CVSE vs. IVW ETF Comparison
Comparison of Calvert US Select Equity ETF (CVSE) to iShares S&P 500 Growth ETF (IVW)
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
IVW
iShares S&P 500 Growth ETF
IVW Description
The investment seeks to track the investment results of an index composed of large-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 S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$99.62
Average Daily Volume
1,876,242
Number of Holdings
*
233
* may have additional holdings in another (foreign) market
Performance
| Period | CVSE | IVW |
|---|---|---|
| 30 Days | 2.61% | 3.28% |
| 60 Days | 4.06% | 4.93% |
| 90 Days | 5.46% | 6.28% |
| 12 Months | 30.71% | 37.80% |
76 Overlapping Holdings
| Symbol | Grade | Weight in CVSE | Weight in IVW | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.81% | 11.96% | 6.81% | |
| ACN | C | 1.81% | 0.42% | 0.42% | |
| ADBE | C | 0.67% | 0.81% | 0.67% | |
| ADP | B | 0.84% | 0.17% | 0.17% | |
| ADSK | A | 0.36% | 0.12% | 0.12% | |
| AKAM | D | 0.14% | 0.02% | 0.02% | |
| AMAT | F | 0.69% | 0.53% | 0.53% | |
| AMD | F | 0.52% | 0.77% | 0.52% | |
| AMT | D | 0.63% | 0.13% | 0.13% | |
| AXP | A | 0.88% | 0.39% | 0.39% | |
| BSX | B | 0.82% | 0.24% | 0.24% | |
| CAT | B | 0.94% | 0.38% | 0.38% | |
| CDNS | B | 0.43% | 0.29% | 0.29% | |
| CHD | B | 0.1% | 0.04% | 0.04% | |
| CPRT | A | 0.03% | 0.17% | 0.03% | |
| CRM | B | 1.09% | 1.11% | 1.09% | |
| CSGP | D | 0.08% | 0.05% | 0.05% | |
| CTAS | B | 0.18% | 0.14% | 0.14% | |
| DE | A | 0.52% | 0.2% | 0.2% | |
| DECK | A | 0.2% | 0.09% | 0.09% | |
| DELL | C | 0.19% | 0.07% | 0.07% | |
| DFS | B | 0.55% | 0.08% | 0.08% | |
| DRI | B | 0.31% | 0.04% | 0.04% | |
| DVA | B | 0.17% | 0.01% | 0.01% | |
| EA | A | 0.1% | 0.06% | 0.06% | |
| ECL | D | 0.69% | 0.11% | 0.11% | |
| ETN | A | 1.42% | 0.31% | 0.31% | |
| EW | C | 0.29% | 0.05% | 0.05% | |
| EXPD | D | 0.22% | 0.02% | 0.02% | |
| FICO | B | 0.05% | 0.2% | 0.05% | |
| HD | A | 1.33% | 0.51% | 0.51% | |
| HST | C | 0.05% | 0.03% | 0.03% | |
| IDXX | F | 0.3% | 0.07% | 0.07% | |
| INTU | C | 0.7% | 0.68% | 0.68% | |
| IQV | D | 0.09% | 0.05% | 0.05% | |
| ITW | B | 0.58% | 0.12% | 0.12% | |
| KLAC | D | 0.19% | 0.3% | 0.19% | |
| LIN | D | 0.64% | 0.39% | 0.39% | |
| LLY | F | 2.63% | 2.14% | 2.14% | |
| LRCX | F | 0.15% | 0.34% | 0.15% | |
| LULU | C | 0.36% | 0.13% | 0.13% | |
| MA | C | 1.54% | 1.07% | 1.07% | |
| MRK | F | 1.73% | 0.34% | 0.34% | |
| MSCI | C | 0.1% | 0.09% | 0.09% | |
| MSFT | F | 7.68% | 10.94% | 7.68% | |
| MSI | B | 0.21% | 0.16% | 0.16% | |
