CVSE vs. CAML ETF Comparison

Comparison of Calvert US Select Equity ETF (CVSE) to Congress Large Cap Growth ETF (CAML)

CVSE

Calvert US Select Equity ETF

CVSE Description

Under normal circumstances, at least 80% of the fund"s net assets (plus any borrowings for investment purposes) will be invested in the equity securities of U.S. issuers. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark. The fund primarily invests in the equity securities of large capitalization U.S. issuers that are involved in economic activities that address global environmental or societal challenges that relate to areas such as environmental sustainability and resource efficiency.

Grade (RS Rating)

Last Trade

$70.50

Average Daily Volume

945

Number of Holdings ^*

178

* may have additional holdings in another (foreign) market

CAML

Congress Large Cap Growth ETF

CAML Description

The fund is an actively-managed exchange-traded fund ("ETF"). The fund advisor attempts to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The fund may invest any portion of the remaining 20% of its net assets from time to time in equity securities of small-capitalization and mid-capitalization companies.

Grade (RS Rating)

Last Trade

$35.00

Average Daily Volume

35,289

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CVSE	CAML
30 Days	2.61%	4.17%
60 Days	4.06%	5.94%
90 Days	5.46%	7.34%
12 Months	30.71%	31.31%

20 Overlapping Holdings

Symbol	Grade	Weight in CVSE	Weight in CAML	Overlap
AAPL	C	6.81%	3.53%	3.53%
BSX	B	0.82%	2.46%	0.82%
CRM	B	1.09%	2.03%	1.09%
CTAS	B	0.18%	2.33%	0.18%
ECL	D	0.69%	2.23%	0.69%
ETN	A	1.42%	3.18%	1.42%
HD	A	1.33%	2.33%	1.33%
INTU	C	0.7%	2.61%	0.7%
LLY	F	2.63%	2.82%	2.63%
MSFT	F	7.68%	3.06%	3.06%
NFLX	A	1.55%	2.23%	1.55%
NOW	A	1.11%	3.28%	1.11%
NVDA	C	7.98%	5.44%	5.44%
PANW	C	0.15%	2.04%	0.15%
PH	A	1.66%	2.23%	1.66%
SHW	A	0.61%	2.23%	0.61%
SNPS	B	0.22%	2.51%	0.22%
TJX	A	0.37%	2.55%	0.37%
V	A	1.44%	2.56%	1.44%
VRTX	F	0.2%	1.75%	0.2%

CVSE Overweight 158 Positions Relative to CAML

Symbol	Grade	Weight
SPGI	C	2.01%
ACN	C	1.81%
MRK	F	1.73%
MA	C	1.54%
DIS	B	1.24%
VRSK	A	1.21%
MET	A	1.14%
CMI	A	1.11%
PGR	A	1.06%
GM	B	1.04%
ICE	C	1.0%
CAT	B	0.94%
GIS	D	0.91%
VZ	C	0.9%
AXP	A	0.88%
ADP	B	0.84%
TT	A	0.84%
PRU	A	0.76%
CSCO	B	0.75%
LOW	D	0.75%
AMGN	D	0.73%
TRV	B	0.72%
TFC	A	0.7%
AMAT	F	0.69%
CBRE	B	0.69%
URI	B	0.68%
AWK	D	0.67%
ADBE	C	0.67%
OMC	C	0.65%
LIN	D	0.64%
ES	D	0.64%
PLD	D	0.63%
AMT	D	0.63%
SCHW	B	0.62%
NUE	C	0.61%
ITW	B	0.58%
TGT	F	0.56%
CFG	B	0.55%
DFS	B	0.55%
HPE	B	0.55%
AMD	F	0.52%
DE	A	0.52%
ED	D	0.49%
TXN	C	0.48%
COF	B	0.47%
EMR	A	0.47%
HUM	C	0.45%
JLL	D	0.43%
CDNS	B	0.43%
BMY	B	0.41%
BALL	D	0.4%
SJM	D	0.4%
STT	A	0.4%
NDAQ	A	0.4%
RMD	C	0.38%
LULU	C	0.36%
ADSK	A	0.36%
STE	F	0.36%
EBAY	D	0.36%
MU	D	0.35%
FITB	A	0.35%
DHR	F	0.35%
MKC	D	0.34%
GILD	C	0.34%
PYPL	B	0.32%
DRI	B	0.31%
ROK	B	0.31%
A	D	0.31%
HUBS	A	0.31%
QCOM	F	0.3%
CLX	B	0.3%
IDXX	F	0.3%
MORN	B	0.3%
ULTA	F	0.29%
EW	C	0.29%
HBAN	A	0.28%
HOLX	D	0.28%
WDAY	B	0.28%
TSCO	D	0.28%
MOS	F	0.28%
PFE	D	0.27%
HPQ	B	0.27%
PNR	A	0.26%
IPG	D	0.26%
INTC	D	0.26%
HAS	D	0.26%
ALNY	D	0.25%
NKE	D	0.25%
BBY	D	0.24%
PRI	A	0.24%
MTN	C	0.23%
DAR	C	0.23%
EL	F	0.22%
MSA	D	0.22%
EXPD	D	0.22%
BFAM	D	0.21%
MSI	B	0.21%
HIG	B	0.21%
TPR	B	0.2%
WSM	B	0.2%
DECK	A	0.2%
DELL	C	0.19%
KLAC	D	0.19%
TROW	B	0.19%
RF	A	0.19%
FMC	D	0.18%
EQR	B	0.18%
WAT	B	0.18%
SCI	B	0.18%
KNX	B	0.18%
DVA	B	0.17%
FIS	C	0.16%
FCN	D	0.16%
EXR	D	0.15%
MTG	C	0.15%
LRCX	F	0.15%
AKAM	D	0.14%
XYL	D	0.14%
VTR	C	0.14%
CNM	D	0.14%
TWLO	A	0.12%
NEE	D	0.11%
GAP	C	0.11%
G	B	0.11%
EXAS	D	0.1%
SNOW	C	0.1%
BXP	D	0.1%
MSCI	C	0.1%
REGN	F	0.1%
EA	A	0.1%
CHD	B	0.1%
RL	B	0.09%
PLNT	A	0.09%
GPC	D	0.09%
IQV	D	0.09%
TTEK	F	0.09%
SWK	D	0.09%
VRSN	F	0.08%
MAN	D	0.08%
PODD	C	0.08%
CSGP	D	0.08%
PCTY	B	0.08%
BRX	A	0.06%
DKS	C	0.06%
KEY	B	0.06%
RKT	F	0.06%
FICO	B	0.05%
HST	C	0.05%
LITE	B	0.05%
VLTO	D	0.05%
ON	D	0.05%
CIEN	B	0.05%
FSLR	F	0.04%
RHI	B	0.04%
ETSY	D	0.03%
CPRT	A	0.03%
HXL	D	0.03%
MRNA	F	0.02%

CVSE Underweight 19 Positions Relative to CAML

Symbol	Grade	Weight
COST	B	-3.28%
META	D	-3.15%
ANET	C	-2.92%
HWM	A	-2.89%
AMZN	C	-2.85%
ORLY	B	-2.81%
ISRG	A	-2.77%
GOOGL	C	-2.62%
GS	A	-2.61%
AJG	B	-2.57%
BKR	B	-2.26%
CMG	B	-2.17%
NXPI	D	-2.05%
TTD	B	-2.02%
MCO	B	-1.93%
MLM	B	-1.91%
ZTS	D	-1.75%
TMO	F	-1.6%
ONTO	D	-1.42%