CVMC vs BKF

Comparison between CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF (CVMC, ETF) and ISHARES MSCI BIC ETF (BKF, ETF).

CVMC vs BKF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CVMC(ETF)	BKF(ETF)
Net Assets	$91M	$91M
Expense Ratio	0.15%	0.72%
Max Drawdown	23.11%	70.38%
Sharpe Ratio	1.31	-0.25
5Y Beta	0.93	0.60
P/E Ratio	27.65	N/A
Forward P/E	18.21	N/A
5Y Dividends CAGR	N/A	7.37%
5Y EPS CAGR	14.11%	N/A
Debt to Equity	33.21%	N/A
P/S Ratio	1.94	N/A
P/B Ratio	3.16	N/A

Net Assets

Winner

CVMC

$91M

BKF

$91M

Expense Ratio

Winner

CVMC

0.15%

BKF

0.72%

Max Drawdown

Winner

CVMC

23.11%

BKF

70.38%

Sharpe Ratio

Winner

CVMC

1.31

BKF

-0.25

5Y Beta

CVMC

0.93

Winner

BKF

0.60

P/E Ratio

CVMC

27.65

BKF

N/A

Forward P/E

CVMC

18.21

BKF

N/A

5Y Dividends CAGR

CVMC

N/A

BKF

7.37%

5Y EPS CAGR

CVMC

14.11%

BKF

N/A

Debt to Equity

CVMC

33.21%

BKF

N/A

P/S Ratio

CVMC

1.94

BKF

N/A

P/B Ratio

CVMC

3.16

BKF

N/A

CVMC vs BKF - Holdings Comparison

CVMC and BKF have 1 common holdings. Overlap is -1.93%

CVMC's top 25 holdings weight is 18.71%. BKF's top 25 holdings weight is 39.84%.

Rank	CVMC	BKF
#1	SANDISK CORP ORDINARY SHARES (SNDK) - 1.77%	TENCENT HOLDINGS LTD (n/a) - 7.91%
#2	MARVELL TECHNOLOGY INC (MRVL) - 1.49%	n/a (n/a) - 6.10%
#3	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.48%	CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.35%
#4	WESTERN DIGITAL CORP (WDC) - 1.41%	HDFC BANK LTD (n/a) - 2.03%
#5	CORNING INC (GLW) - 1.21%	RELIANCE INDUSTRIES LTD (n/a) - 1.90%
#6	VERTIV HOLDINGS CO CLASS A (VRT) - 0.97%	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.65%
#7	QUANTA SERVICES INC (PWR) - 0.89%	ICICI BANK LTD (n/a) - 1.56%
#8	CUMMINS INC (CMI) - 0.75%	XIAOMI CORP CLASS B (n/a) - 1.47%
#9	CIENA CORP (CIEN) - 0.73%	PDD HOLDINGS INC ADR (PDD) - 1.47%
#10	MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.67%	n/a (n/a) - 1.33%
#11	DATADOG INC CLASS A (DDOG) - 0.66%	VALE SA (n/a) - 1.32%
#12	ROSS STORES INC (ROST) - 0.61%	n/a (n/a) - 1.26%
#13	GENERAL MOTORS CO (GM) - 0.59%	MEITUAN CLASS B (n/a) - 1.12%
#14	COMFORT SYSTEMS USA INC (FIX) - 0.56%	BHARTI AIRTEL LTD (n/a) - 1.11%
#15	BAKER HUGHES CO CLASS A (BKR) - 0.55%	BANK OF CHINA LTD CLASS H (n/a) - 1.04%
#16	n/a (WBD) - 0.54%	BYD CO LTD CLASS H (n/a) - 0.96%
#17	LUMENTUM HOLDINGS INC (LITE) - 0.54%	NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.96%
#18	COHERENT CORP (COHR) - 0.53%	NETEASE INC ORDINARY SHARES (n/a) - 0.91%
#19	KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.52%	n/a (n/a) - 0.91%
#20	UNITED RENTALS INC (URI) - 0.52%	n/a (n/a) - 0.90%
#21	TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.35%	SHRIRAM FINANCE LTD (n/a) - 0.32%
#22	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 0.35%	n/a (n/a) - 0.32%
#23	STEEL DYNAMICS INC (STLD) - 0.34%	AMBEV SA (n/a) - 0.32%
#24	D.R. HORTON INC (DHI) - 0.34%	POWER GRID CORP OF INDIA LTD (n/a) - 0.31%
#25	AMERIPRISE FINANCIAL INC (AMP) - 0.34%	WUXI BIOLOGICS (CAYMAN) INC (n/a) - 0.31%
Total Holdings	581	638

CVMC vs BKF - Historical Returns

Returns include dividend reinvestment.

