CVSE vs. SUSA ETF Comparison
Comparison of Calvert US Select Equity ETF (CVSE) to iShares MSCI USA ESG Select ETF (SUSA)
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
SUSA
iShares MSCI USA ESG Select ETF
SUSA Description
iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.Grade (RS Rating)
Last Trade
$125.15
Average Daily Volume
60,399
Number of Holdings
*
175
* may have additional holdings in another (foreign) market
Performance
| Period | CVSE | SUSA |
|---|---|---|
| 30 Days | 2.61% | 4.04% |
| 60 Days | 4.06% | 4.55% |
| 90 Days | 5.46% | 6.30% |
| 12 Months | 30.71% | 32.95% |
89 Overlapping Holdings
| Symbol | Grade | Weight in CVSE | Weight in SUSA | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.31% | 0.37% | 0.31% | |
| AAPL | C | 6.81% | 4.77% | 4.77% | |
| ACN | C | 1.81% | 0.67% | 0.67% | |
| ADBE | C | 0.67% | 1.02% | 0.67% | |
| ADP | B | 0.84% | 1.29% | 0.84% | |
| ADSK | A | 0.36% | 0.84% | 0.36% | |
| AKAM | D | 0.14% | 0.08% | 0.08% | |
| ALNY | D | 0.25% | 0.14% | 0.14% | |
| AMAT | F | 0.69% | 0.81% | 0.69% | |
| AMD | F | 0.52% | 0.55% | 0.52% | |
| AMGN | D | 0.73% | 0.66% | 0.66% | |
| AMT | D | 0.63% | 0.36% | 0.36% | |
| AXP | A | 0.88% | 1.02% | 0.88% | |
| BALL | D | 0.4% | 0.14% | 0.14% | |
| BBY | D | 0.24% | 0.39% | 0.24% | |
| CAT | B | 0.94% | 0.13% | 0.13% | |
| CBRE | B | 0.69% | 0.42% | 0.42% | |
| CDNS | B | 0.43% | 0.71% | 0.43% | |
| CHD | B | 0.1% | 0.22% | 0.1% | |
| CLX | B | 0.3% | 0.58% | 0.3% | |
| CMI | A | 1.11% | 0.67% | 0.67% | |
| CRM | B | 1.09% | 1.18% | 1.09% | |
| CSCO | B | 0.75% | 0.73% | 0.73% | |
| DECK | A | 0.2% | 0.74% | 0.2% | |
| DHR | F | 0.35% | 0.6% | 0.35% | |
| DIS | B | 1.24% | 0.62% | 0.62% | |
| DVA | B | 0.17% | 0.27% | 0.17% | |
| EA | A | 0.1% | 0.72% | 0.1% | |
| ECL | D | 0.69% | 1.3% | 0.69% | |
| ED | D | 0.49% | 0.27% | 0.27% | |
| ES | D | 0.64% | 0.4% | 0.4% | |
| EW | C | 0.29% | 0.34% | 0.29% | |
| EXPD | D | 0.22% | 0.77% | 0.22% | |
| FIS | C | 0.16% | 0.27% | 0.16% | |
| FSLR | F | 0.04% | 0.13% | 0.04% | |
| GILD | C | 0.34% | 1.14% | 0.34% | |
| GIS | D | 0.91% | 0.74% | 0.74% | |
| HBAN | A | 0.28% | 0.41% | 0.28% | |
| HD | A | 1.33% | 1.68% | 1.33% | |
| HOLX | D | 0.28% | 0.19% | 0.19% | |
| HPE | B | 0.55% | 0.65% | 0.55% | |
| HPQ | B | 0.27% | 0.21% | 0.21% | |
| HUBS | A | 0.31% | 0.19% | 0.19% | |
| HUM | C | 0.45% | 0.08% | 0.08% | |
| IDXX | F | 0.3% | 0.44% | 0.3% | |
| INTC | D | 0.26% | 0.39% | 0.26% | |
| INTU | C | 0.7% | 1.06% | 0.7% | |
| IPG | D | 0.26% | 0.11% | 0.11% | |
| LIN | D | 0.64% | 0.09% | 0.09% | |
| LLY | F | 2.63% | 1.31% | 1.31% | |
| LOW | D | 0.75% | 0.72% | 0.72% | |
| LRCX | F | 0.15% | 0.46% | 0.15% | |
| LULU | C | 0.36% | 0.11% | 0.11% | |
| MA | C | 1.54% | 0.95% | 0.95% | |
