DUHP vs. CVMC ETF Comparison

Comparison of Dimensional US High Profitability ETF (DUHP) to Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
DUHP

Dimensional US High Profitability ETF

DUHP Description

Dimensional US High Profitability ETF is an exchange traded fund launched and managed by Dimensional Fund Advisors L.P. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across all market capitalizations. Dimensional US High Profitability ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$35.18

Average Daily Volume

631,730

Number of Holdings *

162

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

Calvert US Mid-Cap Core Responsible Index ETF

CVMC Description Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of mid-size companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$63.41

Average Daily Volume

2,251

Number of Holdings *

606

* may have additional holdings in another (foreign) market
Performance
Period DUHP CVMC
30 Days 2.33% 5.83%
60 Days 3.90% 6.29%
90 Days 5.61% 8.25%
12 Months 31.44% 30.95%
72 Overlapping Holdings
Symbol Grade Weight in DUHP Weight in CVMC Overlap
ACI C 0.06% 0.08% 0.06%
ADSK A 0.67% 0.64% 0.64%
ALLE D 0.12% 0.14% 0.12%
AMP A 1.27% 0.54% 0.54%
APP B 0.6% 0.55% 0.55%
AVY D 0.22% 0.18% 0.18%
BAH F 0.13% 0.22% 0.13%
BBY D 0.45% 0.17% 0.17%
BJ A 0.06% 0.11% 0.06%
BR A 0.23% 0.27% 0.23%
BURL A 0.13% 0.16% 0.13%
CCK C 0.0% 0.12% 0.0%
CDW F 0.52% 0.25% 0.25%
CHTR C 0.22% 0.39% 0.22%
CLX B 0.15% 0.2% 0.15%
CVNA B 0.01% 0.25% 0.01%
DAL C 0.55% 0.46% 0.46%
DECK A 0.03% 0.26% 0.03%
DKS C 0.09% 0.11% 0.09%
DRI B 0.18% 0.22% 0.18%
DVA B 0.12% 0.08% 0.08%
EQH B 0.17% 0.15% 0.15%
EXPD D 0.06% 0.21% 0.06%
FAST B 0.24% 0.45% 0.24%
FDS B 0.02% 0.21% 0.02%
FTNT C 0.14% 0.59% 0.14%
GEN B 0.05% 0.17% 0.05%
GWW B 0.75% 0.5% 0.5%
HOLX D 0.01% 0.19% 0.01%
HSY F 0.12% 0.29% 0.12%
IDXX F 0.43% 0.35% 0.35%
IQV D 0.0% 0.37% 0.0%
IT C 0.5% 0.42% 0.42%
JBHT C 0.03% 0.2% 0.03%
JBL B 0.27% 0.14% 0.14%
K A 0.25% 0.23% 0.23%
KMB D 0.55% 0.42% 0.42%
KR B 1.0% 0.44% 0.44%
KVUE A 0.03% 0.43% 0.03%
LECO B 0.08% 0.13% 0.08%
LII A 0.09% 0.23% 0.09%
LPLA A 0.21% 0.23% 0.21%
LULU C 0.31% 0.34% 0.31%
LW C 0.01% 0.12% 0.01%
LYV A 0.05% 0.23% 0.05%
MANH D 0.07% 0.17% 0.07%
