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      CVMC vs. IWR ETF Comparison

      Comparison of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) to iShares Russell Mid-Cap ETF (IWR)
      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

      $62.36

      Average Daily Volume

      1,915

      Number of Holdings *

      606

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

      iShares Russell Mid-Cap ETF

      IWR Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities. 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. The underlying index measures the performance of the mid-capitalization sector of the U.S. equity market. The underlying index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index.

      Grade (RS Rating)

      Last Trade

      $92.62

      Average Daily Volume

      1,406,493

      Number of Holdings *

      802

      * may have additional holdings in another (foreign) market
      Performance
      Period CVMC IWR
      30 Days 2.49% 3.47%
      60 Days 6.76% 8.08%
      90 Days 9.36% 10.61%
      12 Months 30.45% 32.89%
      522 Overlapping Holdings
      Symbol Grade Weight in CVMC Weight in IWR Overlap
      A F 0.4% 0.32% 0.32%
      AAL B 0.12% 0.07% 0.07%
      AAON B 0.09% 0.08% 0.08%
      ACGL D 0.36% 0.3% 0.3%
      ACI C 0.08% 0.07% 0.07%
      ACM B 0.17% 0.12% 0.12%
      AEE A 0.26% 0.19% 0.19%
      AES F 0.11% 0.08% 0.08%
      AFG A 0.09% 0.08% 0.08%
      AFRM B 0.13% 0.09% 0.09%
      AGCO F 0.07% 0.05% 0.05%
      AGNC C 0.07% 0.06% 0.06%
      AGR C 0.03% 0.02% 0.02%
      AKAM F 0.16% 0.11% 0.11%
      AL B 0.06% 0.04% 0.04%
      ALGM F 0.03% 0.02% 0.02%
      ALGN F 0.17% 0.13% 0.13%
      ALK A 0.09% 0.05% 0.05%
      ALL A 0.48% 0.42% 0.42%
      ALLE D 0.14% 0.1% 0.1%
      ALLY C 0.1% 0.08% 0.08%
      ALNY D 0.36% 0.28% 0.28%
      ALSN A 0.12% 0.08% 0.08%
      AMCR D 0.17% 0.12% 0.12%
      AME A 0.45% 0.36% 0.36%
      AMG B 0.05% 0.05% 0.05%
      AMP A 0.54% 0.45% 0.45%
      AN C 0.04% 0.03% 0.03%
      ANSS B 0.3% 0.24% 0.24%
      AOS F 0.1% 0.07% 0.07%
      APG B 0.1% 0.07% 0.07%
      APLS F 0.03% 0.03% 0.03%
      APP B 0.32% 0.62% 0.32%
      APPF B 0.05% 0.04% 0.04%
      APTV D 0.17% 0.12% 0.12%
      ARE F 0.22% 0.16% 0.16%
      ARES B 0.31% 0.25% 0.25%
      ARMK B 0.11% 0.08% 0.08%
      ARW F 0.06% 0.05% 0.05%
      ASH F 0.05% 0.03% 0.03%
      ATI D 0.12% 0.06% 0.06%
      ATR A 0.13% 0.09% 0.09%
      AVB A 0.34% 0.27% 0.27%
      AVT C 0.05% 0.04% 0.04%
      AVTR F 0.17% 0.12% 0.12%
      AVY F 0.18% 0.13% 0.13%
      AWI B 0.06% 0.05% 0.05%
      AWK D 0.28% 0.22% 0.22%
      AXON B 0.37% 0.35% 0.35%
      AXS A 0.06% 0.05% 0.05%
      AXTA A 0.1% 0.07% 0.07%
      AYI B 0.11% 0.08% 0.08%
      AZEK B 0.06% 0.06% 0.06%
      BAH C 0.26% 0.19% 0.19%
      BALL D 0.21% 0.15% 0.15%
      BAX F 0.2% 0.14% 0.14%
      BBWI C 0.07% 0.05% 0.05%
      BBY D 0.17% 0.16% 0.16%
      BC C 0.06% 0.05% 0.05%
      BEN C 0.06% 0.05% 0.05%
      BERY C 0.09% 0.06% 0.06%
      BFAM F 0.08% 0.05% 0.05%
      BG D 0.13% 0.1% 0.1%
      BIIB F 0.27% 0.2% 0.2%
      BILL A 0.07% 0.06% 0.06%
      BIO C 0.08% 0.06% 0.06%
      BJ B 0.11% 0.1% 0.1%
      BK B 0.56% 0.46% 0.46%
      BKR B 0.44% 0.35% 0.35%
      BLD F 0.12% 0.09% 0.09%
      BMRN F 0.13% 0.1% 0.1%
      BOKF B 0.03% 0.02% 0.02%
      BPOP C 0.07% 0.05% 0.05%
      BR A 0.26% 0.21% 0.21%