| MKC | D | 0.34% | 0.12% | 0.12% | |
| MRK | F | 1.73% | 0.51% | 0.51% | |
| MSFT | F | 7.68% | 4.66% | 4.66% | |
| MU | D | 0.35% | 0.26% | 0.26% | |
| NDAQ | A | 0.4% | 0.26% | 0.26% | |
| NFLX | A | 1.55% | 0.49% | 0.49% | |
| NOW | A | 1.11% | 0.91% | 0.91% | |
| NUE | C | 0.61% | 0.11% | 0.11% | |
| NVDA | C | 7.98% | 5.47% | 5.47% | |
| PANW | C | 0.15% | 0.31% | 0.15% | |
| PGR | A | 1.06% | 0.69% | 0.69% | |
| PNR | A | 0.26% | 0.92% | 0.26% | |
| PRU | A | 0.76% | 0.8% | 0.76% | |
| QCOM | F | 0.3% | 0.29% | 0.29% | |
| REGN | F | 0.1% | 0.08% | 0.08% | |
| SNOW | C | 0.1% | 0.09% | 0.09% | |
| SNPS | B | 0.22% | 0.29% | 0.22% | |
| SPGI | C | 2.01% | 0.59% | 0.59% | |
| STE | F | 0.36% | 0.28% | 0.28% | |
| STT | A | 0.4% | 0.13% | 0.13% | |
| TFC | A | 0.7% | 0.11% | 0.11% | |
| TGT | F | 0.56% | 0.27% | 0.27% | |
| TRV | B | 0.72% | 0.45% | 0.45% | |
| TSCO | D | 0.28% | 0.25% | 0.25% | |
| TT | A | 0.84% | 1.5% | 0.84% | |
| TWLO | A | 0.12% | 0.31% | 0.12% | |
| TXN | C | 0.48% | 1.28% | 0.48% | |
| V | A | 1.44% | 0.99% | 0.99% | |
| VLTO | D | 0.05% | 0.47% | 0.05% | |
| VRTX | F | 0.2% | 0.35% | 0.2% | |
| VZ | C | 0.9% | 0.5% | 0.5% | |
| WAT | B | 0.18% | 0.4% | 0.18% | |
| WDAY | B | 0.28% | 0.51% | 0.28% | |
| WSM | B | 0.2% | 0.42% | 0.2% | |
| XYL | D | 0.14% | 0.51% | 0.14% |
CVSE Overweight 89 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| PH | A | 1.66% | |
| ETN | A | 1.42% | |
| VRSK | A | 1.21% | |
| MET | A | 1.14% | |
| GM | B | 1.04% | |
| ICE | C | 1.0% | |
| BSX | B | 0.82% | |
| URI | B | 0.68% | |
| AWK | D | 0.67% | |
| OMC | C | 0.65% | |
| PLD | D | 0.63% | |
| SCHW | B | 0.62% | |
| SHW | A | 0.61% | |
| ITW | B | 0.58% | |
| CFG | B | 0.55% | |
| DFS | B | 0.55% | |
| DE | A | 0.52% | |
| COF | B | 0.47% | |
| EMR | A | 0.47% | |
| JLL | D | 0.43% | |
| BMY | B | 0.41% | |
| SJM | D | 0.4% | |
| RMD | C | 0.38% | |
| TJX | A | 0.37% | |
| EBAY | D | 0.36% | |
| FITB | A | 0.35% | |
| PYPL | B | 0.32% | |
| DRI | B | 0.31% | |
| ROK | B | 0.31% | |
| MORN | B | 0.3% | |
| ULTA | F | 0.29% | |
| MOS | F | 0.28% | |
| PFE | D | 0.27% | |
| HAS | D | 0.26% | |
| NKE | D | 0.25% | |
| PRI | A | 0.24% | |
| MTN | C | 0.23% | |
| DAR | C | 0.23% | |
| EL | F | 0.22% | |
| MSA | D | 0.22% | |
| BFAM | D | 0.21% | |
| MSI | B | 0.21% | |
| HIG | B | 0.21% | |
| TPR | B | 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% | |
| CTAS | B | 0.18% | |
| SCI | B | 0.18% | |
| KNX | B | 0.18% | |
| FCN | D | 0.16% | |
| EXR | D | 0.15% | |
| MTG | C | 0.15% | |
| VTR | C | 0.14% | |
| CNM | D | 0.14% | |
| NEE | D | 0.11% | |
| GAP | C | 0.11% | |
| G | B | 0.11% | |
| EXAS | D | 0.1% | |
| BXP | D | 0.1% | |
| MSCI | C | 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% | |
