CVMC vs. IWP ETF Comparison

Comparison of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) to iShares Russell Midcap Growth ETF (IWP)
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
IWP

iShares Russell Midcap Growth ETF

IWP Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. 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. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$134.36

Average Daily Volume

1,023,862

Number of Holdings *

286

* may have additional holdings in another (foreign) market
Performance
Period CVMC IWP
30 Days 5.83% 12.16%
60 Days 6.29% 14.69%
90 Days 8.25% 17.57%
12 Months 30.95% 40.60%
191 Overlapping Holdings
Symbol Grade Weight in CVMC Weight in IWP Overlap
AAL B 0.13% 0.02% 0.02%
AAON B 0.1% 0.3% 0.1%
ALGN D 0.17% 0.32% 0.17%
ALL A 0.5% 0.26% 0.26%
ALLY C 0.1% 0.04% 0.04%
ALNY D 0.35% 0.86% 0.35%
AMP A 0.54% 1.68% 0.54%
APLS D 0.03% 0.09% 0.03%
APP B 0.55% 2.49% 0.55%
APPF B 0.05% 0.17% 0.05%
ARES A 0.3% 1.0% 0.3%
AVY D 0.18% 0.2% 0.18%
AWI A 0.06% 0.07% 0.06%
AXON A 0.48% 1.41% 0.48%
AZEK A 0.06% 0.15% 0.06%
BAH F 0.22% 0.62% 0.22%
BFAM D 0.07% 0.03% 0.03%
BILL A 0.09% 0.07% 0.07%
BLD D 0.12% 0.03% 0.03%
BPOP B 0.07% 0.02% 0.02%
BR A 0.27% 0.8% 0.27%
BRKR D 0.06% 0.12% 0.06%
BRO B 0.29% 0.38% 0.29%
BURL A 0.16% 0.56% 0.16%
CACC D 0.03% 0.07% 0.03%
CASY A 0.16% 0.08% 0.08%
CDW F 0.25% 0.39% 0.25%
CE F 0.09% 0.07% 0.07%
CELH F 0.05% 0.15% 0.05%
CFLT B 0.07% 0.22% 0.07%
CGNX C 0.08% 0.01% 0.01%
CHE D 0.09% 0.03% 0.03%
CHH A 0.04% 0.11% 0.04%
CLX B 0.2% 0.68% 0.2%
CNM D 0.08% 0.17% 0.08%
CROX D 0.05% 0.03% 0.03%
CSL C 0.25% 0.09% 0.09%
CVNA B 0.25% 0.3% 0.25%
DAY B 0.12% 0.04% 0.04%
DBX B 0.07% 0.06% 0.06%
DDOG A 0.4% 1.23% 0.4%
DECK A 0.26% 0.87% 0.26%
DKS C 0.11% 0.03% 0.03%
DOCS C 0.06% 0.01% 0.01%
DOCU A 0.17% 0.52% 0.17%
DPZ C 0.17% 0.17% 0.17%
DRI B 0.22% 0.34% 0.22%
DT C 0.14% 0.5% 0.14%
DUOL A 0.13% 0.37% 0.13%
DVA B 0.08% 0.26% 0.08%
EFX F 0.33% 0.2% 0.2%
EG C 0.15% 0.09% 0.09%
ELF C 0.06% 0.21% 0.06%
EME C 0.26% 0.3% 0.26%
ENPH F 0.07% 0.26% 0.07%
ENTG D 0.16% 0.48% 0.16%
EPAM C 0.14% 0.03% 0.03%
EQH B 0.15% 0.41% 0.15%
ESTC C 0.08% 0.23% 0.08%
ETSY D 0.06% 0.12% 0.06%
EXAS D 0.1% 0.12% 0.1%