      BRBR A 0.08% 0.07% 0.07%
      BRKR F 0.07% 0.05% 0.05%
      BRO A 0.29% 0.22% 0.22%
      BRX A 0.09% 0.07% 0.07%
      BURL C 0.15% 0.14% 0.14%
      BWA B 0.11% 0.06% 0.06%
      BXP D 0.14% 0.11% 0.11%
      CACC D 0.03% 0.02% 0.02%
      CAG F 0.15% 0.11% 0.11%
      CASY B 0.16% 0.12% 0.12%
      CBOE D 0.2% 0.17% 0.17%
      CBRE A 0.41% 0.34% 0.34%
      CBSH A 0.08% 0.07% 0.07%
      CCI F 0.44% 0.37% 0.37%
      CCK D 0.13% 0.09% 0.09%
      CDW F 0.28% 0.22% 0.22%
      CE F 0.11% 0.08% 0.08%
      CELH F 0.05% 0.04% 0.04%
      CFG B 0.21% 0.17% 0.17%
      CFLT B 0.06% 0.05% 0.05%
      CFR B 0.08% 0.07% 0.07%
      CG C 0.11% 0.09% 0.09%
      CGNX C 0.08% 0.06% 0.06%
      CHD B 0.24% 0.21% 0.21%
      CHE D 0.09% 0.07% 0.07%
      CHH B 0.04% 0.03% 0.03%
      CHRW A 0.17% 0.1% 0.1%
      CHTR B 0.4% 0.3% 0.3%
      CIEN B 0.1% 0.08% 0.08%
      CINF A 0.22% 0.18% 0.18%
      CLH B 0.15% 0.11% 0.11%
      CLX A 0.19% 0.17% 0.17%
      CMA A 0.09% 0.07% 0.07%
      CMI A 0.48% 0.39% 0.39%
      CMS C 0.23% 0.16% 0.16%
      CNC F 0.33% 0.26% 0.26%
      CNH D 0.11% 0.08% 0.08%
      CNM D 0.09% 0.07% 0.07%
      COHR B 0.15% 0.12% 0.12%
      COKE C 0.07% 0.06% 0.06%
      COLD F 0.08% 0.05% 0.05%
      COLM B 0.03% 0.02% 0.02%
      COTY F 0.03% 0.02% 0.02%
      CPB F 0.1% 0.07% 0.07%
      CPT C 0.14% 0.1% 0.1%
      CRL C 0.12% 0.09% 0.09%
      CROX F 0.06% 0.05% 0.05%
      CRUS F 0.06% 0.05% 0.05%
      CSGP D 0.32% 0.25% 0.25%
      CSL B 0.25% 0.17% 0.17%
      CTLT D 0.12% 0.09% 0.09%
      CTSH A 0.4% 0.32% 0.32%
      CUBE D 0.12% 0.09% 0.09%
      CVNA B 0.25% 0.21% 0.21%
      CW B 0.16% 0.12% 0.12%
      CWEN D 0.03% 0.01% 0.01%
      CWEN D 0.03% 0.02% 0.02%
      DAL A 0.44% 0.32% 0.32%
      DAR B 0.07% 0.05% 0.05%
      DAY C 0.13% 0.1% 0.1%
      DBX B 0.07% 0.05% 0.05%
      DCI A 0.11% 0.08% 0.08%
      DDOG B 0.38% 0.3% 0.3%
      DECK B 0.24% 0.22% 0.22%
      DFS B 0.44% 0.35% 0.35%
      DG F 0.16% 0.14% 0.14%
      DGX A 0.19% 0.14% 0.14%
      DKS F 0.1% 0.09% 0.09%
      DLB C 0.05% 0.04% 0.04%
      DLTR F 0.13% 0.1% 0.1%
      DOC C 0.17% 0.13% 0.13%
      DOCS B 0.05% 0.06% 0.05%
      DOCU B 0.16% 0.13% 0.13%
      DOV A 0.31% 0.22% 0.22%
      DOX C 0.11% 0.09% 0.09%
      DPZ C 0.17% 0.13% 0.13%
      DRI B 0.22% 0.16% 0.16%
      DT C 0.15% 0.13% 0.13%
      DTE D 0.28% 0.2% 0.2%
      DUOL B 0.13% 0.1% 0.1%
      DVA C 0.08% 0.06% 0.06%
      EA A 0.39% 0.34% 0.34%
      EBAY C 0.28% 0.25% 0.25%
      ED D 0.35% 0.28% 0.28%
      EEFT C 0.04% 0.04% 0.04%
      EFX D 0.33% 0.27% 0.27%
      EG D 0.15% 0.13% 0.13%
      EHC A 0.11% 0.08% 0.08%
      ELAN D 0.07% 0.06% 0.06%
      ELF C 0.05% 0.05% 0.05%
      ELS C 0.14% 0.11% 0.11%
      EME B 0.26% 0.19% 0.19%
      EMN D 0.14% 0.1% 0.1%
      ENPH F 0.09% 0.07% 0.07%
      ENTG D 0.16% 0.13% 0.13%
      EPAM B 0.11% 0.1% 0.1%
      EQH B 0.15% 0.12% 0.12%
      EQR C 0.29% 0.23% 0.23%
      ES D 0.24% 0.17% 0.17%
      ESAB B 0.09% 0.06% 0.06%
      ESI B 0.07% 0.05% 0.05%
      ESS C 0.21% 0.16% 0.16%
      ESTC C 0.07% 0.06% 0.06%
      ETSY C 0.06% 0.05% 0.05%
      EVR B 0.11% 0.09% 0.09%
      EVRG A 0.15% 0.11% 0.11%
      EWBC B 0.14% 0.11% 0.11%
      EXAS F 0.11% 0.08% 0.08%
      EXC C 0.39% 0.31% 0.31%
      EXEL B 0.11% 0.08% 0.08%
      EXPD D 0.21% 0.14% 0.14%
      EXR D 0.35% 0.28% 0.28%
      FAF C 0.07% 0.05% 0.05%
      FAST A 0.45% 0.39% 0.39%
