CVMC vs GIAX
Comparison between CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF (CVMC, ETF) and NICHOLAS GLOBAL EQUITY AND INCOME ETF (GIAX, ETF).
CVMC vs GIAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVMC
$102M
GIAX
$102M
Expense Ratio
Winner
CVMC
0.15%
GIAX
1.03%
Max Drawdown
Winner
CVMC
23.11%
GIAX
34.06%
Sharpe Ratio
Winner
CVMC
1.46
GIAX
0.63
5Y Beta
Winner
CVMC
0.93
GIAX
1.12
P/E Ratio
Winner
CVMC
27.44
GIAX
44.45
Forward P/E
Winner
CVMC
17.67
GIAX
21.69
PEG Ratio
CVMC
N/A
GIAX
0.19
5Y EPS CAGR
CVMC
10.59%
Winner
GIAX
41.05%
Debt to Equity
CVMC
149.07%
GIAX
N/A
P/S Ratio
Winner
CVMC
1.83
GIAX
2.99
P/B Ratio
Winner
CVMC
3.03
GIAX
9.57
CVMC vs GIAX - Holdings Comparison
CVMC and GIAX have 1 common holdings. Overlap is -0.55%
CVMC's top 25 holdings weight is 11.94%. GIAX's top 25 holdings weight is 100.59%.
| Rank | CVMC | GIAX |
|---|---|---|
| #1 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.60% | FREEDOM 100 EMERGING MARKETS ETF (FRDM) - 7.53% |
| #2 | PACCAR INC (PCAR) - 0.59% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 7.21% |
| #3 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.57% | VANGUARD S&P 500 ETF (VOO) - 6.79% |
| #4 | TARGET CORP (TGT) - 0.57% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 6.77% |
| #5 | ARTHUR J. GALLAGHER & CO (AJG) - 0.54% | VANGUARD MORN SMALL CAP ETF (VB) - 6.13% |
| #6 | NUCOR CORP (NUE) - 0.53% | MICRON TECHNOLOGY INC (MU) - 6.09% |
| #7 | DELTA AIR LINES INC (DAL) - 0.51% | SERVICENOW INC (NOW) - 4.63% |
| #8 | AMETEK INC (AME) - 0.50% | VANGUARD MORN MID CAP GROWTH ETF (VOT) - 4.63% |
| #9 | DOMINION ENERGY INC (D) - 0.50% | MICROSOFT CORP (MSFT) - 4.48% |
| #10 | FASTENAL CO (FAST) - 0.50% | NVIDIA CORP (NVDA) - 4.13% |
| #11 | TERADYNE INC (TER) - 0.50% | n/a (TSM) - 4.06% |
| #12 | REALTY INCOME CORP (O) - 0.50% | AMAZON.COM INC (AMZN) - 3.91% |
| #13 | AFLAC INC (AFL) - 0.49% | ALPHABET INC CLASS A (GOOGL) - 3.74% |
| #14 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.49% | BROADCOM INC (AVGO) - 3.68% |
| #15 | PUBLIC STORAGE (PSA) - 0.49% | APPLE INC (AAPL) - 3.65% |
| #16 | PAYPAL HOLDINGS INC (PYPL) - 0.47% | n/a (PLTR) - 3.65% |
| #17 | SEMPRA (SRE) - 0.47% | META PLATFORMS INC CLASS A (META) - 3.14% |
| #18 | W.W. GRAINGER INC (GWW) - 0.47% | IREN LTD (IREN) - 3.07% |
| #19 | METLIFE INC (MET) - 0.46% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.78% |
| #20 | AUTODESK INC (ADSK) - 0.46% | TESLA INC (TSLA) - 2.69% |
| #21 | WORKDAY INC CLASS A (WDAY) - 0.35% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.21% |
| #22 | MSCI INC (MSCI) - 0.35% | LUMENTUM HOLDINGS INC (LITE) - 2.19% |
| #23 | NETAPP INC (NTAP) - 0.35% | ROCKET LAB CORP (RKLB) - 1.46% |
| #24 | HEICO CORP (HEI) - 0.34% | T1 ENERGY INC (TE) - 1.09% |
| #25 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 0.34% | CASH OFFSET (n/a) - 0.88% |
| Total Holdings | 555 | 80 |
CVMC vs GIAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVMC
+3.36%
GIAX
+3.36%
3M
Winner
CVMC
+10.18%
GIAX
-0.44%
6M
CVMC
+14.24%
Winner
GIAX
+15.50%
1Y
Winner
CVMC
+27.03%
GIAX
+18.29%
Max(CAGR)
CVMC
+13.59%
Winner
GIAX
+14.65%
CVMC vs GIAX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CVMC | GIAX |
|---|---|---|
| 2026 | +20.98% | +13.51% |
| 2025 | +9.77% | +11.29% |
| 2024 | +13.43% | +3.75% |
| 2023 | +4.40% | N/A |
CVMC vs GIAX Drawdown Comparison
The maximum drawdown for CVMC was -22.53%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The maximum drawdown for GIAX was -20.35%, occurring on Apr 8, 2025. Recovery took 81 trading sessions.
The current CVMC drawdown is -1.26%. The current GIAX drawdown is -9.13%.
| Rank | CVMC | GIAX |
|---|---|---|
| #1 | -22.53% Nov 25, 2024 - Aug 22, 2025 | -20.35% Feb 19, 2025 - Jun 16, 2025 |
| #2 | -15.90% Jul 19, 2023 - Dec 14, 2023 | -19.60% Jun 2, 2026 - Jul 29, 2026 |
| #3 | -11.72% Feb 2, 2023 - Jul 18, 2023 | -17.58% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -9.35% Feb 26, 2026 - Apr 17, 2026 | -6.62% Dec 10, 2025 - Jan 12, 2026 |
| #5 | -7.27% Mar 28, 2024 - Jul 16, 2024 | -6.55% Oct 31, 2025 - Dec 4, 2025 |
| #6 | -5.90% Jul 16, 2024 - Aug 21, 2024 | -6.37% Jul 31, 2024 - Aug 19, 2024 |
| #7 | -5.45% Oct 27, 2025 - Dec 5, 2025 | -4.97% May 14, 2026 - May 26, 2026 |
| #8 | -3.90% Dec 28, 2023 - Feb 8, 2024 | -4.91% Dec 16, 2024 - Feb 14, 2025 |
| #9 | -3.75% Aug 30, 2024 - Sep 16, 2024 | -3.49% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -3.44% Oct 3, 2025 - Oct 21, 2025 | -3.23% Apr 24, 2026 - May 4, 2026 |
| #11 | -3.28% May 6, 2026 - May 26, 2026 | -3.15% Oct 8, 2025 - Oct 29, 2025 |
| #12 | -3.26% Jun 4, 2026 - Jun 12, 2026 | -2.29% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -2.95% Oct 18, 2024 - Nov 6, 2024 | -2.07% Aug 13, 2025 - Sep 10, 2025 |
| #14 | -2.81% Nov 11, 2024 - Nov 22, 2024 | -1.88% Jul 28, 2025 - Aug 6, 2025 |
| #15 | -2.28% Sep 11, 2025 - Oct 3, 2025 | -1.82% Sep 26, 2024 - Oct 14, 2024 |
Correlation
Correlation between CVMC and GIAX is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2023 - 2026)
CVMC vs GIAX dividend yield comparison.
| Year | CVMC | GIAX |
|---|---|---|
| 2026 | 0.49% | 15.78% |
| 2025 | 1.39% | 25.62% |
| 2024 | 1.21% | 10.58% |
| 2023 | 1.00% | 0.00% |
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