CVMC vs. IGM ETF Comparison

Comparison of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) to iShares North American Tech ETF (IGM)
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
IGM

iShares North American Tech ETF

IGM Description The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P North American Technology Sector IndexTM (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of U.S.-traded stocks of technology-related companies in the United States and Canada. Components primarily include information technology and technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$100.95

Average Daily Volume

245,941

Number of Holdings *

270

* may have additional holdings in another (foreign) market
Performance
Period CVMC IGM
30 Days 5.83% 4.30%
60 Days 6.29% 6.84%
90 Days 8.25% 7.57%
12 Months 30.95% 43.23%
94 Overlapping Holdings
Symbol Grade Weight in CVMC Weight in IGM Overlap
ADSK A 0.64% 0.51% 0.51%
AKAM D 0.14% 0.1% 0.1%
ALGM D 0.03% 0.02% 0.02%
ALTR B 0.06% 0.05% 0.05%
ANSS B 0.3% 0.23% 0.23%
APP B 0.55% 0.49% 0.49%
APPF B 0.05% 0.04% 0.04%
ARW D 0.06% 0.05% 0.05%
AVT C 0.04% 0.04% 0.04%
BILL A 0.09% 0.07% 0.07%
BMI B 0.07% 0.05% 0.05%
CDW F 0.25% 0.19% 0.19%
CFLT B 0.07% 0.05% 0.05%
CGNX C 0.08% 0.05% 0.05%
CIEN B 0.1% 0.08% 0.08%
COHR B 0.15% 0.11% 0.11%
CRUS D 0.06% 0.04% 0.04%
CTSH B 0.41% 0.3% 0.3%
CVLT B 0.08% 0.06% 0.06%
CWAN B 0.04% 0.04% 0.04%
DBX B 0.07% 0.05% 0.05%
DDOG A 0.4% 0.31% 0.31%
DLB B 0.04% 0.03% 0.03%
DOCU A 0.17% 0.13% 0.13%
DT C 0.14% 0.12% 0.12%
EA A 0.4% 0.3% 0.3%
ENPH F 0.07% 0.06% 0.06%
ENTG D 0.16% 0.12% 0.12%
EPAM C 0.14% 0.11% 0.11%
ESTC C 0.08% 0.06% 0.06%
FFIV B 0.14% 0.11% 0.11%
FICO B 0.57% 0.43% 0.43%
FSLR F 0.18% 0.16% 0.16%
FTNT C 0.59% 0.47% 0.47%
GEN B 0.17% 0.13% 0.13%
GLW B 0.38% 0.28% 0.28%
GWRE A 0.16% 0.12% 0.12%
HCP B 0.05% 0.04% 0.04%
HPE B 0.28% 0.21% 0.21%
HPQ B 0.36% 0.28% 0.28%
HUBS A 0.35% 0.27% 0.27%
IT C 0.42% 0.32% 0.32%
ITRI B 0.06% 0.04% 0.04%
JBL B 0.14% 0.11% 0.11%
JNPR F 0.13% 0.09% 0.09%
KD B 0.07% 0.05% 0.05%
KEYS A 0.29% 0.2% 0.2%
LFUS F 0.07% 0.05% 0.05%
LSCC D 0.07% 0.05% 0.05%
MANH D 0.17% 0.13% 0.13%
MDB C 0.21% 0.16% 0.16%
MKSI C 0.09% 0.06% 0.06%
MPWR F 0.27% 0.22% 0.22%
NET B 0.28% 0.21% 0.21%
NOVT D 0.07% 0.05% 0.05%
NSIT F 0.04% 0.03% 0.03%
NTAP C 0.25% 0.19% 0.19%
NTNX A 0.17% 0.13% 0.13%
OKTA C 0.13% 0.09% 0.09%
OLED D 0.07% 0.06% 0.06%
ON D 0.29% 0.22% 0.22%
ONTO D 0.08% 0.06% 0.06%
PINS D 0.18% 0.13% 0.13%
PSTG D 0.16% 0.12% 0.12%
PTC A 0.23% 0.18% 0.18%
