REVS vs. CVMC ETF Comparison

Comparison of Columbia Research Enhanced Value ETF (REVS) to Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
REVS

Columbia Research Enhanced Value ETF

REVS Description

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.

Grade (RS Rating)

Last Trade

$26.74

Average Daily Volume

10,423

Number of Holdings *

304

* 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 REVS CVMC
30 Days 4.40% 5.83%
60 Days 6.20% 6.29%
90 Days 7.64% 8.25%
12 Months 31.68% 30.95%
172 Overlapping Holdings
Symbol Grade Weight in REVS Weight in CVMC Overlap
ACI C 0.1% 0.08% 0.08%
ACM A 0.16% 0.16% 0.16%
AEE A 0.41% 0.27% 0.27%
AES F 0.16% 0.11% 0.11%
ALGM D 0.04% 0.03% 0.03%
ALL A 0.41% 0.5% 0.41%
ALNY D 0.01% 0.35% 0.01%
ALSN B 0.11% 0.12% 0.11%
AMG B 0.05% 0.05% 0.05%
AOS F 0.09% 0.1% 0.09%
ARE D 0.23% 0.21% 0.21%
ARMK B 0.12% 0.11% 0.11%
ASH D 0.05% 0.04% 0.04%
AVTR F 0.17% 0.15% 0.15%
AXS A 0.06% 0.06% 0.06%
AYI B 0.11% 0.12% 0.11%
BAX D 0.21% 0.18% 0.18%
BEN C 0.06% 0.06% 0.06%
BG F 0.15% 0.13% 0.13%
BIIB F 0.09% 0.26% 0.09%
BILL A 0.1% 0.09% 0.09%
BK A 0.54% 0.55% 0.54%
BLD D 0.12% 0.12% 0.12%
BMRN D 0.05% 0.13% 0.05%
BR A 0.02% 0.27% 0.02%
BRBR A 0.12% 0.09% 0.09%
BRX A 0.12% 0.1% 0.1%
CAG D 0.15% 0.14% 0.14%
CBOE B 0.2% 0.2% 0.2%
CE F 0.08% 0.09% 0.08%
CIEN B 0.14% 0.1% 0.1%
CMI A 0.54% 0.5% 0.5%
CNC D 0.39% 0.31% 0.31%
CNM D 0.03% 0.08% 0.03%
COKE C 0.09% 0.07% 0.07%
COLM B 0.03% 0.03% 0.03%
CROX D 0.06% 0.05% 0.05%
CRUS D 0.08% 0.06% 0.06%
CSGP D 0.4% 0.33% 0.33%
CSL C 0.19% 0.25% 0.19%
CVNA B 0.2% 0.25% 0.2%
CW B 0.15% 0.16% 0.15%
CWEN C 0.02% 0.03% 0.02%
CWEN C 0.04% 0.03% 0.03%
DAL C 0.45% 0.46% 0.45%
DBX B 0.06% 0.07% 0.06%
DCI B 0.1% 0.11% 0.1%
DKS C 0.12% 0.11% 0.11%
DTE C 0.42% 0.28% 0.28%
EA A 0.3% 0.4% 0.3%
EBAY D 0.36% 0.29% 0.29%
EEFT B 0.04% 0.04% 0.04%
EG C 0.13% 0.15% 0.13%
EME C 0.16% 0.26% 0.16%
EPAM C 0.18% 0.14% 0.14%
ESAB B 0.07% 0.08% 0.07%
EVRG A 0.24% 0.16% 0.16%
EWBC A 0.13% 0.14% 0.13%
EXAS D 0.02% 0.1% 0.02%
EXC C 0.65% 0.39% 0.39%
EXEL B 0.01% 0.11% 0.01%
EXPD D 0.15% 0.21% 0.15%
FCNCA A 0.25% 0.25% 0.25%
FFIV B 0.21% 0.14% 0.14%
FHN A 0.1% 0.1% 0.1%
FITB A 0.29% 0.31% 0.29%
FLS B 0.09% 0.09% 0.09%
FTNT C 0.16% 0.59% 0.16%
FTV C 0.29% 0.29% 0.29%
G B 0.08% 0.08% 0.08%
GAP C 0.05% 0.05% 0.05%
GEN B 0.23% 0.17% 0.17%
GIS D 0.43% 0.37% 0.37%
GL B 0.09% 0.09% 0.09%
HOLX D 0.22% 0.19% 0.19%
HPE B 0.42% 0.28% 0.28%
HPQ B 0.4% 0.36% 0.36%
HRB D 0.07% 0.09% 0.07%
HST C 0.16% 0.14% 0.14%
INCY C 0.04% 0.16% 0.04%
INGR B 0.11% 0.1% 0.1%
IONS F 0.0% 0.05% 0.0%
JAZZ B 0.09% 0.08% 0.08%
JHG A 0.05% 0.06% 0.05%
JLL D 0.11% 0.14% 0.11%
JNPR F 0.17% 0.13% 0.13%
K A 0.26% 0.23% 0.23%
KHC F 0.33% 0.3% 0.3%
KMB D 0.33% 0.42% 0.33%
KR B 0.46% 0.44% 0.44%
LEA D 0.06% 0.08% 0.06%
