CVMC vs VXUS
Calvert US Mid-Cap Core Responsible Index ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. CVMC delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | CVMC | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.05% | |
| AUM | $103M | $156.5B | |
| Dividend Yield | 1.35% | 2.60% | |
| Holdings | 622 | 8,747 | |
| YTD Return | +22.53% | +15.24% | |
| 1Y Return | +27.00% | +26.32% | |
| 3Y Return (annualized) | +17.33% | +19.85% | |
| 5Y Return (annualized) | - | +9.23% | |
| Volatility (annualized) | 15.6% | 15.1% | |
| Max Drawdown | -22.5% | -39.9% | |
| Fund Family | Calvert | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 30, 2023 | Jan 26, 2011 |
CVMC vs VXUS Performance
Calvert US Mid-Cap Core Responsible Index ETF (CVMC) is a ETF from Calvert and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CVMC returned +27.00% while VXUS returned +26.32%. Year to date, CVMC is up 22.53% versus a gain of 15.24% for VXUS.
Over three years, CVMC compounded at +17.33% per year against +19.85% for VXUS. Across the full 4-year window we track, CVMC has the edge at +14.10% annualized vs +4.89%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CVMC has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.5% for CVMC and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CVMC charges 0.15% per year while VXUS charges 0.05%. On a $10,000 position that is $15 vs $5 annually, a gap of $10 per year that compounds over a long holding period. On income, CVMC currently yields 1.35% against 2.60% for VXUS.
Holdings Overlap
CVMC and VXUS share 8 holdings out of 8463 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CVMC or VXUS?
CVMC has an expense ratio of 0.15% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $10 per year of difference.
Which performed better, CVMC or VXUS?
Over the past year CVMC returned +27.00% vs +26.32% for VXUS, so CVMC leads on 1-year performance. Over the longest common window we track (4 years), CVMC annualized +14.10% vs +4.89% for VXUS. Past performance does not guarantee future results.
Which is riskier, CVMC or VXUS?
CVMC has been the more volatile fund at 15.6% annualized versus 15.1% for VXUS. Worst drawdown: CVMC -22.5% vs VXUS -39.9%.
Should I hold both CVMC and VXUS?
CVMC and VXUS have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CVMC and VXUS?
CVMC and VXUS share 8 common holdings with a 0.1% weight overlap. Combined, they hold 8463 unique securities.
Which pays a higher dividend, CVMC or VXUS?
CVMC yields 1.35% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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