MEDP D 0.04% 0.09% 0.04%
MTD D 0.18% 0.28% 0.18%
NRG B 0.11% 0.21% 0.11%
NTAP C 0.22% 0.25% 0.22%
NVR D 0.16% 0.31% 0.16%
ODFL B 0.25% 0.43% 0.25%
OMC C 0.15% 0.23% 0.15%
PAYX C 0.72% 0.47% 0.47%
PFG D 0.02% 0.19% 0.02%
POOL C 0.07% 0.13% 0.07%
ROK B 0.3% 0.35% 0.3%
ROL B 0.15% 0.16% 0.15%
SCI B 0.23% 0.13% 0.13%
STLD B 0.01% 0.25% 0.01%
STX D 0.07% 0.21% 0.07%
SYY B 0.55% 0.38% 0.38%
TSCO D 0.78% 0.28% 0.28%
ULTA F 0.17% 0.17% 0.17%
URI B 1.1% 0.55% 0.55%
VRSK A 0.44% 0.42% 0.42%
VRT B 0.47% 0.48% 0.47%
WAT B 0.19% 0.24% 0.19%
WMG C 0.02% 0.05% 0.02%
WMS D 0.07% 0.1% 0.07%
WSM B 0.33% 0.15% 0.15%
XPO B 0.15% 0.24% 0.15%
DUHP Overweight 90 Positions Relative to CVMC
Symbol Grade Weight
NVDA C 6.26%
AAPL C 5.4%
MSFT F 4.52%
V A 4.15%
LLY F 3.81%
MA C 3.01%
HD A 2.69%
JNJ D 2.46%
ABBV D 2.44%
COST B 2.38%
ORCL B 2.31%
PEP F 2.0%
CAT B 1.91%
IBM C 1.84%
UNP C 1.55%
TJX A 1.43%
KO D 1.41%
ADBE C 1.35%
ADP B 1.31%
AMGN D 1.17%
MRK F 1.05%
DE A 1.05%
RCL A 1.01%
HON B 0.97%
LMT D 0.96%
BMY B 0.92%
COP C 0.91%
LNG B 0.9%
GILD C 0.84%
AXP A 0.82%
SHW A 0.8%
TGT F 0.67%
ROST C 0.67%
VST B 0.67%
CTAS B 0.66%
WM A 0.66%
LRCX F 0.63%
KLAC D 0.62%
OXY D 0.62%
CL D 0.59%
UPS C 0.58%
COR B 0.56%
AMAT F 0.55%
ZTS D 0.53%
HES B 0.51%
TRGP B 0.51%
NKE D 0.51%
CMG B 0.5%
ITW B 0.49%
MCO B 0.46%
NXPI D 0.42%
VZ C 0.41%
TXN C 0.39%
CSX B 0.38%
AON A 0.33%
CPAY A 0.32%
MCHP D 0.3%
PG A 0.29%
MSI B 0.28%
DVN F 0.27%
MPC D 0.27%
UAL A 0.26%
EOG A 0.23%
EXPE B 0.22%
LYB F 0.19%
TRV B 0.18%
LOW D 0.15%
LVS C 0.14%
TT A 0.13%
ACN C 0.13%
BLDR D 0.13%
TPL A 0.12%
MO A 0.11%
VLO C 0.1%
HAL C 0.1%
GDDY A 0.1%
BKNG A 0.09%
MMM D 0.09%
CAH B 0.07%
QCOM F 0.06%
HCA F 0.05%
MMC B 0.03%
SCCO F 0.03%
MAR B 0.03%
CTRA B 0.03%
CF B 0.01%
ORLY B 0.01%
SOLV C 0.01%
XOM B 0.0%
DELL C 0.0%
DUHP Underweight 534 Positions Relative to CVMC
Symbol Grade Weight
FICO B -0.57%
TTD B -0.55%
BK A -0.55%
CMI A -0.5%
ALL A -0.5%
PWR A -0.48%
AXON A -0.48%
FIS C -0.48%
SQ B -0.47%
D C -0.47%
AME A -0.46%
MSCI C -0.46%
BKR B -0.45%
PRU A -0.44%
CCI D -0.44%
PEG A -0.44%
IR B -0.43%
LEN D -0.42%
CBRE B -0.42%
DFS B -0.42%
CTSH B -0.41%
OTIS C -0.41%
SNOW C -0.41%
YUM B -0.4%
VMC B -0.4%
DDOG A -0.4%
TEAM A -0.4%
XEL A -0.4%
EA A -0.4%
EXC C -0.39%
GLW B -0.38%
