IWP vs. CVMC ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$134.29

Average Daily Volume

1,027,078

Number of Holdings *

286

* 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

$63.13

Average Daily Volume

2,240

Number of Holdings *

606

* may have additional holdings in another (foreign) market
Performance
Period IWP CVMC
30 Days 9.53% 4.10%
60 Days 13.54% 5.63%
90 Days 15.76% 7.07%
12 Months 38.43% 29.52%
191 Overlapping Holdings
Symbol Grade Weight in IWP Weight in CVMC Overlap
AAL B 0.02% 0.13% 0.02%
AAON B 0.3% 0.1% 0.1%
ALGN D 0.32% 0.17% 0.17%
ALL A 0.26% 0.5% 0.26%
ALLY C 0.04% 0.1% 0.04%
ALNY D 0.86% 0.35% 0.35%
AMP A 1.68% 0.54% 0.54%
APLS F 0.09% 0.03% 0.03%
APP B 2.49% 0.55% 0.55%
APPF B 0.17% 0.05% 0.05%
ARES A 1.0% 0.3% 0.3%
AVY F 0.2% 0.18% 0.18%
AWI A 0.07% 0.06% 0.06%
AXON A 1.41% 0.48% 0.48%
AZEK A 0.15% 0.06% 0.06%
BAH F 0.62% 0.22% 0.22%
BFAM D 0.03% 0.07% 0.03%
BILL A 0.07% 0.09% 0.07%
BLD D 0.03% 0.12% 0.03%
BPOP C 0.02% 0.07% 0.02%
BR A 0.8% 0.27% 0.27%
BRKR D 0.12% 0.06% 0.06%
BRO B 0.38% 0.29% 0.29%
BURL B 0.56% 0.16% 0.16%
CACC D 0.07% 0.03% 0.03%
CASY A 0.08% 0.16% 0.08%
CDW F 0.39% 0.25% 0.25%
CE F 0.07% 0.09% 0.07%
CELH F 0.15% 0.05% 0.05%
CFLT B 0.22% 0.07% 0.07%
CGNX D 0.01% 0.08% 0.01%
CHE D 0.03% 0.09% 0.03%
CHH A 0.11% 0.04% 0.04%
CLX A 0.68% 0.2% 0.2%
CNM D 0.17% 0.08% 0.08%
CROX D 0.03% 0.05% 0.03%
CSL C 0.09% 0.25% 0.09%
CVNA B 0.3% 0.25% 0.25%
DAY B 0.04% 0.12% 0.04%
DBX B 0.06% 0.07% 0.06%
DDOG A 1.23% 0.4% 0.4%
DECK A 0.87% 0.26% 0.26%
DKS D 0.03% 0.11% 0.03%
DOCS C 0.01% 0.06% 0.01%
DOCU B 0.52% 0.17% 0.17%
DPZ C 0.17% 0.17% 0.17%
DRI B 0.34% 0.22% 0.22%
DT D 0.5% 0.14% 0.14%
DUOL A 0.37% 0.13% 0.13%
DVA C 0.26% 0.08% 0.08%
EFX F 0.2% 0.33% 0.2%
EG C 0.09% 0.15% 0.09%
ELF C 0.21% 0.06% 0.06%
EME A 0.3% 0.26% 0.26%
ENPH F 0.26% 0.07% 0.07%
ENTG D 0.48% 0.16% 0.16%
EPAM B 0.03% 0.14% 0.03%
EQH C 0.41% 0.15% 0.15%
ESTC C 0.23% 0.08% 0.08%
ETSY D 0.12% 0.06% 0.06%
EXAS D 0.12% 0.1% 0.1%
EXEL B 0.27% 0.11% 0.11%
EXPD C 0.09% 0.21% 0.09%
FAST B 1.29% 0.45% 0.45%
FDS B 0.21% 0.21% 0.21%
FICO B 1.48% 0.57% 0.57%
FIVE F 0.12% 0.04% 0.04%
FIX A 0.51% 0.17% 0.17%
FND D 0.13% 0.1% 0.1%
FOUR A 0.19% 0.06% 0.06%
FRPT A 0.07% 0.08% 0.07%
GEHC D 0.11% 0.37% 0.11%
GWRE A 0.23% 0.16% 0.16%
GWW B 1.45% 0.5% 0.5%
H B 0.03% 0.08% 0.03%
HAS D 0.25% 0.08% 0.08%
