CVLC vs. IUSV ETF Comparison

Comparison of Calvert US Large-Cap Core Responsible Index ETF (CVLC) to iShares Core U.S. Vaue ETF (IUSV)

CVLC

Calvert US Large-Cap Core Responsible Index ETF

CVLC 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 that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$74.89

Average Daily Volume

17,709

Number of Holdings ^*

768

* may have additional holdings in another (foreign) market

IUSV

iShares Core U.S. Vaue ETF

IUSV Description

The investment seeks to track the investment results of a broad-based index composed of U.S. equities that exhibit value 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 3000 Value Index (the "underlying index"), which measures the performance of the value sector of the broad U.S. equity market.

Grade (RS Rating)

Last Trade

$98.88

Average Daily Volume

514,214

Number of Holdings ^*

728

* may have additional holdings in another (foreign) market

Performance

Period	CVLC	IUSV
30 Days	3.03%	2.09%
60 Days	5.47%	3.98%
90 Days	6.95%	5.42%
12 Months	33.41%	26.18%

514 Overlapping Holdings

	Symbol	Grade	Weight in CVLC	Weight in IUSV	Overlap
	A	D	0.08%	0.17%	0.08%
	AAL	B	0.02%	0.04%	0.02%
	ABBV	F	0.66%	0.83%	0.66%
	ABNB	C	0.12%	0.13%	0.12%
	ABT	B	0.45%	0.87%	0.45%
	ACM	B	0.03%	0.03%	0.03%
	ACN	B	0.47%	0.46%	0.46%
	ADI	D	0.22%	0.19%	0.19%
	ADP	A	0.26%	0.33%	0.26%
	ADSK	A	0.14%	0.14%	0.14%
	AEE	A	0.06%	0.1%	0.06%
	AES	F	0.02%	0.04%	0.02%
	AFG	A	0.02%	0.05%	0.02%
	AFL	B	0.14%	0.24%	0.14%
	AGCO	D	0.02%	0.02%	0.02%
	AIG	B	0.12%	0.21%	0.12%
	AJG	A	0.14%	0.14%	0.14%
	AKAM	D	0.03%	0.03%	0.03%
	ALGM	D	0.01%	0.01%	0.01%
	ALGN	D	0.04%	0.03%	0.03%
	ALL	A	0.13%	0.23%	0.13%
	ALLE	C	0.03%	0.03%	0.03%
	ALLY	C	0.02%	0.04%	0.02%
	ALV	C	0.02%	0.01%	0.01%
	AMCR	C	0.04%	0.06%	0.04%
	AME	A	0.13%	0.1%	0.1%
	AMG	B	0.01%	0.02%	0.01%
	AMGN	F	0.34%	0.7%	0.34%
	AMP	A	0.14%	0.11%	0.11%
	AMT	C	0.22%	0.23%	0.22%
	AN	C	0.01%	0.02%	0.01%
	ANSS	B	0.06%	0.06%	0.06%
	AON	A	0.2%	0.17%	0.17%
	AOS	F	0.02%	0.01%	0.01%
	APD	A	0.2%	0.31%	0.2%
	APH	A	0.24%	0.17%	0.17%
	APTV	F	0.03%	0.06%	0.03%
	ARE	F	0.04%	0.07%	0.04%
	ARMK	B	0.03%	0.04%	0.03%
	ARW	D	0.01%	0.03%	0.01%
	ASH	F	0.01%	0.02%	0.01%
	ATR	B	0.03%	0.02%	0.02%
	AVB	B	0.08%	0.14%	0.08%
	AVT	C	0.01%	0.02%	0.01%
	AVTR	F	0.03%	0.04%	0.03%
	AVY	F	0.04%	0.07%	0.04%
	AWK	C	0.06%	0.11%	0.06%
	AXP	A	0.4%	0.21%	0.21%
	AYI	B	0.03%	0.02%	0.02%
	AZO	C	0.11%	0.07%	0.07%
	BAC	A	0.75%	1.35%	0.75%
	BALL	F	0.05%	0.08%	0.05%
	BAX	F	0.04%	0.07%	0.04%
	BBY	D	0.04%	0.08%	0.04%
	BC	C	0.01%	0.01%	0.01%
	BDX	F	0.15%	0.29%	0.15%
	BEN	C	0.02%	0.03%	0.02%
	BERY	C	0.02%	0.03%	0.02%
	BG	D	0.04%	0.05%	0.04%
	BIIB	F	0.05%	0.11%	0.05%
	BIO	C	0.01%	0.03%	0.01%
	BJ	A	0.02%	0.05%	0.02%
	BK	A	0.14%	0.25%	0.14%
	BKR	A	0.24%	0.19%	0.19%
	BLK	B	0.38%	0.64%	0.38%
	BMRN	F	0.03%	0.02%	0.02%