EXEL B 0.11% 0.27% 0.11%
EXPD D 0.21% 0.09% 0.09%
FAST B 0.45% 1.29% 0.45%
FDS B 0.21% 0.21% 0.21%
FICO B 0.57% 1.48% 0.57%
FIVE F 0.04% 0.12% 0.04%
FIX A 0.17% 0.51% 0.17%
FND C 0.1% 0.13% 0.1%
FOUR B 0.06% 0.19% 0.06%
FRPT B 0.08% 0.07% 0.07%
GEHC F 0.37% 0.11% 0.11%
GWRE A 0.16% 0.23% 0.16%
GWW B 0.5% 1.45% 0.5%
H B 0.08% 0.03% 0.03%
HAS D 0.08% 0.25% 0.08%
HCP B 0.05% 0.12% 0.05%
HEI B 0.31% 0.39% 0.31%
HEI B 0.31% 0.55% 0.31%
HLI B 0.09% 0.03% 0.03%
HPQ B 0.36% 0.28% 0.28%
HRB D 0.09% 0.05% 0.05%
HSY F 0.29% 0.11% 0.11%
HUBS A 0.35% 1.08% 0.35%
IDXX F 0.35% 1.13% 0.35%
INCY C 0.16% 0.02% 0.02%
INSP D 0.06% 0.17% 0.06%
IONS F 0.05% 0.16% 0.05%
IQV D 0.37% 0.13% 0.13%
IRM D 0.34% 0.62% 0.34%
IT C 0.42% 1.29% 0.42%
JBL B 0.14% 0.04% 0.04%
JEF A 0.12% 0.12% 0.12%
JLL D 0.14% 0.13% 0.13%
KMX B 0.12% 0.03% 0.03%
KNSL B 0.1% 0.33% 0.1%
LAMR D 0.12% 0.09% 0.09%
LBRDK C 0.12% 0.08% 0.08%
LECO B 0.13% 0.1% 0.1%
LII A 0.23% 0.64% 0.23%
LPLA A 0.23% 0.76% 0.23%
LPX B 0.07% 0.16% 0.07%
LSCC D 0.07% 0.19% 0.07%
LW C 0.12% 0.11% 0.11%
LYFT C 0.06% 0.15% 0.06%
LYV A 0.23% 0.67% 0.23%
MANH D 0.17% 0.54% 0.17%
MDB C 0.21% 0.64% 0.21%
MEDP D 0.09% 0.26% 0.09%
MKSI C 0.09% 0.01% 0.01%
MOH F 0.19% 0.35% 0.19%
MORN B 0.11% 0.29% 0.11%
MPWR F 0.27% 0.88% 0.27%
MSCI C 0.46% 0.86% 0.46%
MTN C 0.07% 0.18% 0.07%
NBIX C 0.13% 0.38% 0.13%
NET B 0.28% 0.88% 0.28%
NRG B 0.21% 0.26% 0.21%
NTAP C 0.25% 0.35% 0.25%
NTNX A 0.17% 0.16% 0.16%
NXST C 0.06% 0.06% 0.06%
ODFL B 0.43% 1.38% 0.43%
OKTA C 0.13% 0.17% 0.13%
OLED D 0.07% 0.13% 0.07%
ONTO D 0.08% 0.07% 0.07%
OWL A 0.12% 0.37% 0.12%
PAYC B 0.12% 0.23% 0.12%
PAYX C 0.47% 0.54% 0.47%
PCTY B 0.09% 0.28% 0.09%
PEN B 0.1% 0.29% 0.1%
PFGC B 0.14% 0.06% 0.06%
PINS D 0.18% 0.55% 0.18%
PLNT A 0.09% 0.15% 0.09%
PODD C 0.2% 0.59% 0.2%
POOL C 0.13% 0.44% 0.13%
PSTG D 0.16% 0.42% 0.16%
PTC A 0.23% 0.45% 0.23%
PWR A 0.48% 0.47% 0.47%
RBLX C 0.27% 0.85% 0.27%
RGEN D 0.08% 0.03% 0.03%
RH B 0.05% 0.03% 0.03%
RMD C 0.35% 0.3% 0.3%
ROK B 0.35% 0.1% 0.1%
ROKU D 0.1% 0.04% 0.04%
ROL B 0.16% 0.45% 0.16%
RYAN B 0.07% 0.24% 0.07%
S B 0.08% 0.04% 0.04%
SAIA B 0.2% 0.26% 0.2%
SEE C 0.06% 0.01% 0.01%
SITE D 0.06% 0.08% 0.06%