| NFLX | A | 1.55% | 1.24% | 1.24% | |
| NKE | D | 0.25% | 0.13% | 0.13% | |
| NOW | A | 1.11% | 0.74% | 0.74% | |
| NUE | C | 0.61% | 0.08% | 0.08% | |
| NVDA | C | 7.98% | 12.44% | 7.98% | |
| ON | D | 0.05% | 0.04% | 0.04% | |
| PANW | C | 0.15% | 0.44% | 0.15% | |
| PGR | A | 1.06% | 0.26% | 0.26% | |
| PH | A | 1.66% | 0.24% | 0.24% | |
| PNR | A | 0.26% | 0.04% | 0.04% | |
| PODD | C | 0.08% | 0.02% | 0.02% | |
| QCOM | F | 0.3% | 0.33% | 0.3% | |
| REGN | F | 0.1% | 0.17% | 0.1% | |
| RL | B | 0.09% | 0.02% | 0.02% | |
| ROK | B | 0.31% | 0.05% | 0.05% | |
| SHW | A | 0.61% | 0.16% | 0.16% | |
| SNPS | B | 0.22% | 0.29% | 0.22% | |
| SPGI | C | 2.01% | 0.25% | 0.25% | |
| STE | F | 0.36% | 0.04% | 0.04% | |
| TJX | A | 0.37% | 0.3% | 0.3% | |
| TSCO | D | 0.28% | 0.04% | 0.04% | |
| TT | A | 0.84% | 0.22% | 0.22% | |
| TXN | C | 0.48% | 0.24% | 0.24% | |
| ULTA | F | 0.29% | 0.04% | 0.04% | |
| URI | B | 0.68% | 0.19% | 0.19% | |
| V | A | 1.44% | 1.17% | 1.17% | |
| VRSK | A | 1.21% | 0.08% | 0.08% | |
| VRSN | F | 0.08% | 0.03% | 0.03% | |
| VRTX | F | 0.2% | 0.28% | 0.2% | |
| WAT | B | 0.18% | 0.03% | 0.03% |
CVSE Overweight 102 Positions Relative to IVW
| Symbol | Grade | Weight | |
|---|---|---|---|
| DIS | B | 1.24% | |
| MET | A | 1.14% | |
| CMI | A | 1.11% | |
| GM | B | 1.04% | |
| ICE | C | 1.0% | |
| GIS | D | 0.91% | |
| VZ | C | 0.9% | |
| PRU | A | 0.76% | |
| CSCO | B | 0.75% | |
| LOW | D | 0.75% | |
| AMGN | D | 0.73% | |
| TRV | B | 0.72% | |
| TFC | A | 0.7% | |
| CBRE | B | 0.69% | |
| AWK | D | 0.67% | |
| OMC | C | 0.65% | |
| ES | D | 0.64% | |
| PLD | D | 0.63% | |
| SCHW | B | 0.62% | |
| TGT | F | 0.56% | |
| CFG | B | 0.55% | |
| HPE | B | 0.55% | |
| ED | D | 0.49% | |
| COF | B | 0.47% | |
| EMR | A | 0.47% | |
| HUM | C | 0.45% | |
| JLL | D | 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% | |
| 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% | |
| A | D | 0.31% | |
| HUBS | A | 0.31% | |
| CLX | B | 0.3% | |
| MORN | B | 0.3% | |
| HBAN | A | 0.28% | |
| HOLX | D | 0.28% | |
| WDAY | B | 0.28% | |
| MOS | F | 0.28% | |
| PFE | D | 0.27% | |
| HPQ | B | 0.27% | |
| IPG | D | 0.26% | |
| INTC | D | 0.26% | |
| HAS | D | 0.26% | |
| ALNY | 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% | |
| BFAM | D | 0.21% | |
| HIG | B | 0.21% | |
| TPR | B | 0.2% | |
| WSM | B | 0.2% | |
| TROW | B | 0.19% | |
| RF | A | 0.19% | |
| FMC | D | 0.18% | |
| EQR | B | 0.18% | |
| SCI | B | 0.18% | |
| KNX | B | 0.18% | |
| FIS | C | 0.16% | |
| FCN | D | 0.16% | |
| EXR | D | 0.15% | |