LECO B 0.09% 0.13% 0.09%
LEN D 0.02% 0.42% 0.02%
LEN D 0.47% 0.42% 0.42%
LNC B 0.05% 0.06% 0.05%
LPX B 0.03% 0.07% 0.03%
LSCC D 0.01% 0.07% 0.01%
M D 0.05% 0.04% 0.04%
MAS D 0.18% 0.16% 0.16%
MHK D 0.08% 0.07% 0.07%
MIDD C 0.08% 0.08% 0.08%
MOS F 0.11% 0.1% 0.1%
MSA D 0.07% 0.07% 0.07%
MTD D 0.31% 0.28% 0.28%
MTG C 0.06% 0.06% 0.06%
NI A 0.28% 0.18% 0.18%
NNN D 0.1% 0.09% 0.09%
NTAP C 0.21% 0.25% 0.21%
NTNX A 0.18% 0.17% 0.17%
NUE C 0.5% 0.36% 0.36%
NVR D 0.31% 0.31% 0.31%
NYT C 0.06% 0.1% 0.06%
OC A 0.18% 0.22% 0.18%
OGN D 0.05% 0.04% 0.04%
OKTA C 0.1% 0.13% 0.1%
OLED D 0.06% 0.07% 0.06%
OTIS C 0.44% 0.41% 0.41%
OZK B 0.05% 0.05% 0.05%
PAYX C 0.31% 0.47% 0.31%
PHM D 0.31% 0.29% 0.29%
PKG A 0.31% 0.24% 0.24%
PPG F 0.4% 0.31% 0.31%
PRU A 0.41% 0.44% 0.41%
PSTG D 0.03% 0.16% 0.03%
PVH C 0.06% 0.05% 0.05%
QRVO F 0.09% 0.06% 0.06%
R B 0.07% 0.1% 0.07%
RGA A 0.14% 0.15% 0.14%
RJF A 0.28% 0.29% 0.28%
RL B 0.1% 0.08% 0.08%
ROKU D 0.05% 0.1% 0.05%
RPRX D 0.13% 0.11% 0.11%
RS B 0.25% 0.22% 0.22%
SAIC F 0.07% 0.07% 0.07%
SBAC D 0.3% 0.26% 0.26%
SEIC B 0.07% 0.08% 0.07%
SF B 0.11% 0.11% 0.11%
SKX D 0.09% 0.08% 0.08%
SLM A 0.05% 0.05% 0.05%
SNA A 0.2% 0.21% 0.2%
SNX C 0.13% 0.08% 0.08%
SON D 0.07% 0.06% 0.06%
SSNC B 0.17% 0.16% 0.16%
STAG F 0.09% 0.07% 0.07%
STLD B 0.3% 0.25% 0.25%
STT A 0.27% 0.27% 0.27%
SW A 0.42% 0.29% 0.29%
SWK D 0.14% 0.15% 0.14%
SWKS F 0.2% 0.14% 0.14%
SYF B 0.24% 0.25% 0.24%
TER D 0.02% 0.18% 0.02%
THO B 0.07% 0.08% 0.07%
TOL B 0.18% 0.17% 0.17%
TPR B 0.15% 0.13% 0.13%
TROW B 0.24% 0.25% 0.24%
TWLO A 0.2% 0.17% 0.17%
UGI A 0.09% 0.06% 0.06%
UNM A 0.12% 0.13% 0.12%
UTHR C 0.06% 0.18% 0.06%
VRSN F 0.21% 0.16% 0.16%
WAB B 0.37% 0.37% 0.37%
WCC B 0.1% 0.09% 0.09%
WH B 0.08% 0.08% 0.08%
WPC D 0.16% 0.13% 0.13%
WSM B 0.11% 0.15% 0.11%
WTFC A 0.08% 0.08% 0.08%
WTW B 0.29% 0.31% 0.29%
WY D 0.29% 0.2% 0.2%
XEL A 0.65% 0.4% 0.4%
XRAY F 0.05% 0.04% 0.04%
ZION B 0.08% 0.08% 0.08%
ZM B 0.31% 0.22% 0.22%
REVS Overweight 132 Positions Relative to CVMC
Symbol Grade Weight
JPM A 5.41%
JNJ D 4.62%
CSCO B 3.43%
XOM B 3.14%
BAC A 2.95%
PM B 2.49%
WFC A 2.44%
CAT B 1.74%
CVX A 1.61%
BMY B 1.45%
DIS B 1.41%
BLK C 1.4%
MDT D 1.34%
C A 1.23%
MO A 1.16%
T A 1.09%
CMCSA B 1.09%
EQIX A 1.08%
UPS C 1.05%
CI F 1.03%
MMC B 0.88%
LMT D 0.84%
UNP C 0.8%
CME A 0.78%
PCG A 0.76%
CSX B 0.73%
FDX B 0.7%
CRM B 0.68%
TT A 0.67%
TGT F 0.67%
ABBV D 0.65%
TJX A 0.65%
MSI B 0.63%
MMM D 0.62%
PCAR B 0.62%
HCA F 0.6%
MCK B 0.58%
DHI D 0.57%
SPG B 0.57%
EIX B 0.55%
ETR B 0.54%
DELL C 0.47%
MET A 0.45%
EOG A 0.45%
CL D 0.42%
GILD C 0.41%
ROST C 0.41%
HLT A 0.36%
UAL A 0.34%
PSX C 0.32%
MPC D 0.32%
ADM D 0.31%
CCL B 0.3%
LYB F 0.3%
GPN B 0.27%
REGN F 0.27%
INVH D 0.27%
VLO C 0.26%
LDOS C 0.24%
VRTX F 0.23%
CF B 0.23%
BLDR D 0.21%
FANG D 0.2%
