CVMC vs SPY
Comparison between CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF (CVMC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
CVMC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVMC
$91M
Winner
SPY
$735B
Expense Ratio
CVMC
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
CVMC
23.11%
SPY
56.47%
Sharpe Ratio
CVMC
1.31
Winner
SPY
1.62
5Y Beta
Winner
CVMC
0.93
SPY
1.00
P/E Ratio
Winner
CVMC
27.65
SPY
28.99
Forward P/E
Winner
CVMC
18.21
SPY
22.37
5Y Dividends CAGR
CVMC
N/A
SPY
5.43%
5Y EPS CAGR
CVMC
14.11%
Winner
SPY
26.05%
Debt to Equity
CVMC
33.21%
Winner
SPY
32.40%
P/S Ratio
Winner
CVMC
1.94
SPY
3.74
P/B Ratio
Winner
CVMC
3.16
SPY
5.61
CVMC vs SPY - Holdings Comparison
CVMC and SPY have 203 common holdings. Overlap is 8.79%
CVMC's top 25 holdings weight is 18.71%. SPY's top 25 holdings weight is 52.37%.
| Rank | CVMC | SPY |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.77% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | MARVELL TECHNOLOGY INC (MRVL) - 1.49% | APPLE INC (AAPL) - 7.02% |
| #3 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.48% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | WESTERN DIGITAL CORP (WDC) - 1.41% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | CORNING INC (GLW) - 1.21% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.97% | BROADCOM INC (AVGO) - 3.10% |
| #7 | QUANTA SERVICES INC (PWR) - 0.89% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | CUMMINS INC (CMI) - 0.75% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | CIENA CORP (CIEN) - 0.73% | TESLA INC (TSLA) - 1.89% |
| #10 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.67% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | DATADOG INC CLASS A (DDOG) - 0.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | ROSS STORES INC (ROST) - 0.61% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | GENERAL MOTORS CO (GM) - 0.59% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | COMFORT SYSTEMS USA INC (FIX) - 0.56% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | BAKER HUGHES CO CLASS A (BKR) - 0.55% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | n/a (WBD) - 0.54% | INTEL CORP (INTC) - 0.90% |
| #17 | LUMENTUM HOLDINGS INC (LITE) - 0.54% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | COHERENT CORP (COHR) - 0.53% | VISA INC CLASS A (V) - 0.85% |
| #19 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.52% | WALMART INC (WMT) - 0.81% |
| #20 | UNITED RENTALS INC (URI) - 0.52% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.35% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 0.35% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | STEEL DYNAMICS INC (STLD) - 0.34% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | D.R. HORTON INC (DHI) - 0.34% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | AMERIPRISE FINANCIAL INC (AMP) - 0.34% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 581 | 505 |
CVMC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVMC
+2.88%
SPY
+1.90%
3M
Winner
CVMC
+9.21%
SPY
+8.55%
6M
Winner
CVMC
+13.13%
SPY
+8.18%
1Y
CVMC
+23.70%
Winner
SPY
+25.79%
5Y(CAGR)
CVMC
N/A
SPY
+13.32%
10Y(CAGR)
CVMC
N/A
SPY
+15.19%
Max(CAGR)
Winner
CVMC
+12.00%
SPY
+8.47%
CVMC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CVMC | SPY |
|---|---|---|
| 2026 | +12.37% | +8.26% |
| 2025 | +9.77% | +18.00% |
| 2024 | +13.43% | +25.59% |
| 2023 | +4.40% | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
CVMC vs SPY Drawdown Comparison
The maximum drawdown for CVMC was -22.53%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CVMC drawdown is -2.33%. The current SPY drawdown is -2.90%.
| Rank | CVMC | SPY |
|---|---|---|
| #1 | -22.53% Nov 25, 2024 - Aug 22, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -15.90% Jul 19, 2023 - Dec 14, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -11.72% Feb 2, 2023 - Jul 18, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.35% Feb 26, 2026 - Apr 17, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -7.27% Mar 28, 2024 - Jul 16, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.90% Jul 16, 2024 - Aug 21, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.45% Oct 27, 2025 - Dec 5, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.90% Dec 28, 2023 - Feb 8, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.75% Aug 30, 2024 - Sep 16, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.44% Oct 3, 2025 - Oct 21, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.28% May 6, 2026 - May 26, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.95% Oct 18, 2024 - Nov 6, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.81% Nov 11, 2024 - Nov 22, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.33% Jun 4, 2026 - Jun 5, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.28% Sep 11, 2025 - Oct 3, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CVMC and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
CVMC vs SPY dividend yield comparison.
| Year | CVMC | SPY |
|---|---|---|
| 2026 | 0.22% | 0.24% |
| 2025 | 1.39% | 1.07% |
| 2024 | 1.21% | 1.21% |
| 2023 | 1.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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