CVSE vs. AVMC ETF Comparison

Comparison of Calvert US Select Equity ETF (CVSE) to Avantis U.S. Mid Cap Equity ETF (AVMC)

CVSE

Calvert US Select Equity ETF

CVSE Description

Under normal circumstances, at least 80% of the fund"s net assets (plus any borrowings for investment purposes) will be invested in the equity securities of U.S. issuers. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark. The fund primarily invests in the equity securities of large capitalization U.S. issuers that are involved in economic activities that address global environmental or societal challenges that relate to areas such as environmental sustainability and resource efficiency.

Grade (RS Rating)

Last Trade

$69.16

Average Daily Volume

978

Number of Holdings ^*

178

* may have additional holdings in another (foreign) market

AVMC

Avantis U.S. Mid Cap Equity ETF

AVMC Description

The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to invest in securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics, as well as smaller market capitalizations relative to others within the fund"s mid cap investment universe.

Grade (RS Rating)

Last Trade

$67.25

Average Daily Volume

10,877

Number of Holdings ^*

518

* may have additional holdings in another (foreign) market

Performance

Period	CVSE	AVMC
30 Days	-0.75%	2.26%
60 Days	2.16%	5.89%
90 Days	3.87%	8.95%
12 Months	28.50%	31.27%

77 Overlapping Holdings

Symbol	Grade	Weight in CVSE	Weight in AVMC	Overlap
A	F	0.31%	0.34%	0.31%
AKAM	F	0.14%	0.21%	0.14%
AWK	C	0.67%	0.22%	0.22%
BALL	D	0.4%	0.25%	0.25%
BBY	D	0.24%	0.3%	0.24%
BFAM	F	0.21%	0.06%	0.06%
CBRE	B	0.69%	0.45%	0.45%
CFG	B	0.55%	0.32%	0.32%
CHD	A	0.1%	0.37%	0.1%
CIEN	B	0.05%	0.15%	0.05%
CLX	A	0.3%	0.25%	0.25%
CMI	A	1.11%	0.57%	0.57%
CNM	C	0.14%	0.07%	0.07%
CSGP	F	0.08%	0.38%	0.08%
DAR	B	0.23%	0.08%	0.08%
DECK	B	0.2%	0.47%	0.2%
DFS	B	0.55%	0.64%	0.55%
DKS	D	0.06%	0.12%	0.06%
DRI	C	0.31%	0.31%	0.31%
DVA	C	0.17%	0.12%	0.12%
EA	A	0.1%	0.48%	0.1%
EBAY	D	0.36%	0.3%	0.3%
ED	C	0.49%	0.31%	0.31%
EL	F	0.22%	0.02%	0.02%
ES	C	0.64%	0.11%	0.11%
EXPD	D	0.22%	0.31%	0.22%
FIS	C	0.16%	0.5%	0.16%
FITB	B	0.35%	0.53%	0.35%
FMC	D	0.18%	0.06%	0.06%
FSLR	D	0.04%	0.26%	0.04%
G	B	0.11%	0.09%	0.09%
GAP	D	0.11%	0.09%	0.09%
GIS	F	0.91%	0.24%	0.24%
GPC	F	0.09%	0.19%	0.09%
HAS	D	0.26%	0.11%	0.11%
HBAN	B	0.28%	0.41%	0.28%
HIG	B	0.21%	0.63%	0.21%
HOLX	D	0.28%	0.19%	0.19%
HPE	B	0.55%	0.44%	0.44%
HXL	F	0.03%	0.06%	0.03%
IDXX	F	0.3%	0.09%	0.09%
IPG	F	0.26%	0.11%	0.11%
IQV	F	0.09%	0.08%	0.08%
JLL	D	0.43%	0.16%	0.16%
KEY	B	0.06%	0.29%	0.06%
KNX	B	0.18%	0.1%	0.1%
LULU	C	0.36%	0.07%	0.07%
MKC	D	0.34%	0.15%	0.15%
MORN	B	0.3%	0.13%	0.13%
MOS	D	0.28%	0.1%	0.1%
MRNA	F	0.02%	0.13%	0.02%
MSA	D	0.22%	0.1%	0.1%
MTG	D	0.15%	0.12%	0.12%
MTN	C	0.23%	0.08%	0.08%
NDAQ	A	0.4%	0.38%	0.38%
OMC	C	0.65%	0.19%	0.19%
ON	F	0.05%	0.46%	0.05%
PCTY	B	0.08%	0.12%	0.08%
PNR	B	0.26%	0.23%	0.23%
PRI	A	0.24%	0.2%	0.2%
RF	A	0.19%	0.4%	0.19%
RHI	C	0.04%	0.14%	0.04%
RL	C	0.09%	0.13%	0.09%
RMD	C	0.38%	0.41%	0.38%
ROK	B	0.31%	0.42%	0.31%
SCI	A	0.18%	0.14%	0.14%
STE	D	0.36%	0.31%	0.31%
STT	B	0.4%	0.43%	0.4%
TPR	A	0.2%	0.13%	0.13%
TROW	B	0.19%	0.41%	0.19%
TSCO	D	0.28%	0.38%	0.28%
TWLO	A	0.12%	0.24%	0.12%
ULTA	F	0.29%	0.2%	0.2%
URI	B	0.68%	0.75%	0.68%
WAT	C	0.18%	0.31%	0.18%
WSM	D	0.2%	0.35%	0.2%
XYL	D	0.14%	0.3%	0.14%