HCP B 0.12% 0.05% 0.05%
HEI A 0.39% 0.31% 0.31%
HEI A 0.55% 0.31% 0.31%
HLI A 0.03% 0.09% 0.03%
HPQ B 0.28% 0.36% 0.28%
HRB D 0.05% 0.09% 0.05%
HSY F 0.11% 0.29% 0.11%
HUBS A 1.08% 0.35% 0.35%
IDXX F 1.13% 0.35% 0.35%
INCY C 0.02% 0.16% 0.02%
INSP D 0.17% 0.06% 0.06%
IONS F 0.16% 0.05% 0.05%
IQV F 0.13% 0.37% 0.13%
IRM C 0.62% 0.34% 0.34%
IT C 1.29% 0.42% 0.42%
JBL C 0.04% 0.14% 0.04%
JEF A 0.12% 0.12% 0.12%
JLL D 0.13% 0.14% 0.13%
KMX B 0.03% 0.12% 0.03%
KNSL B 0.33% 0.1% 0.1%
LAMR C 0.09% 0.12% 0.09%
LBRDK C 0.08% 0.12% 0.08%
LECO C 0.1% 0.13% 0.1%
LII A 0.64% 0.23% 0.23%
LPLA A 0.76% 0.23% 0.23%
LPX B 0.16% 0.07% 0.07%
LSCC D 0.19% 0.07% 0.07%
LW C 0.11% 0.12% 0.11%
LYFT C 0.15% 0.06% 0.06%
LYV A 0.67% 0.23% 0.23%
MANH D 0.54% 0.17% 0.17%
MDB B 0.64% 0.21% 0.21%
MEDP D 0.26% 0.09% 0.09%
MKSI C 0.01% 0.09% 0.01%
MOH F 0.35% 0.19% 0.19%
MORN B 0.29% 0.11% 0.11%
MPWR F 0.88% 0.27% 0.27%
MSCI C 0.86% 0.46% 0.46%
MTN C 0.18% 0.07% 0.07%
NBIX C 0.38% 0.13% 0.13%
NET B 0.88% 0.28% 0.28%
NRG B 0.26% 0.21% 0.21%
NTAP C 0.35% 0.25% 0.25%
NTNX B 0.16% 0.17% 0.16%
NXST C 0.06% 0.06% 0.06%
ODFL C 1.38% 0.43% 0.43%
OKTA C 0.17% 0.13% 0.13%
OLED F 0.13% 0.07% 0.07%
ONTO F 0.07% 0.08% 0.07%
OWL A 0.37% 0.12% 0.12%
PAYC B 0.23% 0.12% 0.12%
PAYX B 0.54% 0.47% 0.47%
PCTY C 0.28% 0.09% 0.09%
PEN B 0.29% 0.1% 0.1%
PFGC B 0.06% 0.14% 0.06%
PINS F 0.55% 0.18% 0.18%
PLNT A 0.15% 0.09% 0.09%
PODD C 0.59% 0.2% 0.2%
POOL C 0.44% 0.13% 0.13%
PSTG D 0.42% 0.16% 0.16%
PTC B 0.45% 0.23% 0.23%
PWR A 0.47% 0.48% 0.47%
RBLX C 0.85% 0.27% 0.27%
RGEN D 0.03% 0.08% 0.03%
RH C 0.03% 0.05% 0.03%
RMD C 0.3% 0.35% 0.3%
ROK C 0.1% 0.35% 0.1%
ROKU D 0.04% 0.1% 0.04%
ROL B 0.45% 0.16% 0.16%
RYAN A 0.24% 0.07% 0.07%
S B 0.04% 0.08% 0.04%
SAIA B 0.26% 0.2% 0.2%
SEE C 0.01% 0.06% 0.01%
SITE F 0.08% 0.06% 0.06%
SKX D 0.02% 0.08% 0.02%
SMAR B 0.24% 0.07% 0.07%
SMCI F 0.3% 0.09% 0.09%
SOFI B 0.07% 0.14% 0.07%
SQ A 0.64% 0.47% 0.47%
SRPT F 0.31% 0.11% 0.11%
SSD F 0.02% 0.09% 0.02%
SYY D 0.76% 0.38% 0.38%
TER F 0.48% 0.18% 0.18%
TOST B 0.59% 0.16% 0.16%
TPG A 0.04% 0.05% 0.04%
TPX B 0.3% 0.09% 0.09%
TREX C 0.24% 0.07% 0.07%
TRU D 0.03% 0.22% 0.03%
TSCO D 0.97% 0.28% 0.28%
TTD B 1.7% 0.55% 0.55%
TTEK F 0.08% 0.12% 0.08%
TW A 0.19% 0.14% 0.14%
TWLO A 0.11% 0.17% 0.11%
TXRH B 0.43% 0.14% 0.14%
TYL B 0.7% 0.27% 0.27%
ULTA F 0.49% 0.17% 0.17%
URI C 0.44% 0.55% 0.44%
