CVMC vs ITDD
Comparison between CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF (CVMC, ETF) and ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF).
CVMC vs ITDD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVMC
$103M
ITDD
$102M
Expense Ratio
CVMC
0.15%
Winner
ITDD
0.11%
Max Drawdown
CVMC
23.11%
Winner
ITDD
13.33%
Sharpe Ratio
Winner
CVMC
1.32
ITDD
1.26
5Y Beta
CVMC
0.93
Winner
ITDD
0.68
P/E Ratio
CVMC
29.96
ITDD
N/A
Forward P/E
CVMC
18.53
ITDD
N/A
5Y EPS CAGR
CVMC
11.11%
ITDD
N/A
Debt to Equity
CVMC
6.35%
ITDD
N/A
P/S Ratio
CVMC
1.95
ITDD
N/A
P/B Ratio
CVMC
3.23
ITDD
N/A
CVMC vs ITDD - Holdings Comparison
CVMC and ITDD have 0 common holdings. Overlap is 0.00%
CVMC's top 25 holdings weight is 12.36%. ITDD's top 25 holdings weight is 99.81%.
| Rank | CVMC | ITDD |
|---|---|---|
| #1 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.58% | ISHARES RUSSELL 1000 ETF (IWB) - 42.99% |
| #2 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.57% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 18.65% |
| #3 | ARTHUR J. GALLAGHER & CO (AJG) - 0.57% | ISHARES US TREASURY BOND ETF (GOVT) - 8.52% |
| #4 | PACCAR INC (PCAR) - 0.55% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.37% |
| #5 | DOMINION ENERGY INC (D) - 0.54% | ISHARES MBS ETF (MBB) - 5.74% |
| #6 | SEMPRA (SRE) - 0.53% | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.21% |
| #7 | W.W. GRAINGER INC (GWW) - 0.52% | ISHARES CORE US REIT ETF (USRT) - 2.98% |
| #8 | TARGET CORP (TGT) - 0.51% | ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 2.29% |
| #9 | REALTY INCOME CORP (O) - 0.51% | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.22% |
| #10 | AFLAC INC (AFL) - 0.50% | ISHARES RUSSELL 2000 ETF (IWM) - 1.98% |
| #11 | DELTA AIR LINES INC (DAL) - 0.50% | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.55% |
| #12 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 0.50% | ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 1.01% |
| #13 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.49% | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 0.30% |
| #14 | TERADYNE INC (TER) - 0.48% | N/A |
| #15 | AMETEK INC (AME) - 0.48% | N/A |
| #16 | ROCKWELL AUTOMATION INC (ROK) - 0.47% | N/A |
| #17 | HUMANA INC (HUM) - 0.46% | N/A |
| #18 | NUCOR CORP (NUE) - 0.46% | N/A |
| #19 | PUBLIC STORAGE (PSA) - 0.46% | N/A |
| #20 | FIFTH THIRD BANCORP (FITB) - 0.45% | N/A |
| #21 | STATE STREET CORP (STT) - 0.45% | N/A |
| #22 | METLIFE INC (MET) - 0.45% | N/A |
| #23 | EDWARDS LIFESCIENCES CORP (EW) - 0.45% | N/A |
| #24 | XCEL ENERGY INC (XEL) - 0.44% | N/A |
| #25 | FASTENAL CO (FAST) - 0.44% | N/A |
| Total Holdings | 598 | 13 |
CVMC vs ITDD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVMC
+0.89%
ITDD
-0.46%
3M
Winner
CVMC
+8.91%
ITDD
+4.02%
6M
Winner
CVMC
+12.78%
ITDD
+7.09%
1Y
Winner
CVMC
+24.53%
ITDD
+17.37%
Max(CAGR)
CVMC
+12.86%
Winner
ITDD
+19.56%
CVMC vs ITDD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CVMC | ITDD |
|---|---|---|
| 2026 | +17.04% | +8.27% |
| 2025 | +9.77% | +17.81% |
| 2024 | +13.43% | +13.87% |
| 2023 | +4.40% | +12.87% |
CVMC vs ITDD Drawdown Comparison
The maximum drawdown for CVMC was -22.53%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The maximum drawdown for ITDD was -12.46%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The current CVMC drawdown is -1.48%. The current ITDD drawdown is -0.93%.
| Rank | CVMC | ITDD |
|---|---|---|
| #1 | -22.53% Nov 25, 2024 - Aug 22, 2025 | -12.46% Feb 18, 2025 - May 16, 2025 |
| #2 | -15.90% Jul 19, 2023 - Dec 14, 2023 | -7.56% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -11.72% Feb 2, 2023 - Jul 18, 2023 | -5.51% Jul 16, 2024 - Aug 19, 2024 |
| #4 | -9.35% Feb 26, 2026 - Apr 17, 2026 | -4.74% Dec 6, 2024 - Feb 13, 2025 |
| #5 | -7.27% Mar 28, 2024 - Jul 16, 2024 | -4.71% Mar 28, 2024 - May 14, 2024 |
| #6 | -5.90% Jul 16, 2024 - Aug 21, 2024 | -3.79% Oct 27, 2025 - Dec 11, 2025 |
| #7 | -5.45% Oct 27, 2025 - Dec 5, 2025 | -3.15% Jun 2, 2026 - Jul 6, 2026 |
| #8 | -3.90% Dec 28, 2023 - Feb 8, 2024 | -2.69% Aug 23, 2024 - Sep 16, 2024 |
| #9 | -3.75% Aug 30, 2024 - Sep 16, 2024 | -2.48% Oct 18, 2024 - Nov 7, 2024 |
| #10 | -3.44% Oct 3, 2025 - Oct 21, 2025 | -2.34% Oct 19, 2023 - Nov 2, 2023 |
| #11 | -3.28% May 6, 2026 - May 26, 2026 | -2.30% Dec 28, 2023 - Jan 29, 2024 |
| #12 | -3.26% Jun 4, 2026 - Jun 12, 2026 | -2.18% Oct 6, 2025 - Oct 20, 2025 |
| #13 | -2.95% Oct 18, 2024 - Nov 6, 2024 | -2.13% Nov 7, 2024 - Nov 29, 2024 |
| #14 | -2.81% Nov 11, 2024 - Nov 22, 2024 | -1.82% May 15, 2024 - Jun 5, 2024 |
| #15 | -2.28% Sep 11, 2025 - Oct 3, 2025 | -1.81% May 14, 2026 - May 26, 2026 |
Correlation
Correlation between CVMC and ITDD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
CVMC vs ITDD dividend yield comparison.
| Year | CVMC | ITDD |
|---|---|---|
| 2026 | 0.50% | 0.00% |
| 2025 | 1.39% | 1.82% |
| 2024 | 1.21% | 1.56% |
| 2023 | 1.00% | 0.89% |
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