      FBIN F 0.1% 0.08% 0.08%
      FCN F 0.08% 0.06% 0.06%
      FCNCA B 0.26% 0.21% 0.21%
      FDS A 0.21% 0.15% 0.15%
      FFIV A 0.14% 0.11% 0.11%
      FHN A 0.1% 0.09% 0.09%
      FICO B 0.51% 0.45% 0.45%
      FIS B 0.47% 0.4% 0.4%
      FITB A 0.3% 0.26% 0.26%
      FIVE F 0.04% 0.04% 0.04%
      FIX B 0.17% 0.13% 0.13%
      FLO F 0.05% 0.03% 0.03%
      FLS B 0.09% 0.06% 0.06%
      FMC F 0.09% 0.06% 0.06%
      FNB A 0.06% 0.05% 0.05%
      FND F 0.1% 0.09% 0.09%
      FOUR B 0.06% 0.05% 0.05%
      FR C 0.08% 0.06% 0.06%
      FRPT B 0.08% 0.06% 0.06%
      FRT C 0.1% 0.08% 0.08%
      FSLR F 0.17% 0.17% 0.17%
      FTV D 0.29% 0.21% 0.21%
      G B 0.07% 0.07% 0.07%
      GAP B 0.05% 0.04% 0.04%
      GEHC F 0.38% 0.31% 0.31%
      GEN A 0.17% 0.13% 0.13%
      GGG B 0.17% 0.12% 0.12%
      GIS F 0.37% 0.3% 0.3%
      GL B 0.09% 0.08% 0.08%
      GLW C 0.38% 0.3% 0.3%
      GME C 0.06% 0.08% 0.06%
      GMED B 0.1% 0.07% 0.07%
      GPC D 0.16% 0.14% 0.14%
      GPK D 0.1% 0.07% 0.07%
      GWRE A 0.16% 0.13% 0.13%
      GWW B 0.5% 0.42% 0.42%
      GXO B 0.08% 0.06% 0.06%
      H B 0.08% 0.06% 0.06%
      HAS D 0.08% 0.07% 0.07%
      HBAN B 0.24% 0.2% 0.2%
      HCP A 0.05% 0.04% 0.04%
      HEI B 0.29% 0.13% 0.13%
      HEI B 0.29% 0.09% 0.09%
      HIG C 0.33% 0.28% 0.28%
      HLI B 0.1% 0.08% 0.08%
      HOG F 0.06% 0.03% 0.03%
      HOLX D 0.2% 0.15% 0.15%
      HPE B 0.28% 0.23% 0.23%
      HPQ B 0.36% 0.29% 0.29%
      HRB D 0.1% 0.07% 0.07%
      HRL F 0.1% 0.07% 0.07%
      HSIC F 0.09% 0.07% 0.07%
      HST C 0.14% 0.1% 0.1%
      HSY D 0.28% 0.21% 0.21%
      HUBB B 0.29% 0.2% 0.2%
      HUBS B 0.3% 0.26% 0.26%
      HUM D 0.35% 0.28% 0.28%
      HXL D 0.06% 0.04% 0.04%
      IDA A 0.07% 0.05% 0.05%
      IDXX D 0.35% 0.29% 0.29%
      IEX B 0.2% 0.14% 0.14%
      IFF F 0.23% 0.19% 0.19%
      ILMN C 0.26% 0.19% 0.19%
      INCY B 0.17% 0.11% 0.11%
      INGR B 0.11% 0.08% 0.08%
      INSP F 0.07% 0.05% 0.05%
      IONS F 0.06% 0.05% 0.05%
      IPG F 0.13% 0.09% 0.09%
      IQV F 0.4% 0.32% 0.32%
      IR A 0.43% 0.34% 0.34%
      IRM D 0.34% 0.28% 0.28%
      IT A 0.41% 0.33% 0.33%
      ITT A 0.14% 0.1% 0.1%
      IVZ C 0.08% 0.05% 0.05%
      JAZZ B 0.07% 0.06% 0.06%
      JBHT B 0.21% 0.13% 0.13%
      JBL C 0.15% 0.12% 0.12%
      JEF A 0.11% 0.1% 0.1%
      JHG B 0.06% 0.05% 0.05%
      JKHY C 0.13% 0.11% 0.11%
      JLL C 0.14% 0.1% 0.1%
      JNPR D 0.13% 0.1% 0.1%
      K A 0.23% 0.17% 0.17%
      KD A 0.06% 0.05% 0.05%
      KEY B 0.18% 0.14% 0.14%
      KEYS C 0.31% 0.23% 0.23%
      KIM A 0.18% 0.13% 0.13%
      KMX C 0.11% 0.1% 0.1%
      KNSL C 0.1% 0.08% 0.08%
      KNX B 0.13% 0.08% 0.08%
      KR A 0.44% 0.32% 0.32%
      KVUE B 0.41% 0.37% 0.37%
      LAD B 0.09% 0.08% 0.08%
      LAMR D 0.13% 0.09% 0.09%
      LBRDK C 0.13% 0.09% 0.09%
      LEA F 0.08% 0.04% 0.04%
      LECO C 0.13% 0.1% 0.1%
      LEN D 0.41% 0.01% 0.01%
      LEN D 0.41% 0.33% 0.33%
      LFUS D 0.07% 0.05% 0.05%
      LH A 0.21% 0.17% 0.17%
      LII B 0.22% 0.16% 0.16%
      LKQ D 0.09% 0.08% 0.08%
      LNC B 0.06% 0.04% 0.04%
      LNT C 0.16% 0.12% 0.12%
      LPLA B 0.22% 0.19% 0.19%
      LPX B 0.07% 0.06% 0.06%
      LSCC D 0.08% 0.06% 0.06%
      LSTR B 0.09% 0.06% 0.06%
      LW C 0.12% 0.09% 0.09%
      LYFT B 0.05% 0.05% 0.05%
      LYV B 0.22% 0.16% 0.16%
      M D 0.04% 0.03% 0.03%
      MAA C 0.2% 0.15% 0.15%
      MANH C 0.17% 0.14% 0.14%
