CVIE vs. USXF ETF Comparison

Comparison of Calvert International Responsible Index ETF (CVIE) to iShares ESG Advanced MSCI USA ETF (USXF)
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

$56.67

Average Daily Volume

10,050

Number of Holdings *

45

* may have additional holdings in another (foreign) market
USXF

iShares ESG Advanced MSCI USA ETF

USXF Description The investment seeks to track the investment results of the MSCI USA Choice ESG Screened Index (the “underlying index”). The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$51.89

Average Daily Volume

82,986

Number of Holdings *

347

* may have additional holdings in another (foreign) market
Performance
Period CVIE USXF
30 Days -1.63% 3.47%
60 Days -4.44% 6.46%
90 Days -4.52% 6.86%
12 Months 12.79% 38.85%
4 Overlapping Holdings
Symbol Grade Weight in CVIE Weight in USXF Overlap
CB C 0.47% 0.53% 0.47%
GRMN B 0.15% 0.15% 0.15%
NXPI D 0.27% 0.27% 0.27%
WCN A 0.34% 0.23% 0.23%
CVIE Overweight 41 Positions Relative to USXF
Symbol Grade Weight
TM D 1.13%
NVS D 0.98%
HSBH B 0.9%
SHOP B 0.79%
UL D 0.76%
MUFG B 0.72%
SONY B 0.66%
TD F 0.53%
SMFG B 0.52%
ABBV D 0.47%
CNI D 0.44%
DEO F 0.41%
MFG B 0.34%
SPOT B 0.31%
LYG F 0.27%
SE B 0.15%
CHKP D 0.14%
NMR B 0.14%
KB B 0.13%
CCEP C 0.13%
STLA F 0.12%
ICLR D 0.12%
UMC F 0.12%
CYBR B 0.11%
SHG D 0.11%
RBA A 0.11%
FLEX A 0.1%
AGCO D 0.1%
MNDY C 0.08%
AER B 0.08%
NICE C 0.08%
ONON A 0.07%
WIX B 0.07%
CHT D 0.07%
XRX F 0.06%
LOGI D 0.05%
QGEN D 0.05%
WFG D 0.05%
GRAB B 0.04%
BNTX D 0.04%
OTEX D 0.03%
CVIE Underweight 343 Positions Relative to USXF
Symbol Grade Weight
NVDA C -17.37%
AVGO D -3.51%
V A -2.36%
MA C -2.07%
HD A -1.94%
AMD F -1.08%
ADBE C -1.06%
LIN D -1.03%
NOW A -1.01%
TXN C -0.88%
QCOM F -0.88%
INTU C -0.86%
VZ C -0.85%
BKNG A -0.81%
CMCSA B -0.8%
AXP A -0.79%
SPGI C -0.77%
MS A -0.77%
DHR F -0.74%
BLK C -0.73%
PGR A -0.72%
AMGN D -0.72%
LOW D -0.71%
ETN A -0.7%
AMAT F -0.67%
TJX A -0.65%
SYK C -0.64%
PANW C -0.6%
FI A -0.6%
SCHW B -0.58%
ADP B -0.58%
VRTX F -0.56%
MU D -0.52%
MMC B -0.52%
PLD D -0.51%
ADI D -0.5%
DE A -0.5%
INTC D -0.49%
ANET C -0.48%
GEV B -0.45%
TT A -0.45%
AMT D -0.45%
ELV F -0.44%
LRCX F -0.44%
PH A -0.43%
SHW A -0.43%
ICE C -0.43%
EQIX A -0.42%
MELI D -0.42%
WM A -0.42%
APH A -0.41%
WELL A -0.4%
CME A -0.4%
KLAC D -0.4%
PYPL B -0.4%
REGN F -0.39%
PNC B -0.39%
CRWD B -0.39%
CDNS B -0.39%
SNPS B -0.39%
USB A -0.38%
ITW B -0.38%
CTAS B -0.38%
ZTS D -0.38%
MCO B -0.37%
MRVL B -0.37%
AON A -0.36%
TGT F -0.35%
APD A -0.35%
ORLY B -0.34%
CRH A -0.33%
COF B -0.33%
HCA F -0.32%
ADSK A -0.32%
APO B -0.32%
MSTR C -0.32%
AJG B -0.31%
TFC A -0.3%
HLT A -0.3%
TRV B -0.29%
AFL B -0.29%
DLR B -0.29%
BK A -0.28%
RCL A -0.28%
PCAR B -0.28%
ROP B -0.28%
FTNT C -0.28%
SPG B -0.28%
AMP A -0.27%
FICO B -0.27%
AZO C -0.26%
DASH A -0.26%
URI B -0.26%
WDAY B -0.26%
GWW B -0.25%
PSA D -0.25%
CMI A -0.24%
NEM D -0.24%
AIG B -0.24%
VRT B -0.24%
FIS C -0.23%
DHI D -0.23%
PWR A -0.23%
CPRT A -0.23%
PRU A -0.22%
AME A -0.22%
HWM A -0.22%
CCI D -0.22%
KVUE A -0.22%
PAYX C -0.22%
ROST C -0.22%
RSG A -0.22%