| MTG | C | 0.15% | |
| 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% | |
| PLNT | A | 0.09% | |
| GPC | D | 0.09% | |
| TTEK | F | 0.09% | |
| SWK | D | 0.09% | |
| MAN | D | 0.08% | |
| PCTY | B | 0.08% | |
| BRX | A | 0.06% | |
| DKS | C | 0.06% | |
| KEY | B | 0.06% | |
| RKT | F | 0.06% | |
| LITE | B | 0.05% | |
| VLTO | D | 0.05% | |
| CIEN | B | 0.05% | |
| FSLR | F | 0.04% | |
| RHI | B | 0.04% | |
| ETSY | D | 0.03% | |
| HXL | D | 0.03% | |
| MRNA | F | 0.02% |
CVSE Underweight 157 Positions Relative to IVW
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -6.81% | |
| META | D | -4.35% | |
| GOOGL | C | -3.55% | |
| TSLA | B | -2.98% | |
| GOOG | C | -2.94% | |
| AVGO | D | -2.73% | |
| ORCL | B | -1.03% | |
| UNH | C | -0.72% | |
| COST | B | -0.59% | |
| BKNG | A | -0.57% | |
| PG | A | -0.53% | |
| UBER | D | -0.52% | |
| ISRG | A | -0.43% | |
| PLTR | B | -0.41% | |
| ABBV | D | -0.38% | |
| KKR | A | -0.35% | |
| ANET | C | -0.34% | |
| KO | D | -0.33% | |
| BX | A | -0.32% | |
| MCD | D | -0.32% | |
| COP | C | -0.31% | |
| GE | D | -0.29% | |
| SYK | C | -0.29% | |
| PEP | F | -0.28% | |
| CMG | B | -0.28% | |
| TMO | F | -0.27% | |
| CRWD | B | -0.27% | |
| TDG | D | -0.25% | |
| PM | B | -0.25% | |
| MAR | B | -0.23% | |
| SBUX | A | -0.23% | |
| FI | A | -0.22% | |
| UNP | C | -0.22% | |
| FTNT | C | -0.21% | |
| HLT | A | -0.21% | |
| ADI | D | -0.21% | |
| MMC | B | -0.2% | |
| RCL | A | -0.19% | |
| EOG | A | -0.18% | |
| ORLY | B | -0.18% | |
| DHI | D | -0.17% | |
| APH | A | -0.17% | |
| ROST | C | -0.16% | |
| VST | B | -0.16% | |
| NXPI | D | -0.15% | |
| AXON | A | -0.15% | |
| ZTS | D | -0.15% | |
| PCAR | B | -0.15% | |
| BA | F | -0.15% | |
| EQIX | A | -0.14% | |
| HES | B | -0.14% | |
| IT | C | -0.14% | |
| AON | A | -0.14% | |
| TRGP | B | -0.14% | |
| ODFL | B | -0.14% | |
| MDLZ | F | -0.13% | |
| AZO | C | -0.13% | |
| ACGL | D | -0.13% | |
| WM | A | -0.13% | |
| GEV | B | -0.13% | |
| OKE | A | -0.13% | |
| GWW | B | -0.13% | |
| FANG | D | -0.12% | |
| CSX | B | -0.12% | |
| MCO | B | -0.12% | |
| HCA | F | -0.11% | |
| FCX | D | -0.11% | |
| CEG | D | -0.11% | |
| IR | B | -0.11% | |
| PWR | A | -0.11% | |
| AJG | B | -0.11% | |
| NVR | D | -0.1% | |
| MPWR | F | -0.1% | |
| CME | A | -0.1% | |
| CL | D | -0.1% | |
| MPC | D | -0.1% | |
| AMP | A | -0.1% | |
| ABNB | C | -0.1% | |
| CARR | D | -0.1% | |
| CPAY | A | -0.09% | |
| ROP | B | -0.09% | |
| GDDY | A | -0.09% | |
| TYL | B | -0.09% | |
| WMB | A | -0.09% | |
| FTV | C | -0.09% | |
| HWM | A | -0.09% | |
