LRGE vs. CVSE ETF Comparison

Comparison of ClearBridge Large Cap Growth ESG ETF (LRGE) to Morgan Stanley ETF Trust Calvert US Select Equity ETF (CVSE)

LRGE

ClearBridge Large Cap Growth ESG ETF

LRGE Description

The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.

Grade (RS Rating)

Last Trade

$72.78

Average Daily Volume

12,724

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CVSE

Morgan Stanley ETF Trust 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

$68.14

Average Daily Volume

3,562

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	LRGE	CVSE
30 Days	2.25%	2.37%
60 Days	6.24%	4.60%
90 Days	4.25%	5.99%
12 Months	40.98%	35.31%

7 Overlapping Holdings

Symbol	Grade	Weight in LRGE	Weight in CVSE	Overlap
AAPL	C	4.77%	7.09%	4.77%
ACN	C	1.75%	1.78%	1.75%
LLY	D	2.15%	3.33%	2.15%
MSFT	C	7.47%	7.79%	7.47%
NFLX	B	4.03%	1.34%	1.34%
NVDA	C	9.3%	6.74%	6.74%
SPGI	C	1.82%	2.1%	1.82%

LRGE Overweight 31 Positions Relative to CVSE

Symbol	Grade	Weight
AMZN	C	7.36%
META	B	5.1%
V	C	4.54%
UNH	C	3.76%
PANW	D	2.45%
TMO	B	2.23%
ISRG	C	2.22%
UBER	C	2.2%
CRM	C	2.17%
TSM	C	2.11%
GWW	B	2.06%
ETN	C	1.99%
PYPL	B	1.89%
SHW	B	1.8%
EQIX	B	1.8%
ADBE	F	1.75%
GOOGL	D	1.61%
ZTS	B	1.59%
MMC	C	1.56%
ASML	F	1.56%
TGT	C	1.47%
INTU	D	1.47%
SYK	C	1.41%
UNP	D	1.4%
WDAY	D	1.31%
MNST	D	1.21%
ICE	C	1.0%
HON	C	0.97%
TSLA	C	0.95%
NEE	B	0.78%
SBUX	C	0.57%

LRGE Underweight 3 Positions Relative to CVSE

Symbol	Grade	Weight
MRK	F	-2.17%
MA	B	-1.48%
PH	B	-1.48%