CVSE vs. EFIV ETF Comparison

Comparison of Calvert US Select Equity ETF (CVSE) to SPDR S&P 500 ESG ETF (EFIV)

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

EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$57.77

Average Daily Volume

109,257

Number of Holdings ^*

313

* may have additional holdings in another (foreign) market

Performance

Period	CVSE	EFIV
30 Days	2.61%	2.81%
60 Days	4.06%	4.79%
90 Days	5.46%	5.59%
12 Months	30.71%	30.64%

119 Overlapping Holdings

Symbol	Grade	Weight in CVSE	Weight in EFIV	Overlap
A	D	0.31%	0.11%	0.11%
AAPL	C	6.81%	9.53%	6.81%
ACN	C	1.81%	0.65%	0.65%
ADBE	C	0.67%	0.66%	0.66%
ADP	B	0.84%	0.35%	0.35%
ADSK	A	0.36%	0.19%	0.19%
AKAM	D	0.14%	0.04%	0.04%
AMAT	F	0.69%	0.42%	0.42%
AMD	F	0.52%	0.63%	0.52%
AMGN	D	0.73%	0.45%	0.45%
AMT	D	0.63%	0.25%	0.25%
AWK	D	0.67%	0.07%	0.07%
AXP	A	0.88%	0.45%	0.45%
BALL	D	0.4%	0.05%	0.05%
BBY	D	0.24%	0.05%	0.05%
BMY	B	0.41%	0.33%	0.33%
BSX	B	0.82%	0.36%	0.36%
BXP	D	0.1%	0.03%	0.03%
CAT	B	0.94%	0.52%	0.52%
CBRE	B	0.69%	0.11%	0.11%
CFG	B	0.55%	0.06%	0.06%
CMI	A	1.11%	0.14%	0.14%
COF	B	0.47%	0.2%	0.2%
CRM	B	1.09%	0.92%	0.92%
CSCO	B	0.75%	0.66%	0.66%
CSGP	D	0.08%	0.09%	0.08%
CTAS	B	0.18%	0.21%	0.18%
DE	A	0.52%	0.28%	0.28%
DECK	A	0.2%	0.08%	0.08%
DFS	B	0.55%	0.12%	0.12%
DHR	F	0.35%	0.43%	0.35%
DIS	B	1.24%	0.52%	0.52%
DVA	B	0.17%	0.02%	0.02%
EA	A	0.1%	0.11%	0.1%
EBAY	D	0.36%	0.08%	0.08%
ECL	D	0.69%	0.18%	0.18%
ED	D	0.49%	0.09%	0.09%
EL	F	0.22%	0.04%	0.04%
EMR	A	0.47%	0.21%	0.21%
EQR	B	0.18%	0.07%	0.07%
ES	D	0.64%	0.06%	0.06%
ETN	A	1.42%	0.41%	0.41%
EW	C	0.29%	0.11%	0.11%
EXR	D	0.15%	0.1%	0.1%
FIS	C	0.16%	0.14%	0.14%
FITB	A	0.35%	0.09%	0.09%
FMC	D	0.18%	0.02%	0.02%
GILD	C	0.34%	0.32%	0.32%
GIS	D	0.91%	0.1%	0.1%
GM	B	1.04%	0.18%	0.18%
GPC	D	0.09%	0.05%	0.05%
HAS	D	0.26%	0.02%	0.02%
HBAN	A	0.28%	0.07%	0.07%
HD	A	1.33%	1.13%	1.13%
HIG	B	0.21%	0.1%	0.1%
HOLX	D	0.28%	0.05%	0.05%
HPE	B	0.55%	0.08%	0.08%
HPQ	B	0.27%	0.1%	0.1%
HST	C	0.05%	0.03%	0.03%
HUM	C	0.45%	0.1%	0.1%
ICE	C	1.0%	0.25%	0.25%
IDXX	F	0.3%	0.1%	0.1%
INTC	D	0.26%	0.3%	0.26%
IPG	D	0.26%	0.03%	0.03%
ITW	B	0.58%	0.21%	0.21%
KEY	B	0.06%	0.05%	0.05%
KLAC	D	0.19%	0.24%	0.19%
LIN	D	0.64%	0.61%	0.61%
LLY	F	2.63%	1.79%	1.79%
LOW	D	0.75%	0.43%	0.43%
LRCX	F	0.15%	0.27%	0.15%
LULU	C	0.36%	0.1%	0.1%
MA	C	1.54%	1.2%	1.2%
MET	A	1.14%	0.13%	0.13%
MKC	D	0.34%	0.05%	0.05%
MOS	F	0.28%	0.02%	0.02%
MRK	F	1.73%	0.7%	0.7%
MRNA	F	0.02%	0.04%	0.02%
MSCI	C	0.1%	0.14%	0.1%
MSFT	F	7.68%	8.8%	7.68%
MU	D	0.35%	0.31%	0.31%
NDAQ	A	0.4%	0.09%	0.09%
NEE	D	0.11%	0.42%	0.11%
NKE	D	0.25%	0.26%	0.25%
NVDA	C	7.98%	10.02%	7.98%
OMC	C	0.65%	0.06%	0.06%
ON	D	0.05%	0.08%	0.05%
PH	A	1.66%	0.25%	0.25%
PLD	D	0.63%	0.3%	0.3%
PNR	A	0.26%	0.05%	0.05%
PRU	A	0.76%	0.12%	0.12%
PYPL	B	0.32%	0.25%	0.25%
QCOM	F	0.3%	0.5%	0.3%
REGN	F	0.1%	0.24%	0.1%
RF	A	0.19%	0.07%	0.07%
RL	B	0.09%	0.02%	0.02%
RMD	C	0.38%	0.1%	0.1%
ROK	B	0.31%	0.09%	0.09%
SCHW	B	0.62%	0.33%	0.33%
SHW	A	0.61%	0.25%	0.25%
SJM	D	0.4%	0.03%	0.03%
SPGI	C	2.01%	0.45%	0.45%
STT	A	0.4%	0.08%	0.08%
SWK	D	0.09%	0.04%	0.04%
TFC	A	0.7%	0.17%	0.17%
TGT	F	0.56%	0.2%	0.2%
TJX	A	0.37%	0.38%	0.37%
TPR	B	0.2%	0.03%	0.03%
TROW	B	0.19%	0.07%	0.07%
TRV	B	0.72%	0.16%	0.16%
TSCO	D	0.28%	0.08%	0.08%
TT	A	0.84%	0.26%	0.26%
ULTA	F	0.29%	0.05%	0.05%
URI	B	0.68%	0.16%	0.16%
V	A	1.44%	1.44%	1.44%
VRSK	A	1.21%	0.11%	0.11%
VTR	C	0.14%	0.07%	0.07%
WAT	B	0.18%	0.06%	0.06%
XYL	D	0.14%	0.08%	0.08%

