CVMC vs. IYJ ETF Comparison

Comparison of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) to iShares U.S. Industrials ETF (IYJ)

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

IYJ

iShares U.S. Industrials ETF

IYJ Description

The investment seeks to track the investment results of an index composed of U.S. equities in the industrials sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Industrials Index (the "underlying index"), which measures the performance of the industrials sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$142.39

Average Daily Volume

39,529

Number of Holdings ^*

190

* may have additional holdings in another (foreign) market

Performance

Period	CVMC	IYJ
30 Days	5.83%	5.33%
60 Days	6.29%	7.25%
90 Days	8.25%	11.61%
12 Months	30.95%	36.00%

124 Overlapping Holdings

Symbol	Grade	Weight in CVMC	Weight in IYJ	Overlap
AAON	B	0.1%	0.13%	0.1%
ACM	A	0.16%	0.21%	0.16%
AFRM	B	0.14%	0.19%	0.14%
AGCO	D	0.07%	0.08%	0.07%
AL	B	0.06%	0.07%	0.06%
ALLE	D	0.14%	0.18%	0.14%
ALSN	B	0.12%	0.15%	0.12%
AMCR	D	0.17%	0.21%	0.17%
AME	A	0.46%	0.64%	0.46%
AOS	F	0.1%	0.12%	0.1%
APG	B	0.1%	0.12%	0.1%
ATI	D	0.12%	0.1%	0.1%
ATR	B	0.13%	0.16%	0.13%
AWI	A	0.06%	0.1%	0.06%
AXON	A	0.48%	0.62%	0.48%
AXTA	A	0.1%	0.13%	0.1%
AYI	B	0.12%	0.14%	0.12%
AZEK	A	0.06%	0.09%	0.06%
BAH	F	0.22%	0.28%	0.22%
BALL	D	0.21%	0.27%	0.21%
BC	C	0.06%	0.08%	0.06%
BERY	B	0.09%	0.11%	0.09%
BILL	A	0.09%	0.12%	0.09%
BLD	D	0.12%	0.16%	0.12%
CCK	C	0.12%	0.15%	0.12%
CGNX	C	0.08%	0.1%	0.08%
CHRW	C	0.18%	0.18%	0.18%
CMI	A	0.5%	0.71%	0.5%
CNH	C	0.1%	0.14%	0.1%
CNM	D	0.08%	0.12%	0.08%
CSL	C	0.25%	0.29%	0.25%
CW	B	0.16%	0.2%	0.16%
DCI	B	0.11%	0.13%	0.11%
DOV	A	0.31%	0.4%	0.31%
EEFT	B	0.04%	0.06%	0.04%
EFX	F	0.33%	0.44%	0.33%
EME	C	0.26%	0.33%	0.26%
ESAB	B	0.08%	0.1%	0.08%
EXPD	D	0.21%	0.24%	0.21%
FBIN	D	0.09%	0.13%	0.09%
FCN	D	0.08%	0.1%	0.08%
FICO	B	0.57%	0.77%	0.57%
FIS	C	0.48%	0.71%	0.48%
FIX	A	0.17%	0.22%	0.17%