CVSE Overweight 101 Positions Relative to AVMC

Symbol	Grade	Weight
NVDA	A	7.98%
MSFT	D	7.68%
AAPL	C	6.81%
LLY	F	2.63%
SPGI	D	2.01%
ACN	C	1.81%
MRK	F	1.73%
PH	B	1.66%
NFLX	A	1.55%
MA	B	1.54%
V	A	1.44%
ETN	B	1.42%
HD	A	1.33%
DIS	B	1.24%
VRSK	B	1.21%
MET	A	1.14%
NOW	B	1.11%
CRM	B	1.09%
PGR	B	1.06%
GM	B	1.04%
ICE	C	1.0%
CAT	C	0.94%
VZ	C	0.9%
AXP	B	0.88%
ADP	B	0.84%
TT	A	0.84%
BSX	A	0.82%
PRU	B	0.76%
CSCO	B	0.75%
LOW	C	0.75%
AMGN	D	0.73%
TRV	A	0.72%
INTU	B	0.7%
TFC	A	0.7%
ECL	D	0.69%
AMAT	F	0.69%
ADBE	D	0.67%
LIN	D	0.64%
PLD	D	0.63%
AMT	D	0.63%
SCHW	A	0.62%
SHW	C	0.61%
NUE	D	0.61%
ITW	B	0.58%
TGT	B	0.56%
AMD	F	0.52%
DE	C	0.52%
TXN	C	0.48%
COF	B	0.47%
EMR	A	0.47%
HUM	D	0.45%
CDNS	B	0.43%
BMY	A	0.41%
SJM	D	0.4%
TJX	A	0.37%
ADSK	B	0.36%
MU	D	0.35%
DHR	D	0.35%
GILD	B	0.34%
PYPL	B	0.32%
HUBS	A	0.31%
QCOM	F	0.3%
EW	C	0.29%
WDAY	C	0.28%
PFE	F	0.27%
HPQ	B	0.27%
INTC	C	0.26%
ALNY	D	0.25%
NKE	F	0.25%
SNPS	C	0.22%
MSI	B	0.21%
VRTX	D	0.2%
DELL	B	0.19%
KLAC	F	0.19%
EQR	C	0.18%
CTAS	B	0.18%
FCN	F	0.16%
EXR	C	0.15%
LRCX	F	0.15%
PANW	B	0.15%
VTR	A	0.14%
NEE	C	0.11%
EXAS	D	0.1%
SNOW	C	0.1%
BXP	D	0.1%
MSCI	A	0.1%
REGN	F	0.1%
PLNT	A	0.09%
TTEK	F	0.09%
SWK	F	0.09%
VRSN	F	0.08%
MAN	F	0.08%
PODD	B	0.08%
BRX	A	0.06%
RKT	F	0.06%
FICO	A	0.05%
HST	D	0.05%
LITE	B	0.05%
VLTO	C	0.05%
ETSY	D	0.03%
CPRT	B	0.03%

