CVSE vs. HDUS ETF Comparison

Comparison of Calvert US Select Equity ETF (CVSE) to Hartford Disciplined US Equity ETF (HDUS)

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

HDUS

Hartford Disciplined US Equity ETF

HDUS Description

Hartford Disciplined US Equity ETF is an exchange traded fund launched and managed by Lattice Strategies LLC. It is co-managed by Mellon Investments Corporation. It invests in public equity markets of the United States. The fund invests in the stocks of companies operating across diversified sectors. The fund invests in value and momentum stocks of large-cap companies. The fund seeks to track the performance of the Hartford Disciplined US Equity Index, by using full replication technique. Hartford Disciplined US Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$58.11

Average Daily Volume

3,372

Number of Holdings ^*

263

* may have additional holdings in another (foreign) market

Performance

Period	CVSE	HDUS
30 Days	2.61%	3.75%
60 Days	4.06%	5.23%
90 Days	5.46%	7.06%
12 Months	30.71%	31.94%

77 Overlapping Holdings

Symbol	Grade	Weight in CVSE	Weight in HDUS	Overlap
AAPL	C	6.81%	5.11%	5.11%
ACN	C	1.81%	0.39%	0.39%
ADBE	C	0.67%	0.13%	0.13%
AMAT	F	0.69%	0.36%	0.36%
AMD	F	0.52%	0.07%	0.07%
AMGN	D	0.73%	0.2%	0.2%
AXP	A	0.88%	0.19%	0.19%
BBY	D	0.24%	0.05%	0.05%
BMY	B	0.41%	0.72%	0.41%
BSX	B	0.82%	0.33%	0.33%
CAT	B	0.94%	0.23%	0.23%
CDNS	B	0.43%	0.16%	0.16%
CMI	A	1.11%	0.88%	0.88%
CRM	B	1.09%	0.35%	0.35%
CSCO	B	0.75%	0.31%	0.31%
CTAS	B	0.18%	0.63%	0.18%
DELL	C	0.19%	0.02%	0.02%
DHR	F	0.35%	0.08%	0.08%
DKS	C	0.06%	0.12%	0.06%
DRI	B	0.31%	0.11%	0.11%
EA	A	0.1%	0.49%	0.1%
EBAY	D	0.36%	0.26%	0.26%
ECL	D	0.69%	0.11%	0.11%
EQR	B	0.18%	0.08%	0.08%
ETN	A	1.42%	0.24%	0.24%
FICO	B	0.05%	0.33%	0.05%
GILD	C	0.34%	0.48%	0.34%
GM	B	1.04%	0.02%	0.02%
GPC	D	0.09%	0.09%	0.09%
HD	A	1.33%	0.46%	0.46%
HPQ	B	0.27%	0.13%	0.13%
HUBS	A	0.31%	0.18%	0.18%
INTU	C	0.7%	0.24%	0.24%
KLAC	D	0.19%	0.28%	0.19%
LLY	F	2.63%	0.89%	0.89%
LOW	D	0.75%	0.19%	0.19%
LRCX	F	0.15%	0.15%	0.15%
MORN	B	0.3%	0.03%	0.03%
MRK	F	1.73%	0.26%	0.26%
MSCI	C	0.1%	0.04%	0.04%
MSFT	F	7.68%	5.29%	5.29%
MSI	B	0.21%	0.16%	0.16%
MTG	C	0.15%	0.09%	0.09%
NDAQ	A	0.4%	0.19%	0.19%
NEE	D	0.11%	0.22%	0.11%
NFLX	A	1.55%	0.63%	0.63%
NOW	A	1.11%	0.18%	0.18%
NVDA	C	7.98%	6.03%	6.03%
OMC	C	0.65%	0.26%	0.26%
PANW	C	0.15%	0.16%	0.15%
PFE	D	0.27%	0.19%	0.19%
PGR	A	1.06%	0.32%	0.32%
PRU	A	0.76%	0.22%	0.22%
PYPL	B	0.32%	0.02%	0.02%
QCOM	F	0.3%	0.47%	0.3%
REGN	F	0.1%	0.03%	0.03%
RHI	B	0.04%	0.5%	0.04%
RL	B	0.09%	0.33%	0.09%
RMD	C	0.38%	0.29%	0.29%
SHW	A	0.61%	0.45%	0.45%
SNOW	C	0.1%	0.01%	0.01%
SNPS	B	0.22%	0.04%	0.04%
SPGI	C	2.01%	0.27%	0.27%
STT	A	0.4%	0.15%	0.15%
TFC	A	0.7%	0.05%	0.05%
TGT	F	0.56%	0.03%	0.03%
TJX	A	0.37%	0.07%	0.07%
TPR	B	0.2%	0.03%	0.03%
TROW	B	0.19%	0.52%	0.19%
TRV	B	0.72%	0.28%	0.28%
TSCO	D	0.28%	0.16%	0.16%
TT	A	0.84%	0.14%	0.14%
TXN	C	0.48%	1.09%	0.48%
VRSK	A	1.21%	0.26%	0.26%
VRTX	F	0.2%	0.34%	0.2%
VZ	C	0.9%	1.24%	0.9%
WSM	B	0.2%	0.12%	0.12%

