CVSE vs. JPME ETF Comparison

Comparison of Calvert US Select Equity ETF (CVSE) to JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME)
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

$70.07

Average Daily Volume

948

Number of Holdings *

178

* may have additional holdings in another (foreign) market
JPME

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

JPME Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell Midcap Diversified Factor Index. The fund will invest at least 80% of its net assets in securities included in the underlying index. It may invest up to 20% of its assets in exchange-traded futures to seek performance that corresponds to the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser.

Grade (RS Rating)

Last Trade

$109.93

Average Daily Volume

10,028

Number of Holdings *

338

* may have additional holdings in another (foreign) market
Performance
Period CVSE JPME
30 Days 1.16% 5.14%
60 Days 3.51% 5.14%
90 Days 4.82% 7.46%
12 Months 29.91% 30.14%
50 Overlapping Holdings
Symbol Grade Weight in CVSE Weight in JPME Overlap
A D 0.31% 0.29% 0.29%
AKAM D 0.14% 0.12% 0.12%
BBY D 0.24% 0.29% 0.24%
BRX A 0.06% 0.4% 0.06%
CBRE B 0.69% 0.44% 0.44%
CFG B 0.55% 0.11% 0.11%
CHD B 0.1% 0.33% 0.1%
CIEN B 0.05% 0.51% 0.05%
CLX B 0.3% 0.35% 0.3%
CMI A 1.11% 0.47% 0.47%
CNM D 0.14% 0.35% 0.14%
DECK A 0.2% 0.38% 0.2%
DFS B 0.55% 0.14% 0.14%
DKS C 0.06% 0.36% 0.06%
DRI B 0.31% 0.26% 0.26%
DVA B 0.17% 0.38% 0.17%
ED D 0.49% 0.35% 0.35%
EQR B 0.18% 0.29% 0.18%
EXPD D 0.22% 0.22% 0.22%
FITB A 0.35% 0.19% 0.19%
FMC D 0.18% 0.21% 0.18%
GIS D 0.91% 0.32% 0.32%
HBAN A 0.28% 0.41% 0.28%
HIG B 0.21% 0.38% 0.21%
HOLX D 0.28% 0.32% 0.28%
HPE B 0.55% 0.34% 0.34%
HPQ A 0.27% 0.3% 0.27%
HST C 0.05% 0.32% 0.05%
HXL D 0.03% 0.05% 0.03%
IPG D 0.26% 0.03% 0.03%
IQV D 0.09% 0.28% 0.09%
JLL D 0.43% 0.38% 0.38%
KEY B 0.06% 0.1% 0.06%
LITE B 0.05% 0.4% 0.05%
MKC D 0.34% 0.28% 0.28%
MOS F 0.28% 0.29% 0.28%
MTG C 0.15% 0.37% 0.15%
NUE C 0.61% 0.31% 0.31%
OMC C 0.65% 0.28% 0.28%
ON D 0.05% 0.24% 0.05%
PRI A 0.24% 0.22% 0.22%
RF A 0.19% 0.17% 0.17%
RHI B 0.04% 0.07% 0.04%
RMD C 0.38% 0.36% 0.36%
SCI B 0.18% 0.15% 0.15%
SJM D 0.4% 0.29% 0.29%
STE F 0.36% 0.32% 0.32%
TPR B 0.2% 0.43% 0.2%
TSCO D 0.28% 0.34% 0.28%
WSM B 0.2% 0.31% 0.2%
CVSE Overweight 128 Positions Relative to JPME
Symbol Grade Weight
NVDA C 7.98%
MSFT F 7.68%
AAPL C 6.81%
LLY F 2.63%
SPGI C 2.01%
ACN C 1.81%
MRK F 1.73%
PH A 1.66%
NFLX A 1.55%
MA C 1.54%
V A 1.44%
ETN A 1.42%
HD A 1.33%
DIS B 1.24%
VRSK A 1.21%
MET A 1.14%
NOW A 1.11%
CRM B 1.09%