FLS	B	0.09%	0.11%	0.09%
FOUR	B	0.06%	0.09%	0.06%
FTV	C	0.29%	0.38%	0.29%
G	B	0.08%	0.11%	0.08%
GGG	B	0.17%	0.22%	0.17%
GPK	C	0.1%	0.12%	0.1%
GWW	B	0.5%	0.74%	0.5%
GXO	B	0.08%	0.1%	0.08%
HEI	B	0.31%	0.24%	0.24%
HEI	B	0.31%	0.17%	0.17%
HUBB	B	0.27%	0.34%	0.27%
IEX	B	0.2%	0.25%	0.2%
IR	B	0.43%	0.59%	0.43%
ITT	A	0.14%	0.18%	0.14%
JBHT	C	0.2%	0.21%	0.2%
JKHY	D	0.13%	0.18%	0.13%
KEYS	A	0.29%	0.37%	0.29%
KNX	B	0.12%	0.12%	0.12%
LECO	B	0.13%	0.16%	0.13%
LFUS	F	0.07%	0.09%	0.07%
LII	A	0.23%	0.28%	0.23%
LPX	B	0.07%	0.1%	0.07%
LSTR	D	0.09%	0.09%	0.09%
MAS	D	0.16%	0.25%	0.16%
MHK	D	0.07%	0.11%	0.07%
MIDD	C	0.08%	0.1%	0.08%
MKSI	C	0.09%	0.1%	0.09%
MSA	D	0.07%	0.09%	0.07%
MSM	C	0.04%	0.05%	0.04%
MTD	D	0.28%	0.36%	0.28%
MTZ	B	0.09%	0.12%	0.09%
NDSN	B	0.16%	0.21%	0.16%
NVT	B	0.14%	0.17%	0.14%
OC	A	0.22%	0.24%	0.22%
ODFL	B	0.43%	0.61%	0.43%
OSK	B	0.08%	0.1%	0.08%
OTIS	C	0.41%	0.58%	0.41%
PAYX	C	0.47%	0.66%	0.47%
PCTY	B	0.09%	0.12%	0.09%
PKG	A	0.24%	0.3%	0.24%
PNR	A	0.2%	0.25%	0.2%
PPG	F	0.31%	0.41%	0.31%
PWR	A	0.48%	0.68%	0.48%
R	B	0.1%	0.1%	0.1%
RHI	B	0.09%	0.11%	0.09%
ROK	B	0.35%	0.47%	0.35%
RRX	B	0.13%	0.16%	0.13%
SAIA	B	0.2%	0.2%	0.2%
SEE	C	0.06%	0.07%	0.06%
SLGN	A	0.05%	0.06%	0.05%
SNA	A	0.21%	0.27%	0.21%
SON	D	0.06%	0.07%	0.06%
SQ	B	0.47%	0.67%	0.47%
SSD	D	0.09%	0.11%	0.09%
ST	F	0.06%	0.07%	0.06%
SW	A	0.29%	0.38%	0.29%
SWK	D	0.15%	0.19%	0.15%
SYF	B	0.25%	0.37%	0.25%
TDY	B	0.25%	0.31%	0.25%
TREX	C	0.07%	0.11%	0.07%
TRMB	B	0.2%	0.25%	0.2%
TRU	D	0.22%	0.27%	0.22%
TTC	D	0.1%	0.12%	0.1%
TTEK	F	0.12%	0.16%	0.12%
URI	B	0.55%	0.8%	0.55%
VLTO	D	0.25%	0.37%	0.25%
VMC	B	0.4%	0.53%	0.4%
VMI	B	0.08%	0.1%	0.08%
VNT	B	0.06%	0.08%	0.06%
VRSK	A	0.42%	0.58%	0.42%
WAB	B	0.37%	0.49%	0.37%
WCC	B	0.09%	0.13%	0.09%
WEX	D	0.08%	0.11%	0.08%
WMS	D	0.1%	0.13%	0.1%
WSC	D	0.07%	0.09%	0.07%
WSO	A	0.21%	0.26%	0.21%
WWD	B	0.11%	0.15%	0.11%
XPO	B	0.24%	0.24%	0.24%
XYL	D	0.31%	0.42%	0.31%
ZBRA	B	0.21%	0.28%	0.21%