CVSE Overweight 101 Positions Relative to HDUS

Symbol	Grade	Weight
PH	A	1.66%
MA	C	1.54%
V	A	1.44%
DIS	B	1.24%
MET	A	1.14%
ICE	C	1.0%
GIS	D	0.91%
ADP	B	0.84%
CBRE	B	0.69%
URI	B	0.68%
AWK	D	0.67%
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%
CFG	B	0.55%
DFS	B	0.55%
HPE	B	0.55%
DE	A	0.52%
ED	D	0.49%
COF	B	0.47%
EMR	A	0.47%
HUM	C	0.45%
JLL	D	0.43%
BALL	D	0.4%
SJM	D	0.4%
LULU	C	0.36%
ADSK	A	0.36%
STE	F	0.36%
MU	D	0.35%
FITB	A	0.35%
MKC	D	0.34%
ROK	B	0.31%
A	D	0.31%
CLX	B	0.3%
IDXX	F	0.3%
ULTA	F	0.29%
EW	C	0.29%
HBAN	A	0.28%
HOLX	D	0.28%
WDAY	B	0.28%
MOS	F	0.28%
PNR	A	0.26%
IPG	D	0.26%
INTC	D	0.26%
HAS	D	0.26%
ALNY	D	0.25%
NKE	D	0.25%
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%
HIG	B	0.21%
DECK	A	0.2%
RF	A	0.19%
FMC	D	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%
AKAM	D	0.14%
XYL	D	0.14%
VTR	C	0.14%
CNM	D	0.14%
TWLO	A	0.12%
GAP	C	0.11%
G	B	0.11%
EXAS	D	0.1%
BXP	D	0.1%
CHD	B	0.1%
PLNT	A	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%
KEY	B	0.06%
RKT	F	0.06%
HST	C	0.05%
LITE	B	0.05%
VLTO	D	0.05%
ON	D	0.05%
CIEN	B	0.05%
FSLR	F	0.04%
ETSY	D	0.03%
CPRT	A	0.03%
HXL	D	0.03%
MRNA	F	0.02%