CVSE Overweight 59 Positions Relative to EFIV

Symbol	Grade	Weight
NFLX	A	1.55%
NOW	A	1.11%
PGR	A	1.06%
VZ	C	0.9%
INTU	C	0.7%
NUE	C	0.61%
TXN	C	0.48%
JLL	D	0.43%
CDNS	B	0.43%
STE	F	0.36%
DRI	B	0.31%
HUBS	A	0.31%
CLX	B	0.3%
MORN	B	0.3%
WDAY	B	0.28%
PFE	D	0.27%
ALNY	D	0.25%
PRI	A	0.24%
MTN	C	0.23%
DAR	C	0.23%
MSA	D	0.22%
SNPS	B	0.22%
EXPD	D	0.22%
BFAM	D	0.21%
MSI	B	0.21%
VRTX	F	0.2%
WSM	B	0.2%
DELL	C	0.19%
SCI	B	0.18%
KNX	B	0.18%
FCN	D	0.16%
MTG	C	0.15%
PANW	C	0.15%
CNM	D	0.14%
TWLO	A	0.12%
GAP	C	0.11%
G	B	0.11%
EXAS	D	0.1%
SNOW	C	0.1%
CHD	B	0.1%
PLNT	A	0.09%
IQV	D	0.09%
TTEK	F	0.09%
VRSN	F	0.08%
MAN	D	0.08%
PODD	C	0.08%
PCTY	B	0.08%
BRX	A	0.06%
DKS	C	0.06%
RKT	F	0.06%
FICO	B	0.05%
LITE	B	0.05%
VLTO	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%