	BMY	B	0.26%	0.52%	0.26%
	BR	A	0.06%	0.05%	0.05%
	BRBR	A	0.02%	0.02%	0.02%
	BRKR	D	0.01%	0.01%	0.01%
	BRO	B	0.06%	0.03%	0.03%
	BRX	A	0.02%	0.02%	0.02%
	BSX	A	0.29%	0.25%	0.25%
	BURL	B	0.03%	0.03%	0.03%
	BWA	D	0.02%	0.03%	0.02%
	BX	A	0.32%	0.16%	0.16%
	BXP	C	0.03%	0.05%	0.03%
	C	A	0.33%	0.57%	0.33%
	CADE	B	0.02%	0.01%	0.01%
	CAG	F	0.04%	0.06%	0.04%
	CARR	C	0.18%	0.14%	0.14%
	CAT	B	0.5%	0.34%	0.34%
	CBOE	C	0.05%	0.03%	0.03%
	CBRE	B	0.1%	0.17%	0.1%
	CBSH	B	0.02%	0.02%	0.02%
	CBT	D	0.02%	0.01%	0.01%
	CCI	C	0.11%	0.2%	0.11%
	CCK	D	0.03%	0.02%	0.02%
	CDP	C	0.01%	0.01%	0.01%
	CDW	F	0.05%	0.06%	0.05%
	CEG	C	0.17%	0.17%	0.17%
	CFG	B	0.05%	0.09%	0.05%
	CFR	B	0.02%	0.02%	0.02%
	CG	B	0.03%	0.02%	0.02%
	CGNX	D	0.02%	0.02%	0.02%
	CHD	A	0.05%	0.06%	0.05%
	CHE	D	0.02%	0.01%	0.01%
	CHH	A	0.01%	0.01%	0.01%
	CHRW	B	0.03%	0.06%	0.03%
	CHTR	C	0.08%	0.09%	0.08%
	CHWY	B	0.01%	0.01%	0.01%
	CI	D	0.2%	0.4%	0.2%
	CIEN	C	0.02%	0.03%	0.02%
	CINF	A	0.06%	0.1%	0.06%
	CL	D	0.15%	0.2%	0.15%
	CLX	A	0.04%	0.09%	0.04%
	CMC	B	0.04%	0.03%	0.03%
	CMCSA	B	0.35%	0.73%	0.35%
	CME	B	0.2%	0.22%	0.2%
	CMI	A	0.14%	0.22%	0.14%
	CMS	C	0.05%	0.09%	0.05%
	CNC	D	0.07%	0.13%	0.07%
	CNH	C	0.02%	0.04%	0.02%
	CNM	D	0.02%	0.02%	0.02%
	COF	C	0.17%	0.31%	0.17%
	COHR	B	0.04%	0.07%	0.04%
	COLM	C	0.01%	0.01%	0.01%
	COST	A	0.8%	1.04%	0.8%
	CPB	D	0.02%	0.04%	0.02%
	CPT	B	0.03%	0.06%	0.03%
	CRL	D	0.02%	0.04%	0.02%
	CRUS	D	0.01%	0.01%	0.01%
	CSCO	B	0.49%	1.02%	0.49%
	CSGP	D	0.06%	0.08%	0.06%
	CTAS	B	0.15%	0.15%	0.15%
	CTLT	C	0.02%	0.05%	0.02%
	CTSH	B	0.08%	0.17%	0.08%
	CUBE	C	0.03%	0.02%	0.02%
	CVLT	B	0.02%	0.01%	0.01%
	CVS	D	0.15%	0.3%	0.15%
	CW	C	0.04%	0.02%	0.02%
	D	C	0.12%	0.21%	0.12%
	DAL	B	0.1%	0.08%	0.08%
	DAR	C	0.02%	0.03%	0.02%
	DAY	B	0.02%	0.02%	0.02%
	DCI	B	0.03%	0.02%	0.02%
	DE	B	0.28%	0.19%	0.19%
	DELL	B	0.08%	0.08%	0.08%
	DFS	B	0.11%	0.09%	0.09%
	DG	F	0.03%	0.07%	0.03%
	DGX	A	0.04%	0.08%	0.04%
	DHR	F	0.34%	0.67%	0.34%
	DIS	B	0.46%	0.87%	0.46%
	DKS	D	0.02%	0.02%	0.02%
	DLB	B	0.01%	0.01%	0.01%
	DLR	B	0.14%	0.14%	0.14%
	DLTR	F	0.03%	0.06%	0.03%
	DOC	C	0.04%	0.07%	0.04%
	DOCS	C	0.01%	0.01%	0.01%
	DOCU	B	0.03%	0.07%	0.03%
	DOV	A	0.08%	0.12%	0.08%
	DPZ	C	0.04%	0.04%	0.04%
	DRI	B	0.06%	0.04%	0.04%
	DTE	C	0.06%	0.11%	0.06%
	DVA	C	0.02%	0.01%	0.01%
	DXCM	C	0.07%	0.05%	0.05%
	EA	A	0.08%	0.1%	0.08%
	EBAY	D	0.06%	0.13%	0.06%
	ECL	D	0.17%	0.13%	0.13%
	ED	C	0.08%	0.14%	0.08%
	EEFT	B	0.01%	0.01%	0.01%
	EFX	F	0.07%	0.09%	0.07%
	EG	C	0.04%	0.07%	0.04%
	EHC	B	0.02%	0.02%	0.02%
	EL	F	0.03%	0.07%	0.03%
	ELS	C	0.03%	0.02%	0.02%
	ELV	F	0.21%	0.41%	0.21%
	EMN	C	0.03%	0.05%	0.03%
	EMR	B	0.2%	0.32%	0.2%
	ENPH	F	0.02%	0.02%	0.02%
	EPAM	B	0.03%	0.04%	0.03%
	EQH	C	0.04%	0.01%	0.01%
	EQIX	A	0.21%	0.2%	0.2%
	EQR	C	0.07%	0.11%	0.07%
	ES	C	0.05%	0.1%	0.05%
	ESNT	F	0.01%	0.03%	0.01%
	ESS	B	0.05%	0.08%	0.05%
	ETN	A	0.4%	0.24%	0.24%