SKX D 0.08% 0.02% 0.02%
SMAR A 0.07% 0.24% 0.07%
SMCI F 0.09% 0.3% 0.09%
SOFI A 0.14% 0.07% 0.07%
SQ B 0.47% 0.64% 0.47%
SRPT D 0.11% 0.31% 0.11%
SSD D 0.09% 0.02% 0.02%
SYY B 0.38% 0.76% 0.38%
TER D 0.18% 0.48% 0.18%
TOST B 0.16% 0.59% 0.16%
TPG A 0.05% 0.04% 0.04%
TPX B 0.09% 0.3% 0.09%
TREX C 0.07% 0.24% 0.07%
TRU D 0.22% 0.03% 0.03%
TSCO D 0.28% 0.97% 0.28%
TTD B 0.55% 1.7% 0.55%
TTEK F 0.12% 0.08% 0.08%
TW A 0.14% 0.19% 0.14%
TWLO A 0.17% 0.11% 0.11%
TXRH C 0.14% 0.43% 0.14%
TYL B 0.27% 0.7% 0.27%
ULTA F 0.17% 0.49% 0.17%
URI B 0.55% 0.44% 0.44%
VEEV C 0.35% 1.03% 0.35%
VLTO D 0.25% 0.37% 0.25%
VMC B 0.4% 0.31% 0.31%
VRSK A 0.42% 1.3% 0.42%
VRSN F 0.16% 0.03% 0.03%
VRT B 0.48% 1.41% 0.48%
WAT B 0.24% 0.42% 0.24%
WEX D 0.08% 0.02% 0.02%
WH B 0.08% 0.02% 0.02%
WING D 0.11% 0.3% 0.11%
WMS D 0.1% 0.11% 0.1%
WSC D 0.07% 0.06% 0.06%
WSM B 0.15% 0.32% 0.15%
WST C 0.27% 0.45% 0.27%
XPO B 0.24% 0.55% 0.24%
YUM B 0.4% 0.47% 0.4%
ZBRA B 0.21% 0.14% 0.14%
ZS C 0.2% 0.6% 0.2%
CVMC Overweight 416 Positions Relative to IWP
Symbol Grade Weight
ADSK A 0.64%
FTNT C 0.59%
BK A 0.55%
CMI A 0.5%
FIS C 0.48%
D C 0.47%
AME A 0.46%
DAL C 0.46%
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%
LEN D 0.42%
CBRE B 0.42%
DFS B 0.42%
KMB D 0.42%
CTSH B 0.41%
OTIS C 0.41%
SNOW C 0.41%
TEAM A 0.4%
XEL A 0.4%
EA A 0.4%
CHTR C 0.39%
EXC C 0.39%
GLW B 0.38%
A D 0.38%
GIS D 0.37%
WAB B 0.37%
NUE C 0.36%
ACGL D 0.35%
EXR D 0.35%
LULU C 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%
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%
EQR B 0.3%
TTWO A 0.3%
KHC F 0.3%
ANSS B 0.3%
RJF A 0.29%
EBAY D 0.29%
SW A 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%
AWK D 0.28%
HPE B 0.28%
AEE A 0.27%
HUBB B 0.27%
STT A 0.27%
BIIB F 0.26%
SBAC D 0.26%
WBD C 0.26%
ILMN D 0.25%
ES D 0.25%
SYF B 0.25%
STLD B 0.25%
CHD B 0.25%
FCNCA A 0.25%
TDY B 0.25%
TROW B 0.25%
STE F 0.24%
PKG A 0.24%
ZBH C 0.24%
HBAN A 0.24%
CMS C 0.23%
OMC C 0.23%
K A 0.23%
RF A 0.23%
IFF D 0.23%
ESS B 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%
OC A 0.22%
MAA B 0.21%
STX D 0.21%
ARE D 0.21%
WSO A 0.21%
SNA A 0.21%
BALL D 0.21%
TRMB B 0.2%
IEX 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%