OXY D 0.2%
RPM A 0.19%
VTRS A 0.19%
THC D 0.18%
GLPI C 0.17%
AMAT F 0.17%
QCOM F 0.16%
AMH D 0.16%
CAH B 0.15%
L A 0.14%
BKNG A 0.13%
TAP C 0.13%
AMGN D 0.13%
CTRA B 0.12%
SOLV C 0.12%
CACI D 0.11%
AIZ A 0.11%
ADP B 0.1%
WYNN D 0.1%
MGM D 0.1%
MRO B 0.09%
KEX C 0.08%
OLN D 0.07%
FOXA B 0.07%
FTI A 0.07%
CRBG B 0.07%
NWSA B 0.07%
AZO C 0.06%
RYN D 0.06%
COLB A 0.06%
GNRC B 0.06%
KRC C 0.06%
WLK D 0.06%
MRNA F 0.05%
PRGO B 0.05%
GTES A 0.05%
NEU C 0.05%
CLF F 0.05%
MTCH D 0.05%
XP F 0.05%
FOX A 0.04%
DINO D 0.04%
PK B 0.04%
TNL A 0.04%
CTAS B 0.04%
SIRI C 0.04%
SMG D 0.04%
HIW D 0.04%
EPR D 0.04%
AMKR D 0.04%
SAM C 0.03%
WU D 0.03%
VIRT B 0.03%
PINC B 0.03%
AZTA D 0.03%
EXP A 0.03%
DDS B 0.02%
REYN D 0.02%
ROIV C 0.02%
CRI D 0.02%
CIVI D 0.02%
PPC C 0.02%
NWS B 0.02%
ADTN A 0.02%
INFA D 0.02%
SEB F 0.01%
CNA B 0.01%
PATH C 0.01%
PLTK B 0.0%
REVS Underweight 436 Positions Relative to CVMC
Symbol Grade Weight
ADSK A -0.64%
FICO B -0.57%
APP B -0.55%
URI B -0.55%
TTD B -0.55%
AMP A -0.54%
GWW B -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%
AME A -0.46%
MSCI C -0.46%
FAST B -0.45%
BKR B -0.45%
CCI D -0.44%
PEG A -0.44%
IR B -0.43%
KVUE A -0.43%
ODFL B -0.43%
IT C -0.42%
VRSK A -0.42%
CBRE B -0.42%
DFS B -0.42%
CTSH B -0.41%
SNOW C -0.41%
YUM B -0.4%
VMC B -0.4%
DDOG A -0.4%
TEAM 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%
VEEV C -0.35%
ROK B -0.35%
RMD C -0.35%
HUBS A -0.35%
IDXX F -0.35%
ACGL D -0.35%
EXR D -0.35%
LULU C -0.34%
IRM D -0.34%
HUM C -0.34%
AVB B -0.34%
ED D -0.34%
MTB A -0.34%
WEC A -0.33%
HIG B -0.33%
EFX F -0.33%
DOV A -0.31%
XYL 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%
BRO B -0.29%
VTR C -0.29%
ON D -0.29%
KEYS A -0.29%
NET B -0.28%
AWK D -0.28%
TSCO D -0.28%
WST C -0.27%
TYL B -0.27%
HUBB B -0.27%
MPWR F -0.27%
RBLX C -0.27%
DECK A -0.26%
WBD C -0.26%
ILMN D -0.25%
ES D -0.25%
CDW F -0.25%
VLTO D -0.25%
CHD B -0.25%
TDY B -0.25%
XPO B -0.24%
STE F -0.24%
ZBH C -0.24%
WAT B -0.24%
HBAN A -0.24%
CMS C -0.23%
LYV A -0.23%
LII A -0.23%
LPLA A -0.23%
OMC C -0.23%
RF A -0.23%
PTC A -0.23%
IFF D -0.23%
DRI B -0.22%
ESS B -0.22%
TRU D -0.22%
LH C -0.22%
MKC D -0.22%
WDC D -0.22%
CINF A -0.22%
BAH F -0.22%
MAA B -0.21%
ZBRA B -0.21%
NRG B -0.21%
STX D -0.21%
WSO A -0.21%
FDS B -0.21%
MDB C -0.21%
BALL D -0.21%
CLX B -0.2%
TRMB B -0.2%
PODD C -0.2%
ZS C -0.2%
IEX B -0.2%
SAIA B -0.2%
PNR A -0.2%
CFG B -0.2%
JBHT C -0.2%
NTRS A -0.2%
DGX A -0.19%
PFG D -0.19%
MOH F -0.19%
FSLR F -0.18%
PINS D -0.18%
CHRW C -0.18%
AVY D -0.18%
KIM A -0.18%
DPZ C -0.17%
DOC D -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%
ULTA F -0.17%
WRB A -0.17%
FIX A -0.17%
BBY D -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%
NDSN B -0.16%
DG F -0.16%
TOST B -0.16%
CASY A -0.16%
BURL A -0.16%