	EVR	B	0.03%	0.01%	0.01%
	EVRG	A	0.04%	0.06%	0.04%
	EW	C	0.09%	0.11%	0.09%
	EWBC	A	0.04%	0.03%	0.03%
	EXC	C	0.1%	0.17%	0.1%
	EXLS	B	0.01%	0.01%	0.01%
	EXPD	C	0.04%	0.05%	0.04%
	EXPO	D	0.01%	0.01%	0.01%
	EXR	C	0.08%	0.15%	0.08%
	F	C	0.1%	0.19%	0.1%
	FAF	A	0.01%	0.03%	0.01%
	FAST	B	0.09%	0.1%	0.09%
	FBIN	D	0.02%	0.02%	0.02%
	FDS	B	0.04%	0.04%	0.04%
	FDX	B	0.16%	0.29%	0.16%
	FFIV	B	0.03%	0.06%	0.03%
	FHN	A	0.03%	0.05%	0.03%
	FI	A	0.26%	0.26%	0.26%
	FIS	C	0.1%	0.21%	0.1%
	FITB	B	0.08%	0.14%	0.08%
	FLO	D	0.01%	0.02%	0.01%
	FLS	B	0.02%	0.02%	0.02%
	FMC	D	0.02%	0.03%	0.02%
	FNB	A	0.01%	0.03%	0.01%
	FR	D	0.02%	0.02%	0.02%
	FRT	B	0.02%	0.04%	0.02%
	FSLR	F	0.04%	0.09%	0.04%
	G	B	0.02%	0.03%	0.02%
	GAP	C	0.01%	0.02%	0.01%
	GATX	A	0.01%	0.02%	0.01%
	GE	D	0.5%	0.48%	0.48%
	GEHC	D	0.08%	0.17%	0.08%
	GEN	B	0.03%	0.07%	0.03%
	GEV	B	0.22%	0.22%	0.22%
	GILD	C	0.25%	0.5%	0.25%
	GIS	D	0.1%	0.16%	0.1%
	GL	C	0.02%	0.04%	0.02%
	GLW	B	0.08%	0.16%	0.08%
	GM	C	0.15%	0.28%	0.15%
	GME	C	0.01%	0.05%	0.01%
	GMED	A	0.02%	0.04%	0.02%
	GPC	D	0.03%	0.08%	0.03%
	GPK	C	0.02%	0.04%	0.02%
	GS	A	0.46%	0.81%	0.46%
	GWW	B	0.1%	0.06%	0.06%
	GXO	B	0.02%	0.01%	0.01%
	HAS	D	0.02%	0.04%	0.02%
	HBAN	A	0.06%	0.11%	0.06%
	HD	B	0.81%	1.11%	0.81%
	HIG	B	0.09%	0.15%	0.09%
	HOG	D	0.01%	0.02%	0.01%
	HOLX	D	0.04%	0.08%	0.04%
	HOMB	A	0.01%	0.02%	0.01%
	HPE	B	0.06%	0.12%	0.06%
	HPQ	B	0.07%	0.16%	0.07%
	HQY	A	0.02%	0.02%	0.02%
	HRL	D	0.02%	0.04%	0.02%
	HSIC	C	0.02%	0.04%	0.02%
	HST	C	0.03%	0.02%	0.02%
	HSY	F	0.07%	0.07%	0.07%
	HUBB	B	0.07%	0.06%	0.06%
	HUM	C	0.07%	0.15%	0.07%
	HXL	F	0.01%	0.01%	0.01%
	IBKR	A	0.05%	0.03%	0.03%
	IBM	C	0.4%	0.84%	0.4%
	ICE	C	0.22%	0.39%	0.22%
	IDA	A	0.02%	0.02%	0.02%
	IDXX	F	0.08%	0.07%	0.07%
	IEX	C	0.05%	0.08%	0.05%
	IFF	D	0.06%	0.1%	0.06%
	ILMN	C	0.05%	0.1%	0.05%
	INCY	C	0.03%	0.05%	0.03%
	INGR	C	0.03%	0.03%	0.03%
	INTC	C	0.22%	0.47%	0.22%
	IPG	D	0.02%	0.05%	0.02%
	IQV	F	0.08%	0.09%	0.08%
	IR	B	0.12%	0.04%	0.04%
	IRM	C	0.07%	0.07%	0.07%
	ISRG	A	0.42%	0.28%	0.28%
	ITW	B	0.23%	0.17%	0.17%
	IVZ	B	0.02%	0.03%	0.02%
	JAZZ	B	0.02%	0.02%	0.02%
	JBHT	C	0.04%	0.06%	0.04%
	JBL	C	0.03%	0.03%	0.03%
	JCI	B	0.16%	0.25%	0.16%
	JEF	A	0.03%	0.05%	0.03%
	JHG	B	0.01%	0.03%	0.01%
	JKHY	D	0.03%	0.06%	0.03%
	JLL	D	0.03%	0.05%	0.03%
	JNPR	D	0.03%	0.06%	0.03%
	JPM	A	1.44%	3.01%	1.44%
	K	A	0.06%	0.09%	0.06%
	KBH	D	0.01%	0.01%	0.01%
	KD	B	0.01%	0.03%	0.01%
	KDP	F	0.09%	0.16%	0.09%
	KEY	B	0.04%	0.08%	0.04%
	KEYS	A	0.07%	0.12%	0.07%
	KHC	F	0.08%	0.12%	0.08%
	KIM	A	0.04%	0.07%	0.04%
	KMB	C	0.09%	0.19%	0.09%
	KMX	B	0.02%	0.05%	0.02%
	KNX	C	0.02%	0.04%	0.02%
	KO	D	0.56%	0.65%	0.56%
	KR	B	0.12%	0.17%	0.12%
	KRG	B	0.01%	0.03%	0.01%
	KVUE	A	0.09%	0.2%	0.09%
	LAD	A	0.02%	0.04%	0.02%
	LAMR	C	0.03%	0.02%	0.02%
	LANC	C	0.01%	0.01%	0.01%
	LEA	F	0.01%	0.02%	0.01%
	LEN	D	0.1%	0.08%	0.08%
	LFUS	D	0.02%	0.01%	0.01%
