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