A D -0.38%
GEHC F -0.37%
GIS D -0.37%
WAB B -0.37%
NUE C -0.36%
HPQ B -0.36%
ALNY D -0.35%
VEEV C -0.35%
RMD C -0.35%
HUBS A -0.35%
ACGL D -0.35%
EXR D -0.35%
IRM D -0.34%
HUM C -0.34%
AVB B -0.34%
ED D -0.34%
MTB A -0.34%
CSGP D -0.33%
WEC A -0.33%
HIG B -0.33%
EFX F -0.33%
FITB A -0.31%
WTW B -0.31%
PPG F -0.31%
CNC D -0.31%
DOV A -0.31%
XYL D -0.31%
NDAQ A -0.31%
HEI B -0.31%
EQR B -0.3%
TTWO A -0.3%
KHC F -0.3%
ARES A -0.3%
ANSS B -0.3%
RJF A -0.29%
EBAY D -0.29%
SW A -0.29%
BRO B -0.29%
VTR C -0.29%
ON D -0.29%
KEYS A -0.29%
PHM D -0.29%
FTV C -0.29%
DTE C -0.28%
NET B -0.28%
AWK D -0.28%
HPE B -0.28%
WST C -0.27%
TYL B -0.27%
AEE A -0.27%
HUBB B -0.27%
MPWR F -0.27%
STT A -0.27%
RBLX C -0.27%
EME C -0.26%
BIIB F -0.26%
SBAC D -0.26%
WBD C -0.26%
ILMN D -0.25%
ES D -0.25%
SYF B -0.25%
CSL C -0.25%
VLTO D -0.25%
CHD B -0.25%
FCNCA A -0.25%
TDY B -0.25%
TROW B -0.25%
STE F -0.24%
PKG A -0.24%
ZBH C -0.24%
HBAN A -0.24%
CMS C -0.23%
RF A -0.23%
PTC A -0.23%
IFF D -0.23%
ESS B -0.22%
TRU D -0.22%
LH C -0.22%
MKC D -0.22%
RS B -0.22%
WDC D -0.22%
ZM B -0.22%
CINF A -0.22%
OC A -0.22%
MAA B -0.21%
ZBRA B -0.21%
ARE D -0.21%
WSO A -0.21%
MDB C -0.21%
SNA A -0.21%
BALL D -0.21%
TRMB B -0.2%
PODD C -0.2%
ZS C -0.2%
IEX B -0.2%
SAIA B -0.2%
WY D -0.2%
PNR A -0.2%
CBOE B -0.2%
CFG B -0.2%
NTRS A -0.2%
DGX A -0.19%
MOH F -0.19%
BAX D -0.18%
TER D -0.18%
FSLR F -0.18%
PINS D -0.18%
CHRW C -0.18%
NI A -0.18%
KIM A -0.18%
UTHR C -0.18%
DPZ C -0.17%
DOC D -0.17%
NTNX A -0.17%
DOCU A -0.17%
AMCR D -0.17%
ALGN D -0.17%
GGG B -0.17%
LNT A -0.17%
SUI D -0.17%
WRB A -0.17%
FIX A -0.17%
TOL B -0.17%
TWLO A -0.17%
APTV D -0.17%
USFD A -0.17%
KEY B -0.17%
RVTY F -0.16%
ENTG D -0.16%
PSTG D -0.16%
CW B -0.16%
NDSN B -0.16%
EVRG A -0.16%
ACM A -0.16%
DG F -0.16%
INCY C -0.16%
TOST B -0.16%
SSNC B -0.16%
CASY A -0.16%
GPC D -0.16%
GWRE A -0.16%
VRSN F -0.16%
MAS D -0.16%
UDR B -0.16%
RGA A -0.15%
REG B -0.15%
SWK D -0.15%
COHR B -0.15%
EG C -0.15%
AVTR F -0.15%
SFM A -0.15%
Z A -0.15%
AKAM D -0.14%
HST C -0.14%
CMC B -0.14%
SWKS F -0.14%
AFRM B -0.14%
EWBC A -0.14%
EPAM C -0.14%
SOFI A -0.14%
JLL D -0.14%
NVT B -0.14%
BXP D -0.14%
ITT A -0.14%
PFGC B -0.14%
CPT B -0.14%
CAG D -0.14%
CLH B -0.14%
TXRH C -0.14%
EL F -0.14%