	LH	B	0.04%	0.09%	0.04%
	LIN	C	0.52%	0.46%	0.46%
	LKQ	F	0.02%	0.04%	0.02%
	LNT	A	0.04%	0.07%	0.04%
	LOW	C	0.31%	0.67%	0.31%
	LPX	B	0.02%	0.01%	0.01%
	LSTR	D	0.02%	0.01%	0.01%
	LW	C	0.03%	0.02%	0.02%
	M	F	0.01%	0.02%	0.01%
	MA	B	0.91%	0.53%	0.53%
	MAA	B	0.04%	0.08%	0.04%
	MAS	D	0.03%	0.03%	0.03%
	MAT	D	0.01%	0.02%	0.01%
	MCHP	F	0.07%	0.06%	0.06%
	MCO	B	0.17%	0.17%	0.17%
	MDLZ	F	0.24%	0.22%	0.22%
	MDT	D	0.25%	0.48%	0.25%
	MET	A	0.12%	0.21%	0.12%
	MHK	D	0.01%	0.03%	0.01%
	MIDD	C	0.02%	0.02%	0.02%
	MKC	C	0.06%	0.08%	0.06%
	MKSI	C	0.02%	0.02%	0.02%
	MKTX	D	0.02%	0.04%	0.02%
	MMC	B	0.27%	0.23%	0.23%
	MMS	F	0.01%	0.01%	0.01%
	MNST	C	0.11%	0.07%	0.07%
	MOH	F	0.04%	0.03%	0.03%
	MOS	F	0.02%	0.04%	0.02%
	MRK	D	0.55%	0.65%	0.55%
	MRNA	F	0.03%	0.06%	0.03%
	MSCI	C	0.1%	0.09%	0.09%
	MSI	B	0.17%	0.15%	0.15%
	MSM	C	0.01%	0.01%	0.01%
	MTB	A	0.09%	0.16%	0.09%
	MTD	F	0.06%	0.07%	0.06%
	MTG	C	0.02%	0.02%	0.02%
	MTN	C	0.01%	0.01%	0.01%
	MTZ	B	0.02%	0.04%	0.02%
	MU	D	0.23%	0.48%	0.23%
	NDAQ	A	0.08%	0.14%	0.08%
	NDSN	B	0.04%	0.06%	0.04%
	NEE	C	0.38%	0.68%	0.38%
	NFG	A	0.01%	0.02%	0.01%
	NI	A	0.04%	0.07%	0.04%
	NKE	F	0.18%	0.23%	0.18%
	NNN	C	0.02%	0.02%	0.02%
	NOVT	D	0.02%	0.01%	0.01%
	NRG	B	0.05%	0.08%	0.05%
	NTAP	C	0.05%	0.07%	0.05%
	NTRS	A	0.05%	0.09%	0.05%
	NUE	C	0.19%	0.06%	0.06%
	NXST	C	0.01%	0.02%	0.01%
	O	C	0.12%	0.21%	0.12%
	OHI	C	0.03%	0.03%	0.03%
	OMC	C	0.04%	0.09%	0.04%
	ON	D	0.06%	0.07%	0.06%
	ONB	C	0.02%	0.03%	0.02%
	OPCH	D	0.01%	0.01%	0.01%
	ORI	A	0.02%	0.04%	0.02%
	ORLY	B	0.14%	0.08%	0.08%
	OSK	C	0.02%	0.03%	0.02%
	OTIS	C	0.11%	0.11%	0.11%
	OXY	D	0.18%	0.15%	0.15%
	OZK	B	0.01%	0.01%	0.01%
	PAG	B	0.01%	0.01%	0.01%
	PARA	C	0.01%	0.03%	0.01%
	PAYC	B	0.02%	0.03%	0.02%
	PAYX	B	0.1%	0.12%	0.1%
	PB	B	0.02%	0.03%	0.02%
	PCAR	B	0.16%	0.07%	0.07%
	PEG	A	0.11%	0.19%	0.11%
	PEP	F	0.53%	0.63%	0.53%
	PFE	F	0.32%	0.64%	0.32%
	PFG	D	0.05%	0.08%	0.05%
	PFGC	B	0.04%	0.06%	0.04%
	PG	C	0.8%	1.05%	0.8%
	PGR	A	0.37%	0.33%	0.33%
	PH	A	0.25%	0.09%	0.09%
	PKG	A	0.06%	0.09%	0.06%
	PLD	F	0.26%	0.46%	0.26%
	PNC	B	0.2%	0.36%	0.2%
	PNFP	B	0.02%	0.02%	0.02%
	PNR	A	0.05%	0.02%	0.02%
	PODD	C	0.04%	0.05%	0.04%
	POOL	C	0.03%	0.03%	0.03%
	POR	C	0.01%	0.02%	0.01%
	PPG	F	0.08%	0.13%	0.08%
	PRU	A	0.11%	0.2%	0.11%
	PSA	C	0.13%	0.13%	0.13%
	PSN	D	0.01%	0.01%	0.01%
	PTC	B	0.05%	0.04%	0.04%
	PVH	C	0.01%	0.03%	0.01%
	PWR	A	0.12%	0.06%	0.06%
	PYPL	B	0.19%	0.38%	0.19%
	QCOM	F	0.38%	0.38%	0.38%
	QRVO	F	0.01%	0.03%	0.01%
	R	B	0.02%	0.03%	0.02%
	REG	A	0.03%	0.05%	0.03%
	REGN	F	0.18%	0.15%	0.15%
	REXR	F	0.02%	0.02%	0.02%
	RF	A	0.06%	0.11%	0.06%
	RGA	A	0.04%	0.07%	0.04%
	RH	C	0.01%	0.01%	0.01%
	RJF	A	0.07%	0.13%	0.07%
	RL	C	0.02%	0.02%	0.02%
	RMD	C	0.08%	0.15%	0.08%
	RNR	C	0.03%	0.03%	0.03%
	ROK	C	0.09%	0.07%	0.07%
	ROL	B	0.03%	0.03%	0.03%
	ROP	B	0.12%	0.15%	0.12%
	RRX	B	0.03%	0.05%	0.03%
	RSG	A	0.1%	0.08%	0.08%
