004 | CVMC vs VO | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.58B | Jun 2004 | CVMC vs IMCB | |
| iShares Core S&P Mid-Cap ETF | 0.05% | 119.17B | May 2000 | CVMC vs IJH | |
| Vanguard Extended Market ETF | 0.05% | 89.90B | Dec 2001 | CVMC vs VXF | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.05% | 17.47B | Nov 2005 | CVMC vs SPMD |
Best Risk-Adjusted Alternatives to CVMC
CVMC has a PortfoliosLab risk / return rank of 58. There are 22 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Optimize Strategy Index ETF | 92 | 239.89M | Apr 2024 | CVMC vs OPTZ | |
| Invesco S&P Spin-Off ETF | 89 | 193.13M | Dec 2006 | CVMC vs CSD | |
| Pacer US Export Leaders ETF | 88 | 51.69M | Jul 2018 | CVMC vs PEXL | |
| Counterpoint Quantitative Equity ETF | 82 | 319.02M | Nov 2023 | CVMC vs CPAI | |
| iShares MSCI Peru ETF | 77 | 531.07M | Jun 2009 | CVMC vs EPU |
Top Performing CVMC Alternatives (YTD)
CVMC is at 15.52% YTD. There are 21 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 39.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 39.01% | 193.13M | Dec 2006 | CVMC vs CSD | |
| Tema American Reshoring ETF | 33.54% | 274.07M | May 2023 | CVMC vs RSHO | |
| Optimize Strategy Index ETF | 31.03% | 239.89M | Apr 2024 | CVMC vs OPTZ | |
| Castellan Targeted Equity ETF | 29.88% | — | Jun 2025 | CVMC vs CTEF | |
| Counterpoint Quantitative Equity ETF | 29.80% | 319.02M | Nov 2023 | CVMC vs CPAI |
Lowest Volatility Alternatives to CVMC
CVMC has 13.93% 1-year volatility. There are 31 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.80% | 421.80M | Feb 2018 | CVMC vs VFMV | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 9.51% | 185.97M | May 2020 | CVMC vs SIXL | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.74% | 101.26M | May 2003 | CVMC vs BMVP | |
| Invesco Dynamic Market ETF | 9.74% | 95.10M | May 2003 | CVMC vs PWC | |
| WisdomTree US Multifactor Fund | 10.78% | 352.83M | Jun 2017 | CVMC vs USMF |
Lowest Drawdown Alternatives to CVMC
CVMC has a 1-year max drawdown of -9.35%. There are 43 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 421.80M | Feb 2018 | CVMC vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 3.96M | Feb 2022 | CVMC vs FLDZ | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | CVMC vs SRHQ | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 101.26M | May 2003 | CVMC vs BMVP | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | CVMC vs PWC |
Other ETFs from Calvert
The 5 most viewed Calvert ETFs shown here include CVIE, CVLC, CVSE and span 3 categories. AUM among these funds goes as high as $837M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert International Responsible Index ETF | Foreign Large Cap Equities | 64 | 19.73% | 400.51M | Jan 2023 | CVMC vs CVIE | |
| Calvert US Large-Cap Core Responsible Index ETF | Large Cap Blend Equities | 74 | 13.18% | 836.65M | Jan 2023 | CVMC vs CVLC | |
| Calvert US Select Equity ETF | Large Cap Blend Equities | 50 | 0.00% | 25.16M | Jan 2023 | CVMC vs CVSE | |
| Calvert Ultra-Short Investment Grade ETF | Ultrashort Bond | 98 | 1.49% | 205.62M | Jan 2023 | CVMC vs CVSB | |
| Calvert US Large-Cap Diversity, Equity And Inclusi... | Large Cap Blend Equities | 67 | 9.87% | 17.96M | Jan 2023 | CVMC vs CDEI |
Often Compared With CVMC
Investors most often compare CVMC with NUMG, VFIAX, FLQM. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare CVMC with Any Fund or Stock
Compare CVMC with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CVMC with funds that move differently
Calvert US Mid-Cap Core Responsible Index ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CVMC.
Explore CVMC Diversifiers