CVMC vs. AIEQ ETF Comparison

Comparison of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) to AI Powered Equity ETF (AIEQ)
CVMC

Calvert US Mid-Cap Core Responsible Index ETF

CVMC 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 mid-size companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$63.41

Average Daily Volume

2,251

Number of Holdings *

606

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

AI Powered Equity ETF

AIEQ Description The investment seeks capital appreciation. The fund is actively managed and invests primarily in equity securities listed on a U.S. exchange based on the results of a proprietary, quantitative model (the EquBot Model) developed by EquBot LLC (EquBot) that runs on the IBM Watson? platform. EquBot, the fund's sub-adviser, is a technology based company focused on applying artificial intelligence (AI) based solutions to investment analyses. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$41.28

Average Daily Volume

7,436

Number of Holdings *

136

* may have additional holdings in another (foreign) market
Performance
Period CVMC AIEQ
30 Days 5.83% 9.30%
60 Days 6.29% 10.19%
90 Days 8.25% 11.69%
12 Months 30.95% 34.55%
67 Overlapping Holdings
Symbol Grade Weight in CVMC Weight in AIEQ Overlap
ACI C 0.08% 0.17% 0.08%
AOS F 0.1% 0.34% 0.1%
APP B 0.55% 1.97% 0.55%
BIIB F 0.26% 0.67% 0.26%
BPMC C 0.07% 0.2% 0.07%
CFLT B 0.07% 0.07% 0.07%
CHE D 0.09% 0.13% 0.09%
CHTR C 0.39% 1.36% 0.39%
CMC B 0.14% 0.2% 0.14%
COOP B 0.06% 0.19% 0.06%
CSL C 0.25% 0.56% 0.25%
CTLT B 0.11% 0.33% 0.11%
DCI B 0.11% 0.16% 0.11%
DFS B 0.42% 0.71% 0.42%
EEFT B 0.04% 0.17% 0.04%
EL F 0.14% 0.72% 0.14%
ENPH F 0.07% 0.43% 0.07%
ESTC C 0.08% 0.31% 0.08%
ETSY D 0.06% 0.43% 0.06%
EXPO D 0.06% 0.09% 0.06%
FCNCA A 0.25% 0.44% 0.25%
FSLR F 0.18% 0.72% 0.18%
GATX A 0.06% 0.1% 0.06%
GL B 0.09% 0.29% 0.09%
GMED A 0.1% 0.18% 0.1%
GPC D 0.16% 0.6% 0.16%
HALO F 0.07% 0.21% 0.07%
HLI B 0.09% 0.19% 0.09%
HOG D 0.06% 0.27% 0.06%
HPE B 0.28% 0.76% 0.28%
HRB D 0.09% 0.34% 0.09%
HST C 0.14% 0.98% 0.14%
IEX B 0.2% 0.36% 0.2%
JAZZ B 0.08% 0.14% 0.08%
LII A 0.23% 0.5% 0.23%