	RVTY	F	0.03%	0.06%	0.03%
	SAIC	F	0.01%	0.02%	0.01%
	SBAC	D	0.06%	0.06%	0.06%
	SBUX	A	0.31%	0.2%	0.2%
	SCHW	B	0.3%	0.52%	0.3%
	SCI	B	0.03%	0.03%	0.03%
	SEIC	B	0.02%	0.02%	0.02%
	SF	B	0.03%	0.05%	0.03%
	SFM	A	0.04%	0.04%	0.04%
	SHW	B	0.25%	0.2%	0.2%
	SIGI	C	0.01%	0.01%	0.01%
	SJM	D	0.03%	0.05%	0.03%
	SLGN	A	0.01%	0.02%	0.01%
	SLM	A	0.01%	0.01%	0.01%
	SNA	A	0.05%	0.05%	0.05%
	SNV	C	0.02%	0.04%	0.02%
	SNX	D	0.02%	0.04%	0.02%
	SON	F	0.01%	0.02%	0.01%
	SPG	A	0.14%	0.15%	0.14%
	SPGI	C	0.35%	0.4%	0.35%
	SRE	A	0.14%	0.25%	0.14%
	SRPT	F	0.02%	0.01%	0.01%
	SSB	B	0.02%	0.04%	0.02%
	ST	F	0.01%	0.02%	0.01%
	STAG	D	0.02%	0.01%	0.01%
	STE	D	0.05%	0.04%	0.04%
	STLD	B	0.11%	0.03%	0.03%
	STT	B	0.07%	0.12%	0.07%
	STWD	C	0.01%	0.03%	0.01%
	STX	C	0.04%	0.05%	0.04%
	SW	A	0.07%	0.11%	0.07%
	SWK	D	0.04%	0.06%	0.04%
	SWKS	F	0.03%	0.06%	0.03%
	SWX	B	0.01%	0.02%	0.01%
	SYF	B	0.06%	0.11%	0.06%
	SYK	B	0.31%	0.21%	0.21%
	SYY	D	0.1%	0.16%	0.1%
	T	A	0.34%	0.7%	0.34%
	TDY	B	0.06%	0.1%	0.06%
	TECH	F	0.02%	0.05%	0.02%
	TER	F	0.03%	0.08%	0.03%
	TFC	A	0.15%	0.27%	0.15%
	TFX	F	0.02%	0.04%	0.02%
	TGT	F	0.14%	0.31%	0.14%
	THG	A	0.01%	0.03%	0.01%
	THO	B	0.01%	0.03%	0.01%
	TJX	A	0.27%	0.21%	0.21%
	TKR	D	0.01%	0.01%	0.01%
	TMHC	C	0.02%	0.03%	0.02%
	TMO	F	0.44%	0.55%	0.44%
	TMUS	B	0.25%	0.51%	0.25%
	TPR	B	0.03%	0.06%	0.03%
	TRMB	B	0.05%	0.08%	0.05%
	TROW	B	0.06%	0.12%	0.06%
	TRV	B	0.15%	0.26%	0.15%
	TSCO	D	0.06%	0.08%	0.06%
	TT	A	0.26%	0.13%	0.13%
	TTC	C	0.02%	0.02%	0.02%
	TTWO	A	0.06%	0.06%	0.06%
	TXN	C	0.39%	0.52%	0.39%
	UDR	B	0.04%	0.06%	0.04%
	UGI	C	0.01%	0.02%	0.01%
	ULTA	F	0.03%	0.03%	0.03%
	UNH	B	1.15%	1.48%	1.15%
	UNM	A	0.03%	0.04%	0.03%
	UNP	C	0.34%	0.34%	0.34%
	UPS	C	0.23%	0.42%	0.23%
	USB	A	0.19%	0.34%	0.19%
	USFD	A	0.04%	0.07%	0.04%
	UTHR	C	0.04%	0.04%	0.04%
	V	A	1.09%	0.77%	0.77%
	VLTO	C	0.05%	0.11%	0.05%
	VMC	B	0.2%	0.06%	0.06%
	VMI	B	0.02%	0.03%	0.02%
	VNO	C	0.02%	0.03%	0.02%
	VOYA	B	0.02%	0.02%	0.02%
	VRSK	A	0.09%	0.08%	0.08%
	VRSN	C	0.03%	0.04%	0.03%
	VRTX	D	0.27%	0.2%	0.2%
	VTR	B	0.06%	0.11%	0.06%
	VZ	C	0.37%	0.75%	0.37%
	WAB	B	0.1%	0.15%	0.1%
	WAL	B	0.02%	0.02%	0.02%
	WAT	C	0.05%	0.06%	0.05%
	WBD	B	0.05%	0.1%	0.05%
	WBS	A	0.03%	0.04%	0.03%
	WCC	B	0.02%	0.04%	0.02%
	WDC	D	0.05%	0.09%	0.05%
	WEC	A	0.08%	0.13%	0.08%
	WELL	A	0.2%	0.34%	0.2%
	WFC	A	0.63%	1.08%	0.63%
	WH	B	0.02%	0.01%	0.01%
	WHR	B	0.01%	0.03%	0.01%
	WM	B	0.21%	0.19%	0.19%
	WMG	D	0.01%	0.0%	0.0%
	WMT	A	0.73%	1.6%	0.73%
	WPC	C	0.03%	0.05%	0.03%
	WRB	A	0.05%	0.08%	0.05%
	WTFC	A	0.02%	0.04%	0.02%
	WTRG	B	0.03%	0.02%	0.02%
	WTW	B	0.08%	0.14%	0.08%
	WY	F	0.04%	0.1%	0.04%
	XEL	A	0.09%	0.17%	0.09%
	XPO	B	0.04%	0.04%	0.04%
	XRAY	F	0.01%	0.02%	0.01%
	XYL	D	0.08%	0.13%	0.08%
	YUM	D	0.11%	0.09%	0.09%
	ZBH	C	0.05%	0.1%	0.05%
	ZBRA	B	0.04%	0.09%	0.04%
	ZI	D	0.01%	0.01%	0.01%
	ZION	B	0.02%	0.04%	0.02%
	ZTS	D	0.18%	0.16%	0.16%