      MAS D 0.17% 0.14% 0.14%
      MAT C 0.06% 0.05% 0.05%
      MDB C 0.2% 0.17% 0.17%
      MEDP C 0.1% 0.07% 0.07%
      MHK D 0.07% 0.06% 0.06%
      MIDD C 0.09% 0.06% 0.06%
      MKC D 0.22% 0.16% 0.16%
      MKSI C 0.08% 0.06% 0.06%
      MKTX C 0.11% 0.08% 0.08%
      MOH F 0.21% 0.15% 0.15%
      MORN B 0.11% 0.08% 0.08%
      MOS D 0.1% 0.07% 0.07%
      MPWR F 0.37% 0.29% 0.29%
      MSA D 0.07% 0.05% 0.05%
      MSCI B 0.44% 0.37% 0.37%
      MSM B 0.04% 0.03% 0.03%
      MTB B 0.35% 0.28% 0.28%
      MTD F 0.31% 0.22% 0.22%
      MTG C 0.06% 0.05% 0.05%
      MTN D 0.07% 0.05% 0.05%
      MTZ B 0.1% 0.07% 0.07%
      NBIX C 0.13% 0.1% 0.1%
      NDAQ A 0.31% 0.26% 0.26%
      NDSN B 0.16% 0.12% 0.12%
      NET B 0.28% 0.22% 0.22%
      NFG C 0.06% 0.04% 0.04%
      NI A 0.18% 0.13% 0.13%
      NNN F 0.08% 0.06% 0.06%
      NRG B 0.21% 0.16% 0.16%
      NTAP D 0.25% 0.21% 0.21%
      NTNX B 0.16% 0.14% 0.14%
      NTRS A 0.2% 0.17% 0.17%
      NUE C 0.41% 0.31% 0.31%
      NVR D 0.3% 0.22% 0.22%
      NVT B 0.14% 0.1% 0.1%
      NXST C 0.06% 0.04% 0.04%
      NYT C 0.1% 0.07% 0.07%
      OC A 0.21% 0.13% 0.13%
      ODFL B 0.44% 0.36% 0.36%
      OGN F 0.04% 0.03% 0.03%
      OHI C 0.11% 0.08% 0.08%
      OKTA C 0.12% 0.1% 0.1%
      OLED F 0.08% 0.07% 0.07%
      OLLI C 0.06% 0.05% 0.05%
      OMC B 0.23% 0.16% 0.16%
      OMF A 0.06% 0.05% 0.05%
      ON F 0.31% 0.24% 0.24%
      ONTO F 0.09% 0.07% 0.07%
      ORI A 0.08% 0.07% 0.07%
      OSK B 0.09% 0.06% 0.06%
      OTIS C 0.41% 0.33% 0.33%
      OWL B 0.12% 0.09% 0.09%
      OZK B 0.05% 0.04% 0.04%
      PAG B 0.03% 0.02% 0.02%
      PARA C 0.08% 0.05% 0.05%
      PAYC B 0.12% 0.09% 0.09%
      PAYX B 0.48% 0.39% 0.39%
      PB B 0.07% 0.06% 0.06%
      PCTY A 0.09% 0.08% 0.08%
      PEG C 0.42% 0.35% 0.35%
      PEN B 0.1% 0.07% 0.07%
      PFG C 0.19% 0.16% 0.16%
      PFGC B 0.14% 0.11% 0.11%
      PHM D 0.29% 0.22% 0.22%
      PINS F 0.2% 0.14% 0.14%
      PKG B 0.24% 0.17% 0.17%
      PLNT A 0.08% 0.07% 0.07%
      PNFP B 0.09% 0.07% 0.07%
      PNR A 0.19% 0.14% 0.14%
      PODD B 0.18% 0.15% 0.15%
      POOL D 0.13% 0.11% 0.11%
      PPG F 0.31% 0.24% 0.24%
      PRI A 0.09% 0.08% 0.08%
      PRU B 0.44% 0.35% 0.35%
      PSN B 0.05% 0.04% 0.04%
      PSTG D 0.17% 0.13% 0.13%
      PTC B 0.24% 0.19% 0.19%
      PVH C 0.05% 0.05% 0.05%
      PWR B 0.46% 0.39% 0.39%
      QRVO F 0.07% 0.05% 0.05%
      R A 0.09% 0.06% 0.06%
      RBLX B 0.27% 0.22% 0.22%
      REG A 0.15% 0.11% 0.11%
      REXR F 0.1% 0.08% 0.08%
      RF B 0.23% 0.19% 0.19%
      RGA A 0.14% 0.12% 0.12%
      RGEN C 0.08% 0.06% 0.06%
      RH C 0.05% 0.04% 0.04%
      RHI B 0.09% 0.06% 0.06%
      RIVN D 0.1% 0.07% 0.07%
      RJF A 0.29% 0.24% 0.24%
      RL B 0.08% 0.07% 0.07%
      RMD C 0.37% 0.3% 0.3%
      RNR D 0.13% 0.11% 0.11%
      ROK B 0.36% 0.25% 0.25%
      ROKU C 0.09% 0.08% 0.08%
      ROL B 0.16% 0.11% 0.11%
      RPRX F 0.11% 0.08% 0.08%
      RRX C 0.14% 0.09% 0.09%
      RS B 0.23% 0.15% 0.15%
      RVTY C 0.17% 0.12% 0.12%
      RYAN A 0.07% 0.06% 0.06%
      S B 0.07% 0.06% 0.06%
      SAIA B 0.21% 0.12% 0.12%
      SAIC C 0.08% 0.06% 0.06%
      SBAC D 0.26% 0.19% 0.19%
      SCI B 0.14% 0.1% 0.1%
      SEE C 0.06% 0.04% 0.04%
      SEIC A 0.08% 0.06% 0.06%
      SF B 0.11% 0.09% 0.09%
      SITE D 0.06% 0.05% 0.05%
      SJM F 0.13% 0.1% 0.1%
      SKX F 0.08% 0.07% 0.07%
      SLGN A 0.05% 0.04% 0.04%