ELS C -0.14%
DT C -0.14%
FFIV B -0.14%
TW A -0.14%
SJM D -0.13%
AAL B -0.13%
OKTA C -0.13%
TPR B -0.13%
JNPR F -0.13%
JKHY D -0.13%
UNM A -0.13%
DUOL A -0.13%
RRX B -0.13%
ATR B -0.13%
NBIX C -0.13%
WPC D -0.13%
EMN D -0.13%
SUM B -0.13%
BG F -0.13%
DLTR F -0.13%
BMRN D -0.13%
OHI C -0.12%
JEF A -0.12%
AYI B -0.12%
KMX B -0.12%
PAYC B -0.12%
ALSN B -0.12%
WTRG B -0.12%
AIT A -0.12%
LBRDK C -0.12%
DAY B -0.12%
CUBE D -0.12%
OWL A -0.12%
ATI D -0.12%
KNX B -0.12%
BLD D -0.12%
TTEK F -0.12%
IPG D -0.12%
RNR C -0.12%
TECH D -0.12%
LAMR D -0.12%
WING D -0.11%
DCI B -0.11%
MORN B -0.11%
FRT B -0.11%
EXEL B -0.11%
SRPT D -0.11%
RPRX D -0.11%
BWA D -0.11%
ALV C -0.11%
EHC B -0.11%
CRL C -0.11%
ARMK B -0.11%
WWD B -0.11%
MKTX D -0.11%
SF B -0.11%
AES F -0.11%
MLI C -0.11%
CTLT B -0.11%
SNAP C -0.11%
PEN B -0.1%
CPB D -0.1%
MOS F -0.1%
HRL D -0.1%
TTC D -0.1%
ALLY C -0.1%
LKQ D -0.1%
BRX A -0.1%
GPK C -0.1%
ROKU D -0.1%
WAL B -0.1%
PRI A -0.1%
R B -0.1%
TFX F -0.1%
NYT C -0.1%
WBS A -0.1%
GMED A -0.1%
APG B -0.1%
CNH C -0.1%
DOX D -0.1%
AFG A -0.1%
AOS F -0.1%
KNSL B -0.1%
EXAS D -0.1%
CIEN B -0.1%
AXTA A -0.1%
AAON B -0.1%
CG A -0.1%
REXR F -0.1%
FND C -0.1%
EVR B -0.1%
FHN A -0.1%
RIVN F -0.1%
INGR B -0.1%
NNN D -0.09%
MOD A -0.09%
RHI B -0.09%
MKSI C -0.09%
ORI A -0.09%
BERY B -0.09%
CBSH A -0.09%
TPX B -0.09%
ENSG D -0.09%
SSD D -0.09%
FBIN D -0.09%
BRBR A -0.09%
FLS B -0.09%
WCC B -0.09%
CMA A -0.09%
BILL A -0.09%
PNFP B -0.09%
HSIC B -0.09%
CHE D -0.09%
PCTY B -0.09%
LSTR D -0.09%
PLNT A -0.09%
CE F -0.09%
HRB D -0.09%
ALK C -0.09%
GL B -0.09%
SMCI F -0.09%
LAD A -0.09%
HLI B -0.09%
MTZ B -0.09%
LEA D -0.08%
S B -0.08%
UFPI B -0.08%
CVLT B -0.08%
WEX D -0.08%
G B -0.08%
IVZ B -0.08%
FRPT B -0.08%
SNV B -0.08%
VMI B -0.08%
VOYA B -0.08%
THO B -0.08%
SKX D -0.08%
FR C -0.08%
H B -0.08%
RL B -0.08%
SSB B -0.08%
PARA C -0.08%
FCN D -0.08%
HLNE B -0.08%
HAS D -0.08%
FMC D -0.08%
ESTC C -0.08%
VNO B -0.08%
GXO B -0.08%
CGNX C -0.08%
CNM D -0.08%
TMHC B -0.08%
GKOS B -0.08%
CFR B -0.08%
JAZZ B -0.08%
RGEN D -0.08%
ESAB B -0.08%
MIDD C -0.08%
GTLS B -0.08%
OSK B -0.08%
ONTO D -0.08%
WTFC A -0.08%
SNX C -0.08%
HQY B -0.08%
ZION B -0.08%
SEIC B -0.08%
WH B -0.08%
BPMC C -0.07%
SAIC F -0.07%
BCPC B -0.07%