CVLC Overweight 254 Positions Relative to IUSV

	Symbol	Grade	Weight
	AAPL	C	6.44%
	NVDA	B	6.33%
	MSFT	D	5.74%
	GOOGL	C	3.68%
	AMZN	C	3.65%
	TSLA	B	1.86%
	AVGO	D	1.53%
	LLY	F	1.28%
	NFLX	A	0.75%
	CRM	B	0.64%
	ORCL	A	0.63%
	ADBE	C	0.47%
	AMD	F	0.46%
	NOW	A	0.44%
	INTU	B	0.4%
	BKNG	A	0.35%
	UBER	F	0.31%
	AMAT	F	0.29%
	PANW	B	0.26%
	KKR	A	0.25%
	CMG	B	0.23%
	ANET	C	0.2%
	LRCX	F	0.19%
	KLAC	F	0.18%
	APO	B	0.17%
	CDNS	B	0.17%
	SNPS	B	0.17%
	MRVL	B	0.16%
	CRWD	B	0.16%
	COIN	C	0.15%
	MAR	A	0.15%
	URI	C	0.15%
	FTNT	C	0.13%
	HLT	A	0.13%
	WDAY	B	0.12%
	APP	B	0.12%
	FICO	B	0.12%
	AXON	A	0.12%
	VRT	B	0.12%
	CPRT	B	0.11%
	TTD	B	0.11%
	CSL	C	0.11%
	DHI	F	0.11%
	ODFL	C	0.1%
	SQ	A	0.1%
	IT	C	0.09%
	ROST	D	0.09%
	ACGL	C	0.09%
	OC	A	0.09%
	RS	B	0.09%
	ARES	A	0.08%
	HEI	A	0.08%
	DDOG	A	0.08%
	TEAM	A	0.08%
	SNOW	B	0.08%
	NVR	D	0.07%
	FCNCA	A	0.07%
	VEEV	C	0.07%
	ALNY	D	0.07%
	LULU	C	0.07%
	HUBS	A	0.07%
	FTV	C	0.07%
	EME	A	0.06%
	NET	B	0.06%
	MPWR	F	0.06%
	LPLA	A	0.06%
	PHM	D	0.06%
	ZM	C	0.05%
	WST	C	0.05%
	WSO	A	0.05%
	DECK	A	0.05%
	CVNA	B	0.05%
	TYL	B	0.05%
	RBLX	C	0.05%
	LII	A	0.05%
	MANH	D	0.04%
	PINS	F	0.04%
	TWLO	A	0.04%
	SOFI	B	0.04%
	TW	A	0.04%
	TXRH	B	0.04%
	TOL	B	0.04%
	SUI	C	0.04%
	ATI	C	0.04%
	FIX	A	0.04%
	ZS	B	0.04%
	TRU	D	0.04%
	CASY	A	0.04%
	GGG	B	0.04%
	MDB	B	0.04%
	BAH	F	0.04%
	LYV	A	0.04%
	BLD	D	0.03%
	KNSL	B	0.03%
	WMS	F	0.03%
	NBIX	C	0.03%
	WING	D	0.03%
	WWD	C	0.03%
	TTEK	F	0.03%
	MLI	B	0.03%
	ALSN	B	0.03%
	AIT	B	0.03%
	DT	D	0.03%
	AFRM	A	0.03%
	CLH	C	0.03%
	OWL	A	0.03%
	ENTG	D	0.03%
	Z	A	0.03%
	PSTG	D	0.03%
	LECO	C	0.03%
	WSM	C	0.03%
	SUM	B	0.03%
	SAIA	B	0.03%
	SSNC	B	0.03%
	GWRE	A	0.03%
	NVT	B	0.03%
	NTNX	B	0.03%
	TOST	B	0.03%
	ITT	A	0.03%
	FSS	B	0.02%
	MOD	A	0.02%
	COLD	D	0.02%
	SMAR	B	0.02%
	OLED	F	0.02%
	FCN	F	0.02%
	HLNE	B	0.02%
	ELAN	D	0.02%
	WSC	F	0.02%
	WEX	D	0.02%
	UFPI	C	0.02%
	MTH	D	0.02%
	ESTC	C	0.02%
	RHP	B	0.02%
	SKX	D	0.02%
	WTS	B	0.02%
	ALK	B	0.02%
	BCPC	B	0.02%
	OMF	A	0.02%
	ONTO	F	0.02%
	GKOS	B	0.02%
	RHI	C	0.02%
	AXS	A	0.02%
	BPOP	C	0.02%
	MOG.A	B	0.02%
	RYAN	A	0.02%
	RIVN	F	0.02%
	ESI	B	0.02%
	BMI	B	0.02%
	MEDP	D	0.02%
	ENSG	C	0.02%
	MSA	F	0.02%
	PLNT	A	0.02%
	TPX	B	0.02%
	PCTY	C	0.02%
	BILL	A	0.02%
	HRB	D	0.02%
	ROKU	D	0.02%
	JXN	C	0.02%
	AGNC	C	0.02%
	COKE	C	0.02%
	NYT	D	0.02%
	ESAB	C	0.02%
	SMCI	F	0.02%
	GTLS	A	0.02%
	FRPT	A	0.02%
	PEN	B	0.02%
	EXAS	D	0.02%
	DOX	D	0.02%
	MORN	B	0.02%
	APG	B	0.02%
	SSD	F	0.02%
	EXEL	B	0.02%
	FND	D	0.02%
	ACI	C	0.02%
	RPRX	D	0.02%
	CMA	B	0.02%
	CE	F	0.02%
	SNAP	D	0.02%
	LBRDK	C	0.02%
	HLI	A	0.02%
	DUOL	A	0.02%
	AXTA	B	0.02%
	OKTA	C	0.02%
	PRI	B	0.02%
	COTY	F	0.01%
	APLS	F	0.01%
	CWEN	C	0.01%
	AGR	A	0.01%
	TNET	F	0.01%
	PFSI	C	0.01%
	CACC	D	0.01%
	BOKF	B	0.01%
	BBIO	F	0.01%
	SIG	B	0.01%
	NSIT	F	0.01%
	OGN	F	0.01%
	BCO	F	0.01%
	ATKR	D	0.01%
	CWAN	B	0.01%
	FIVE	F	0.01%
	ABG	C	0.01%
	TENB	C	0.01%
	IONS	F	0.01%
	APPF	B	0.01%
	HCP	B	0.01%
	BCC	B	0.01%
	CROX	D	0.01%
	QLYS	B	0.01%
	ZWS	B	0.01%
	OLLI	D	0.01%
	ETSY	D	0.01%
	INSP	D	0.01%
	IBP	D	0.01%
	RMBS	B	0.01%
	FELE	B	0.01%
	VRNS	D	0.01%
	WTM	A	0.01%
	CELH	F	0.01%
	BECN	B	0.01%
	VNT	C	0.01%
	BPMC	B	0.01%
	SITE	F	0.01%
	ALTR	B	0.01%
	RDN	D	0.01%
	DY	D	0.01%
	HALO	F	0.01%
	AZEK	A	0.01%
	MMSI	A	0.01%
	FOUR	A	0.01%
	ELF	C	0.01%
	AWI	A	0.01%
	LYFT	C	0.01%
	BFAM	D	0.01%
	TPG	A	0.01%
	CFLT	B	0.01%
	DBX	B	0.01%
	BBWI	C	0.01%
	SPSC	D	0.01%
	EPRT	B	0.01%
	TRNO	F	0.01%
	AL	B	0.01%
	LSCC	D	0.01%
	ITRI	C	0.01%
	ANF	F	0.01%
	SEE	C	0.01%
	RGEN	D	0.01%
	CWST	A	0.01%
	TREX	C	0.01%
	COOP	B	0.01%
	H	B	0.01%
	S	B	0.01%
	VFC	C	0.01%
	LNC	C	0.01%
	LEVI	F	0.0%

