CVIE vs. JIRE ETF Comparison

Comparison of Calvert International Responsible Index ETF (CVIE) to JPMorgan International Research Enhanced Equity ETF (JIRE)

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

$57.89

Average Daily Volume

11,003

Number of Holdings ^*

* may have additional holdings in another (foreign) market

JIRE

JPMorgan International Research Enhanced Equity ETF

JIRE Description

Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It seeks to outperform the MSCI EAFE Index over time while maintaining similar risk characteristics, including sector and geographic risks. In implementing its strategy, the fund primarily invests in securities included within the universe of the index. In addition, it may also invest in securities not included within the index. The fund only invests in the securities of companies located in developed markets.

Grade (RS Rating)

Last Trade

$63.27

Average Daily Volume

259,466

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CVIE	JIRE
30 Days	-2.86%	-3.71%
60 Days	-2.93%	-4.31%
90 Days	2.36%	0.56%
12 Months	23.96%	22.10%

11 Overlapping Holdings

Symbol	Grade	Weight in CVIE	Weight in JIRE	Overlap
DEO	C	0.44%	0.36%	0.36%
HSBH	C	0.83%	0.82%	0.82%
LYG	A	0.28%	0.75%	0.28%
MUFG	C	0.6%	0.39%	0.39%
NVS	D	1.05%	1.19%	1.05%
SE	A	0.14%	0.27%	0.14%
SMFG	D	0.45%	0.94%	0.45%
SONY	F	0.63%	0.92%	0.63%
STLA	F	0.11%	0.54%	0.11%
TM	F	1.05%	1.17%	1.05%
UL	D	0.8%	0.66%	0.66%

CVIE Overweight 34 Positions Relative to JIRE

Symbol	Grade	Weight
SHOP	C	0.58%
TD	F	0.51%
ABBV	D	0.47%
CNI	F	0.45%
CB	A	0.45%
WCN	D	0.31%
NXPI	D	0.29%
MFG	C	0.27%
SPOT	A	0.24%
ICLR	F	0.18%
CHKP	B	0.16%
KB	B	0.14%
UMC	F	0.14%
CCEP	D	0.13%
NMR	F	0.12%
SHG	D	0.11%
GRMN	D	0.11%
CYBR	C	0.1%
AGCO	C	0.1%
RBA	A	0.09%
FLEX	B	0.09%
NICE	D	0.08%
AER	B	0.08%
MNDY	B	0.08%
CHT	D	0.07%
ONON	C	0.06%
WIX	C	0.06%
BNTX	C	0.05%
LOGI	F	0.05%
QGEN	F	0.05%
XRX	D	0.05%
WFG	C	0.05%
OTEX	C	0.04%
GRAB	A	0.03%

CVIE Underweight 2 Positions Relative to JIRE

	Symbol	Grade	Weight
	BCS	B	-0.79%
	HMC	F	-0.09%