VEEV C 1.03% 0.35% 0.35%
VLTO C 0.37% 0.25% 0.25%
VMC B 0.31% 0.4% 0.31%
VRSK A 1.3% 0.42% 0.42%
VRSN C 0.03% 0.16% 0.03%
VRT B 1.41% 0.48% 0.48%
WAT C 0.42% 0.24% 0.24%
WEX D 0.02% 0.08% 0.02%
WH B 0.02% 0.08% 0.02%
WING D 0.3% 0.11% 0.11%
WMS F 0.11% 0.1% 0.1%
WSC F 0.06% 0.07% 0.06%
WSM C 0.32% 0.15% 0.15%
WST C 0.45% 0.27% 0.27%
XPO B 0.55% 0.24% 0.24%
YUM D 0.47% 0.4% 0.4%
ZBRA B 0.14% 0.21% 0.14%
ZS B 0.6% 0.2% 0.2%
IWP Overweight 95 Positions Relative to CVMC
Symbol Grade Weight
PLTR B 4.32%
COIN C 1.65%
VST A 1.6%
TRGP A 1.4%
COR B 1.3%
HLT A 1.02%
DXCM C 0.99%
CPNG D 0.93%
HES B 0.86%
GDDY A 0.84%
TPL A 0.83%
CPAY A 0.81%
LNG A 0.81%
EXPE B 0.75%
RCL A 0.62%
DKNG B 0.59%
CAH B 0.56%
LVS B 0.55%
NTRA A 0.54%
SPG A 0.49%
NCLH B 0.37%
CAVA B 0.35%
ROST D 0.35%
CHDN B 0.32%
MUSA B 0.32%
ITCI C 0.28%
LNW F 0.27%
EXP B 0.25%
PCOR B 0.24%
GTLB B 0.23%
GLOB B 0.21%
BSY F 0.21%
FWONK A 0.2%
WFRD D 0.19%
VVV D 0.18%
LAZ B 0.18%
MKL A 0.17%
VKTX F 0.17%
GNRC C 0.17%
PATH C 0.15%
AJG A 0.14%
PEGA B 0.13%
RPM A 0.13%
RARE F 0.13%
MASI B 0.12%
MSTR B 0.11%
RNG C 0.1%
UHAL D 0.09%
FERG B 0.09%
HWM A 0.09%
FIVN C 0.09%
TDC D 0.09%
U C 0.08%
BWXT B 0.08%
MLM C 0.07%
BROS A 0.07%
NCNO C 0.07%
PR B 0.07%
CLF F 0.06%
BLDR D 0.06%
AM A 0.06%
CIVI D 0.05%
VNOM A 0.05%
LOPE C 0.05%
WEN D 0.05%
DV C 0.05%
EQT B 0.05%
TKO A 0.04%
SN D 0.04%
LOAR B 0.03%
TXG F 0.03%
YETI D 0.03%
DJT C 0.03%
SPR D 0.02%
MTDR B 0.02%
SAM C 0.02%
UI B 0.02%
FWONA A 0.02%
CAR C 0.02%
KBR F 0.02%
WYNN C 0.02%
FTRE D 0.01%
PPC C 0.01%
CC C 0.01%
UHAL D 0.01%
NFE D 0.01%
IRDM D 0.01%
MSGS A 0.01%
LBRDA C 0.01%
UWMC D 0.01%
WU F 0.01%
RLI A 0.01%
ALAB B 0.0%
TRIP F 0.0%
PYCR B 0.0%
IWP Underweight 416 Positions Relative to CVMC
Symbol Grade Weight
ADSK A -0.64%
FTNT C -0.59%
BK A -0.55%
CMI A -0.5%
FIS C -0.48%
D C -0.47%
AME A -0.46%
DAL B -0.46%
BKR A -0.45%
PRU A -0.44%
KR B -0.44%
CCI C -0.44%
PEG A -0.44%
IR B -0.43%
KVUE A -0.43%
LEN D -0.42%
CBRE B -0.42%
DFS B -0.42%
KMB C -0.42%
CTSH B -0.41%
OTIS C -0.41%
SNOW B -0.41%
TEAM A -0.4%
XEL A -0.4%
EA A -0.4%
CHTR C -0.39%
EXC C -0.39%
GLW B -0.38%
A D -0.38%
GIS D -0.37%
WAB B -0.37%
NUE C -0.36%
ACGL C -0.35%
EXR C -0.35%
LULU C -0.34%
HUM C -0.34%
AVB B -0.34%
ED C -0.34%
MTB A -0.34%
CSGP D -0.33%
WEC A -0.33%
HIG B -0.33%
FITB B -0.31%
WTW B -0.31%
PPG F -0.31%
CNC D -0.31%
