IBGA vs CVMC
Comparison between ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF) and CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF (CVMC, ETF).
IBGA vs CVMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBGA
$102M
Winner
CVMC
$102M
Expense Ratio
Winner
IBGA
0.07%
CVMC
0.15%
Max Drawdown
Winner
IBGA
14.76%
CVMC
23.11%
Sharpe Ratio
IBGA
-0.42
Winner
CVMC
1.46
5Y Beta
Winner
IBGA
0.07
CVMC
0.93
P/E Ratio
IBGA
N/A
CVMC
27.44
Forward P/E
IBGA
N/A
CVMC
17.67
5Y EPS CAGR
IBGA
N/A
CVMC
10.59%
Debt to Equity
IBGA
N/A
CVMC
149.07%
P/S Ratio
IBGA
N/A
CVMC
1.83
P/B Ratio
IBGA
N/A
CVMC
3.03
IBGA vs CVMC - Historical Returns
Returns include dividend reinvestment.
1M
IBGA
-0.90%
Winner
CVMC
+3.36%
3M
IBGA
-0.72%
Winner
CVMC
+10.18%
6M
IBGA
-4.81%
Winner
CVMC
+14.24%
1Y
IBGA
+0.65%
Winner
CVMC
+27.03%
Max(CAGR)
IBGA
+0.94%
Winner
CVMC
+13.59%
IBGA vs CVMC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBGA | CVMC |
|---|---|---|
| 2026 | -2.33% | +20.98% |
| 2025 | +5.72% | +9.77% |
| 2024 | -1.41% | +13.43% |
| 2023 | N/A | +4.40% |
IBGA vs CVMC Drawdown Comparison
The maximum drawdown for IBGA was -11.68%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The maximum drawdown for CVMC was -22.53%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current IBGA drawdown is -6.61%. The current CVMC drawdown is -1.26%.
| Rank | IBGA | CVMC |
|---|---|---|
| #1 | -11.68% Sep 16, 2024 - Jan 14, 2025 | -22.53% Nov 25, 2024 - Aug 22, 2025 |
| #2 | -3.64% Jun 25, 2024 - Jul 16, 2024 | -15.90% Jul 19, 2023 - Dec 14, 2023 |
| #3 | -2.83% Aug 5, 2024 - Aug 21, 2024 | -11.72% Feb 2, 2023 - Jul 18, 2023 |
| #4 | -2.03% Jul 17, 2024 - Jul 31, 2024 | -9.35% Feb 26, 2026 - Apr 17, 2026 |
| #5 | -1.77% Aug 21, 2024 - Sep 4, 2024 | -7.27% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -0.72% Jun 14, 2024 - Jun 18, 2024 | -5.90% Jul 16, 2024 - Aug 21, 2024 |
| #7 | -0.53% Sep 10, 2024 - Sep 16, 2024 | -5.45% Oct 27, 2025 - Dec 5, 2025 |
| #8 | -0.49% Jun 18, 2024 - Jun 25, 2024 | -3.90% Dec 28, 2023 - Feb 8, 2024 |
| #9 | N/A | -3.75% Aug 30, 2024 - Sep 16, 2024 |
| #10 | N/A | -3.44% Oct 3, 2025 - Oct 21, 2025 |
| #11 | N/A | -3.28% May 6, 2026 - May 26, 2026 |
| #12 | N/A | -3.26% Jun 4, 2026 - Jun 12, 2026 |
| #13 | N/A | -2.95% Oct 18, 2024 - Nov 6, 2024 |
| #14 | N/A | -2.81% Nov 11, 2024 - Nov 22, 2024 |
| #15 | N/A | -2.28% Sep 11, 2025 - Oct 3, 2025 |
Correlation
Correlation between IBGA and CVMC is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
0.29
-101
Dividend Comparison (2023 - 2026)
IBGA vs CVMC dividend yield comparison.
| Year | IBGA | CVMC |
|---|---|---|
| 2026 | 2.79% | 0.49% |
| 2025 | 4.49% | 1.39% |
| 2024 | 2.03% | 1.21% |
| 2023 | 0.00% | 1.00% |
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