CVMC vs. VFIAX

In the year-to-date period, CVMC achieves a -0.24% return, which is significantly lower than VFIAX's 1.04% return.

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CVMC has a 0.15% expense ratio, which is higher than VFIAX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Calvert US Mid-Cap Core Responsible Index ETF (CVMC) and Vanguard 500 Index Fund Admiral Shares (VFIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CVMC Sharpe Ratio is 0.40, which is lower than the VFIAX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of CVMC and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CVMC's dividend yield for the trailing twelve months is around 1.35%, more than VFIAX's 1.28% yield.

The maximum CVMC drawdown since its inception was -22.53%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for CVMC and VFIAX.

Calvert US Mid-Cap Core Responsible Index ETF (CVMC) has a higher volatility of 5.35% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 4.77%. This indicates that CVMC's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.