      SLM B 0.05% 0.04% 0.04%
      SMAR A 0.07% 0.06% 0.06%
      SMCI F 0.12% 0.1% 0.1%
      SNA A 0.21% 0.15% 0.15%
      SNV B 0.08% 0.07% 0.07%
      SNX C 0.09% 0.08% 0.08%
      SOFI B 0.12% 0.11% 0.11%
      SON D 0.06% 0.04% 0.04%
      SQ B 0.43% 0.34% 0.34%
      SRPT F 0.12% 0.09% 0.09%
      SSD D 0.09% 0.07% 0.07%
      SSNC C 0.16% 0.13% 0.13%
      ST F 0.06% 0.04% 0.04%
      STAG D 0.08% 0.05% 0.05%
      STE F 0.24% 0.17% 0.17%
      STLD B 0.28% 0.18% 0.18%
      STT B 0.28% 0.23% 0.23%
      STWD D 0.06% 0.05% 0.05%
      SUI D 0.18% 0.13% 0.13%
      SW C 0.31% 0.22% 0.22%
      SWK F 0.16% 0.11% 0.11%
      SWKS F 0.15% 0.12% 0.12%
      SYF B 0.26% 0.2% 0.2%
      SYY B 0.39% 0.31% 0.31%
      TDY A 0.25% 0.18% 0.18%
      TECH B 0.13% 0.1% 0.1%
      TER F 0.18% 0.14% 0.14%
      TFX F 0.1% 0.08% 0.08%
      THG A 0.05% 0.05% 0.05%
      THO B 0.08% 0.05% 0.05%
      TKR F 0.06% 0.04% 0.04%
      TOL C 0.17% 0.13% 0.13%
      TOST A 0.13% 0.14% 0.13%
      TPG B 0.05% 0.04% 0.04%
      TPR B 0.11% 0.1% 0.1%
      TPX B 0.08% 0.07% 0.07%
      TREX C 0.07% 0.06% 0.06%
      TRMB B 0.2% 0.14% 0.14%
      TROW B 0.25% 0.21% 0.21%
      TRU D 0.23% 0.17% 0.17%
      TSCO C 0.29% 0.25% 0.25%
      TTC F 0.1% 0.07% 0.07%
      TTD B 0.55% 0.45% 0.45%
      TTEK C 0.14% 0.1% 0.1%
      TTWO A 0.27% 0.25% 0.25%
      TW C 0.14% 0.12% 0.12%
      TWLO A 0.16% 0.13% 0.13%
      TXRH A 0.14% 0.11% 0.11%
      TYL B 0.26% 0.21% 0.21%
      UDR C 0.16% 0.12% 0.12%
      UGI D 0.06% 0.04% 0.04%
      ULTA C 0.17% 0.15% 0.15%
      UNM A 0.12% 0.09% 0.09%
      URI B 0.57% 0.47% 0.47%
      USFD A 0.17% 0.12% 0.12%
      UTHR B 0.19% 0.15% 0.15%
      VEEV B 0.33% 0.28% 0.28%
      VFC C 0.07% 0.06% 0.06%
      VLTO C 0.25% 0.21% 0.21%
      VMC B 0.4% 0.31% 0.31%
      VMI B 0.08% 0.06% 0.06%
      VNO C 0.08% 0.07% 0.07%
      VNT B 0.06% 0.05% 0.05%
      VOYA B 0.08% 0.07% 0.07%
      VRSK A 0.4% 0.33% 0.33%
      VRSN C 0.17% 0.13% 0.13%
      VRT B 0.47% 0.36% 0.36%
      VTR C 0.29% 0.21% 0.21%
      WAB A 0.37% 0.28% 0.28%
      WAL B 0.1% 0.08% 0.08%
      WAT A 0.25% 0.18% 0.18%
      WBD B 0.22% 0.18% 0.18%
      WBS A 0.1% 0.08% 0.08%
      WCC B 0.09% 0.07% 0.07%
      WDC D 0.24% 0.18% 0.18%
      WEC B 0.33% 0.25% 0.25%
      WEX D 0.08% 0.06% 0.06%
      WH A 0.08% 0.06% 0.06%
      WHR B 0.05% 0.05% 0.05%
      WING D 0.1% 0.08% 0.08%
      WMS F 0.13% 0.08% 0.08%
      WPC F 0.13% 0.1% 0.1%
      WRB B 0.17% 0.14% 0.14%
      WSC F 0.08% 0.06% 0.06%
      WSM F 0.15% 0.13% 0.13%
      WSO A 0.21% 0.15% 0.15%
      WST B 0.26% 0.19% 0.19%
      WTFC B 0.08% 0.07% 0.07%
      WTM A 0.04% 0.04% 0.04%
      WTRG C 0.12% 0.08% 0.08%
      WTW A 0.31% 0.26% 0.26%
      WWD B 0.11% 0.09% 0.09%
      WY F 0.2% 0.19% 0.19%
      XEL A 0.39% 0.3% 0.3%
      XPO B 0.24% 0.14% 0.14%
      XRAY F 0.05% 0.03% 0.03%
      XYL D 0.31% 0.24% 0.24%
      YUM B 0.39% 0.31% 0.31%
      Z B 0.12% 0.09% 0.09%
      ZBH C 0.24% 0.18% 0.18%
      ZBRA A 0.21% 0.17% 0.17%
      ZI D 0.04% 0.03% 0.03%
      ZION B 0.08% 0.07% 0.07%
      ZM B 0.21% 0.17% 0.17%
      ZS B 0.18% 0.15% 0.15%
      CVMC Overweight 87 Positions Relative to IWR
      Symbol Grade Weight
      ADSK A 0.62%
      FTNT B 0.5%
      D D 0.47%
      KMB F 0.42%
      SNOW C 0.38%
      TEAM B 0.36%
      LULU C 0.32%
      KHC F 0.31%
      STX D 0.22%
      SFM B 0.15%
      EL F 0.14%
      SUM C 0.14%