CVLC Underweight 214 Positions Relative to IUSV

	Symbol	Grade	Weight
	BRK.A	B	-3.74%
	XOM	B	-2.34%
	JNJ	C	-1.6%
	CVX	A	-1.2%
	MS	A	-0.72%
	RTX	D	-0.69%
	HON	C	-0.66%
	PM	B	-0.55%
	MCD	D	-0.52%
	LMT	D	-0.5%
	CB	C	-0.47%
	MO	A	-0.41%
	SO	C	-0.41%
	DUK	C	-0.37%
	MCK	A	-0.35%
	GD	D	-0.33%
	MMM	D	-0.32%
	NOC	D	-0.3%
	SLB	C	-0.27%
	NSC	B	-0.26%
	BA	F	-0.25%
	PSX	C	-0.24%
	KMI	A	-0.23%
	AEP	C	-0.22%
	LHX	C	-0.21%
	VLO	C	-0.2%
	PCG	A	-0.2%
	NEM	D	-0.2%
	COR	B	-0.19%
	COP	C	-0.18%
	WMB	A	-0.18%
	STZ	D	-0.17%
	CTVA	C	-0.17%
	HCA	F	-0.15%
	CSX	C	-0.15%
	DD	C	-0.15%
	FCX	F	-0.14%
	DOW	F	-0.14%
	ETR	B	-0.14%
	EIX	B	-0.14%
	VICI	C	-0.14%
	CAH	B	-0.13%
	GPN	B	-0.13%
	UAL	A	-0.13%
	HAL	C	-0.12%
	TEL	B	-0.12%
	PPL	A	-0.11%
	DVN	F	-0.11%
	ADM	D	-0.11%
	EQT	B	-0.11%
	EOG	A	-0.11%
	ATO	A	-0.1%
	LDOS	C	-0.1%
	MPC	D	-0.1%
	OKE	A	-0.1%
	HWM	A	-0.09%
	EXE	A	-0.09%
	CNP	A	-0.09%
	IP	A	-0.09%
	FE	C	-0.09%
	LYB	F	-0.09%
	J	D	-0.08%
	TSN	B	-0.08%
	INVH	D	-0.08%
	LUV	C	-0.08%
	VTRS	A	-0.07%
	GRMN	B	-0.07%
	L	A	-0.07%
	FNF	B	-0.07%
	THC	D	-0.07%
	TXT	D	-0.07%
	NXPI	D	-0.06%
	AA	A	-0.05%
	FOXA	A	-0.05%
	NWSA	A	-0.05%
	TAP	C	-0.05%
	AIZ	A	-0.05%
	COO	D	-0.05%
	UHS	D	-0.05%
	ALB	B	-0.05%
	MLM	C	-0.05%
	MTCH	D	-0.04%
	X	B	-0.04%
	OGE	A	-0.04%
	TPL	A	-0.04%
	FLR	B	-0.04%
	AR	B	-0.04%
	SOLV	D	-0.04%
	NLY	C	-0.04%
	PNW	A	-0.04%
	FOX	A	-0.03%
	LITE	B	-0.03%
	WBA	F	-0.03%
	HR	B	-0.03%
	GBCI	B	-0.03%
	CTRA	B	-0.03%
	NOV	C	-0.03%
	COLB	B	-0.03%
	LVS	B	-0.03%
	CACI	D	-0.03%
	DINO	D	-0.03%
	CCL	A	-0.03%
	CF	A	-0.03%
	ADC	A	-0.03%
	GLPI	C	-0.03%
	MRO	B	-0.03%
	FYBR	C	-0.03%
	HII	F	-0.03%
	RPM	A	-0.03%
	CYTK	F	-0.02%
	CZR	F	-0.02%
	PII	F	-0.02%
	DTM	A	-0.02%
	NWS	A	-0.02%
	PRGO	C	-0.02%
	ALE	A	-0.02%
	SR	A	-0.02%
	ASB	B	-0.02%
	ASGN	F	-0.02%
	KRC	B	-0.02%
	TXNM	A	-0.02%
	CNO	B	-0.02%
	TCBI	C	-0.02%
	ORA	B	-0.02%
	ERIE	D	-0.02%
	OGS	A	-0.02%
	KBR	F	-0.02%
	KMPR	A	-0.02%
	RGLD	C	-0.02%
	SBRA	C	-0.02%
	KEX	B	-0.02%
	GNRC	C	-0.02%
	BKH	A	-0.02%
	TKO	A	-0.02%
	AVNT	B	-0.02%
	CUZ	B	-0.02%
	IRT	A	-0.02%
	VLY	B	-0.02%
	AMH	C	-0.02%
	NJR	A	-0.02%
	BDC	C	-0.02%
	POST	C	-0.02%
	UMBF	B	-0.02%
	UBSI	B	-0.02%
	CLF	F	-0.02%
	UA	C	-0.01%
	HGV	C	-0.01%
	TNL	A	-0.01%
	IPGP	D	-0.01%
	YETI	D	-0.01%
	CPRI	F	-0.01%
	EPR	C	-0.01%
	NSP	F	-0.01%
	BLKB	B	-0.01%
	VC	F	-0.01%
	WEN	D	-0.01%
	NSA	C	-0.01%
	KNF	B	-0.01%