HOLX D 0.19%
BAX D 0.18%
FSLR F 0.18%
CHRW C 0.18%
NI A 0.18%
KIM A 0.18%
UTHR C 0.18%
DOC D 0.17%
AMCR D 0.17%
GGG B 0.17%
LNT A 0.17%
SUI D 0.17%
GEN B 0.17%
WRB 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%
SSNC B 0.16%
GPC D 0.16%
MAS D 0.16%
UDR B 0.16%
RGA A 0.15%
REG B 0.15%
SWK D 0.15%
COHR B 0.15%
AVTR F 0.15%
SFM A 0.15%
Z A 0.15%
AKAM D 0.14%
HST C 0.14%
CMC B 0.14%
SWKS F 0.14%
AFRM B 0.14%
EWBC A 0.14%
NVT B 0.14%
BXP D 0.14%
ALLE D 0.14%
ITT A 0.14%
CPT B 0.14%
CAG D 0.14%
CLH B 0.14%
EL F 0.14%
ELS C 0.14%
FFIV B 0.14%
SJM D 0.13%
TPR B 0.13%
JNPR F 0.13%
JKHY D 0.13%
UNM A 0.13%
RRX B 0.13%
ATR B 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%
AYI B 0.12%
ALSN B 0.12%
WTRG B 0.12%
AIT A 0.12%
CUBE D 0.12%
ATI D 0.12%
KNX B 0.12%
CCK C 0.12%
IPG D 0.12%
RNR C 0.12%
TECH D 0.12%
DCI B 0.11%
FRT B 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%
SNAP C 0.11%
CPB D 0.1%
MOS F 0.1%
HRL D 0.1%
TTC D 0.1%
LKQ D 0.1%
BRX A 0.1%
GPK C 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%
CIEN B 0.1%
AXTA A 0.1%
CG A 0.1%
REXR F 0.1%
EVR B 0.1%
FHN A 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%
ENSG 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%
LSTR D 0.09%
ALK C 0.09%
GL B 0.09%
LAD A 0.09%
MTZ B 0.09%
LEA D 0.08%
UFPI B 0.08%
CVLT B 0.08%
G B 0.08%
IVZ B 0.08%
SNV B 0.08%
VMI B 0.08%
VOYA B 0.08%
THO B 0.08%
FR C 0.08%
RL B 0.08%
SSB B 0.08%
PARA C 0.08%
FCN D 0.08%
HLNE B 0.08%
FMC D 0.08%
VNO B 0.08%
GXO B 0.08%
TMHC B 0.08%
GKOS B 0.08%
CFR B 0.08%
JAZZ B 0.08%
ESAB B 0.08%
MIDD C 0.08%
GTLS B 0.08%
OSK B 0.08%
WTFC A 0.08%
SNX C 0.08%
HQY B 0.08%
ZION B 0.08%
SEIC B 0.08%
ACI C 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%
KD B 0.07%
CADE 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%
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%
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%
EXLS B 0.07%
PB A 0.07%
MSA D 0.07%
RHP B 0.07%
BMI B 0.07%
HALO F 0.07%
STAG F 0.07%
BIO D 0.07%
ELAN D 0.07%
HOMB A 0.06%
IBP D 0.06%
CRUS D 0.06%
ESNT D 0.06%
ST F 0.06%
UGI A 0.06%
HXL D 0.06%
EXPO D 0.06%
QLYS C 0.06%
THG A 0.06%
SON D 0.06%
STWD C 0.06%
FNB A 0.06%