QLYS C 0.06% 0.04% 0.04%
QRVO F 0.06% 0.05% 0.05%
RBLX C 0.27% 0.21% 0.21%
RMBS C 0.06% 0.04% 0.04%
S B 0.08% 0.06% 0.06%
SMAR A 0.07% 0.06% 0.06%
SMCI F 0.09% 0.07% 0.07%
SNAP C 0.11% 0.09% 0.09%
SNOW C 0.41% 0.33% 0.33%
SNX C 0.08% 0.07% 0.07%
SPSC C 0.07% 0.05% 0.05%
STX D 0.21% 0.16% 0.16%
SWKS F 0.14% 0.1% 0.1%
TDY B 0.25% 0.17% 0.17%
TEAM A 0.4% 0.3% 0.3%
TENB C 0.05% 0.04% 0.04%
TER D 0.18% 0.13% 0.13%
TRMB B 0.2% 0.14% 0.14%
TTWO A 0.3% 0.23% 0.23%
TWLO A 0.17% 0.12% 0.12%
TYL B 0.27% 0.2% 0.2%
VNT B 0.06% 0.05% 0.05%
VRNS D 0.06% 0.05% 0.05%
VRSN F 0.16% 0.12% 0.12%
WDC D 0.22% 0.16% 0.16%
ZBRA B 0.21% 0.16% 0.16%
ZI D 0.03% 0.02% 0.02%
ZM B 0.22% 0.17% 0.17%
ZS C 0.2% 0.15% 0.15%
CVMC Overweight 512 Positions Relative to IGM
Symbol Grade Weight
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%
SQ B 0.47%
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%
VRSK A 0.42%
CBRE B 0.42%
DFS B 0.42%
KMB D 0.42%
OTIS C 0.41%
YUM B 0.4%
VMC B 0.4%
XEL A 0.4%
CHTR C 0.39%
EXC C 0.39%
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%
ALNY D 0.35%
VEEV C 0.35%
ROK B 0.35%
RMD C 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%
KHC F 0.3%
ARES A 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%
PHM D 0.29%
FTV C 0.29%
DTE C 0.28%
MTD D 0.28%
AWK D 0.28%
TSCO D 0.28%
WST C 0.27%
AEE A 0.27%
HUBB B 0.27%
BR A 0.27%
STT A 0.27%
DECK A 0.26%
EME C 0.26%
BIIB F 0.26%
SBAC D 0.26%
WBD C 0.26%
ILMN D 0.25%
ES D 0.25%
SYF B 0.25%
CSL C 0.25%
STLD B 0.25%
VLTO D 0.25%
CHD B 0.25%
FCNCA A 0.25%
CVNA B 0.25%
TROW B 0.25%
XPO B 0.24%
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%
LII A 0.23%
LPLA A 0.23%
OMC C 0.23%
K A 0.23%
RF 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%
CINF A 0.22%
BAH F 0.22%
OC A 0.22%
MAA B 0.21%
NRG B 0.21%
ARE D 0.21%
WSO A 0.21%
EXPD D 0.21%
FDS B 0.21%
SNA A 0.21%
BALL D 0.21%
CLX B 0.2%
PODD C 0.2%
IEX B 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%
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%
AMCR D 0.17%
ALGN D 0.17%
GGG B 0.17%
LNT A 0.17%
SUI D 0.17%
ULTA F 0.17%
WRB A 0.17%
FIX A 0.17%
TOL B 0.17%
BBY D 0.17%
APTV D 0.17%
USFD A 0.17%
KEY B 0.17%
RVTY F 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%
GPC D 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%
WSM B 0.15%
EG C 0.15%
AVTR F 0.15%
SFM A 0.15%
Z A 0.15%
HST C 0.14%
CMC B 0.14%
AFRM B 0.14%
EWBC A 0.14%
SOFI A 0.14%
JLL D 0.14%
NVT B 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%
