CVMC vs SCHH
Calvert US Mid-Cap Core Responsible Index ETF vs Schwab US REIT ETF
Which is better, CVMC or SCHH?
CVMC has been ahead.
SCHH has a lower expense ratio. CVMC led over 1Y, 3Y and the full window. CVMC is less concentrated, with 5.9% of the fund in its ten largest positions against 51.2%.
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 | SCHH |
|---|---|---|
| Expense Ratio | 0.15% | 0.07%Best |
| AUM | $115M | $10.8B |
| Dividend Yield | 1.23% | 3.08% |
| Holdings | 1,184 | 120 |
| YTD Return | +14.85%Best | +8.22% |
| 1Y Return | +18.30%Best | +8.03% |
| 3Y Return (annualized) | +17.39%Best | +10.69% |
| 5Y Return (annualized) | - | +1.48% |
| Volatility (annualized) | 15.5%Best | 15.9% |
| Max Drawdown | -22.5% | -21.2%Best |
| $10,000 over 3.7 years | $14,930Best | $11,686 |
| Top 10 Weight | 5.9%Best | 51.2% |
| Fund Family | Calvert | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Jan 30, 2023 | Jan 13, 2011 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 1, 2023 to Oct 14, 2026 (3.7 years).
CVMC vs SCHH 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 3.7 years both funds cover.
CVMC vs SCHH Performance
Calvert US Mid-Cap Core Responsible Index ETF (CVMC) is an ETF from Calvert and Schwab US REIT ETF (SCHH) is an ETF from Charles Schwab Asset Management. Over the past year CVMC returned +18.30% while SCHH returned +8.03%. Year to date, CVMC is up 14.85% versus a gain of 8.22% for SCHH.
Over three years, CVMC compounded at +17.39% per year against +10.69% for SCHH. Across the full 4-year window we track, CVMC has the edge at +11.44% annualized vs +4.30%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHH has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.5% for CVMC. 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 -21.2% for SCHH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CVMC charges 0.15% per year while SCHH charges 0.07%. On a $10,000 position that is $15 vs $7 annually, a gap of $8 per year that compounds over a long holding period. On income, CVMC currently yields 1.23% against 3.08% for SCHH.
Holdings Overlap
6.6% of CVMC's money is in holdings SCHH also owns. 47.7% of SCHH's money is in holdings CVMC also owns.
The two portfolios partly overlap.
44 positions in common, counted across the 595 positions we hold weights for in CVMC and 119 in SCHH, against full books of 1,184 and 120.
What only one of them owns
Measured across the 595 and 119 positions we hold weights for.
CVMC holds 539 positions SCHH does not, 91.1% of the fund.
Largest: HPE 0.81%, TER 0.64%, MRNA 0.64%, TGT 0.62%, KEYS 0.60%
Top Shared Holdings
| Stock | Weight in CVMC | Weight in SCHH | Difference |
|---|---|---|---|
| ORealty Income Corp. | 0.47% | 3.84% | 3.37% |
| PSAPublic Storage | 0.45% | 3.57% | 3.12% |
| EQRVivmark Residential | 0.43% | 3.22% | 2.79% |
| VTRVentas Inc . | 0.40% | 3.23% | 2.83% |
| IRMIron Mtn Inc New Com Npv | 0.34% | 2.53% | 2.19% |
| CCICrown Castle International Corp | 0.29% | 2.12% | 1.83% |
| EXRExtra Space Storage Inc | 0.29% | 2.11% | 1.82% |
| ESSEssex Property Trust Inc. | 0.19% | 1.29% | 1.10% |
| SBACSba Communications Corp. | 0.18% | 1.26% | 1.08% |
| HSTHost Hotels & Resorts Inc | 0.17% | 1.16% | 0.99% |
47.7% of SCHH is already inside CVMC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CVMC or SCHH?
CVMC has an expense ratio of 0.15% while SCHH charges 0.07%. SCHH is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, CVMC or SCHH?
Over the past year CVMC returned +18.30% vs +8.03% for SCHH, so CVMC leads on 1-year performance. Over the longest common window we track (4 years), CVMC annualized +11.44% vs +4.30% for SCHH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CVMC or SCHH?
SCHH has been the more volatile fund at 15.9% annualized versus 15.5% for CVMC. Worst drawdown: CVMC -22.5% vs SCHH -21.2%.
Should I hold both CVMC and SCHH?
CVMC and SCHH have a monthly-return correlation of 0.83, 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 SCHH?
47.7% of SCHH's money is in holdings CVMC also owns. 47.7% of SCHH's is in holdings CVMC also owns. They hold 44 positions in common, counted across the 595 positions we hold weights for in CVMC and 119 in SCHH.
Which pays a higher dividend, CVMC or SCHH?
CVMC yields 1.23% while SCHH yields 3.08%, so SCHH currently pays the higher dividend yield.
Is SCHH better than CVMC?
SCHH has a lower expense ratio. CVMC led over 1Y, 3Y and the full window. CVMC is less concentrated, with 5.9% of the fund in its ten largest positions against 51.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.