CVMC vs. SMIZ ETF Comparison

Comparison of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) to Zacks Small/Mid Cap ETF (SMIZ)

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

SMIZ

Zacks Small/Mid Cap ETF

SMIZ Description

The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.

Grade (RS Rating)

Last Trade

$36.24

Average Daily Volume

15,943

Number of Holdings ^*

206

* may have additional holdings in another (foreign) market

Performance

Period	CVMC	SMIZ
30 Days	5.83%	8.64%
60 Days	6.29%	10.03%
90 Days	8.25%	11.78%
12 Months	30.95%	39.20%

85 Overlapping Holdings

Symbol	Grade	Weight in CVMC	Weight in SMIZ	Overlap
ACGL	D	0.35%	0.31%	0.31%
AGNC	D	0.07%	0.0%	0.0%
ALTR	B	0.06%	0.51%	0.06%
ANF	C	0.07%	0.55%	0.07%
APPF	B	0.05%	0.36%	0.05%
AWK	D	0.28%	0.27%	0.27%
AXS	A	0.06%	0.18%	0.06%
AXTA	A	0.1%	0.01%	0.01%
AYI	B	0.12%	0.69%	0.12%
AZEK	A	0.06%	0.24%	0.06%
BAH	F	0.22%	0.38%	0.22%
BMI	B	0.07%	0.63%	0.07%
BMRN	D	0.13%	0.16%	0.13%
BRBR	A	0.09%	1.22%	0.09%
BRO	B	0.29%	0.21%	0.21%
CBOE	B	0.2%	0.35%	0.2%
CBSH	A	0.09%	0.97%	0.09%
CHRW	C	0.18%	0.42%	0.18%
CINF	A	0.22%	0.62%	0.22%
COOP	B	0.06%	0.29%	0.06%
CSL	C	0.25%	0.38%	0.25%
DDOG	A	0.4%	0.95%	0.4%
DOCU	A	0.17%	0.33%	0.17%
DRI	B	0.22%	0.35%	0.22%
DUOL	A	0.13%	0.42%	0.13%
EME	C	0.26%	1.8%	0.26%
EXAS	D	0.1%	0.21%	0.1%
EXPD	D	0.21%	0.38%	0.21%
FIX	A	0.17%	0.65%	0.17%
FLS	B	0.09%	0.88%	0.09%
FTNT	C	0.59%	0.33%	0.33%
GAP	C	0.05%	0.33%	0.05%
GLW	B	0.38%	0.57%	0.38%
GWRE	A	0.16%	0.8%	0.16%
HIG	B	0.33%	0.57%	0.33%
HOLX	D	0.19%	0.37%	0.19%
HQY	B	0.08%	0.62%	0.08%
HRB	D	0.09%	0.25%	0.09%
HUBB	B	0.27%	0.57%	0.27%
IFF	D	0.23%	0.58%	0.23%
ILMN	D	0.25%	0.35%	0.25%
INSP	D	0.06%	0.23%	0.06%
IR	B	0.43%	0.62%	0.43%
IRM	D	0.34%	0.22%	0.22%
ITT	A	0.14%	0.44%	0.14%
JHG	A	0.06%	0.55%	0.06%
KBH	D	0.06%	0.36%	0.06%
MEDP	D	0.09%	0.62%	0.09%
MKC	D	0.22%	0.17%	0.17%
MTG	C	0.06%	0.26%	0.06%
NI	A	0.18%	0.7%	0.18%
NTAP	C	0.25%	0.93%	0.25%
NTRS	A	0.2%	1.06%	0.2%
NYT	C	0.1%	0.22%	0.1%
OHI	C	0.12%	0.61%	0.12%
OKTA	C	0.13%	0.33%	0.13%
OMC	C	0.23%	0.31%	0.23%
OPCH	D	0.04%	0.0%	0.0%
PHM	D	0.29%	0.53%	0.29%
PKG	A	0.24%	0.46%	0.24%
PODD	C	0.2%	1.04%	0.2%
PRI	A	0.1%	0.48%	0.1%
QLYS	C	0.06%	0.32%	0.06%
RMBS	C	0.06%	0.71%	0.06%
RMD	C	0.35%	0.46%	0.35%
RYAN	B	0.07%	0.88%	0.07%
SEIC	B	0.08%	0.77%	0.08%
SNV	B	0.08%	0.95%	0.08%
SOFI	A	0.14%	0.67%	0.14%
SPSC	C	0.07%	0.34%	0.07%
TMHC	B	0.08%	0.72%	0.08%
TOL	B	0.17%	0.77%	0.17%
TROW	B	0.25%	0.81%	0.25%
TRU	D	0.22%	0.34%	0.22%
TTWO	A	0.3%	0.62%	0.3%
TWLO	A	0.17%	0.56%	0.17%
UNM	A	0.13%	0.5%	0.13%
VMI	B	0.08%	0.61%	0.08%
VRSK	A	0.42%	0.21%	0.21%
WAB	B	0.37%	0.43%	0.37%
WING	D	0.11%	0.5%	0.11%
WMS	D	0.1%	0.0%	0.0%
WTS	B	0.07%	0.59%	0.07%
ZBRA	B	0.21%	0.48%	0.21%
ZM	B	0.22%	0.21%	0.21%