| ON | D | 0.05% | |
| CIEN | B | 0.05% | |
| RHI | B | 0.04% | |
| ETSY | D | 0.03% | |
| CPRT | A | 0.03% | |
| HXL | D | 0.03% | |
| MRNA | F | 0.02% |
CVSE Underweight 86 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | -2.0% | |
| GOOG | C | -1.91% | |
| TSLA | B | -1.8% | |
| KO | D | -1.62% | |
| AVGO | D | -1.56% | |
| OKE | A | -1.53% | |
| K | A | -1.38% | |
| CRH | A | -1.19% | |
| MS | A | -1.12% | |
| LNG | B | -0.85% | |
| PEP | F | -0.81% | |
| ZTS | D | -0.8% | |
| GWW | B | -0.78% | |
| TRGP | B | -0.78% | |
| MMM | D | -0.77% | |
| IBM | C | -0.76% | |
| BK | A | -0.67% | |
| FERG | B | -0.63% | |
| GE | D | -0.59% | |
| EQIX | A | -0.58% | |
| CCI | D | -0.58% | |
| COST | B | -0.57% | |
| CHRW | C | -0.57% | |
| MCO | B | -0.54% | |
| BR | A | -0.54% | |
| ELV | F | -0.52% | |
| BKR | B | -0.51% | |
| LKQ | D | -0.49% | |
| AXON | A | -0.48% | |
| PG | A | -0.46% | |
| DGX | A | -0.45% | |
| BG | F | -0.45% | |
| NXPI | D | -0.44% | |
| LII | A | -0.44% | |
| KMB | D | -0.41% | |
| GDDY | A | -0.39% | |
| BKNG | A | -0.38% | |
| SLB | C | -0.34% | |
| KEYS | A | -0.34% | |
| ANET | C | -0.31% | |
| JCI | C | -0.3% | |
| WELL | A | -0.29% | |
| MMC | B | -0.29% | |
| PNC | B | -0.29% | |
| VLO | C | -0.28% | |
| TRMB | B | -0.25% | |
| ANSS | B | -0.24% | |
| WST | C | -0.23% | |
| ACGL | D | -0.23% | |
| HCA | F | -0.23% | |
| ZBH | C | -0.22% | |
| CARR | D | -0.21% | |
| IRM | D | -0.21% | |
| TEAM | A | -0.2% | |
| COO | D | -0.2% | |
| KR | B | -0.2% | |
| SYF | B | -0.19% | |
| MELI | D | -0.19% | |
| MRVL | B | -0.19% | |
| LH | C | -0.18% | |
| NEM | D | -0.18% | |
| MOH | F | -0.18% | |
| NTRS | A | -0.18% | |
| CNH | C | -0.17% | |
| FDS | B | -0.16% | |
| IFF | D | -0.15% | |
| RCL | A | -0.14% | |
| KDP | D | -0.13% | |
| PTC | A | -0.13% | |
| MDB | C | -0.13% | |
| MTD | D | -0.12% | |
| PWR | A | -0.12% | |
| SOLV | C | -0.11% | |
| NI | A | -0.11% | |
| FBIN | D | -0.11% | |
| OC | A | -0.11% | |
| APTV | D | -0.1% | |
| WDC | D | -0.1% | |
| DXCM | D | -0.1% | |
| STX | D | -0.1% | |
| IT | C | -0.1% | |
| RIVN | F | -0.09% | |
| PPG | F | -0.09% | |
| BIIB | F | -0.08% | |
| AVTR | F | -0.08% | |
| KHC | F | -0.08% |
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
SUSA: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Semiconductors
Diversified Industrials
Drug Manufacturers - Major
Specialty Chemicals
Business Services
Capital Markets
Credit Services
Household & Personal Products
Medical Instruments & Supplies
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Beverages - Soft Drinks
Biotechnology
Health Care Plans
Information Technology Services
Internet Content & Information
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