CVSE Underweight 194 Positions Relative to EFIV

Symbol	Grade	Weight
GOOGL	C	-2.92%
TSLA	B	-2.55%
GOOG	C	-2.42%
JPM	A	-1.91%
UNH	C	-1.56%
XOM	B	-1.5%
COST	B	-1.15%
PG	A	-1.09%
WMT	A	-1.03%
BAC	A	-0.86%
ABBV	D	-0.84%
CVX	A	-0.75%
KO	D	-0.68%
PEP	F	-0.63%
MCD	D	-0.59%
ABT	B	-0.56%
GE	D	-0.55%
GS	A	-0.52%
CMCSA	B	-0.47%
MS	A	-0.46%
T	A	-0.45%
UBER	D	-0.42%
UNP	C	-0.41%
BLK	C	-0.4%
C	A	-0.37%
SYK	C	-0.37%
FI	A	-0.34%
TMUS	B	-0.33%
SBUX	A	-0.32%
MMC	B	-0.31%
MDT	D	-0.31%
CB	C	-0.3%
ELV	F	-0.27%
UPS	C	-0.27%
CI	F	-0.26%
MDLZ	F	-0.25%
EQIX	A	-0.24%
CMG	B	-0.23%
CME	A	-0.23%
WM	A	-0.23%
PNC	B	-0.23%
AON	A	-0.23%
WELL	A	-0.22%
USB	A	-0.22%
ZTS	D	-0.22%
CL	D	-0.21%
MCO	B	-0.21%
CSX	B	-0.2%
BDX	F	-0.19%
MAR	B	-0.19%
WMB	A	-0.19%
CVS	D	-0.19%
APD	A	-0.19%
OKE	A	-0.18%
CARR	D	-0.18%
AJG	B	-0.18%
NSC	B	-0.17%
PCAR	B	-0.17%
SLB	C	-0.17%
FCX	D	-0.17%
HLT	A	-0.17%
AFL	B	-0.16%
BK	A	-0.16%
JCI	C	-0.16%
SRE	A	-0.16%
ALL	A	-0.15%
GWW	B	-0.15%
PSA	D	-0.15%
MPC	D	-0.15%
PSX	C	-0.15%
DLR	B	-0.15%
AMP	A	-0.15%
RCL	A	-0.15%
AIG	B	-0.14%
KMI	A	-0.14%
AME	A	-0.13%
PAYX	C	-0.13%
ROST	C	-0.13%
NEM	D	-0.13%
DHI	D	-0.13%
PWR	A	-0.13%
DAL	C	-0.12%
IR	B	-0.12%
TRGP	B	-0.12%
BKR	B	-0.12%
PEG	A	-0.12%
COR	B	-0.12%
AXON	A	-0.12%
RSG	A	-0.12%
VLO	C	-0.12%
SYY	B	-0.11%
KDP	D	-0.11%
ACGL	D	-0.11%
YUM	B	-0.11%
EXC	C	-0.11%
KR	B	-0.11%
HES	B	-0.11%
CTVA	C	-0.11%
OTIS	C	-0.11%
OXY	D	-0.1%
WAB	B	-0.1%
MTB	A	-0.1%
CNC	D	-0.09%
CAH	B	-0.09%
DOW	F	-0.09%
ETR	B	-0.09%
EIX	B	-0.09%
WTW	B	-0.09%
AVB	B	-0.09%
FANG	D	-0.09%
IRM	D	-0.09%
HSY	F	-0.08%
DOV	A	-0.08%
KHC	F	-0.08%
PPG	F	-0.08%
TTWO	A	-0.08%
GPN	B	-0.08%
RJF	A	-0.08%
HUBB	B	-0.07%
BIIB	F	-0.07%
DVN	F	-0.07%
CCL	B	-0.07%
ADM	D	-0.07%
SW	A	-0.07%
SYF	B	-0.07%
EQT	B	-0.07%
MTD	D	-0.07%
CPAY	A	-0.07%
PHM	D	-0.07%
BR	A	-0.07%
HAL	C	-0.07%
FTV	C	-0.07%
CBOE	B	-0.06%
WDC	D	-0.06%
NTRS	A	-0.06%
LYB	F	-0.06%
K	A	-0.06%
ZBH	C	-0.06%
WY	D	-0.06%
EXPE	B	-0.06%
IFF	D	-0.06%
SBAC	D	-0.06%
AVY	D	-0.05%
KIM	A	-0.05%
BAX	D	-0.05%
ARE	D	-0.05%
MAS	D	-0.05%
LVS	C	-0.05%
IEX	B	-0.05%
TSN	B	-0.05%
DGX	A	-0.05%
FDS	B	-0.05%
PFG	D	-0.05%
JKHY	D	-0.04%
ALB	C	-0.04%
INCY	C	-0.04%
POOL	C	-0.04%
CHRW	C	-0.04%
CAG	D	-0.04%
UDR	B	-0.04%
AMCR	D	-0.04%
RVTY	F	-0.04%
APTV	D	-0.04%
JBHT	C	-0.04%
DOC	D	-0.04%
CF	B	-0.04%
EG	C	-0.04%
TFX	F	-0.03%
GL	B	-0.03%
MKTX	D	-0.03%
LKQ	D	-0.03%
NWSA	B	-0.03%
CRL	C	-0.03%
AIZ	A	-0.03%
TAP	C	-0.03%
LW	C	-0.03%
NCLH	B	-0.03%
REG	B	-0.03%
KMX	B	-0.03%
ALLE	D	-0.03%
DAY	B	-0.03%
WBA	F	-0.02%
PARA	C	-0.02%
BEN	C	-0.02%
MHK	D	-0.02%
BWA	D	-0.02%
IVZ	B	-0.02%
WYNN	D	-0.02%
CZR	F	-0.02%
FRT	B	-0.02%
CPB	D	-0.02%
MGM	D	-0.02%
HRL	D	-0.02%
NWS	B	-0.01%