CVMC vs VXUS
Calvert US Mid-Cap Core Responsible Index ETF vs Vanguard Total International Stock ETF
Which is better, CVMC or VXUS?
Mid Cap Blend against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CVMC | VXUS |
|---|---|---|
| Expense Ratio | 0.15% | 0.05%Best |
| AUM | $106M | $158.1B |
| Dividend Yield | 1.17% | 2.51% |
| Holdings | 595 | 8,747 |
| YTD Return | +16.64%Best | +13.03% |
| 1Y Return | +19.83% | +20.20%Best |
| 3Y Return (annualized) | +16.65% | +19.23%Best |
| 5Y Return (annualized) | - | +8.73% |
| Volatility (annualized) | 15.4% | 12.1%Best |
| Max Drawdown | -22.5% | -13.6%Best |
| $10,000 over 3.6 years | $15,130 | $16,805Best |
| Fund Family | Calvert | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Jan 30, 2023 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 1, 2023 to Sep 14, 2026 (3.6 years).
CVMC vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.6 years both funds cover.
CVMC vs VXUS Performance
Calvert US Mid-Cap Core Responsible Index ETF (CVMC) is an ETF from Calvert and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year CVMC returned +19.83% while VXUS returned +20.20%. Year to date, CVMC is up 16.64% versus a gain of 13.03% for VXUS.
Over three years, CVMC compounded at +16.65% per year against +19.23% for VXUS. Across the full 4-year window we track, VXUS has the edge at +15.51% annualized vs +12.19%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CVMC has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 12.1% 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.17% against 2.51% for VXUS.
Holdings Overlap
At least 1.9% of CVMC's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
CVMC and VXUS share little of their money.
8 positions in common, counted across the 589 positions we hold weights for in CVMC and 8,082 in VXUS, against full books of 595 and 8,747.
Top Shared Holdings
| Stock | Weight in CVMC | Weight in VXUS | Difference |
|---|---|---|---|
| MKLMarkel Group Inc | 0.19% | 0.76% | 0.57% |
| SRESempra Common Stock | 0.48% | 0.00% | 0.48% |
| HBANHuntington Bancshares Inc./Oh | 0.30% | 0.05% | 0.25% |
| KRKroger Co. | 0.34% | 0.00% | 0.34% |
| SUNBSunbelt Rentals | 0.26% | 0.07% | 0.19% |
| AMRZ:SMAmrize Ag | 0.22% | 0.06% | 0.16% |
| EGPEastgroup Properties Inc. Real Estate Investment Trust | 0.11% | 0.00% | 0.11% |
| BEPC:CABrookfield Renewable Corporation Class A Subordinate Voting Shares | 0.05% | 0.01% | 0.04% |
You are not choosing between two funds in isolation.
Whichever of CVMC and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $10 a year on a $10,000 investment.
Which performed better, CVMC or VXUS?
Over the past year CVMC returned +19.83% vs +20.20% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), CVMC annualized +12.19% vs +15.51% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CVMC or VXUS?
CVMC has been the more volatile fund at 15.4% annualized versus 12.1% for VXUS. Worst drawdown: CVMC -22.5% vs VXUS -13.6%.
Should I hold both CVMC and VXUS?
CVMC and VXUS have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CVMC and VXUS?
At least 1.9% of CVMC's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 589 positions we hold weights for in CVMC and 8,082 in VXUS.
Which pays a higher dividend, CVMC or VXUS?
CVMC yields 1.17% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than CVMC?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.