PGR A 1.06%
GM B 1.04%
ICE C 1.0%
CAT B 0.94%
VZ C 0.9%
AXP A 0.88%
ADP B 0.84%
TT A 0.84%
BSX B 0.82%
PRU A 0.76%
CSCO B 0.75%
LOW D 0.75%
AMGN D 0.73%
TRV B 0.72%
INTU C 0.7%
TFC A 0.7%
ECL D 0.69%
AMAT F 0.69%
URI B 0.68%
AWK D 0.67%
ADBE C 0.67%
LIN D 0.64%
ES D 0.64%
PLD D 0.63%
AMT D 0.63%
SCHW B 0.62%
SHW A 0.61%
ITW B 0.58%
TGT F 0.56%
AMD F 0.52%
DE A 0.52%
TXN C 0.48%
COF B 0.47%
EMR A 0.47%
HUM C 0.45%
CDNS B 0.43%
BMY B 0.41%
BALL D 0.4%
STT A 0.4%
NDAQ A 0.4%
TJX A 0.37%
LULU C 0.36%
ADSK A 0.36%
EBAY D 0.36%
MU D 0.35%
DHR F 0.35%
GILD C 0.34%
PYPL B 0.32%
ROK B 0.31%
HUBS A 0.31%
QCOM F 0.3%
IDXX F 0.3%
MORN B 0.3%
ULTA F 0.29%
EW C 0.29%
WDAY B 0.28%
PFE D 0.27%
PNR A 0.26%
INTC D 0.26%
HAS D 0.26%
ALNY D 0.25%
NKE D 0.25%
MTN C 0.23%
DAR C 0.23%
EL F 0.22%
MSA D 0.22%
SNPS B 0.22%
BFAM D 0.21%
MSI B 0.21%
VRTX F 0.2%
DELL C 0.19%
KLAC D 0.19%
TROW B 0.19%
WAT B 0.18%
CTAS B 0.18%
KNX B 0.18%
FIS C 0.16%
FCN D 0.16%
EXR D 0.15%
LRCX F 0.15%
PANW C 0.15%
XYL D 0.14%
VTR C 0.14%
TWLO A 0.12%
NEE D 0.11%
GAP B 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%
RL B 0.09%
PLNT A 0.09%
GPC 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%
RKT F 0.06%
FICO B 0.05%
VLTO D 0.05%
FSLR F 0.04%
ETSY D 0.03%
CPRT A 0.03%
MRNA F 0.02%
CVSE Underweight 288 Positions Relative to JPME
Symbol Grade Weight
APP B -1.27%
VST B -0.71%
ALSN B -0.51%
SYF B -0.51%
DTM B -0.5%
UNM A -0.5%
TRGP B -0.49%
JEF A -0.49%
KMI A -0.48%
AMP A -0.48%
WMB A -0.47%
PWR A -0.46%
OMF A -0.45%
OKE A -0.45%
NRG B -0.45%
IP B -0.45%
ETR B -0.45%
LNG B -0.44%
TPL A -0.44%
SNA A -0.44%
GRMN B -0.44%
FCNCA A -0.43%
TXRH C -0.43%
GWW B -0.43%
EXEL B -0.43%
HUBB B -0.43%
USFD A -0.43%
INGR B -0.42%
EHC B -0.42%
ATO A -0.42%
TOL B -0.42%
STLD B -0.42%
PPC C -0.42%
UTHR C -0.42%
CSL C -0.42%
KR B -0.42%
TAP C -0.42%
CF B -0.41%
RGA A -0.41%
MRO B -0.41%
CLH B -0.41%
RPM A -0.41%
CASY A -0.41%
NI A -0.41%
SPG B -0.41%
PEG A -0.41%
OC A -0.41%
XEL A -0.41%
LDOS C -0.41%
FAST B -0.41%
PKG A -0.41%
EVRG A -0.4%
CACI D -0.4%
OGE B -0.4%
CAH B -0.4%
AM A -0.4%
THC D -0.4%
PR B -0.4%
ORI A -0.4%
PFGC B -0.4%
PCG A -0.39%
DGX A -0.39%
WEC A -0.39%
AME A -0.39%
TYL C -0.39%
IRM D -0.39%
PNW B -0.39%
COR B -0.39%
EMN D -0.39%
PPL B -0.39%
LAMR D -0.39%
ESI A -0.39%
CHTR C -0.39%
JNPR F -0.38%
OHI C -0.38%
VTRS A -0.38%
IT C -0.38%
AFL B -0.38%
K A -0.38%
LNT A -0.38%
FANG D -0.38%
EME C -0.38%
AVB B -0.38%
UGI A -0.37%
DTE C -0.37%
REG B -0.37%
NVR D -0.37%
SPB C -0.37%
FYBR D -0.37%
ROKU D -0.37%
AJG B -0.37%
CMS C -0.37%
MANH D -0.37%
RS B -0.37%