AGCO D -0.07%
WTS B -0.07%
KRG B -0.07%
KD B -0.07%
BPOP B -0.07%
CADE B -0.07%
DBX B -0.07%
ONB B -0.07%
SPSC C -0.07%
CBT C -0.07%
RYAN B -0.07%
CWST A -0.07%
CFLT B -0.07%
ANF C -0.07%
COLD D -0.07%
NOVT D -0.07%
BFAM D -0.07%
IDA A -0.07%
MHK D -0.07%
MOG.A B -0.07%
GME C -0.07%
DAR C -0.07%
LFUS F -0.07%
LSCC D -0.07%
VFC C -0.07%
COKE C -0.07%
AGNC D -0.07%
ESI A -0.07%
FAF A -0.07%
MTH D -0.07%
JXN C -0.07%
WSC D -0.07%
EXLS B -0.07%
PB A -0.07%
MSA D -0.07%
TREX C -0.07%
MTN C -0.07%
RHP B -0.07%
SMAR A -0.07%
BMI B -0.07%
HALO F -0.07%
STAG F -0.07%
ENPH F -0.07%
LPX B -0.07%
BIO D -0.07%
OLED D -0.07%
ELAN D -0.07%
HOMB A -0.06%
IBP D -0.06%
INSP D -0.06%
CRUS D -0.06%
ETSY D -0.06%
ESNT D -0.06%
ST F -0.06%
UGI A -0.06%
HXL D -0.06%
EXPO D -0.06%
QLYS C -0.06%
THG A -0.06%
SON D -0.06%
STWD C -0.06%
FNB A -0.06%
NXST C -0.06%
LNC B -0.06%
JHG A -0.06%
ARW D -0.06%
SIGI C -0.06%
WHR B -0.06%
DY D -0.06%
COOP B -0.06%
VRNS D -0.06%
AL B -0.06%
RMBS C -0.06%
BEN C -0.06%
SEE C -0.06%
BECN B -0.06%
HOG D -0.06%
ITRI B -0.06%
SITE D -0.06%
BC C -0.06%
GATX A -0.06%
MTG C -0.06%
MAT D -0.06%
NFG A -0.06%
BRKR D -0.06%
VNT B -0.06%
ALTR B -0.06%
FSS B -0.06%
MMSI B -0.06%
AWI A -0.06%
LYFT C -0.06%
AZEK A -0.06%
OMF A -0.06%
ELF C -0.06%
AXS A -0.06%
EPRT B -0.06%
KBH D -0.06%
QRVO F -0.06%
DOCS C -0.06%
FOUR B -0.06%
BBWI D -0.06%
TRNO F -0.06%
BCO D -0.05%
RH B -0.05%
FLO D -0.05%
PSN D -0.05%
WTM A -0.05%
GAP C -0.05%
FELE B -0.05%
CELH F -0.05%
ABG B -0.05%
OZK B -0.05%
RDN C -0.05%
SLM A -0.05%
TENB C -0.05%
SLGN A -0.05%
BCC B -0.05%
SWX B -0.05%
HCP B -0.05%
APPF B -0.05%
AMG B -0.05%
POR C -0.05%
TPG A -0.05%
ZWS B -0.05%
OLLI D -0.05%
TKR D -0.05%
CROX D -0.05%
IONS F -0.05%
MMS F -0.05%
PVH C -0.05%
TNET D -0.04%
MSM C -0.04%
ATKR C -0.04%
BBIO F -0.04%
CDP C -0.04%
LANC C -0.04%
XRAY F -0.04%
SIG B -0.04%
NSIT F -0.04%
CHWY B -0.04%
M D -0.04%
OPCH D -0.04%
AN C -0.04%
CHH A -0.04%
CWAN B -0.04%
OGN D -0.04%
ASH D -0.04%
EEFT B -0.04%
DLB B -0.04%
AVT C -0.04%
FIVE F -0.04%
PFSI D -0.03%
COLM B -0.03%
COTY F -0.03%
ALGM D -0.03%
CACC D -0.03%
CWEN C -0.03%
AGR B -0.03%
BOKF B -0.03%
PAG B -0.03%
APLS D -0.03%
ZI D -0.03%
LEVI F -0.02%
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