      CMC B 0.14%
      AIT A 0.12%
      MLI B 0.12%
      SNAP C 0.12%
      ALV C 0.1%
      HQY B 0.09%
      ENSG C 0.09%
      MOD C 0.09%
      CVLT A 0.08%
      UFPI B 0.08%
      HLNE B 0.08%
      TMHC C 0.08%
      GKOS A 0.08%
      GTLS A 0.08%
      SSB B 0.08%
      JXN B 0.08%
      HALO B 0.08%
      WTS B 0.07%
      KRG B 0.07%
      CADE B 0.07%
      BPMC B 0.07%
      ONB B 0.07%
      CWST A 0.07%
      BCPC B 0.07%
      SPSC D 0.07%
      EXLS B 0.07%
      CBT C 0.07%
      MOG.A B 0.07%
      RHP B 0.07%
      MTH D 0.07%
      NOVT C 0.07%
      BMI B 0.07%
      ESNT D 0.06%
      DY C 0.06%
      SIGI B 0.06%
      COOP B 0.06%
      BECN B 0.06%
      EXPO D 0.06%
      VRNS D 0.06%
      QLYS B 0.06%
      MMS D 0.06%
      IBP F 0.06%
      GATX A 0.06%
      ALTR C 0.06%
      EPRT C 0.06%
      FSS C 0.06%
      ITRI B 0.06%
      RMBS B 0.06%
      MMSI B 0.06%
      TRNO D 0.06%
      ANF D 0.06%
      KBH D 0.06%
      NSIT F 0.05%
      WMG B 0.05%
      ABG B 0.05%
      FELE A 0.05%
      RDN C 0.05%
      SWX B 0.05%
      BCO F 0.05%
      TENB C 0.05%
      BCC B 0.05%
      POR D 0.05%
      ZWS B 0.05%
      HOMB A 0.05%
      CHWY B 0.04%
      BBIO F 0.04%
      SIG B 0.04%
      CWAN B 0.04%
      CDP C 0.04%
      LANC C 0.04%
      ATKR D 0.04%
      OPCH F 0.04%
      PFSI D 0.03%
      TNET D 0.03%
      LEVI F 0.02%
      CVMC Underweight 280 Positions Relative to IWR
      Symbol Grade Weight
      PLTR B -0.95%
      WMB B -0.56%
      AJG A -0.52%
      OKE A -0.51%
      AFL C -0.49%
      HLT A -0.49%
      DLR C -0.48%
      SPG B -0.47%
      RCL A -0.43%
      COIN B -0.43%
      KMI B -0.42%
      O D -0.41%
      DHI F -0.41%
      VST B -0.4%
      LHX A -0.4%
      LNG B -0.38%
      ROST F -0.38%
      HWM A -0.37%
      PCG A -0.36%
      FERG B -0.34%
      TRGP B -0.34%
      MSTR B -0.34%
      CTVA C -0.33%
      COR A -0.33%
      HES C -0.32%
      MLM B -0.31%
      MCHP F -0.31%
      DD D -0.29%
      FANG D -0.28%
      VICI D -0.27%
      GRMN A -0.27%
      EIX C -0.26%
      ETR B -0.26%
      DOW F -0.26%
      CAH A -0.24%
      CPNG B -0.23%
      DXCM C -0.23%
      GPN B -0.23%
      UAL B -0.23%
      LDOS B -0.22%
      HAL C -0.21%
      TPL B -0.21%
      EQT B -0.2%
      PPL A -0.2%
      DVN F -0.2%
      ADM F -0.2%
      CPAY A -0.2%
      GDDY A -0.2%
      EXPE B -0.19%
      FE D -0.19%
      CCL A -0.19%
      ATO A -0.18%
      LYB F -0.18%
      INVH D -0.17%
      EXE A -0.17%
      MKL A -0.17%
      BLDR D -0.17%
      CNP B -0.16%
      IP C -0.16%
      COO D -0.16%
      HOOD B -0.16%
      IBKR A -0.15%
      DKNG B -0.15%
      J B -0.15%
      CTRA B -0.15%
      LUV B -0.15%
      TSN C -0.14%
      FWONK A -0.14%
      RPM A -0.14%
      LVS C -0.14%
      THC B -0.13%
      MRO B -0.13%
      TXT C -0.13%
      L A -0.12%
      NTRA B -0.12%
      FNF C -0.12%
      CF B -0.12%
      VTRS B -0.12%
      GLPI D -0.11%
      ALB B -0.1%
      UHS D -0.1%
      FTI B -0.1%
      AMH C -0.1%
      CACI C -0.1%
      AIZ A -0.09%
      GNRC B -0.09%
      CAVA B -0.09%
      NWSA B -0.09%
      AA C -0.09%
      OVV C -0.09%
      BWXT A -0.09%
      NCLH B -0.09%
      LNW F -0.08%
      ITCI C -0.08%
      TKO D -0.08%
      KBR B -0.08%
      DTM B -0.08%
      MUSA B -0.08%
      GLOB B -0.08%
      PR C -0.08%
      RGLD C -0.08%
      NLY C -0.08%
      SOLV D -0.08%