LNC B 0.06%
JHG A 0.06%
ARW D 0.06%
SIGI C 0.06%
WHR B 0.06%
DY D 0.06%
COOP B 0.06%
VRNS D 0.06%
AL B 0.06%
RMBS C 0.06%
BEN C 0.06%
BECN B 0.06%
HOG D 0.06%
ITRI B 0.06%
BC C 0.06%
GATX A 0.06%
MTG C 0.06%
MAT D 0.06%
NFG A 0.06%
VNT B 0.06%
ALTR B 0.06%
FSS B 0.06%
MMSI B 0.06%
OMF A 0.06%
AXS A 0.06%
EPRT B 0.06%
KBH D 0.06%
QRVO F 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%
ABG B 0.05%
OZK B 0.05%
RDN C 0.05%
SLM A 0.05%
TENB C 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%
ZWS B 0.05%
OLLI D 0.05%
TKR D 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%
CWAN B 0.04%
OGN D 0.04%
ASH D 0.04%
EEFT B 0.04%
DLB B 0.04%
AVT C 0.04%
PFSI D 0.03%
COLM B 0.03%
COTY F 0.03%
ALGM D 0.03%
CWEN C 0.03%
AGR B 0.03%
BOKF B 0.03%
PAG B 0.03%
ZI D 0.03%
LEVI F 0.02%
CVMC Underweight 95 Positions Relative to IWP
Symbol Grade Weight
PLTR B -4.32%
COIN C -1.65%
VST B -1.6%
TRGP B -1.4%
COR B -1.3%
HLT A -1.02%
DXCM D -0.99%
CPNG D -0.93%
HES B -0.86%
GDDY A -0.84%
TPL A -0.83%
CPAY A -0.81%
LNG B -0.81%
EXPE B -0.75%
RCL A -0.62%
DKNG B -0.59%
CAH B -0.56%
LVS C -0.55%
NTRA B -0.54%
SPG B -0.49%
NCLH B -0.37%
CAVA B -0.35%
ROST C -0.35%
CHDN B -0.32%
MUSA A -0.32%
ITCI C -0.28%
LNW D -0.27%
EXP A -0.25%
PCOR B -0.24%
GTLB B -0.23%
GLOB B -0.21%
BSY D -0.21%
FWONK B -0.2%
WFRD D -0.19%
VVV F -0.18%
LAZ B -0.18%
MKL A -0.17%
VKTX F -0.17%
GNRC B -0.17%
PATH C -0.15%
AJG B -0.14%
PEGA A -0.13%
RPM A -0.13%
RARE D -0.13%
MASI A -0.12%
MSTR C -0.11%
RNG B -0.1%
UHAL D -0.09%
FERG B -0.09%
HWM A -0.09%
FIVN C -0.09%
TDC D -0.09%
U C -0.08%
BWXT B -0.08%
MLM B -0.07%
BROS B -0.07%
NCNO B -0.07%
PR B -0.07%
CLF F -0.06%
BLDR D -0.06%
AM A -0.06%
CIVI D -0.05%
VNOM A -0.05%
LOPE B -0.05%
WEN D -0.05%
DV C -0.05%
EQT B -0.05%
TKO B -0.04%
SN D -0.04%
LOAR A -0.03%
TXG F -0.03%
YETI C -0.03%
DJT C -0.03%
SPR D -0.02%
MTDR B -0.02%
SAM C -0.02%
UI A -0.02%
FWONA B -0.02%
CAR C -0.02%
KBR F -0.02%
WYNN D -0.02%
FTRE D -0.01%
PPC C -0.01%
CC C -0.01%
UHAL D -0.01%
NFE D -0.01%
IRDM D -0.01%
MSGS A -0.01%
LBRDA C -0.01%
UWMC D -0.01%
WU D -0.01%
RLI B -0.01%
ALAB B -0.0%
TRIP F -0.0%
PYCR C -0.0%
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