Period	CVMC	BKF
1 month	+2.88%	-6.48%
3 months	+9.21%	-5.12%
6 months	+13.13%	-10.92%
1 year	+23.70%	-1.81%
5 years(CAGR)	N/A	-4.49%
10 years(CAGR)	N/A	+4.70%
Max(CAGR)	+12.00%	-0.06%

Winner

CVMC

+2.88%

BKF

-6.48%

Winner

CVMC

+9.21%

BKF

-5.12%

Winner

CVMC

+13.13%

BKF

-10.92%

Winner

CVMC

+23.70%

BKF

-1.81%

5Y(CAGR)

CVMC

N/A

BKF

-4.49%

10Y(CAGR)

CVMC

N/A

BKF

+4.70%

Max(CAGR)

Winner

CVMC

+12.00%

BKF

-0.06%

CVMC vs BKF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CVMC	BKF
2026	+12.37%	-12.37%
2025	+9.77%	+22.60%
2024	+13.43%	+10.72%
2023	+4.40%	-0.05%
2022	N/A	-22.07%
2021	N/A	-12.20%
2020	N/A	+13.55%
2019	N/A	+22.20%
2018	N/A	-16.34%
2017	N/A	+39.96%
2016	N/A	+14.49%
2015	N/A	-13.80%
2014	N/A	-1.59%
2013	N/A	-7.94%
2012	N/A	+11.08%
2011	N/A	-25.92%
2010	N/A	+5.60%
2009	N/A	+74.98%
2008	N/A	-56.80%
2007	N/A	+3.73%

CVMC vs BKF Drawdown Comparison

The maximum drawdown for CVMC was -22.53%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The maximum drawdown for BKF was -70.29%, occurring on Nov 20, 2008. Recovery took 2552 trading sessions.

The current CVMC drawdown is -2.33%. The current BKF drawdown is -27.15%.

Rank	CVMC	BKF
#1	-22.53% Nov 25, 2024 - Aug 22, 2025	-70.29% Dec 6, 2007 - Jan 26, 2018
#2	-15.90% Jul 19, 2023 - Dec 14, 2023	-49.17% Feb 17, 2021 - Oct 24, 2022
#3	-11.72% Feb 2, 2023 - Jul 18, 2023	-33.31% Jan 26, 2018 - Oct 12, 2020
#4	-9.35% Feb 26, 2026 - Apr 17, 2026	-5.86% Nov 20, 2007 - Nov 28, 2007
#5	-7.27% Mar 28, 2024 - Jul 16, 2024	-5.08% Jan 25, 2021 - Feb 5, 2021
#6	-5.90% Jul 16, 2024 - Aug 21, 2024	-2.86% Dec 17, 2020 - Dec 30, 2020
#7	-5.45% Oct 27, 2025 - Dec 5, 2025	-2.85% Nov 27, 2020 - Dec 16, 2020
#8	-3.90% Dec 28, 2023 - Feb 8, 2024	-2.66% Oct 23, 2020 - Nov 4, 2020
#9	-3.75% Aug 30, 2024 - Sep 16, 2024	-2.54% Nov 9, 2020 - Nov 24, 2020
#10	-3.44% Oct 3, 2025 - Oct 21, 2025	-1.89% Jan 8, 2021 - Jan 14, 2021
#11	-3.28% May 6, 2026 - May 26, 2026	-1.68% Oct 12, 2020 - Oct 21, 2020
#12	-2.95% Oct 18, 2024 - Nov 6, 2024	-1.30% Jan 5, 2021 - Jan 8, 2021
#13	-2.81% Nov 11, 2024 - Nov 22, 2024	-1.21% Jan 14, 2021 - Jan 19, 2021
#14	-2.33% Jun 4, 2026 - Jun 5, 2026	-1.04% Jan 20, 2021 - Jan 25, 2021
#15	-2.28% Sep 11, 2025 - Oct 3, 2025	-0.68% Nov 24, 2020 - Nov 27, 2020

Correlation

Correlation between CVMC and BKF is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2008 - 2026)

CVMC vs BKF dividend yield comparison.

Year	CVMC	BKF
2026	0.22%	0.00%
2025	1.39%	1.79%
2024	1.21%	2.37%
2023	1.00%	1.68%
2022	0.00%	2.04%
2021	0.00%	2.93%
2020	0.00%	1.02%
2019	0.00%	1.66%
2018	0.00%	2.33%
2017	0.00%	1.51%
2016	0.00%	1.82%
2015	0.00%	3.15%
2014	0.00%	3.01%
2013	0.00%	2.40%
2012	0.00%	2.06%
2011	0.00%	2.25%
2010	0.00%	1.74%
2009	0.00%	0.87%
2008	0.00%	2.15%