CVMC Overweight 483 Positions Relative to IYJ

Symbol	Grade	Weight
ADSK	A	0.64%
FTNT	C	0.59%
APP	B	0.55%
TTD	B	0.55%
BK	A	0.55%
AMP	A	0.54%
ALL	A	0.5%
VRT	B	0.48%
D	C	0.47%
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%
KVUE	A	0.43%
LEN	D	0.42%
IT	C	0.42%
CBRE	B	0.42%
DFS	B	0.42%
KMB	D	0.42%
CTSH	B	0.41%
SNOW	C	0.41%
YUM	B	0.4%
DDOG	A	0.4%
TEAM	A	0.4%
XEL	A	0.4%
EA	A	0.4%
CHTR	C	0.39%
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%
NUE	C	0.36%
HPQ	B	0.36%
ALNY	D	0.35%
VEEV	C	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%
FITB	A	0.31%
WTW	B	0.31%
CNC	D	0.31%
NVR	D	0.31%
NDAQ	A	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%
BRO	B	0.29%
VTR	C	0.29%
ON	D	0.29%
PHM	D	0.29%
DTE	C	0.28%
NET	B	0.28%
AWK	D	0.28%
HPE	B	0.28%
TSCO	D	0.28%
WST	C	0.27%
TYL	B	0.27%
AEE	A	0.27%
MPWR	F	0.27%
BR	A	0.27%
STT	A	0.27%
RBLX	C	0.27%
DECK	A	0.26%
BIIB	F	0.26%
SBAC	D	0.26%
WBD	C	0.26%
ILMN	D	0.25%
ES	D	0.25%
CDW	F	0.25%
NTAP	C	0.25%
STLD	B	0.25%
CHD	B	0.25%
FCNCA	A	0.25%
CVNA	B	0.25%
TROW	B	0.25%
STE	F	0.24%
ZBH	C	0.24%
WAT	B	0.24%
HBAN	A	0.24%
CMS	C	0.23%
LYV	A	0.23%
LPLA	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%
LH	C	0.22%
MKC	D	0.22%
RS	B	0.22%
WDC	D	0.22%
ZM	B	0.22%
CINF	A	0.22%
MAA	B	0.21%
NRG	B	0.21%
STX	D	0.21%
ARE	D	0.21%
FDS	B	0.21%
MDB	C	0.21%
CLX	B	0.2%
PODD	C	0.2%
ZS	C	0.2%
WY	D	0.2%
CBOE	B	0.2%
CFG	B	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%
FSLR	F	0.18%
PINS	D	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%
ALGN	D	0.17%
LNT	A	0.17%
SUI	D	0.17%
ULTA	F	0.17%
GEN	B	0.17%
WRB	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%
PSTG	D	0.16%
EVRG	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%
GWRE	A	0.16%
VRSN	F	0.16%
UDR	B	0.16%
ROL	B	0.16%
RGA	A	0.15%
EQH	B	0.15%
REG	B	0.15%
COHR	B	0.15%
WSM	B	0.15%
EG	C	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%
EWBC	A	0.14%
EPAM	C	0.14%
SOFI	A	0.14%
JLL	D	0.14%
BXP	D	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%
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%
OKTA	C	0.13%
TPR	B	0.13%
JNPR	F	0.13%
UNM	A	0.13%
DUOL	A	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%
KMX	B	0.12%
PAYC	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%
LW	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%
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%
MKTX	D	0.11%
SF	B	0.11%
AES	F	0.11%
MLI	C	0.11%
CTLT	B	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%
ROKU	D	0.1%
WAL	B	0.1%
PRI	A	0.1%
TFX	F	0.1%
NYT	C	0.1%
WBS	A	0.1%
GMED	A	0.1%
DOX	D	0.1%
AFG	A	0.1%
KNSL	B	0.1%
EXAS	D	0.1%
CIEN	B	0.1%
CG	A	0.1%
REXR	F	0.1%
FND	C	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%
ORI	A	0.09%
CBSH	A	0.09%
TPX	B	0.09%
ENSG	D	0.09%
BRBR	A	0.09%
CMA	A	0.09%
PNFP	B	0.09%
HSIC	B	0.09%
CHE	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%
SMCI	F	0.09%
LAD	A	0.09%
HLI	B	0.09%
LEA	D	0.08%
S	B	0.08%
UFPI	B	0.08%
CVLT	B	0.08%
IVZ	B	0.08%
FRPT	B	0.08%
SNV	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%
HLNE	B	0.08%
HAS	D	0.08%
FMC	D	0.08%
ESTC	C	0.08%
VNO	B	0.08%
TMHC	B	0.08%
GKOS	B	0.08%
CFR	B	0.08%
JAZZ	B	0.08%
RGEN	D	0.08%
GTLS	B	0.08%
ONTO	D	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%
WH	B	0.08%
DVA	B	0.08%
BPMC	C	0.07%
SAIC	F	0.07%
BCPC	B	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%
RYAN	B	0.07%
CWST	A	0.07%
CFLT	B	0.07%
ANF	C	0.07%
COLD	D	0.07%
NOVT	D	0.07%
BFAM	D	0.07%
IDA	A	0.07%
MOG.A	B	0.07%
GME	C	0.07%
DAR	C	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%
EXLS	B	0.07%
PB	A	0.07%
MTN	C	0.07%
RHP	B	0.07%
SMAR	A	0.07%
BMI	B	0.07%
HALO	F	0.07%
STAG	F	0.07%
ENPH	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%
ETSY	D	0.06%
ESNT	D	0.06%
UGI	A	0.06%
HXL	D	0.06%
EXPO	D	0.06%
QLYS	C	0.06%
THG	A	0.06%
STWD	C	0.06%
FNB	A	0.06%
NXST	C	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%
RMBS	C	0.06%
BEN	C	0.06%
BECN	B	0.06%
HOG	D	0.06%
ITRI	B	0.06%
SITE	D	0.06%
GATX	A	0.06%
MTG	C	0.06%
MAT	D	0.06%
NFG	A	0.06%
BRKR	D	0.06%
ALTR	B	0.06%
FSS	B	0.06%
MMSI	B	0.06%
LYFT	C	0.06%
OMF	A	0.06%
ELF	C	0.06%
AXS	A	0.06%
EPRT	B	0.06%
KBH	D	0.06%
QRVO	F	0.06%
DOCS	C	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%
TENB	C	0.05%
WMG	C	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%
TKR	D	0.05%
CROX	D	0.05%
IONS	F	0.05%
MMS	F	0.05%
PVH	C	0.05%
TNET	D	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 66 Positions Relative to IYJ