      CHDN C -0.08%
      FOXA A -0.08%
      EXP B -0.08%
      PNW B -0.08%
      TAP B -0.08%
      HII D -0.07%
      CHRD F -0.07%
      CART C -0.07%
      AR B -0.07%
      FYBR D -0.07%
      EGP C -0.07%
      MGM D -0.07%
      OGE B -0.07%
      WYNN F -0.07%
      CR B -0.07%
      CZR F -0.07%
      RBC B -0.07%
      X C -0.07%
      MASI B -0.06%
      SN C -0.06%
      GNTX C -0.06%
      GTLB B -0.06%
      RLI A -0.06%
      VKTX D -0.06%
      KEX B -0.06%
      PCOR B -0.06%
      ADC A -0.06%
      MTSI B -0.06%
      RRC B -0.06%
      MTCH F -0.06%
      APA F -0.06%
      VVV B -0.05%
      LITE A -0.05%
      PATH C -0.05%
      U F -0.05%
      CLF D -0.05%
      WFRD D -0.05%
      SIRI D -0.05%
      COLB B -0.05%
      LAZ C -0.05%
      NOV C -0.05%
      WBA D -0.05%
      DINO D -0.05%
      AZPN A -0.05%
      MTDR C -0.05%
      UHAL C -0.05%
      HR C -0.05%
      BSY F -0.05%
      GFS C -0.04%
      WLK F -0.04%
      RARE D -0.04%
      AGO B -0.04%
      RYN F -0.04%
      CUZ C -0.04%
      KRC C -0.04%
      LOPE B -0.04%
      ROIV C -0.04%
      BYD A -0.04%
      BROS B -0.04%
      CCCS B -0.04%
      AM B -0.04%
      OLN D -0.04%
      CIVI F -0.04%
      FOX A -0.04%
      POST D -0.04%
      RITM C -0.04%
      VNOM C -0.04%
      AMKR F -0.03%
      AMED F -0.03%
      PENN B -0.03%
      BHF B -0.03%
      RNG B -0.03%
      ECG C -0.03%
      YETI C -0.03%
      LBTYA F -0.03%
      LBTYK F -0.03%
      VAC B -0.03%
      HUN F -0.03%
      WEN C -0.03%
      ZG B -0.03%
      EPR D -0.03%
      IRDM C -0.03%
      NCNO B -0.03%
      FHB B -0.03%
      NVST C -0.03%
      PII F -0.03%
      HIW D -0.03%
      PRGO C -0.03%
      TNL A -0.03%
      SPR F -0.03%
      MDU F -0.03%
      W F -0.03%
      NWS B -0.03%
      ACHC F -0.03%
      DNB B -0.03%
      NEU C -0.03%
      NWL B -0.03%
      PEGA A -0.03%
      DXC B -0.03%
      IAC F -0.03%
      KMPR A -0.03%
      LINE F -0.03%
      AMTM D -0.03%
      MSGS C -0.03%
      GTES B -0.03%
      CLVT F -0.02%
      VSTS D -0.02%
      KSS F -0.02%
      CNXC F -0.02%
      FTRE D -0.02%
      ALAB B -0.02%
      RKT F -0.02%
      LCID F -0.02%
      RCM B -0.02%
      AAP D -0.02%
      HAYW C -0.02%
      PPC B -0.02%
      ADT B -0.02%
      JWN B -0.02%
      IPGP C -0.02%
      CPRI F -0.02%
      QDEL F -0.02%
      AZTA F -0.02%
      PINC A -0.02%
      SHC D -0.02%
      SPB B -0.02%
      ENOV C -0.02%
      MP C -0.02%
      WU F -0.02%
      HHH B -0.02%
      FIVN C -0.02%
      SAM B -0.02%
      CXT D -0.02%
      VIRT B -0.02%
      DV C -0.02%
      LLYVK B -0.02%
      TDC D -0.02%
      MPW F -0.02%
      CC C -0.02%
      NSA D -0.02%
      MAN F -0.02%
      PK B -0.02%
      SMG D -0.02%
      UWMC F -0.01%
      SEB D -0.01%
      TFSL A -0.01%
      LOAR C -0.01%
      CNA C -0.01%
      AS B -0.01%
      DDS C -0.01%
      LLYVA B -0.01%
      WOLF F -0.01%
      PYCR B -0.01%
      UI B -0.01%
      CERT F -0.01%
      SNDR B -0.01%
      REYN D -0.01%
      CAR C -0.01%
      LEG F -0.01%
      INFA D -0.01%
      TXG F -0.01%
      TRIP D -0.01%
      LBRDA C -0.01%
      UA B -0.01%
      GO C -0.01%
      FWONA A -0.01%
      CRI D -0.01%
      QS F -0.01%
      UAA B -0.01%
      BIRK F -0.01%
      DJT D -0.01%
      PARAA B -0.0%
      SEG F -0.0%
      GRAL B -0.0%
      UHAL C -0.0%
      NFE F -0.0%
      PLTK B -0.0%