CVMC Overweight 521 Positions Relative to SMIZ

Symbol	Grade	Weight
ADSK	A	0.64%
FICO	B	0.57%
APP	B	0.55%
URI	B	0.55%
TTD	B	0.55%
BK	A	0.55%
AMP	A	0.54%
CMI	A	0.5%
GWW	B	0.5%
ALL	A	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%
PAYX	C	0.47%
AME	A	0.46%
DAL	C	0.46%
MSCI	C	0.46%
FAST	B	0.45%
BKR	B	0.45%
PRU	A	0.44%
KR	B	0.44%
CCI	D	0.44%
PEG	A	0.44%
KVUE	A	0.43%
ODFL	B	0.43%
LEN	D	0.42%
IT	C	0.42%
CBRE	B	0.42%
DFS	B	0.42%
KMB	D	0.42%
CTSH	B	0.41%
OTIS	C	0.41%
SNOW	C	0.41%
YUM	B	0.4%
VMC	B	0.4%
TEAM	A	0.4%
XEL	A	0.4%
EA	A	0.4%
CHTR	C	0.39%
EXC	C	0.39%
SYY	B	0.38%
A	D	0.38%
IQV	D	0.37%
GEHC	F	0.37%
GIS	D	0.37%
NUE	C	0.36%
HPQ	B	0.36%
ALNY	D	0.35%
VEEV	C	0.35%
ROK	B	0.35%
HUBS	A	0.35%
IDXX	F	0.35%
EXR	D	0.35%
LULU	C	0.34%
HUM	C	0.34%
AVB	B	0.34%
ED	D	0.34%
MTB	A	0.34%
CSGP	D	0.33%
WEC	A	0.33%
EFX	F	0.33%
FITB	A	0.31%
WTW	B	0.31%
PPG	F	0.31%
CNC	D	0.31%
DOV	A	0.31%
XYL	D	0.31%
NVR	D	0.31%
NDAQ	A	0.31%
HEI	B	0.31%
EQR	B	0.3%
KHC	F	0.3%
ARES	A	0.3%
ANSS	B	0.3%
HSY	F	0.29%
RJF	A	0.29%
EBAY	D	0.29%
SW	A	0.29%
VTR	C	0.29%
ON	D	0.29%
KEYS	A	0.29%
FTV	C	0.29%
DTE	C	0.28%
MTD	D	0.28%
NET	B	0.28%
HPE	B	0.28%
TSCO	D	0.28%
WST	C	0.27%
TYL	B	0.27%
AEE	A	0.27%
MPWR	F	0.27%
BR	A	0.27%
STT	A	0.27%
RBLX	C	0.27%
DECK	A	0.26%
BIIB	F	0.26%
SBAC	D	0.26%
WBD	C	0.26%
ES	D	0.25%
CDW	F	0.25%
SYF	B	0.25%
STLD	B	0.25%
VLTO	D	0.25%
CHD	B	0.25%
FCNCA	A	0.25%
TDY	B	0.25%
CVNA	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%
K	A	0.23%
RF	A	0.23%
PTC	A	0.23%
ESS	B	0.22%
LH	C	0.22%
RS	B	0.22%
WDC	D	0.22%
OC	A	0.22%
MAA	B	0.21%
NRG	B	0.21%
STX	D	0.21%
ARE	D	0.21%
WSO	A	0.21%
FDS	B	0.21%
MDB	C	0.21%
SNA	A	0.21%
BALL	D	0.21%
CLX	B	0.2%
TRMB	B	0.2%
ZS	C	0.2%
IEX	B	0.2%
SAIA	B	0.2%
WY	D	0.2%
PNR	A	0.2%
CFG	B	0.2%
JBHT	C	0.2%
DGX	A	0.19%
PFG	D	0.19%
MOH	F	0.19%
BAX	D	0.18%
TER	D	0.18%
FSLR	F	0.18%
PINS	D	0.18%
AVY	D	0.18%
KIM	A	0.18%
UTHR	C	0.18%
DPZ	C	0.17%
DOC	D	0.17%
NTNX	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%