LNC B 0.06% 0.18% 0.06%
LPLA A 0.23% 1.01% 0.23%
LPX B 0.07% 0.12% 0.07%
MSA D 0.07% 0.1% 0.07%
NBIX C 0.13% 0.17% 0.13%
NVT B 0.14% 0.27% 0.14%
OKTA C 0.13% 0.52% 0.13%
OMF A 0.06% 0.14% 0.06%
OSK B 0.08% 0.21% 0.08%
PSTG D 0.16% 0.5% 0.16%
QRVO F 0.06% 0.59% 0.06%
RH B 0.05% 0.3% 0.05%
RHP B 0.07% 0.46% 0.07%
RIVN F 0.1% 0.14% 0.1%
RYAN B 0.07% 0.24% 0.07%
SEE C 0.06% 0.17% 0.06%
SFM A 0.15% 0.4% 0.15%
SNOW C 0.41% 1.33% 0.41%
SNX C 0.08% 0.33% 0.08%
SQ B 0.47% 0.87% 0.47%
ST F 0.06% 0.12% 0.06%
STLD B 0.25% 0.65% 0.25%
SUM B 0.13% 0.15% 0.13%
TEAM A 0.4% 0.9% 0.4%
TECH D 0.12% 0.2% 0.12%
TENB C 0.05% 0.16% 0.05%
TKR D 0.05% 0.11% 0.05%
TREX C 0.07% 0.14% 0.07%
TTC D 0.1% 0.22% 0.1%
WSM B 0.15% 0.88% 0.15%
XPO B 0.24% 0.5% 0.24%
ZS C 0.2% 0.98% 0.2%
CVMC Overweight 539 Positions Relative to AIEQ
Symbol Grade Weight
ADSK A 0.64%
FTNT C 0.59%
FICO B 0.57%
URI B 0.55%
TTD B 0.55%
BK A 0.55%
AMP A 0.54%
CMI A 0.5%
GWW B 0.5%
ALL A 0.5%
VRT B 0.48%
PWR A 0.48%
AXON A 0.48%
FIS C 0.48%
D C 0.47%
PAYX C 0.47%
AME A 0.46%
DAL C 0.46%
MSCI C 0.46%
FAST B 0.45%
BKR B 0.45%
PRU A 0.44%
KR B 0.44%
CCI D 0.44%
PEG A 0.44%
IR B 0.43%
KVUE A 0.43%
ODFL B 0.43%
LEN D 0.42%
IT C 0.42%
VRSK A 0.42%
CBRE B 0.42%
KMB D 0.42%
CTSH B 0.41%
OTIS C 0.41%
YUM B 0.4%
VMC B 0.4%
DDOG A 0.4%
XEL A 0.4%
EA A 0.4%
EXC C 0.39%
GLW B 0.38%
SYY B 0.38%
A D 0.38%
IQV D 0.37%
GEHC F 0.37%
GIS D 0.37%
WAB B 0.37%
NUE C 0.36%
HPQ B 0.36%
ALNY D 0.35%
VEEV C 0.35%
ROK B 0.35%
RMD C 0.35%
HUBS A 0.35%
IDXX F 0.35%
ACGL D 0.35%
EXR D 0.35%
LULU C 0.34%
IRM D 0.34%
HUM C 0.34%
AVB B 0.34%
ED D 0.34%
MTB A 0.34%
CSGP D 0.33%
WEC A 0.33%
HIG B 0.33%
EFX F 0.33%
FITB A 0.31%
WTW B 0.31%
PPG F 0.31%
CNC D 0.31%
DOV A 0.31%
XYL D 0.31%
NVR D 0.31%
NDAQ A 0.31%
HEI B 0.31%
EQR B 0.3%
TTWO A 0.3%
KHC F 0.3%
ARES A 0.3%
ANSS B 0.3%
HSY F 0.29%
RJF A 0.29%
EBAY D 0.29%
SW A 0.29%
BRO B 0.29%
VTR C 0.29%
ON D 0.29%
KEYS A 0.29%
PHM D 0.29%
FTV C 0.29%
DTE C 0.28%
MTD D 0.28%
NET B 0.28%
AWK D 0.28%
TSCO D 0.28%
WST C 0.27%
TYL B 0.27%
AEE A 0.27%
HUBB B 0.27%
MPWR F 0.27%
BR A 0.27%
STT A 0.27%
RBLX C 0.27%