FAST B -0.22%
DFS B -0.21%
AXON A -0.21%
TEL B -0.21%
CBRE B -0.2%
OTIS C -0.2%
FERG B -0.2%
IR B -0.2%
ODFL B -0.2%
EA A -0.2%
EW C -0.2%
GLW B -0.19%
SNOW C -0.19%
TEAM A -0.19%
IT C -0.19%
VRSK A -0.19%
A D -0.18%
VMC B -0.18%
DDOG A -0.18%
YUM B -0.18%
CTSH B -0.18%
HIG B -0.17%
WAB B -0.17%
NDAQ A -0.17%
MCHP D -0.17%
IQV D -0.17%
RMD C -0.17%
GIS D -0.17%
MTB A -0.17%
GEHC F -0.17%
ACGL D -0.17%
MLM B -0.17%
CHTR C -0.17%
KDP D -0.17%
VEEV C -0.16%
AVB B -0.16%
HUBS A -0.16%
HUM C -0.16%
IRM D -0.16%
LULU C -0.16%
IDXX F -0.16%
EBAY D -0.15%
WTW B -0.15%
ROK B -0.15%
RJF A -0.15%
STT A -0.14%
PPG F -0.14%
MPWR F -0.14%
ON D -0.14%
NET B -0.14%
GPN B -0.14%
TSCO D -0.14%
CSGP D -0.14%
ANSS B -0.14%
XYL D -0.14%
ALNY D -0.14%
DXCM D -0.14%
VTR C -0.13%
FTV C -0.13%
TROW B -0.13%
GDDY A -0.13%
BRO B -0.13%
NVR D -0.13%
KEYS A -0.13%
BR A -0.13%
PHM D -0.13%
AWK D -0.13%
DECK A -0.13%
CHD B -0.13%
DOV A -0.13%
SW A -0.13%
HPE B -0.13%
RF A -0.12%
EME C -0.12%
HUBB B -0.12%
MTD D -0.12%
NTAP C -0.12%
SYF B -0.12%
HBAN A -0.12%
TYL B -0.12%
EQR B -0.12%
VLTO D -0.12%
K A -0.11%
NTRS A -0.11%
WST C -0.11%
WBD C -0.11%
BIIB F -0.11%
IFF D -0.11%
PTC A -0.11%
ZBH C -0.11%
CDW F -0.11%
LPLA A -0.11%
SBAC D -0.11%
PFG D -0.1%
LII A -0.1%
WAT B -0.1%
CSL C -0.1%
INVH D -0.1%
STLD B -0.1%
CLX B -0.1%
STE F -0.1%
MDB C -0.1%
PKG A -0.1%
WDC D -0.1%
CBOE B -0.1%
ILMN D -0.1%
LYV A -0.1%
BLDR D -0.1%
BBY D -0.09%
BAH F -0.09%
KEY B -0.09%
DGX A -0.09%
FDS B -0.09%
HOLX D -0.09%
PODD C -0.09%
WSO A -0.09%
ZS C -0.09%
BALL D -0.09%
TRU D -0.09%
SNA A -0.09%
FSLR F -0.09%
IP B -0.09%
MKC D -0.09%
OMC C -0.09%
DRI B -0.09%
STX D -0.09%
ZBRA B -0.09%
TWLO A -0.08%
AVY D -0.08%
ALGN D -0.08%
VRSN F -0.08%
EG C -0.08%
CF B -0.08%
TER D -0.08%
DOCU A -0.08%
ULTA F -0.08%
ARE D -0.08%
GEN B -0.08%
MOH F -0.08%
EXPD D -0.08%
MANH D -0.08%
MAS D -0.08%
DG F -0.08%
OC A -0.08%
KIM A -0.08%
GPC D -0.08%
FWONK B -0.08%
IEX B -0.08%
TRMB B -0.08%
PNR A -0.08%
RPM A -0.08%
WSM B -0.08%
RS B -0.08%
NDSN B -0.07%
POOL C -0.07%
FFIV B -0.07%
ROL B -0.07%
JBL B -0.07%
DT C -0.07%
ACM A -0.07%
JBHT C -0.07%
ENTG D -0.07%
DOC D -0.07%
EL F -0.07%
UTHR C -0.07%
DPZ C -0.07%
TOST B -0.07%
PSTG D -0.07%
INCY C -0.06%
KMX B -0.06%
DAY B -0.06%
BMRN D -0.06%
BXP D -0.06%
SJM D -0.06%
CG A -0.06%
NBIX C -0.06%
ALLE D -0.06%
OKTA C -0.06%
MRNA F -0.06%
HST C -0.06%
AMH D -0.06%
WPC D -0.06%
JKHY D -0.06%
CAG D -0.06%
CHRW C -0.06%
REG B -0.06%
SWK D -0.06%
EPAM C -0.06%
AVTR F -0.06%
AKAM D -0.06%
SWKS F -0.06%
RVTY F -0.06%
CRL C -0.05%
HSIC B -0.05%
ALLY C -0.05%
SOLV C -0.05%
CNH C -0.05%
NLY C -0.05%
RPRX D -0.05%
EXAS D -0.05%
LKQ D -0.05%
MKTX D -0.05%
IPG D -0.05%
TECH D -0.05%
CTLT B -0.05%
LW C -0.05%
IOT A -0.05%
CCK C -0.05%
PAYC B -0.05%
AIZ A -0.05%
JNPR F -0.05%
BSY D -0.04%
DVA B -0.04%
MOS F -0.04%
ENPH F -0.04%
TTC D -0.04%
CPB D -0.04%
AOS F -0.04%
HRL D -0.04%
TFX F -0.04%
KNX B -0.04%
FBIN D -0.04%
UHAL D -0.03%
WBA F -0.03%
BEN C -0.03%
QRVO F -0.03%
BIO D -0.03%
BBWI D -0.03%
H B -0.03%
AZPN A -0.03%
WLK D -0.02%
Compare ETFs