PHM D -0.37%
VVV F -0.36%
GLPI C -0.36%
LEN D -0.36%
NXST C -0.36%
EIX B -0.36%
NFG A -0.36%
TSN B -0.36%
BRBR A -0.36%
KIM A -0.36%
TKR D -0.35%
PAG B -0.35%
FE C -0.35%
CUBE D -0.35%
GGG B -0.35%
POST C -0.35%
DINO D -0.35%
SSNC B -0.35%
CBOE B -0.35%
ANSS B -0.34%
COKE C -0.34%
BLDR D -0.34%
NTAP C -0.34%
KVUE A -0.33%
MSM C -0.33%
CHE D -0.33%
CTRA B -0.33%
EPR D -0.33%
DHI D -0.33%
UHS D -0.33%
X C -0.33%
VICI C -0.33%
GEN B -0.33%
HRB D -0.33%
PK B -0.33%
BG F -0.33%
LH C -0.32%
AN C -0.32%
CPB D -0.32%
JBL B -0.32%
FBIN D -0.32%
ESS B -0.31%
ROST C -0.31%
WY D -0.31%
EG C -0.31%
RBC A -0.31%
MTB A -0.31%
WLK D -0.31%
CAG D -0.31%
MAS D -0.31%
LYB F -0.31%
HIW D -0.3%
AVY D -0.3%
LECO B -0.3%
GNTX C -0.3%
BPOP B -0.3%
ACI C -0.3%
LSTR D -0.3%
AR B -0.3%
CTVA C -0.3%
NEU C -0.3%
DOX D -0.3%
IFF D -0.29%
RGLD C -0.29%
KRC C -0.29%
MOH F -0.29%
RRC B -0.29%
HSIC B -0.29%
ADM D -0.29%
SAM C -0.28%
VEEV C -0.28%
EXC C -0.28%
SNX C -0.28%
MEDP D -0.28%
SAIC F -0.28%
CLF F -0.28%
OLN D -0.28%
WST C -0.28%
AOS F -0.28%
STAG F -0.28%
PAYX C -0.27%
DVN F -0.27%
OVV B -0.27%
BYD C -0.27%
MPWR F -0.27%
INCY C -0.27%
CRUS D -0.27%
R B -0.27%
FRPT B -0.27%
SYY B -0.27%
LPX B -0.27%
TER D -0.27%
ASH D -0.26%
HRL D -0.26%
FLO D -0.26%
CDW F -0.26%
AMH D -0.26%
JAZZ B -0.26%
MAA B -0.25%
CNC D -0.25%
SMG D -0.25%
NBIX C -0.25%
UI A -0.25%
QGEN D -0.25%
RVTY F -0.25%
L A -0.25%
HAL C -0.25%
CWEN C -0.24%
IRDM D -0.24%
SWKS F -0.24%
AGO B -0.24%
IDA A -0.24%
MGM D -0.23%
STWD C -0.23%
EGP F -0.23%
FR D -0.23%
DLB B -0.22%
CROX D -0.22%
WPC D -0.22%
NNN D -0.22%
HUN F -0.22%
EXP A -0.21%
MCHP F -0.21%
HSY F -0.21%
RPRX D -0.21%
CPT B -0.2%
BRKR D -0.2%
AFG A -0.19%
CE F -0.19%
FNF B -0.18%
GLW B -0.18%
REYN D -0.18%
REXR F -0.18%
NVT B -0.18%
FRT B -0.18%
BKR B -0.18%
KEYS A -0.17%
ITT A -0.17%
BRO B -0.17%
ACHC F -0.17%
SLM A -0.17%
ELAN D -0.16%
CUZ B -0.15%
AXS A -0.15%
APA D -0.14%
AVT C -0.14%
SON D -0.14%
PINC B -0.14%
M D -0.14%
RYN D -0.14%
BAH F -0.14%
POOL C -0.13%
WEN D -0.13%
TXT D -0.13%
WTM A -0.13%
BWA D -0.13%
THO B -0.13%
QRVO F -0.12%
ALLY C -0.11%
SLGN A -0.1%
CXT B -0.1%
ACGL D -0.1%
NSA D -0.09%
XRAY F -0.09%
LBRDK C -0.09%
AYI B -0.09%
ZION B -0.09%
TFX F -0.08%
PB A -0.07%
GEHC F -0.07%
TNL A -0.07%
FNB A -0.07%
CMA A -0.07%
TECH D -0.06%
CNXC F -0.06%
NDSN B -0.06%
GO C -0.06%
IEX B -0.05%
NVST B -0.05%
PFG D -0.05%
CR A -0.05%
WU D -0.04%
CRI D -0.04%
BIIB F -0.04%
VIRT B -0.04%
ADTN A -0.03%
FTRE D -0.03%
PAYC B -0.03%
HOG D -0.02%
AEE A -0.02%
KSS F -0.01%
ATR B -0.01%
CC C -0.0%
CNA B -0.0%
Compare ETFs