CVMC vs IBIF
Comparison between CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF (CVMC, ETF) and ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF, ETF).
CVMC vs IBIF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVMC
$98M
IBIF
$98M
Expense Ratio
CVMC
0.15%
Winner
IBIF
0.10%
Max Drawdown
CVMC
23.11%
Winner
IBIF
3.94%
Sharpe Ratio
Winner
CVMC
1.32
IBIF
0.63
5Y Beta
CVMC
0.93
Winner
IBIF
-0.00
P/E Ratio
CVMC
32.40
IBIF
N/A
Forward P/E
CVMC
20.58
IBIF
N/A
5Y EPS CAGR
CVMC
14.15%
IBIF
N/A
Debt to Equity
CVMC
22.98%
IBIF
N/A
P/S Ratio
CVMC
2.26
IBIF
N/A
P/B Ratio
CVMC
3.83
IBIF
N/A
CVMC vs IBIF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVMC
+5.16%
IBIF
-0.34%
3M
Winner
CVMC
+16.72%
IBIF
+0.72%
6M
Winner
CVMC
+15.27%
IBIF
+1.72%
1Y
Winner
CVMC
+26.05%
IBIF
+4.71%
Max(CAGR)
Winner
CVMC
+12.76%
IBIF
+5.90%
CVMC vs IBIF - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CVMC | IBIF |
|---|---|---|
| 2026 | +15.19% | +1.67% |
| 2025 | +9.77% | +7.18% |
| 2024 | +13.43% | +3.30% |
| 2023 | +4.40% | +3.95% |
CVMC vs IBIF Drawdown Comparison
The maximum drawdown for CVMC was -22.53%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The maximum drawdown for IBIF was -2.50%, occurring on Dec 19, 2024. Recovery took 104 trading sessions.
The current IBIF drawdown is -0.34%.
| Rank | CVMC | IBIF |
|---|---|---|
| #1 | -22.53% Nov 25, 2024 - Aug 22, 2025 | -2.50% Sep 24, 2024 - Feb 25, 2025 |
| #2 | -15.90% Jul 19, 2023 - Dec 14, 2023 | -1.87% Apr 3, 2025 - Apr 28, 2025 |
| #3 | -11.72% Feb 2, 2023 - Jul 18, 2023 | -1.81% Jan 12, 2024 - Jun 3, 2024 |
| #4 | -9.35% Feb 26, 2026 - Apr 17, 2026 | -1.56% Sep 22, 2023 - Nov 2, 2023 |
| #5 | -7.27% Mar 28, 2024 - Jul 16, 2024 | -1.38% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -5.90% Jul 16, 2024 - Aug 21, 2024 | -0.95% Mar 17, 2026 - Apr 13, 2026 |
| #7 | -5.45% Oct 27, 2025 - Dec 5, 2025 | -0.89% Nov 3, 2023 - Nov 14, 2023 |
| #8 | -3.90% Dec 28, 2023 - Feb 8, 2024 | -0.82% Dec 27, 2023 - Jan 12, 2024 |
| #9 | -3.75% Aug 30, 2024 - Sep 16, 2024 | -0.74% Jun 5, 2024 - Jun 18, 2024 |
| #10 | -3.44% Oct 3, 2025 - Oct 21, 2025 | -0.71% Mar 3, 2025 - Mar 21, 2025 |
| #11 | -3.28% May 6, 2026 - May 26, 2026 | -0.66% Oct 22, 2025 - Jan 28, 2026 |
| #12 | -3.26% Jun 4, 2026 - Jun 12, 2026 | -0.59% Aug 5, 2024 - Aug 21, 2024 |
| #13 | -2.95% Oct 18, 2024 - Nov 6, 2024 | -0.57% May 4, 2026 - May 22, 2026 |
| #14 | -2.81% Nov 11, 2024 - Nov 22, 2024 | -0.54% Sep 8, 2025 - Oct 21, 2025 |
| #15 | -2.28% Sep 11, 2025 - Oct 3, 2025 | -0.52% Dec 1, 2023 - Dec 13, 2023 |
Correlation
Correlation between CVMC and IBIF is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2023 - 2026)
CVMC vs IBIF dividend yield comparison.
| Year | CVMC | IBIF |
|---|---|---|
| 2026 | 0.21% | 0.30% |
| 2025 | 1.39% | 4.51% |
| 2024 | 1.21% | 4.05% |
| 2023 | 1.00% | 0.96% |
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