| PHM | D | -0.09% | |
| PSA | D | -0.08% | |
| DLR | B | -0.08% | |
| EXPE | B | -0.08% | |
| LEN | D | -0.08% | |
| DAL | C | -0.08% | |
| FAST | B | -0.08% | |
| MNST | C | -0.08% | |
| MLM | B | -0.08% | |
| VMC | B | -0.08% | |
| RSG | A | -0.08% | |
| WST | C | -0.08% | |
| SPG | B | -0.07% | |
| BRO | B | -0.07% | |
| LYV | A | -0.07% | |
| MCHP | D | -0.07% | |
| BLDR | D | -0.07% | |
| AME | A | -0.07% | |
| IRM | D | -0.06% | |
| ANSS | B | -0.06% | |
| CCL | B | -0.06% | |
| GRMN | B | -0.06% | |
| CHTR | C | -0.06% | |
| YUM | B | -0.06% | |
| TEL | B | -0.06% | |
| DXCM | D | -0.06% | |
| PAYX | C | -0.06% | |
| CBOE | B | -0.05% | |
| PTC | A | -0.05% | |
| TTWO | A | -0.05% | |
| BR | A | -0.05% | |
| OTIS | C | -0.05% | |
| CDW | F | -0.04% | |
| LVS | C | -0.04% | |
| MOH | F | -0.04% | |
| HUBB | B | -0.04% | |
| NCLH | B | -0.04% | |
| CTRA | B | -0.04% | |
| STLD | B | -0.04% | |
| EFX | F | -0.04% | |
| LW | C | -0.03% | |
| POOL | C | -0.03% | |
| JBL | B | -0.03% | |
| CE | F | -0.03% | |
| STX | D | -0.03% | |
| CF | B | -0.03% | |
| COO | D | -0.03% | |
| APA | D | -0.03% | |
| SNA | A | -0.03% | |
| MRO | B | -0.03% | |
| ALGN | D | -0.03% | |
| WYNN | D | -0.03% | |
| FDS | B | -0.03% | |
| NTAP | C | -0.03% | |
| SMCI | F | -0.03% | |
| MAS | D | -0.03% | |
| SBAC | D | -0.03% | |
| MTD | D | -0.03% | |
| HSY | F | -0.03% | |
| ALLE | D | -0.02% | |
| PAYC | B | -0.02% | |
| CZR | F | -0.02% | |
| AOS | F | -0.02% | |
| EPAM | C | -0.02% | |
| ERIE | D | -0.02% | |
| MGM | D | -0.02% | |
| ROL | B | -0.02% | |
| DPZ | C | -0.02% | |
| DAY | B | -0.02% | |
| GNRC | B | -0.02% | |
| ENPH | F | -0.01% |
CVSE: Top Represented Industries & Keywords
Industries:
Software - Application
Specialty Retail
Business Services
Diversified Industrials
Banks - Regional - US
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Communication Equipment
Biotechnology
Apparel Stores
Capital Markets
Household & Personal Products
Insurance - Life
Medical Devices
Medical Instruments & Supplies
Packaged Foods
Real Estate Services
Semiconductor Equipment & Materials
IVW: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Semiconductors
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Restaurants
Insurance Brokers
Internet Content & Information
Leisure
Medical Devices
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Building Materials
Capital Markets
Credit Services
Information Technology Services
Medical Instruments & Supplies
Residential Construction
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