ESMV vs. CVMC ETF Comparison

Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
ESMV

iShares ESG MSCI USA Min Vol Factor ETF

ESMV Description

iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States

Grade (RS Rating)

Last Trade

$29.49

Average Daily Volume

4,983

Number of Holdings *

150

* 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 ESMV CVMC
30 Days 2.11% 5.83%
60 Days 2.84% 6.29%
90 Days 4.91% 8.25%
12 Months 24.44% 30.95%
60 Overlapping Holdings
Symbol Grade Weight in ESMV Weight in CVMC Overlap
ADSK A 0.23% 0.64% 0.23%
AKAM D 0.3% 0.14% 0.14%
ALNY D 0.28% 0.35% 0.28%
AMCR D 0.34% 0.17% 0.17%
AWK D 0.22% 0.28% 0.22%
BR A 0.31% 0.27% 0.27%
CBRE B 0.51% 0.42% 0.42%
CHD B 0.41% 0.25% 0.25%
CHRW C 0.49% 0.18% 0.18%
CLX B 0.34% 0.2% 0.2%
CMS C 0.58% 0.23% 0.23%
CNH C 0.31% 0.1% 0.1%
CPB D 0.33% 0.1% 0.1%
CTSH B 0.3% 0.41% 0.3%
DECK A 0.41% 0.26% 0.26%
DGX A 0.7% 0.19% 0.19%
DPZ C 0.13% 0.17% 0.13%
EA A 1.31% 0.4% 0.4%
ED D 1.26% 0.34% 0.34%
ES D 0.4% 0.25% 0.25%
EXC C 0.05% 0.39% 0.05%
FAST B 0.08% 0.45% 0.08%
FCNCA A 0.24% 0.25% 0.24%
FFIV B 0.12% 0.14% 0.12%
FICO B 0.54% 0.57% 0.54%
FSLR F 0.19% 0.18% 0.18%
GEN B 0.38% 0.17% 0.17%
GIS D 1.22% 0.37% 0.37%
GWW B 1.68% 0.5% 0.5%
HOLX D 0.51% 0.19% 0.19%
HPE B 0.75% 0.28% 0.28%
HRL D 0.35% 0.1% 0.1%
HUBS A 0.77% 0.35% 0.35%
HUM C 0.31% 0.34% 0.31%
INCY C 0.26% 0.16% 0.16%
IT C 0.72% 0.42% 0.42%
JKHY D 0.13% 0.13% 0.13%
JNPR F 0.45% 0.13% 0.13%
K A 0.86% 0.23% 0.23%
KEYS A 0.83% 0.29% 0.29%
KHC F 0.34% 0.3% 0.3%
KMB D 0.55% 0.42% 0.42%
KNX B 0.07% 0.12% 0.07%
KR B 1.09% 0.44% 0.44%
LKQ D 0.3% 0.1% 0.1%
MKC D 0.12% 0.22% 0.12%
NTAP C 0.15% 0.25% 0.15%
ODFL B 0.4% 0.43% 0.4%
OTIS C 0.21% 0.41% 0.21%
PEG A 1.64% 0.44% 0.44%
PTC A 0.78% 0.23% 0.23%
STX D 0.36% 0.21% 0.21%
TEAM A 0.14% 0.4% 0.14%
TSCO D 0.27% 0.28% 0.27%
ULTA F 0.17% 0.17% 0.17%
VLTO D 1.01% 0.25% 0.25%
VRSN F 0.32% 0.16% 0.16%
WTW B 0.17% 0.31% 0.17%
XYL D 0.25% 0.31% 0.25%
YUM B 0.39% 0.4% 0.39%
ESMV Overweight 90 Positions Relative to CVMC
Symbol Grade Weight
MSI B 1.81%
NVDA C 1.69%
IBM C 1.66%
TMUS B 1.65%
TRV B 1.64%
CSCO B 1.48%
WM A 1.44%
NOC D 1.43%
ADP B 1.43%
MMC B 1.4%
TXN C 1.39%
VRTX F 1.39%
HD A 1.39%
MCK B 1.38%
VZ C 1.37%
UNH C 1.36%
MSFT F 1.34%
ACN C 1.33%
PGR A 1.33%
ROP B 1.31%
HES B 1.3%
FERG B 1.3%
GILD C 1.29%
LLY F 1.25%
OKE A 1.24%
TT A 1.23%
CL D 1.21%
AMGN D 1.2%
ORCL B 1.19%
V A 1.13%
CDNS B 1.11%
SPGI C 1.07%
PG A 1.06%
MCD D 1.02%
MRK F 1.01%
PEP F 1.01%
NEM D 0.99%
MA C 0.97%
JNJ D 0.97%
ADBE C 0.93%
LOW D 0.89%
TRGP B 0.82%
KO D 0.79%
WDAY B 0.77%
COR B 0.77%
CRH A 0.75%
CRM B 0.74%
EQIX A 0.74%
HON B 0.69%
REGN F 0.65%
ZTS D 0.63%
SRE A 0.53%
AAPL C 0.52%
ELV F 0.51%
NEE D 0.5%
CI F 0.44%
MELI D 0.44%
RTX C 0.43%
CME A 0.43%
UBER D 0.42%
AZO C 0.41%
T A 0.4%
ICE C 0.39%
FI A 0.34%
INTC D 0.34%
CVX A 0.34%
SNPS B 0.33%
NXPI D 0.32%
ECL D 0.32%
PSX C 0.32%
BMY B 0.28%
AJG B 0.25%
JCI C 0.24%
AIZ A 0.19%
GDDY A 0.19%
RSG A 0.18%
INTU C 0.18%
NOW A 0.17%
AZPN A 0.17%
KDP D 0.16%
UPS C 0.15%
SOLV C 0.11%
LDOS C 0.11%
MPC D 0.1%
LIN D 0.1%
CMCSA B 0.09%
CAH B 0.08%
TJX A 0.06%
HII D 0.06%
AON A 0.06%
ESMV Underweight 546 Positions Relative to CVMC