DOV A -0.31%
XYL D -0.31%
NVR D -0.31%
NDAQ A -0.31%
EQR C -0.3%
TTWO A -0.3%
KHC F -0.3%
ANSS B -0.3%
RJF A -0.29%
EBAY D -0.29%
SW A -0.29%
VTR B -0.29%
ON D -0.29%
KEYS A -0.29%
PHM D -0.29%
FTV C -0.29%
DTE C -0.28%
MTD F -0.28%
AWK C -0.28%
HPE B -0.28%
AEE A -0.27%
HUBB B -0.27%
STT B -0.27%
BIIB F -0.26%
SBAC D -0.26%
WBD B -0.26%
ILMN C -0.25%
ES C -0.25%
SYF B -0.25%
STLD B -0.25%
CHD A -0.25%
FCNCA A -0.25%
TDY B -0.25%
TROW B -0.25%
STE D -0.24%
PKG A -0.24%
ZBH C -0.24%
HBAN A -0.24%
CMS C -0.23%
OMC C -0.23%
K A -0.23%
RF A -0.23%
IFF D -0.23%
ESS B -0.22%
LH B -0.22%
MKC C -0.22%
RS B -0.22%
WDC D -0.22%
ZM C -0.22%
CINF A -0.22%
OC A -0.22%
MAA B -0.21%
STX C -0.21%
ARE F -0.21%
WSO A -0.21%
SNA A -0.21%
BALL F -0.21%
TRMB B -0.2%
IEX C -0.2%
WY F -0.2%
PNR A -0.2%
CBOE C -0.2%
CFG B -0.2%
JBHT C -0.2%
NTRS A -0.2%
DGX A -0.19%
PFG D -0.19%
HOLX D -0.19%
BAX F -0.18%
FSLR F -0.18%
CHRW B -0.18%
NI A -0.18%
KIM A -0.18%
UTHR C -0.18%
DOC C -0.17%
AMCR C -0.17%
GGG B -0.17%
LNT A -0.17%
SUI C -0.17%
GEN B -0.17%
WRB A -0.17%
TOL B -0.17%
BBY D -0.17%
APTV F -0.17%
USFD A -0.17%
KEY B -0.17%
RVTY F -0.16%
CW C -0.16%
NDSN B -0.16%
EVRG A -0.16%
ACM B -0.16%
DG F -0.16%
SSNC B -0.16%
GPC D -0.16%
MAS D -0.16%
UDR B -0.16%
RGA A -0.15%
REG A -0.15%
SWK D -0.15%
COHR B -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 A -0.14%
EWBC A -0.14%
NVT B -0.14%
BXP C -0.14%
ALLE C -0.14%
ITT A -0.14%
CPT B -0.14%
CAG F -0.14%
CLH C -0.14%
EL F -0.14%
ELS C -0.14%
FFIV B -0.14%
SJM D -0.13%
TPR B -0.13%
JNPR D -0.13%
JKHY D -0.13%
UNM A -0.13%
RRX B -0.13%
ATR B -0.13%
WPC C -0.13%
SCI B -0.13%
EMN C -0.13%
SUM B -0.13%
BG D -0.13%
DLTR F -0.13%
BMRN F -0.13%
OHI C -0.12%
AYI B -0.12%
ALSN B -0.12%
WTRG B -0.12%
AIT B -0.12%
CUBE C -0.12%
ATI C -0.12%
KNX C -0.12%
CCK D -0.12%
IPG D -0.12%
RNR C -0.12%
TECH F -0.12%
DCI B -0.11%
FRT B -0.11%
RPRX D -0.11%
BWA D -0.11%
BJ A -0.11%
ALV C -0.11%
EHC B -0.11%
CRL D -0.11%
ARMK B -0.11%
WWD C -0.11%
MKTX D -0.11%
SF B -0.11%
AES F -0.11%
MLI B -0.11%
CTLT C -0.11%
SNAP D -0.11%
CPB D -0.1%
MOS F -0.1%
HRL D -0.1%
TTC C -0.1%
LKQ F -0.1%
BRX A -0.1%
GPK C -0.1%
WAL B -0.1%
PRI B -0.1%
R B -0.1%
TFX F -0.1%
NYT D -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%
CIEN C -0.1%
AXTA B -0.1%
CG B -0.1%
REXR F -0.1%
EVR B -0.1%
FHN A -0.1%
RIVN F -0.1%
