CVLC vs. JCTR ETF Comparison

Comparison of Morgan Stanley ETF Trust Calvert US Large-Cap Core Responsible Index ETF (CVLC) to JPMorgan Carbon Transition U.S. Equity ETF (JCTR)
CVLC

Morgan Stanley ETF Trust Calvert US Large-Cap Core Responsible Index ETF

CVLC Description

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$71.36

Average Daily Volume

17,203

Number of Holdings *

10

* may have additional holdings in another (foreign) market
JCTR

JPMorgan Carbon Transition U.S. Equity ETF

JCTR Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.

Grade (RS Rating)

Last Trade

$77.19

Average Daily Volume

403

Number of Holdings *

425

* may have additional holdings in another (foreign) market
Performance
Period CVLC JCTR
30 Days 2.86% 2.52%
60 Days 4.75% 5.29%
90 Days 5.42% 5.18%
12 Months 35.10% 33.76%
9 Overlapping Holdings
Symbol Grade Weight in CVLC Weight in JCTR Overlap
AAPL C 6.9% 6.68% 6.68%
AMZN C 3.31% 3.23% 3.23%
AVGO C 1.59% 1.84% 1.59%
GOOGL D 3.62% 2.92% 2.92%
LLY D 1.73% 1.71% 1.71%
MSFT C 6.0% 6.0% 6.0%
NVDA C 5.55% 5.94% 5.55%
TSLA C 1.31% 1.69% 1.31%
UNH C 1.21% 1.17% 1.17%
CVLC Overweight 1 Positions Relative to JCTR
Symbol Grade Weight
JPM D 1.39%
CVLC Underweight 416 Positions Relative to JCTR
Symbol Grade Weight
META B -1.99%
MA B -1.12%
V C -1.09%
HD B -1.08%
BRK.A C -0.96%
NFLX B -0.9%
AMD C -0.83%
JNJ C -0.76%
LIN B -0.74%
MCD B -0.73%
CSCO B -0.73%
CAT B -0.72%
ACN C -0.72%
COP F -0.7%
ADBE F -0.7%
NOW C -0.66%
INTU D -0.63%
NEE B -0.63%
ISRG C -0.63%
AMGN D -0.62%
IBM B -0.6%
GS B -0.6%
AMAT D -0.59%
BKNG B -0.59%
SPGI C -0.59%
PGR C -0.58%
COST C -0.58%
AXP B -0.58%
UBER C -0.55%
SYK C -0.51%
WMT B -0.48%
MS B -0.47%
ABBV B -0.47%
BSX B -0.47%
CB B -0.46%
C C -0.46%
VRTX D -0.46%
SLB F -0.45%
PLD C -0.45%
ADP C -0.44%
ELV D -0.43%
NKE D -0.42%
KLAC D -0.42%
REGN D -0.41%
WMB C -0.41%
OKE C -0.4%
GILD B -0.4%
PANW D -0.4%
ANET C -0.39%
MRK F -0.38%
BX C -0.38%
SCHW D -0.37%
BAC D -0.37%
DE A -0.37%
ICE C -0.35%
CI C -0.34%
CMCSA C -0.33%
PYPL B -0.32%
PH B -0.32%
WM D -0.32%
CME B -0.31%
TT B -0.31%
CMG D -0.31%
KKR B -0.31%
SNPS F -0.3%
ITW B -0.3%
ORCL B -0.3%
CRM C -0.29%
MSI B -0.29%
CVS D -0.29%
VRSK D -0.29%
PLTR C -0.29%
MCO C -0.29%
CTAS C -0.28%
CDNS D -0.28%
TMO B -0.27%