GPC D -0.16%
GWRE A -0.16%
UDR B -0.16%
ROL B -0.16%
EQH B -0.15%
REG B -0.15%
COHR B -0.15%
SFM A -0.15%
Z A -0.15%
AKAM D -0.14%
CMC B -0.14%
AFRM B -0.14%
SOFI A -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%
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%
JKHY D -0.13%
DUOL A -0.13%
RRX B -0.13%
ATR B -0.13%
NBIX C -0.13%
SCI B -0.13%
EMN D -0.13%
SUM B -0.13%
DLTR F -0.13%
OHI C -0.12%
JEF A -0.12%
KMX B -0.12%
PAYC 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%
LW C -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%
MORN B -0.11%
FRT B -0.11%
SRPT D -0.11%
BWA D -0.11%
BJ A -0.11%
ALV C -0.11%
EHC B -0.11%
CRL C -0.11%
WWD B -0.11%
MKTX D -0.11%
MLI C -0.11%
CTLT B -0.11%
SNAP C -0.11%
PEN B -0.1%
CPB D -0.1%
HRL D -0.1%
TTC D -0.1%
ALLY C -0.1%
LKQ D -0.1%
GPK C -0.1%
WAL B -0.1%
PRI A -0.1%
TFX F -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%
KNSL 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%
WMS D -0.1%
RIVN F -0.1%
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%
CMA 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%
ALK C -0.09%
MEDP D -0.09%
SMCI F -0.09%
LAD A -0.09%
HLI B -0.09%
MTZ B -0.09%
S B -0.08%
UFPI B -0.08%
CVLT B -0.08%
WEX D -0.08%
IVZ B -0.08%
FRPT B -0.08%
SNV B -0.08%
VMI B -0.08%
VOYA B -0.08%
FR C -0.08%
H 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%
TMHC B -0.08%
GKOS B -0.08%
CFR B -0.08%
RGEN D -0.08%
GTLS B -0.08%
OSK B -0.08%
ONTO D -0.08%
HQY B -0.08%
DVA B -0.08%
BPMC C -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%
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%
MOG.A B -0.07%
GME C -0.07%
DAR C -0.07%
LFUS F -0.07%
VFC 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%
TREX C -0.07%
MTN C -0.07%
RHP B -0.07%
SMAR A -0.07%
BMI B -0.07%
HALO F -0.07%
ENPH F -0.07%
BIO D -0.07%
ELAN D -0.07%
HOMB A -0.06%
IBP D -0.06%
INSP D -0.06%
ETSY D -0.06%
ESNT D -0.06%
ST F -0.06%
HXL D -0.06%
EXPO D -0.06%
QLYS C -0.06%
THG A -0.06%
STWD C -0.06%
FNB A -0.06%
NXST C -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%
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%
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%
EPRT B -0.06%
KBH D -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%
FELE B -0.05%
CELH F -0.05%
ABG B -0.05%
RDN C -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%
POR C -0.05%
TPG A -0.05%
ZWS B -0.05%
OLLI D -0.05%
TKR D -0.05%
MMS F -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%
SIG B -0.04%
NSIT F -0.04%
CHWY B -0.04%
OPCH D -0.04%
AN C -0.04%
CHH A -0.04%
CWAN B -0.04%
DLB B -0.04%
AVT C -0.04%
FIVE F -0.04%
PFSI D -0.03%
COTY F -0.03%
CACC D -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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