DECK A 0.26%
EME C 0.26%
SBAC D 0.26%
WBD C 0.26%
ILMN D 0.25%
ES D 0.25%
CDW F 0.25%
SYF B 0.25%
NTAP C 0.25%
VLTO D 0.25%
CHD B 0.25%
TDY B 0.25%
CVNA B 0.25%
TROW B 0.25%
STE F 0.24%
PKG A 0.24%
ZBH C 0.24%
WAT B 0.24%
HBAN A 0.24%
CMS C 0.23%
LYV A 0.23%
OMC C 0.23%
K A 0.23%
RF A 0.23%
PTC A 0.23%
IFF D 0.23%
DRI B 0.22%
ESS B 0.22%
TRU D 0.22%
LH C 0.22%
MKC D 0.22%
RS B 0.22%
WDC D 0.22%
ZM B 0.22%
CINF A 0.22%
BAH F 0.22%
OC A 0.22%
MAA B 0.21%
ZBRA B 0.21%
NRG B 0.21%
STX D 0.21%
ARE D 0.21%
WSO A 0.21%
EXPD D 0.21%
FDS B 0.21%
MDB C 0.21%
SNA A 0.21%
BALL D 0.21%
CLX B 0.2%
TRMB B 0.2%
PODD C 0.2%
SAIA B 0.2%
WY D 0.2%
PNR A 0.2%
CBOE B 0.2%
CFG B 0.2%
JBHT C 0.2%
NTRS A 0.2%
DGX A 0.19%
PFG D 0.19%
MOH F 0.19%
HOLX D 0.19%
BAX D 0.18%
TER D 0.18%
PINS D 0.18%
CHRW C 0.18%
NI A 0.18%
AVY D 0.18%
KIM A 0.18%
UTHR C 0.18%
DPZ C 0.17%
DOC D 0.17%
NTNX A 0.17%
DOCU A 0.17%
AMCR D 0.17%
ALGN D 0.17%
GGG B 0.17%
LNT A 0.17%
SUI D 0.17%
ULTA F 0.17%
GEN B 0.17%
WRB A 0.17%
FIX A 0.17%
TOL B 0.17%
BBY D 0.17%
TWLO A 0.17%
APTV D 0.17%
MANH D 0.17%
USFD A 0.17%
KEY B 0.17%
RVTY F 0.16%
ENTG D 0.16%
CW B 0.16%
NDSN B 0.16%
EVRG A 0.16%
ACM A 0.16%
DG F 0.16%
INCY C 0.16%
TOST B 0.16%
SSNC B 0.16%
CASY A 0.16%
BURL A 0.16%
GWRE A 0.16%
VRSN F 0.16%
MAS D 0.16%
UDR B 0.16%
ROL B 0.16%
RGA A 0.15%
EQH B 0.15%
REG B 0.15%
SWK D 0.15%
COHR B 0.15%
EG C 0.15%
AVTR F 0.15%
Z A 0.15%
AKAM D 0.14%
SWKS F 0.14%
AFRM B 0.14%
EWBC A 0.14%
EPAM C 0.14%
SOFI A 0.14%
JLL D 0.14%
BXP D 0.14%
ALLE D 0.14%
ITT A 0.14%
PFGC B 0.14%
CPT B 0.14%
CAG D 0.14%
CLH B 0.14%
TXRH C 0.14%
ELS C 0.14%
DT C 0.14%
FFIV B 0.14%
TW A 0.14%
JBL B 0.14%
SJM D 0.13%
AAL B 0.13%
POOL C 0.13%
TPR B 0.13%
JNPR F 0.13%
JKHY D 0.13%
LECO B 0.13%
UNM A 0.13%
DUOL A 0.13%
RRX B 0.13%
ATR B 0.13%
WPC D 0.13%
SCI B 0.13%
EMN D 0.13%
BG F 0.13%
DLTR F 0.13%
BMRN D 0.13%
OHI C 0.12%
JEF A 0.12%
AYI B 0.12%
KMX B 0.12%
PAYC B 0.12%
ALSN B 0.12%
WTRG B 0.12%
AIT A 0.12%
LBRDK C 0.12%
DAY B 0.12%
CUBE D 0.12%
OWL A 0.12%
ATI D 0.12%
KNX B 0.12%
LW C 0.12%
BLD D 0.12%
TTEK F 0.12%
CCK C 0.12%
IPG D 0.12%
RNR C 0.12%
LAMR D 0.12%
