CVMC

ETFIndex

Calvert US Mid-Cap Core Responsible Index ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.15%
Annual Cost per $10K
$15.00
30-Year Fee Drag per $10K
$3,137
at 7% annual return
Fund Type
ETF
Index
Trailing 12-Month
+8.51%

Asset Allocation

US Equity
92%
Intl Equity
5%
Cash
4%

Fee Comparison

CVMC
0.15%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

86% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+31.24%34 months
Compare to

Fee Impact Calculator

$
%
CVMC at 0.15%$364,927
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$15,686
Cost vs index fund−$12,497

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
CVMCCalvert US Mid-Cap Core Responsible Index ETF0.15%
FXAIXFidelity 500 Index Fund0.01%
IVViShares Core S&P 500 ETF0.03%
AWSHXWashington Mutual Investors Fund0.31%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
IJHiShares Core S&P Mid-Cap ETF0.05%
VWNAXVANGUARD WINDSOR II FUND0.23%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
IJRiShares Core S&P Small-Cap ETF0.06%
VPMAXVANGUARD PRIMECAP FUND0.31%
IWDiShares Russell 1000 Value ETF0.18%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
IWRiShares Russell Mid-Cap ETF0.18%
FSKAXFidelity Total Market Index Fund0.01%
FCNKXFidelity Contrafund0.56%
QQQMInvesco NASDAQ 100 ETF0.15%
ITOTiShares Core S&P Total U.S. Stock Market ETF0.03%
DFACDimensional U.S. Core Equity 2 ETF0.17%
AICCXInvestment Co of America0.32%
FSMAXFidelity Extended Market Index Fund0.03%
IWFiShares Russell 1000 Growth ETF0.18%
FCFMXFidelity Series Total Market Index Fund0.00%
FSAKXStrategic Advisers U.S. Total Stock Fund0.21%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
VWNEXVANGUARD WINDSOR FUND0.26%
AMCFXAMCAP Fund0.43%
FSMDXFidelity Mid Cap Index Fund0.03%
FGCKXFidelity Growth Company Fund0.45%
SCHDSchwab U.S. Dividend Equity ETF0.06%
SWPPXSchwab S&P 500 Index Fund0.02%
AFMFXAmerican Mutual Fund0.57%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
XLKThe Technology Select Sector SPDR Fund0.08%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
VXFVANGUARD EXTENDED MARKET INDEX FUND0.05%
QUALiShares MSCI USA Quality Factor ETF0.15%
XLFThe Financial Select Sector SPDR Fund0.08%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
MFEKXMFS Growth Fund0.49%
JLGMXJPMorgan Large Cap Growth Fund0.94%
WFSPXiShares S&P 500 Index Fund0.22%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
IWBiShares Russell 1000 ETF0.15%
FCGSXFidelity Series Growth Company Fund0.00%
IJJiShares S&P Mid-Cap 400 Value ETF0.18%
SPYMSPDR(R) Portfolio S&P 500 ETF0.02%
SCHASchwab U.S. Small-Cap ETF0.04%
BBGLXBridge Builder Large Cap Growth Fund0.19%
SCHXSchwab U.S. Large-Cap ETF0.03%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
USMViShares MSCI USA Min Vol Factor ETF0.15%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
XLIThe Industrial Select Sector SPDR Fund0.08%
XLEThe Energy Select Sector SPDR Fund0.08%
QCGRFXCollege Retirement Equities Fund - Growth Account
FLCNXFidelity Contrafund K60.45%
COWZPacer US Cash Cows 100 ETF0.49%
OAZMXOakmark Fund0.63%
IWSiShares Russell Mid-Cap Value ETF0.23%
SCHBSchwab U.S. Broad Market ETF0.03%
DGROiShares Core Dividend Growth ETF0.08%
IVWiShares S&P 500 Growth ETF0.18%
NOSIXStock Index Fund0.05%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
XLVThe Health Care Select Sector SPDR Fund0.08%
FGKFXFidelity Growth Company K6 Fund0.45%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
ONEQFidelity Nasdaq Composite Index ETF0.21%
IWPiShares Russell Mid-Cap Growth ETF0.23%
SPYVSPDR Portfolio S&P 500 Value ETF0.04%
IVEiShares S&P 500 Value ETF0.18%
PRUIXT. Rowe Price Equity Index 500 Fund0.05%
FMAEXFidelity Magellan Fund0.62%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
FSBDXFidelity Series Blue Chip Growth Fund0.00%
XLYThe Consumer Discretionary Select Sector SPDR Fund0.08%
FRISXFranklin Rising Dividends Fund0.52%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
TEQWXNuveen Equity Index Fund0.05%
FZROXFidelity ZERO Total Market Index Fund0.00%
HNACXHarbor Capital Appreciation Fund0.59%
SCHGSchwab U.S. Large-Cap Growth ETF0.04%
JVMAXDisciplined Value Mid Cap Fund0.74%
DFUVDimensional U.S. Marketwide Value ETF0.21%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
PFFiShares Preferred and Income Securities ETF0.45%
SSEYXState Street Equity 500 Index II Portfolio0.02%
STFGXState Farm Growth Fund0.12%
PRILXParnassus Core Equity Fund$1M min0.61%
NBGAXNeuberger Berman Genesis Fund0.02%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND0.07%
FUQIXFidelity SAI U.S. Quality Index Fund0.10%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
SCHVSchwab U.S. Large-Cap Value ETF0.04%
SPYGSPDR Portfolio S&P 500 Growth ETF0.04%
SWTSXSchwab Total Stock Market Index Fund0.03%
ESGUiShares ESG Aware MSCI USA ETF0.15%
IWViShares Russell 3000 ETF0.20%
FDTRXFranklin Dynatech Fund0.45%

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