Symbol	Grade	Weight
V	A	-7.02%
MA	C	-6.2%
ACN	C	-3.19%
GE	D	-2.77%
CAT	B	-2.7%
AXP	A	-2.32%
RTX	C	-2.27%
HON	B	-2.15%
UNP	C	-2.07%
ETN	A	-2.06%
ADP	B	-1.76%
FI	A	-1.74%
LMT	D	-1.64%
DE	A	-1.45%
UPS	C	-1.41%
BA	F	-1.39%
TT	A	-1.33%
PH	A	-1.29%
GEV	B	-1.29%
SHW	A	-1.28%
PYPL	B	-1.26%
ITW	B	-1.15%
GD	F	-1.13%
CTAS	B	-1.07%
EMR	A	-1.04%
MMM	D	-1.03%
COF	B	-1.01%
CSX	B	-0.99%
NOC	D	-0.98%
TDG	D	-0.98%
CRH	A	-0.97%
FDX	B	-0.96%
CARR	D	-0.9%
NSC	B	-0.85%
PCAR	B	-0.83%
JCI	C	-0.81%
LHX	C	-0.67%
HWM	A	-0.65%
FERG	B	-0.58%
MLM	B	-0.51%
DD	D	-0.49%
DOW	F	-0.45%
GPN	B	-0.42%
CPAY	A	-0.36%
BLDR	D	-0.3%
RPM	A	-0.25%
J	F	-0.25%
TXT	D	-0.23%
BWXT	B	-0.17%
GNRC	B	-0.15%
EXP	A	-0.14%
CR	A	-0.12%
KEX	C	-0.11%
HII	D	-0.11%
GTES	A	-0.06%
AMTM	D	-0.05%
SPR	D	-0.05%
CXT	B	-0.04%
ECG	C	-0.04%
MAN	D	-0.04%
WU	D	-0.04%
VSTS	C	-0.03%
ADT	C	-0.03%
HAYW	B	-0.03%
SNDR	B	-0.02%
LOAR	A	-0.01%