WING D 0.11%
DKS C 0.11%
MORN B 0.11%
FRT B 0.11%
EXEL B 0.11%
SRPT D 0.11%
RPRX D 0.11%
BWA D 0.11%
BJ A 0.11%
ALV C 0.11%
EHC B 0.11%
CRL C 0.11%
ARMK B 0.11%
WWD B 0.11%
MKTX D 0.11%
SF B 0.11%
AES F 0.11%
MLI C 0.11%
SNAP C 0.11%
PEN B 0.1%
CPB D 0.1%
MOS F 0.1%
HRL D 0.1%
ALLY C 0.1%
LKQ D 0.1%
BRX A 0.1%
GPK C 0.1%
ROKU D 0.1%
WAL B 0.1%
PRI A 0.1%
R B 0.1%
TFX F 0.1%
NYT C 0.1%
WBS A 0.1%
APG B 0.1%
CNH C 0.1%
DOX D 0.1%
AFG A 0.1%
KNSL B 0.1%
EXAS D 0.1%
CIEN B 0.1%
AXTA A 0.1%
AAON B 0.1%
CG A 0.1%
REXR F 0.1%
FND C 0.1%
EVR B 0.1%
FHN A 0.1%
WMS D 0.1%
INGR B 0.1%
NNN D 0.09%
MOD A 0.09%
RHI B 0.09%
MKSI C 0.09%
ORI A 0.09%
BERY B 0.09%
CBSH A 0.09%
TPX B 0.09%
ENSG D 0.09%
SSD D 0.09%
FBIN D 0.09%
BRBR A 0.09%
FLS B 0.09%
WCC B 0.09%
CMA A 0.09%
BILL A 0.09%
PNFP B 0.09%
HSIC B 0.09%
PCTY B 0.09%
LSTR D 0.09%
PLNT A 0.09%
CE F 0.09%
ALK C 0.09%
MEDP D 0.09%
SMCI F 0.09%
LAD A 0.09%
MTZ B 0.09%
LEA D 0.08%
S B 0.08%
UFPI B 0.08%
CVLT B 0.08%
WEX D 0.08%
G B 0.08%
IVZ B 0.08%
FRPT B 0.08%
SNV B 0.08%
VMI B 0.08%
VOYA B 0.08%
THO B 0.08%
SKX D 0.08%
FR C 0.08%
H B 0.08%
RL B 0.08%
SSB B 0.08%
PARA C 0.08%
FCN D 0.08%
HLNE B 0.08%
HAS D 0.08%
FMC D 0.08%
VNO B 0.08%
GXO B 0.08%
CGNX C 0.08%
CNM D 0.08%
TMHC B 0.08%
GKOS B 0.08%
CFR B 0.08%
RGEN D 0.08%
ESAB B 0.08%
MIDD C 0.08%
GTLS B 0.08%
ONTO D 0.08%
WTFC A 0.08%
HQY B 0.08%
ZION B 0.08%
SEIC B 0.08%
WH B 0.08%
DVA B 0.08%
SAIC F 0.07%
BCPC B 0.07%
AGCO D 0.07%
WTS B 0.07%
KRG B 0.07%
KD B 0.07%
BPOP B 0.07%
CADE B 0.07%
DBX B 0.07%
ONB B 0.07%
SPSC C 0.07%
CBT C 0.07%
CWST A 0.07%
ANF C 0.07%
COLD D 0.07%
NOVT D 0.07%
BFAM D 0.07%
IDA A 0.07%
MHK D 0.07%
MOG.A B 0.07%
GME C 0.07%
DAR C 0.07%
LFUS F 0.07%
LSCC D 0.07%
VFC C 0.07%
COKE C 0.07%
AGNC D 0.07%
ESI A 0.07%
FAF A 0.07%
MTH D 0.07%
JXN C 0.07%
WSC D 0.07%
EXLS B 0.07%
PB A 0.07%
MTN C 0.07%
SMAR A 0.07%
BMI B 0.07%
STAG F 0.07%
BIO D 0.07%
OLED D 0.07%
ELAN D 0.07%
HOMB A 0.06%
IBP D 0.06%
INSP D 0.06%
CRUS D 0.06%
ESNT D 0.06%
UGI A 0.06%
HXL D 0.06%
QLYS C 0.06%
THG A 0.06%
SON D 0.06%
STWD C 0.06%
FNB A 0.06%
NXST C 0.06%
JHG A 0.06%
ARW D 0.06%