GEN	B	0.17%
WRB	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%
PSTG	D	0.16%
CW	B	0.16%
NDSN	B	0.16%
EVRG	A	0.16%
ACM	A	0.16%
DG	F	0.16%
INCY	C	0.16%
TOST	B	0.16%
SSNC	B	0.16%
CASY	A	0.16%
BURL	A	0.16%
GPC	D	0.16%
VRSN	F	0.16%
MAS	D	0.16%
UDR	B	0.16%
ROL	B	0.16%
RGA	A	0.15%
EQH	B	0.15%
REG	B	0.15%
SWK	D	0.15%
COHR	B	0.15%
WSM	B	0.15%
EG	C	0.15%
AVTR	F	0.15%
SFM	A	0.15%
Z	A	0.15%
AKAM	D	0.14%
HST	C	0.14%
CMC	B	0.14%
SWKS	F	0.14%
AFRM	B	0.14%
EWBC	A	0.14%
EPAM	C	0.14%
JLL	D	0.14%
NVT	B	0.14%
BXP	D	0.14%
ALLE	D	0.14%
PFGC	B	0.14%
CPT	B	0.14%
CAG	D	0.14%
CLH	B	0.14%
TXRH	C	0.14%
EL	F	0.14%
ELS	C	0.14%
DT	C	0.14%
FFIV	B	0.14%
TW	A	0.14%
JBL	B	0.14%
SJM	D	0.13%
AAL	B	0.13%
POOL	C	0.13%
TPR	B	0.13%
JNPR	F	0.13%
JKHY	D	0.13%
LECO	B	0.13%
RRX	B	0.13%
ATR	B	0.13%
NBIX	C	0.13%
WPC	D	0.13%
SCI	B	0.13%
EMN	D	0.13%
SUM	B	0.13%
BG	F	0.13%
DLTR	F	0.13%
JEF	A	0.12%
KMX	B	0.12%
PAYC	B	0.12%
ALSN	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%
BLD	D	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%
DKS	C	0.11%
DCI	B	0.11%
MORN	B	0.11%
FRT	B	0.11%
EXEL	B	0.11%
SRPT	D	0.11%
RPRX	D	0.11%
BWA	D	0.11%
BJ	A	0.11%
ALV	C	0.11%
EHC	B	0.11%
CRL	C	0.11%
ARMK	B	0.11%
WWD	B	0.11%
MKTX	D	0.11%
SF	B	0.11%
AES	F	0.11%
MLI	C	0.11%
CTLT	B	0.11%
SNAP	C	0.11%
PEN	B	0.1%
CPB	D	0.1%
MOS	F	0.1%
HRL	D	0.1%
TTC	D	0.1%
ALLY	C	0.1%
LKQ	D	0.1%
BRX	A	0.1%
GPK	C	0.1%
ROKU	D	0.1%
WAL	B	0.1%
R	B	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%
AOS	F	0.1%
KNSL	B	0.1%
CIEN	B	0.1%
AAON	B	0.1%
CG	A	0.1%
REXR	F	0.1%
FND	C	0.1%
EVR	B	0.1%
FHN	A	0.1%
RIVN	F	0.1%
INGR	B	0.1%
NNN	D	0.09%
MOD	A	0.09%
RHI	B	0.09%
MKSI	C	0.09%
ORI	A	0.09%
BERY	B	0.09%
TPX	B	0.09%
ENSG	D	0.09%
SSD	D	0.09%
FBIN	D	0.09%
WCC	B	0.09%
CMA	A	0.09%
BILL	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%
CE	F	0.09%
ALK	C	0.09%
GL	B	0.09%
SMCI	F	0.09%
LAD	A	0.09%
HLI	B	0.09%
MTZ	B	0.09%
LEA	D	0.08%
S	B	0.08%
UFPI	B	0.08%