EL F 0.14%
ELS C 0.14%
TW A 0.14%
SJM D 0.13%
AAL B 0.13%
POOL C 0.13%
TPR B 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%
NBIX C 0.13%
WPC D 0.13%
SCI B 0.13%
EMN D 0.13%
SUM B 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%
TECH D 0.12%
LAMR D 0.12%
WING D 0.11%
DKS C 0.11%
DCI B 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%
CTLT B 0.11%
PEN B 0.1%
CPB D 0.1%
MOS F 0.1%
HRL D 0.1%
TTC 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%
GMED A 0.1%
APG B 0.1%
CNH C 0.1%
DOX D 0.1%
AFG A 0.1%
AOS F 0.1%
KNSL B 0.1%
EXAS D 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%
RIVN F 0.1%
INGR B 0.1%
NNN D 0.09%
MOD A 0.09%
RHI B 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%
PNFP B 0.09%
HSIC B 0.09%
CHE D 0.09%
PCTY B 0.09%
LSTR D 0.09%
PLNT A 0.09%
CE F 0.09%
HRB D 0.09%
ALK C 0.09%
MEDP D 0.09%
GL B 0.09%
LAD A 0.09%
HLI B 0.09%
MTZ B 0.09%
LEA D 0.08%
UFPI 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%
CNM D 0.08%
TMHC B 0.08%
GKOS B 0.08%
CFR B 0.08%
JAZZ B 0.08%
RGEN D 0.08%
ESAB B 0.08%
MIDD C 0.08%
GTLS B 0.08%
OSK B 0.08%
WTFC A 0.08%
HQY B 0.08%
ZION B 0.08%
SEIC B 0.08%
ACI C 0.08%
WH B 0.08%
DVA B 0.08%
BPMC C 0.07%
SAIC F 0.07%
BCPC B 0.07%
AGCO D 0.07%
WTS B 0.07%
KRG B 0.07%
BPOP B 0.07%
CADE B 0.07%
ONB B 0.07%
CBT C 0.07%
RYAN B 0.07%
CWST A 0.07%
ANF C 0.07%
COLD 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%
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%
MSA D 0.07%
TREX C 0.07%
MTN C 0.07%
RHP B 0.07%
HALO F 0.07%
STAG F 0.07%
LPX B 0.07%
BIO D 0.07%
ELAN D 0.07%
HOMB A 0.06%
IBP D 0.06%
INSP D 0.06%
ETSY D 0.06%
ESNT D 0.06%
ST F 0.06%
UGI A 0.06%
HXL D 0.06%
EXPO D 0.06%
THG A 0.06%
SON D 0.06%
STWD C 0.06%
FNB A 0.06%
NXST C 0.06%
LNC B 0.06%
JHG A 0.06%
SIGI C 0.06%
WHR B 0.06%
DY D 0.06%
COOP B 0.06%
AL B 0.06%
BEN C 0.06%
SEE C 0.06%
BECN B 0.06%
HOG D 0.06%
SITE D 0.06%
BC C 0.06%
GATX A 0.06%
MTG C 0.06%
MAT D 0.06%
NFG A 0.06%
BRKR D 0.06%
FSS B 0.06%
MMSI B 0.06%
AWI A 0.06%
LYFT C 0.06%
AZEK A 0.06%
OMF 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%
RH B 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%
AMG B 0.05%
POR C 0.05%
TPG A 0.05%
ZWS B 0.05%
OLLI D 0.05%
TKR 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%
CHWY B 0.04%
M D 0.04%
OPCH D 0.04%
AN C 0.04%
CHH A 0.04%
OGN D 0.04%
ASH D 0.04%
EEFT B 0.04%
FIVE F 0.04%
PFSI D 0.03%
COLM B 0.03%
COTY F 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%
LEVI F 0.02%