Symbol Grade Weight
FTNT C -0.59%
APP B -0.55%
URI B -0.55%
TTD B -0.55%
BK A -0.55%
AMP A -0.54%
CMI A -0.5%
ALL A -0.5%
VRT B -0.48%
PWR A -0.48%
AXON A -0.48%
FIS C -0.48%
SQ B -0.47%
D C -0.47%
PAYX C -0.47%
AME A -0.46%
DAL C -0.46%
MSCI C -0.46%
BKR B -0.45%
PRU A -0.44%
CCI D -0.44%
IR B -0.43%
KVUE A -0.43%
LEN D -0.42%
VRSK A -0.42%
DFS B -0.42%
SNOW C -0.41%
VMC B -0.4%
DDOG A -0.4%
XEL A -0.4%
CHTR C -0.39%
GLW B -0.38%
SYY B -0.38%
A D -0.38%
IQV D -0.37%
GEHC F -0.37%
WAB B -0.37%
NUE C -0.36%
HPQ B -0.36%
VEEV C -0.35%
ROK B -0.35%
RMD C -0.35%
IDXX F -0.35%
ACGL D -0.35%
EXR D -0.35%
LULU C -0.34%
IRM D -0.34%
AVB B -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%
PPG F -0.31%
CNC D -0.31%
DOV A -0.31%
NVR D -0.31%
NDAQ A -0.31%
HEI B -0.31%
EQR B -0.3%
TTWO A -0.3%
ARES A -0.3%
ANSS B -0.3%
HSY F -0.29%
RJF A -0.29%
EBAY D -0.29%
SW A -0.29%
BRO B -0.29%
VTR C -0.29%
ON D -0.29%
PHM D -0.29%
FTV C -0.29%
DTE C -0.28%
MTD D -0.28%
NET 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%
CDW F -0.25%
SYF B -0.25%
CSL C -0.25%
STLD B -0.25%
TDY B -0.25%
CVNA B -0.25%
TROW B -0.25%
XPO B -0.24%
STE F -0.24%
PKG A -0.24%
ZBH C -0.24%
WAT B -0.24%
HBAN A -0.24%
LYV A -0.23%
LII A -0.23%
LPLA A -0.23%
OMC C -0.23%
RF A -0.23%
IFF D -0.23%
DRI B -0.22%
ESS B -0.22%
TRU D -0.22%
LH C -0.22%
RS B -0.22%
WDC D -0.22%
ZM B -0.22%
CINF A -0.22%
BAH F -0.22%
OC A -0.22%
MAA B -0.21%
ZBRA B -0.21%
NRG B -0.21%
ARE D -0.21%
WSO A -0.21%
EXPD D -0.21%
FDS B -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%
JBHT C -0.2%
NTRS A -0.2%
PFG D -0.19%
MOH F -0.19%
BAX D -0.18%
TER D -0.18%
PINS D -0.18%
NI A -0.18%
AVY D -0.18%
KIM A -0.18%
UTHR C -0.18%
DOC D -0.17%
NTNX A -0.17%
DOCU A -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%
BBY D -0.17%
TWLO A -0.17%
APTV D -0.17%
MANH 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%
TOST B -0.16%
SSNC B -0.16%
CASY A -0.16%
BURL A -0.16%
GPC D -0.16%
GWRE A -0.16%
MAS D -0.16%
UDR B -0.16%
ROL B -0.16%
RGA A -0.15%
EQH B -0.15%
REG B -0.15%
SWK D -0.15%
COHR B -0.15%
WSM B -0.15%
EG C -0.15%
AVTR F -0.15%
SFM A -0.15%
Z A -0.15%
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%
ALLE 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%
TW A -0.14%
JBL B -0.14%
SJM D -0.13%
AAL B -0.13%
POOL C -0.13%
OKTA C -0.13%
TPR B -0.13%
LECO B -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%
SCI B -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%
LW C -0.12%
BLD D -0.12%
TTEK F -0.12%
CCK C -0.12%
IPG D -0.12%
RNR C -0.12%
TECH D -0.12%
LAMR D -0.12%
WING D -0.11%
DKS C -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%
BJ A -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%
MOS F -0.1%
TTC D -0.1%
ALLY C -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%
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%
WMS D -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%
MEDP D -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%
ACI C -0.08%
WH B -0.08%
DVA 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%
WMG 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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