CVLT	B	0.08%
WEX	D	0.08%
G	B	0.08%
IVZ	B	0.08%
FRPT	B	0.08%
VOYA	B	0.08%
THO	B	0.08%
SKX	D	0.08%
FR	C	0.08%
H	B	0.08%
RL	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%
CNM	D	0.08%
GKOS	B	0.08%
CFR	B	0.08%
JAZZ	B	0.08%
RGEN	D	0.08%
ESAB	B	0.08%
MIDD	C	0.08%
GTLS	B	0.08%
OSK	B	0.08%
ONTO	D	0.08%
WTFC	A	0.08%
SNX	C	0.08%
ZION	B	0.08%
ACI	C	0.08%
WH	B	0.08%
DVA	B	0.08%
BPMC	C	0.07%
SAIC	F	0.07%
BCPC	B	0.07%
AGCO	D	0.07%
KRG	B	0.07%
KD	B	0.07%
BPOP	B	0.07%
CADE	B	0.07%
DBX	B	0.07%
ONB	B	0.07%
CBT	C	0.07%
CWST	A	0.07%
CFLT	B	0.07%
COLD	D	0.07%
NOVT	D	0.07%
BFAM	D	0.07%
IDA	A	0.07%
MHK	D	0.07%
MOG.A	B	0.07%
GME	C	0.07%
DAR	C	0.07%
LFUS	F	0.07%
LSCC	D	0.07%
VFC	C	0.07%
COKE	C	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%
MSA	D	0.07%
TREX	C	0.07%
MTN	C	0.07%
RHP	B	0.07%
SMAR	A	0.07%
HALO	F	0.07%
STAG	F	0.07%
ENPH	F	0.07%
LPX	B	0.07%
BIO	D	0.07%
OLED	D	0.07%
ELAN	D	0.07%
HOMB	A	0.06%
IBP	D	0.06%
CRUS	D	0.06%
ETSY	D	0.06%
ESNT	D	0.06%
ST	F	0.06%
UGI	A	0.06%
HXL	D	0.06%
EXPO	D	0.06%
THG	A	0.06%
SON	D	0.06%
STWD	C	0.06%
FNB	A	0.06%
NXST	C	0.06%
LNC	B	0.06%
ARW	D	0.06%
SIGI	C	0.06%
WHR	B	0.06%
DY	D	0.06%
VRNS	D	0.06%
AL	B	0.06%
BEN	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%
FSS	B	0.06%
MMSI	B	0.06%
AWI	A	0.06%
LYFT	C	0.06%
OMF	A	0.06%
ELF	C	0.06%
EPRT	B	0.06%
QRVO	F	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%
OZK	B	0.05%
RDN	C	0.05%
SLM	A	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%
AMG	B	0.05%
POR	C	0.05%
TPG	A	0.05%
ZWS	B	0.05%
OLLI	D	0.05%
TKR	D	0.05%
CROX	D	0.05%
IONS	F	0.05%
MMS	F	0.05%
PVH	C	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%
XRAY	F	0.04%
SIG	B	0.04%
NSIT	F	0.04%
CHWY	B	0.04%
M	D	0.04%
AN	C	0.04%
CHH	A	0.04%
CWAN	B	0.04%
OGN	D	0.04%
ASH	D	0.04%
EEFT	B	0.04%
DLB	B	0.04%
AVT	C	0.04%
FIVE	F	0.04%
PFSI	D	0.03%
COLM	B	0.03%
COTY	F	0.03%
ALGM	D	0.03%
CACC	D	0.03%
CWEN	C	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%