AON B -0.26%
CVX F -0.25%
ECL B -0.25%
AJG D -0.24%
CARR B -0.24%
AFL A -0.24%
MCK F -0.24%
EMR D -0.24%
MRVL D -0.24%
DHR B -0.24%
TRGP C -0.24%
NEM C -0.23%
FANG F -0.23%
ROP C -0.23%
ADSK B -0.23%
APO B -0.23%
ABNB D -0.22%
COF B -0.22%
DHI C -0.22%
PSA C -0.22%
QCOM D -0.22%
FSLR C -0.21%
TRV C -0.21%
URI B -0.21%
O B -0.21%
SPG B -0.21%
BLK B -0.21%
AWK C -0.21%
PCAR D -0.2%
SPOT C -0.2%
WFC D -0.2%
HAL F -0.19%
MET B -0.19%
FTNT B -0.19%
ABT C -0.19%
ES B -0.18%
LEN B -0.18%
MAR B -0.18%
GWW B -0.18%
FIS C -0.18%
SRE B -0.18%
PAYX C -0.17%
T B -0.17%
TXN B -0.17%
MSCI C -0.17%
AIG D -0.17%
IDXX D -0.17%
VZ A -0.17%
A C -0.17%
IQV D -0.17%
PRU C -0.17%
PEG B -0.17%
NU C -0.17%
CCI C -0.17%
EXC B -0.16%
DIS D -0.16%
GIS B -0.16%
RSG D -0.16%
KMB C -0.16%
OTIS B -0.16%
CPRT D -0.16%
CBRE B -0.15%
EA D -0.15%
YUM B -0.15%
EW F -0.15%
IR B -0.15%
IT C -0.15%
KDP B -0.15%
AME C -0.15%
RMD C -0.14%
ED B -0.14%
EFX C -0.14%
HLT B -0.14%
STZ C -0.14%
EIX B -0.14%
EXR C -0.14%
SQ D -0.14%
MNST D -0.14%
ACGL B -0.14%
XYL C -0.13%
AVB C -0.13%
LULU D -0.13%
SHW B -0.13%
ROK D -0.13%
PFE D -0.13%
MTD C -0.13%
DDOG D -0.13%
SYY C -0.13%
ALNY C -0.13%
DFS C -0.13%
CSGP D -0.12%
TSCO B -0.12%
CDW D -0.12%
VEEV C -0.12%
EOG D -0.12%
WAB B -0.12%
KR B -0.12%
HSY D -0.11%
VLTO B -0.11%
KEYS B -0.11%
AZO B -0.11%
PHM B -0.11%
ANSS D -0.11%
ENPH D -0.11%
EBAY B -0.11%
NET D -0.1%
ADM D -0.1%
GPN D -0.1%
ARES B -0.1%
CHD C -0.1%
SBAC C -0.1%
TEAM D -0.1%
TTWO D -0.1%
TYL C -0.1%
UNP D -0.1%
CMI B -0.1%
HUBS D -0.1%
DXCM F -0.1%
DOV B -0.1%
NDAQ C -0.1%
KHC C -0.1%
HIG B -0.1%
IFF A -0.1%
CBOE C -0.09%
HUBB B -0.09%
EL D -0.09%
MU D -0.09%
LOW B -0.09%
DECK C -0.09%
TDY B -0.08%
SYF C -0.08%
WSM C -0.08%
SMCI F -0.08%
CSL B -0.08%
ULTA D -0.08%
OMC B -0.08%
CLX C -0.08%
MRNA F -0.08%
TRU B -0.08%
WAT B -0.08%
BAH B -0.08%
MKC C -0.08%
PTC C -0.08%
AR C -0.07%
PINS D -0.07%
AVY C -0.07%
ZBRA B -0.07%
EXPD B -0.07%
MDB D -0.07%
K A -0.07%
ESS C -0.07%
EXPE C -0.07%
MAS B -0.07%
HOLX D -0.07%
LRCX D -0.07%
LII C -0.07%
TJX C -0.06%
GGG C -0.06%
CE D -0.06%
TSN D -0.06%
TRMB C -0.06%
RGA C -0.06%
PSTG F -0.06%
NI B -0.06%
HOOD C -0.06%
UDR C -0.06%
KIM C -0.06%
NDSN C -0.06%
LYV A -0.06%
EG B -0.06%
PODD C -0.06%
IEX C -0.06%
ROST C -0.06%