SIGI C 0.06%
WHR B 0.06%
DY D 0.06%
VRNS D 0.06%
AL B 0.06%
RMBS C 0.06%
BEN C 0.06%
BECN B 0.06%
ITRI B 0.06%
SITE D 0.06%
BC C 0.06%
MTG C 0.06%
MAT D 0.06%
NFG A 0.06%
BRKR D 0.06%
VNT B 0.06%
ALTR B 0.06%
FSS B 0.06%
MMSI B 0.06%
AWI A 0.06%
LYFT C 0.06%
AZEK A 0.06%
ELF C 0.06%
AXS A 0.06%
EPRT B 0.06%
KBH D 0.06%
DOCS C 0.06%
FOUR B 0.06%
BBWI D 0.06%
TRNO F 0.06%
BCO D 0.05%
FLO D 0.05%
PSN D 0.05%
WTM A 0.05%
GAP C 0.05%
FELE B 0.05%
CELH F 0.05%
ABG B 0.05%
OZK B 0.05%
RDN C 0.05%
SLM A 0.05%
WMG C 0.05%
SLGN A 0.05%
BCC B 0.05%
SWX B 0.05%
HCP B 0.05%
APPF B 0.05%
AMG B 0.05%
POR C 0.05%
TPG A 0.05%
ZWS B 0.05%
OLLI D 0.05%
CROX D 0.05%
IONS F 0.05%
MMS F 0.05%
PVH C 0.05%
TNET D 0.04%
MSM C 0.04%
ATKR C 0.04%
BBIO F 0.04%
CDP C 0.04%
LANC C 0.04%
XRAY F 0.04%
SIG B 0.04%
NSIT F 0.04%
CHWY B 0.04%
M D 0.04%
OPCH D 0.04%
AN C 0.04%
CHH A 0.04%
CWAN B 0.04%
OGN D 0.04%
ASH D 0.04%
DLB B 0.04%
AVT C 0.04%
FIVE F 0.04%
PFSI D 0.03%
COLM B 0.03%
COTY F 0.03%
ALGM D 0.03%
CACC D 0.03%
CWEN C 0.03%
AGR B 0.03%
BOKF B 0.03%
PAG B 0.03%
APLS D 0.03%
ZI D 0.03%
LEVI F 0.02%
CVMC Underweight 69 Positions Relative to AIEQ
Symbol Grade Weight
NVDA C -4.04%
AMZN C -3.74%
INTC D -3.61%
GS A -3.6%
GOOGL C -3.4%
AVGO D -3.2%
CRWD B -2.99%
DIS B -2.75%
PLTR B -2.74%
ISRG A -2.62%
NKE D -2.44%
ELV F -2.19%
FI A -2.15%
APH A -2.15%
VRTX F -2.12%
VST B -2.1%
CVX A -2.08%
BA F -1.75%
EMR A -1.37%
FANG D -1.31%
UPS C -1.27%
EW C -1.07%
RCL A -0.95%
DXCM D -0.94%
F C -0.92%
DASH A -0.92%
LVS C -0.91%
TDG D -0.88%
HWM A -0.85%
LNG B -0.64%
LYB F -0.59%
GRMN B -0.54%
MGM D -0.54%
UHS D -0.52%
LLY F -0.4%
GNRC B -0.35%
AAP C -0.33%
BWXT B -0.3%
FN D -0.29%
KBR F -0.28%
EXP A -0.28%
GFS C -0.26%
FLR B -0.23%
APA D -0.23%
MTSI B -0.21%
CNX A -0.2%
BSY D -0.18%
LNTH D -0.17%
HAE C -0.17%
CHRD D -0.17%
FIVN C -0.17%
MAN D -0.16%
DINO D -0.16%
VKTX F -0.16%
MUR D -0.15%
POWI D -0.14%
PRGO B -0.14%
CIVI D -0.13%
ORA B -0.13%
ITCI C -0.13%
HP B -0.12%
SM B -0.12%
TDW F -0.12%
NOG A -0.11%
VVV F -0.1%
AM A -0.1%
CHX C -0.07%
WFRD D -0.07%
RIG D -0.05%
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