CVMC Underweight 176 Positions Relative to IGM
Symbol Grade Weight
NVDA C -9.42%
META D -8.33%
AAPL C -7.98%
MSFT F -7.68%
GOOGL C -4.83%
AVGO D -4.19%
GOOG C -3.99%
NFLX A -2.77%
CRM B -2.47%
ORCL B -2.3%
CSCO B -1.81%
ADBE C -1.75%
ACN C -1.74%
AMD F -1.71%
NOW A -1.63%
INTU C -1.51%
IBM C -1.48%
TXN C -1.44%
QCOM F -1.4%
AMAT F -1.1%
PLTR B -1.04%
PANW C -0.98%
MU D -0.84%
INTC D -0.81%
ADI D -0.8%
ANET C -0.75%
LRCX F -0.72%
APH A -0.67%
KLAC D -0.65%
MSI B -0.64%
SNPS B -0.63%
CDNS B -0.62%
CRWD B -0.61%
MRVL B -0.6%
MSTR C -0.47%
ROP B -0.46%
WDAY B -0.43%
NXPI D -0.43%
TEL B -0.35%
DELL C -0.3%
MCHP D -0.26%
GDDY A -0.2%
IOT A -0.08%
FN D -0.07%
MTSI B -0.06%
BSY D -0.06%
PCOR B -0.06%
MTCH D -0.06%
QTWO A -0.05%
MARA C -0.05%
AZPN A -0.05%
GTLB B -0.05%
IDCC A -0.04%
WK B -0.04%
CCCS B -0.04%
BOX B -0.04%
AUR C -0.04%
BDC B -0.04%
U C -0.04%
IONQ B -0.04%
PATH C -0.04%
LITE B -0.04%
CRDO B -0.04%
ACIW B -0.04%
SLAB D -0.03%
BLKB B -0.03%
SMTC B -0.03%
IAC D -0.03%
RIOT C -0.03%
POWI D -0.03%
CLSK C -0.03%
SITM B -0.03%
ZETA D -0.03%
NCNO B -0.03%
PEGA A -0.03%
DXC B -0.03%
ASGN F -0.03%
PI D -0.03%
AEIS B -0.03%
SANM B -0.03%
PLXS B -0.03%
VYX B -0.02%
IPGP D -0.02%
BRZE C -0.02%
EXTR B -0.02%
PLUS F -0.02%
VIAV B -0.02%
AMBA B -0.02%
YOU D -0.02%
DOCN D -0.02%
ALKT B -0.02%
TTMI B -0.02%
ACLS F -0.02%
VERX B -0.02%
OSIS B -0.02%
ZD C -0.02%
YELP C -0.02%
DIOD D -0.02%
KLIC B -0.02%
RPD C -0.02%
AGYS A -0.02%
CXT B -0.02%
DV C -0.02%
MIR A -0.02%
INTA A -0.02%
TDC D -0.02%
FIVN C -0.02%
AMKR D -0.02%
AI B -0.02%
FRSH C -0.02%
FORM D -0.02%
PRGS A -0.02%
SYNA C -0.02%
ALRM C -0.02%
RNG B -0.02%
BL B -0.02%
CARG C -0.02%
SWI B -0.01%
ZIP F -0.01%
NTGR B -0.01%
NABL F -0.01%
SSTK F -0.01%
BMBL C -0.01%
FSLY D -0.01%
CNXN C -0.01%
GDYN B -0.01%
WOLF F -0.01%
COMM D -0.01%
CXM C -0.01%
PDFS C -0.01%
AAOI B -0.01%
XRX F -0.01%
JAMF F -0.01%
PRO C -0.01%
ICHR C -0.01%
MXL C -0.01%
DGII B -0.01%
ASAN C -0.01%
COHU C -0.01%
ATEN B -0.01%
ADEA D -0.01%
NSSC D -0.01%
MTTR B -0.01%
ZUO B -0.01%
HLIT D -0.01%
INFN C -0.01%
SPT C -0.01%
VRNT C -0.01%
AVPT A -0.01%
APPN B -0.01%
VECO F -0.01%
PLAB C -0.01%
DBD C -0.01%
TRIP F -0.01%
UCTT D -0.01%
NTCT C -0.01%
KN B -0.01%
CTS C -0.01%
BHE B -0.01%
ROG D -0.01%
CALX D -0.01%
VSH D -0.01%
PD C -0.01%
ENV B -0.01%
RAMP C -0.01%
AVNW F -0.0%
CRSR C -0.0%
CLFD D -0.0%
RBBN C -0.0%
SEMR B -0.0%
PLTK B -0.0%
ADTN A -0.0%
VSAT F -0.0%
MLNK B -0.0%
SEDG F -0.0%
ETWO F -0.0%
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