INGR C -0.1%
NNN C -0.09%
MOD A -0.09%
RHI C -0.09%
ORI A -0.09%
BERY C -0.09%
CBSH B -0.09%
ENSG C -0.09%
FBIN D -0.09%
BRBR A -0.09%
FLS B -0.09%
WCC B -0.09%
CMA B -0.09%
PNFP B -0.09%
HSIC C -0.09%
LSTR D -0.09%
ALK B -0.09%
GL C -0.09%
LAD A -0.09%
MTZ B -0.09%
LEA F -0.08%
UFPI C -0.08%
CVLT B -0.08%
G B -0.08%
IVZ B -0.08%
SNV C -0.08%
VMI B -0.08%
VOYA B -0.08%
THO B -0.08%
FR D -0.08%
RL C -0.08%
SSB B -0.08%
PARA C -0.08%
FCN F -0.08%
HLNE B -0.08%
FMC D -0.08%
VNO C -0.08%
GXO B -0.08%
TMHC C -0.08%
GKOS B -0.08%
CFR B -0.08%
JAZZ B -0.08%
ESAB C -0.08%
MIDD C -0.08%
GTLS A -0.08%
OSK C -0.08%
WTFC A -0.08%
SNX D -0.08%
HQY A -0.08%
ZION B -0.08%
SEIC B -0.08%
ACI C -0.08%
BPMC B -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%
CADE B -0.07%
ONB C -0.07%
SPSC D -0.07%
CBT D -0.07%
CWST A -0.07%
ANF F -0.07%
COLD D -0.07%
NOVT 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 D -0.07%
VFC C -0.07%
COKE C -0.07%
AGNC C -0.07%
ESI B -0.07%
FAF A -0.07%
MTH D -0.07%
JXN C -0.07%
EXLS B -0.07%
PB B -0.07%
MSA F -0.07%
RHP B -0.07%
BMI B -0.07%
HALO F -0.07%
STAG D -0.07%
BIO C -0.07%
ELAN D -0.07%
HOMB A -0.06%
IBP D -0.06%
CRUS D -0.06%
ESNT F -0.06%
ST F -0.06%
UGI C -0.06%
HXL F -0.06%
EXPO D -0.06%
QLYS B -0.06%
THG A -0.06%
SON F -0.06%
STWD C -0.06%
FNB A -0.06%
LNC C -0.06%
JHG B -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 B -0.06%
BEN C -0.06%
BECN B -0.06%
HOG D -0.06%
ITRI C -0.06%
BC C -0.06%
GATX A -0.06%
MTG C -0.06%
MAT D -0.06%
NFG A -0.06%
VNT C -0.06%
ALTR B -0.06%
FSS B -0.06%
MMSI A -0.06%
OMF A -0.06%
AXS A -0.06%
EPRT B -0.06%
KBH D -0.06%
QRVO F -0.06%
BBWI C -0.06%
TRNO F -0.06%
BCO F -0.05%
FLO D -0.05%
PSN D -0.05%
WTM A -0.05%
GAP C -0.05%
FELE B -0.05%
ABG C -0.05%
OZK B -0.05%
RDN D -0.05%
SLM A -0.05%
TENB C -0.05%
WMG D -0.05%
SLGN A -0.05%
BCC B -0.05%
SWX B -0.05%
AMG B -0.05%
POR C -0.05%
ZWS B -0.05%
OLLI D -0.05%
TKR D -0.05%
MMS F -0.05%
PVH C -0.05%
TNET F -0.04%
MSM C -0.04%
ATKR D -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 F -0.04%
OPCH D -0.04%
AN C -0.04%
CWAN B -0.04%
OGN F -0.04%
ASH F -0.04%
EEFT B -0.04%
DLB B -0.04%
AVT C -0.04%
PFSI C -0.03%
COLM C -0.03%
COTY F -0.03%
ALGM D -0.03%
CWEN C -0.03%
AGR A -0.03%
BOKF B -0.03%
PAG B -0.03%
ZI D -0.03%
LEVI F -0.02%
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