	TEX	F	-0.01%
	SAM	C	-0.01%
	GEF	A	-0.01%
	AMED	F	-0.01%
	SYNA	C	-0.01%
	POWI	F	-0.01%
	LIVN	F	-0.01%
	HAE	C	-0.01%
	VSH	F	-0.01%
	IRDM	D	-0.01%
	UAA	C	-0.01%
	CNXC	F	-0.01%
	VNOM	A	-0.01%
	ROIV	C	-0.01%
	CRI	F	-0.01%
	CHX	C	-0.01%
	PPC	C	-0.01%
	ALTM	B	-0.01%
	SMG	C	-0.01%
	AM	A	-0.01%
	JWN	D	-0.01%
	IBOC	B	-0.01%
	ENS	F	-0.01%
	RCM	A	-0.01%
	HWC	B	-0.01%
	RYN	D	-0.01%
	GNTX	C	-0.01%
	ENOV	C	-0.01%
	RLI	A	-0.01%
	GT	C	-0.01%
	WU	F	-0.01%
	MASI	B	-0.01%
	MUR	D	-0.01%
	MGM	D	-0.01%
	MTSI	B	-0.01%
	CXT	C	-0.01%
	CC	C	-0.01%
	NEOG	F	-0.01%
	AMKR	D	-0.01%
	OLN	F	-0.01%
	PCH	F	-0.01%
	VAC	C	-0.01%
	MAN	F	-0.01%
	PBF	D	-0.01%
	FFIN	B	-0.01%
	GHC	B	-0.01%
	AZPN	A	-0.01%
	EGP	D	-0.01%
	FLG	D	-0.01%
	BHF	C	-0.01%
	AMTM	D	-0.01%
	NWE	B	-0.01%
	NVST	B	-0.01%
	FHI	B	-0.01%
	MAGN	D	-0.0%
	AZTA	D	-0.0%

CVLC: Top Represented Industries & Keywords

Industries: Software - Application Banks - Regional - US Diversified Industrials Business Services Asset Management Biotechnology Software - Infrastructure Diagnostics & Research Specialty Retail Semiconductors Capital Markets Packaged Foods Utilities - Regulated Electric Scientific & Technical Instruments Credit Services Insurance - Property & Casualty Medical Devices Medical Instruments & Supplies Packaging & Containers Building Materials

Keywords: S&P 500 Nasdaq 100 Computing Insurance Bank Banking Electronics Real Estate Investment Trust Chemical Natural Gas Medicine Aerospace Electricity Mining Semiconductor Telecommunications Cloud Computing Building Materials Dow Jones Component Insurance Products

IUSV: Top Represented Industries & Keywords

Industries: Banks - Regional - US Diversified Industrials Utilities - Regulated Electric Business Services Asset Management Diagnostics & Research Packaged Foods Semiconductors Packaging & Containers Software - Application Specialty Chemicals Capital Markets Medical Instruments & Supplies Specialty Retail Biotechnology Insurance - Property & Casualty Oil & Gas E&P Information Technology Services Medical Devices REIT - Diversified

Keywords: S&P 500 Nasdaq 100 Natural Gas Bank Insurance Real Estate Investment Trust Banking Electricity Chemical Electronics Aerospace Mining Medicine Computing Telecommunications Dow Jones Component Insurance Products Semiconductor Beverage Plastic