DWM vs. CVIE ETF Comparison
Comparison of WisdomTree DEFA Fund (DWM) to Calvert International Responsible Index ETF (CVIE)
DWM
WisdomTree DEFA Fund
DWM Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Dividend Index of Europe, Far East Asia and Australasia. The fund normally invests at least 95% of its total assets (exclusive of collateral held from securities lending) in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is comprised of dividend-paying companies in the industrialized world, excluding Canada and the United States, that pay regular cash dividends. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$53.83
Average Daily Volume
19,096
21
CVIE
Calvert International Responsible Index ETF
CVIE 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 large companies in developed markets, excluding the U.S., that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.Grade (RS Rating)
Last Trade
$56.43
Average Daily Volume
9,954
45
Performance
| Period | DWM | CVIE |
|---|---|---|
| 30 Days | -3.32% | -3.16% |
| 60 Days | -5.42% | -4.51% |
| 90 Days | -5.46% | -4.93% |
| 12 Months | 11.87% | 12.30% |
13 Overlapping Holdings
| Symbol | Grade | Weight in DWM | Weight in CVIE | Overlap | |
|---|---|---|---|---|---|
| ABBV | F | 0.5% | 0.47% | 0.47% | |
| DEO | F | 0.27% | 0.41% | 0.27% | |
| HSBH | B | 2.15% | 0.9% | 0.9% | |
| LOGI | D | 0.04% | 0.05% | 0.04% | |
| LYG | D | 0.19% | 0.27% | 0.19% | |
| MFG | A | 0.19% | 0.34% | 0.19% | |
| MUFG | B | 0.52% | 0.72% | 0.52% | |
| NMR | B | 0.03% | 0.14% | 0.03% | |
| NVS | F | 1.62% | 0.98% | 0.98% | |
| SMFG | B | 0.35% | 0.52% | 0.35% | |
| SONY | B | 0.12% | 0.66% | 0.12% | |
| TM | F | 1.3% | 1.13% | 1.13% | |
| UL | D | 0.95% | 0.76% | 0.76% |
DWM Underweight 32 Positions Relative to CVIE
| Symbol | Grade | Weight | |
|---|---|---|---|
| SHOP | B | -0.79% | |
| TD | D | -0.53% | |
| CB | C | -0.47% | |
| CNI | F | -0.44% | |
| WCN | A | -0.34% | |
| SPOT | B | -0.31% | |
| NXPI | D | -0.27% | |
| GRMN | B | -0.15% | |
| SE | A | -0.15% | |
| CHKP | C | -0.14% | |
| KB | B | -0.13% | |
| CCEP | C | -0.13% | |
| STLA | F | -0.12% | |
| ICLR | D | -0.12% | |
| UMC | F | -0.12% | |
| CYBR | A | -0.11% | |
| SHG | C | -0.11% | |
| RBA | A | -0.11% | |
| FLEX | B | -0.1% | |
| AGCO | D | -0.1% | |
| MNDY | C | -0.08% | |
| AER | A | -0.08% | |
| NICE | D | -0.08% | |
| ONON | A | -0.07% | |
| WIX | A | -0.07% | |
| CHT | C | -0.07% | |
| XRX | F | -0.06% | |
| QGEN | D | -0.05% | |
| WFG | C | -0.05% | |
| GRAB | A | -0.04% | |
| BNTX | C | -0.04% | |
| OTEX | F | -0.03% |
DWM: Top Represented Industries & Keywords
CVIE: Top Represented Industries & Keywords
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