LPLA D -0.06%
CNP C -0.06%
WRB D -0.06%
CASY D -0.05%
TWLO C -0.05%
JEF C -0.05%
AMH D -0.05%
KMX D -0.05%
FND C -0.05%
CLH C -0.05%
WPC C -0.05%
TTEK C -0.05%
BXP C -0.05%
USFD C -0.05%
REG C -0.05%
Z C -0.05%
TW B -0.05%
ALB D -0.05%
RNR B -0.05%
POOL C -0.05%
EPAM F -0.05%
CAG B -0.05%
FOXA B -0.05%
RBA D -0.05%
ACM B -0.05%
NTRA C -0.05%
IBKR B -0.05%
GWRE B -0.05%
SNA B -0.05%
MKTX D -0.04%
FLS C -0.04%
OKTA F -0.04%
ADI C -0.04%
PRI B -0.04%
MDT B -0.04%
REXR C -0.04%
NVT C -0.04%
LAD B -0.04%
GPC D -0.04%
OHI C -0.04%
WFRD F -0.04%
FRT C -0.04%
SSD C -0.04%
PFGC B -0.04%
GNRC D -0.04%
CUBE C -0.04%
INCY C -0.04%
GLOB D -0.04%
SJM C -0.04%
SCCO C -0.04%
JKHY B -0.04%
WTRG D -0.04%
HAS B -0.04%
JLL B -0.04%
ONTO C -0.04%
CHRW B -0.04%
INTC D -0.04%
IPG C -0.04%
ALLE B -0.04%
BG F -0.04%
TOST C -0.04%
UGI B -0.03%
ACI F -0.03%
ZS F -0.03%
CIEN B -0.03%
MMC C -0.03%
HES F -0.03%
MORN C -0.03%
FCN C -0.03%
ALLY F -0.03%
RHI D -0.03%
INGR B -0.03%
OLED D -0.03%
SKX C -0.03%
TAP D -0.03%
WCC C -0.03%
CNH C -0.03%
GME D -0.03%
RGEN F -0.03%
ELS D -0.03%
LSCC D -0.03%
CPB C -0.03%
AFRM D -0.03%
FMC B -0.03%
WEX C -0.03%
LW D -0.03%
BBWI D -0.03%
TPR A -0.03%
AYI B -0.03%
DAY D -0.03%
FE B -0.03%
MTZ C -0.03%
IRDM C -0.02%
LSTR D -0.02%
VFC B -0.02%
HAYW C -0.02%
PCTY D -0.02%
DV F -0.02%
FLO C -0.02%
CGNX F -0.02%
YETI D -0.02%
POST B -0.02%
STAG D -0.02%
BSY C -0.02%
WHR C -0.02%
SBUX C -0.02%
PLNT C -0.02%
CFLT F -0.02%
U D -0.02%
PAG D -0.02%
DLR B -0.02%
LYFT D -0.02%
RYN C -0.02%
AGNC B -0.02%
AMT C -0.02%
HUN C -0.02%
WBA F -0.02%
FRPT C -0.02%
SLM C -0.02%
NFG B -0.02%
AMG C -0.02%
CPRI D -0.02%
STWD B -0.02%
W C -0.02%
MKSI F -0.02%
COTY D -0.02%
DUK B -0.02%
AXS B -0.02%
MIDD C -0.02%
DLB D -0.02%
WU C -0.02%
CROX C -0.02%
ETSY D -0.02%
VVV D -0.02%
XP D -0.02%
MTCH C -0.02%
RL B -0.02%
ASH F -0.02%
G C -0.02%
AL C -0.02%
PATH D -0.02%
BRX C -0.02%
MSA D -0.02%
PEGA B -0.01%
NFE F -0.01%
SMG B -0.01%
MPW C -0.01%
TPG C -0.01%
DNB D -0.01%
AGR C -0.01%
CERT F -0.01%
GNTX D -0.01%
COLM C -0.01%
HXL F -0.01%
ESI C -0.01%
VNT F -0.01%
ELF F -0.01%
ENOV F -0.01%
MAN C -0.01%
IONS F -0.01%
ZI D -0.01%
SRCL B -0.01%
BHF F -0.0%
WEN C -0.0%
CWEN A -0.0%
PINC D -0.0%
CHH B -0.0%
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