CVSE Underweight 186 Positions Relative to HDUS

Symbol	Grade	Weight
GOOGL	C	-3.95%
AMZN	C	-3.39%
META	D	-1.85%
JNJ	D	-1.51%
TSLA	B	-1.5%
AVGO	D	-1.26%
PEP	F	-1.14%
MO	A	-1.12%
XOM	B	-1.05%
ABBV	D	-1.02%
JPM	A	-0.92%
CVX	A	-0.92%
UNH	C	-0.8%
LAMR	D	-0.77%
IBM	C	-0.73%
WMT	A	-0.71%
ORCL	B	-0.7%
KNF	A	-0.69%
JHG	A	-0.68%
CBOE	B	-0.68%
CL	D	-0.67%
COST	B	-0.64%
KVUE	A	-0.64%
NTAP	C	-0.61%
BK	A	-0.61%
EME	C	-0.59%
ALSN	B	-0.59%
YUM	B	-0.54%
T	A	-0.54%
DBX	B	-0.53%
CTSH	B	-0.52%
ABT	B	-0.52%
BKNG	A	-0.5%
GLPI	C	-0.5%
GDDY	A	-0.49%
TXRH	C	-0.48%
STWD	C	-0.48%
KO	D	-0.46%
BRK.A	B	-0.46%
IRM	D	-0.45%
APH	A	-0.45%
EOG	A	-0.44%
RPM	A	-0.44%
CB	C	-0.43%
R	B	-0.42%
MCO	B	-0.41%
MS	A	-0.41%
AXS	A	-0.41%
MLI	C	-0.4%
MCK	B	-0.39%
PEG	A	-0.39%
MUSA	A	-0.38%
HRB	D	-0.37%
NXPI	D	-0.36%
ADC	B	-0.35%
BAH	F	-0.35%
RDN	C	-0.35%
AGNC	D	-0.34%
KMI	A	-0.34%
WST	C	-0.33%
DCI	B	-0.33%
STAG	F	-0.33%
SPG	B	-0.33%
RTX	C	-0.32%
LMT	D	-0.32%
OHI	C	-0.31%
CHRW	C	-0.3%
DGX	A	-0.3%
COP	C	-0.3%
CRBG	B	-0.29%
UBER	D	-0.29%
INGR	B	-0.29%
PLTR	B	-0.28%
AFL	B	-0.28%
MCD	D	-0.28%
WFC	A	-0.27%
FSS	B	-0.26%
BG	F	-0.26%
FDX	B	-0.25%
TMUS	B	-0.25%
APP	B	-0.25%
FOXA	B	-0.25%
KMB	D	-0.24%
WMB	A	-0.23%
HSY	F	-0.23%
ESS	B	-0.23%
CHRD	D	-0.23%
NNN	D	-0.23%
ABNB	C	-0.22%
ALTR	B	-0.22%
GWRE	A	-0.22%
ALV	C	-0.22%
NYT	C	-0.22%
FANG	D	-0.22%
NWSA	B	-0.21%
PKG	A	-0.21%
MANH	D	-0.21%
CRWD	B	-0.21%
VLO	C	-0.21%
MDT	D	-0.21%
ORI	A	-0.2%
SO	D	-0.2%
LNG	B	-0.2%
MPC	D	-0.18%
MMC	B	-0.18%
BJ	A	-0.17%
FLEX	A	-0.17%
ACI	C	-0.16%
MMM	D	-0.16%
ZTS	D	-0.15%
GE	D	-0.15%
CSWI	A	-0.15%
EIX	B	-0.15%
TMO	F	-0.15%
DY	D	-0.14%
AVB	B	-0.14%
GD	F	-0.14%
GLW	B	-0.13%
BLK	C	-0.13%
GEHC	F	-0.13%
DDOG	A	-0.13%
TRGP	B	-0.13%
COKE	C	-0.12%
PNC	B	-0.12%
BR	A	-0.12%
DUK	C	-0.12%
CBT	C	-0.12%
GS	A	-0.11%
OC	A	-0.11%
MPWR	F	-0.11%
ESI	A	-0.1%
NRG	B	-0.1%
HCA	F	-0.09%
WTW	B	-0.09%
DASH	A	-0.09%
LII	A	-0.09%
VRNS	D	-0.09%
GNTX	C	-0.09%
CMG	B	-0.09%
C	A	-0.09%
CUBE	D	-0.08%
SYK	C	-0.08%
CROX	D	-0.08%
SBUX	A	-0.07%
COIN	C	-0.07%
HLNE	B	-0.07%
IT	C	-0.07%
DTE	C	-0.07%
NTNX	A	-0.07%
CPB	D	-0.07%
BAC	A	-0.07%
TER	D	-0.07%
OTIS	C	-0.06%
SNA	A	-0.06%
KKR	A	-0.06%
PAYX	C	-0.05%
ESTC	C	-0.05%
CHH	A	-0.05%
FLO	D	-0.05%
SWKS	F	-0.05%
SMAR	A	-0.04%
CACI	D	-0.04%
DTM	B	-0.04%
FNF	B	-0.04%
INSP	D	-0.04%
RBLX	C	-0.04%
ZS	C	-0.04%
JNPR	F	-0.04%
AYI	B	-0.04%
ODFL	B	-0.04%
EVR	B	-0.03%
IBKR	A	-0.03%
CSL	C	-0.03%
JKHY	D	-0.03%
JBHT	C	-0.02%
CRUS	D	-0.02%
ISRG	A	-0.02%
NET	B	-0.02%
FR	C	-0.02%
OGE	B	-0.02%
TMDX	F	-0.01%
OGN	D	-0.01%
LKQ	D	-0.01%
CINF	A	-0.01%
EGP	F	-0.01%
RYN	D	-0.01%