CVMC Underweight 121 Positions Relative to SMIZ

Symbol	Grade	Weight
SLVM	B	-1.1%
PRA	C	-1.08%
MCY	A	-1.06%
ADMA	B	-1.03%
COFS	A	-0.96%
KW	B	-0.95%
MUSA	A	-0.95%
CWT	D	-0.94%
FISI	A	-0.91%
LNG	B	-0.9%
ANET	C	-0.88%
PRM	C	-0.88%
FULT	A	-0.88%
LRN	A	-0.86%
MCK	B	-0.84%
WMB	A	-0.83%
ALX	D	-0.8%
CBAN	B	-0.76%
ICUI	D	-0.75%
NRIM	A	-0.75%
IBKR	A	-0.73%
CEG	D	-0.71%
HHH	B	-0.68%
PK	B	-0.66%
RCL	A	-0.66%
CHCO	B	-0.64%
YEXT	A	-0.63%
BSRR	B	-0.61%
EIX	B	-0.57%
COIN	C	-0.57%
BMRC	B	-0.57%
VECO	F	-0.56%
UAL	A	-0.56%
VAL	D	-0.55%
APH	A	-0.54%
KREF	D	-0.54%
NCLH	B	-0.54%
ALRS	D	-0.53%
FLR	B	-0.51%
MASI	A	-0.5%
MATX	C	-0.5%
WEAV	B	-0.48%
ARVN	D	-0.48%
SPT	C	-0.47%
IRDM	D	-0.47%
MHO	D	-0.46%
PSTL	D	-0.45%
NWPX	A	-0.44%
CMTG	F	-0.43%
TAP	C	-0.42%
DX	B	-0.42%
JANX	C	-0.42%
SIRI	C	-0.42%
AOSL	C	-0.42%
LDOS	C	-0.41%
ICFI	F	-0.4%
GTLB	B	-0.4%
POWL	C	-0.4%
CSR	B	-0.39%
UIS	B	-0.39%
BTU	B	-0.38%
CRS	A	-0.38%
TXT	D	-0.38%
KRYS	B	-0.37%
HY	D	-0.37%
HCAT	D	-0.36%
VCYT	B	-0.36%
KKR	A	-0.35%
URBN	C	-0.34%
GRBK	D	-0.34%
THC	D	-0.34%
UI	A	-0.33%
ROST	C	-0.32%
CCS	D	-0.31%
RDFN	D	-0.3%
RIOT	C	-0.3%
HSTM	B	-0.3%
HAE	C	-0.29%
RBB	B	-0.28%
LHX	C	-0.28%
UHS	D	-0.27%
FSLY	D	-0.26%
EVTC	B	-0.26%
ADUS	D	-0.26%
EPC	D	-0.26%
GNTY	A	-0.25%
PCVX	D	-0.24%
GIII	D	-0.23%
MSGS	A	-0.23%
EVER	F	-0.23%
ALLO	F	-0.23%
HL	D	-0.22%
WASH	C	-0.22%
KMPR	B	-0.22%
AIZ	A	-0.22%
PAHC	C	-0.22%
SN	D	-0.19%
STNE	F	-0.18%
TMDX	F	-0.17%
PHR	F	-0.16%
OMCL	C	-0.16%
AFL	B	-0.15%
AEO	F	-0.13%
STKS	F	-0.12%
COUR	F	-0.12%
HRTX	F	-0.09%
RUN	F	-0.07%
SPCE	D	-0.04%
VST	B	-0.01%
ZUO	B	-0.01%
NPAB	B	-0.01%
ENR	B	-0.01%
DFH	D	-0.0%
CWCO	C	-0.0%
CPF	A	-0.0%
POST	C	-0.0%
PARR	D	-0.0%
MGM	D	-0.0%
CARG	C	-0.0%
TSN	B	-0.0%
ALKS	B	-0.0%