      CVMC: Top Represented Industries & Keywords

      Industries: Software - Application Banks - Regional - US Diversified Industrials Business Services Asset Management Biotechnology Software - Infrastructure Diagnostics & Research Packaged Foods Specialty Retail Utilities - Regulated Electric Scientific & Technical Instruments Building Materials Packaging & Containers Capital Markets Insurance - Property & Casualty Medical Instruments & Supplies REIT - Residential Engineering & Construction Information Technology Services
      Keywords: S&P 500 Computing Nasdaq 100 Insurance Banking Bank Electronics Real Estate Investment Trust Chemical Aerospace Electricity Mining Natural Gas Building Materials Insurance Products Construction Beverage Medicine Telecommunications Semiconductor

      IWR: Top Represented Industries & Keywords

      Industries: Software - Application Banks - Regional - US Diversified Industrials Biotechnology Diagnostics & Research Software - Infrastructure Business Services Utilities - Regulated Electric Asset Management Oil & Gas E&P Specialty Retail Packaged Foods Packaging & Containers Information Technology Services Semiconductors Building Materials Capital Markets Insurance - Property & Casualty REIT - Residential Specialty Chemicals
      Keywords: S&P 500 Computing Natural Gas Insurance Nasdaq 100 Real Estate Investment Trust Electronics Banking Aerospace Bank Chemical Electricity Telecommunications Mining Medicine Insurance Products Semiconductor Biotechnology Beverage Cloud Computing
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