CVSE Underweight 441 Positions Relative to AVMC

Symbol	Grade	Weight
RCL	A	-0.94%
VST	A	-0.92%
APP	A	-0.81%
TRGP	A	-0.73%
VRT	A	-0.72%
DAL	A	-0.62%
TPL	A	-0.59%
MTB	A	-0.55%
IT	C	-0.55%
GLW	B	-0.55%
ACGL	D	-0.54%
COIN	A	-0.53%
MLM	B	-0.52%
RJF	A	-0.52%
CCL	A	-0.52%
HWM	A	-0.51%
UAL	A	-0.51%
PHM	D	-0.5%
VMC	B	-0.5%
GRMN	B	-0.48%
FCNCA	A	-0.47%
DD	D	-0.46%
SYF	B	-0.46%
IR	B	-0.46%
DVN	F	-0.45%
EME	A	-0.44%
MSTR	A	-0.44%
PEG	C	-0.44%
LPLA	A	-0.42%
SYY	D	-0.41%
STLD	B	-0.4%
CSL	C	-0.4%
NTAP	C	-0.4%
PPG	F	-0.4%
CDW	F	-0.4%
KEYS	C	-0.39%
DOV	B	-0.39%
VEEV	C	-0.39%
GEHC	D	-0.38%
PKG	B	-0.38%
BR	B	-0.38%
LYB	F	-0.37%
EFX	F	-0.37%
MKL	A	-0.37%
WAB	B	-0.37%
ETR	A	-0.36%
LII	B	-0.36%
BLDR	D	-0.35%
WST	D	-0.35%
EQT	A	-0.35%
NTRS	A	-0.35%
JBL	C	-0.35%
HUBB	B	-0.35%
DOW	F	-0.34%
CPAY	A	-0.34%
MRO	A	-0.34%
EXPE	B	-0.34%
CINF	A	-0.34%
CTRA	B	-0.34%
BAH	D	-0.33%
OC	A	-0.33%
K	B	-0.32%
IP	A	-0.32%
PFG	C	-0.31%
XEL	A	-0.31%
XPO	B	-0.3%
RS	B	-0.3%
CF	A	-0.3%
FLEX	B	-0.3%
ATO	A	-0.29%
SNA	B	-0.29%
UTHR	C	-0.29%
MANH	D	-0.29%
EQH	B	-0.29%
FDS	B	-0.29%
BIIB	F	-0.29%
TOL	B	-0.29%
CBOE	C	-0.29%
MOH	F	-0.29%
OVV	C	-0.28%
LUV	B	-0.28%
RPM	B	-0.28%
LDOS	C	-0.28%
SQ	A	-0.28%
CASY	A	-0.27%
WRB	B	-0.27%
SAIA	C	-0.27%
FIX	A	-0.26%
ZM	B	-0.26%
JBHT	C	-0.26%
FTI	A	-0.26%
TXT	D	-0.26%
TER	F	-0.25%
GDDY	A	-0.25%
VTRS	A	-0.25%
BRO	B	-0.25%
LH	B	-0.25%
EWBC	A	-0.25%
PSTG	F	-0.25%
RGA	B	-0.24%
AVY	D	-0.24%
L	A	-0.24%
EG	D	-0.24%
PINS	F	-0.24%
MPWR	F	-0.24%
FNF	A	-0.24%
GGG	B	-0.24%
PPL	A	-0.23%
ALGN	D	-0.23%
WSO	A	-0.23%
NRG	B	-0.23%
WBD	B	-0.22%
FOXA	B	-0.22%
APTV	F	-0.22%
IEX	B	-0.22%
CLH	C	-0.22%
TSN	B	-0.22%
KNSL	B	-0.21%
THC	C	-0.21%
EMN	D	-0.21%
POOL	D	-0.21%
SWKS	F	-0.21%
KMX	D	-0.21%
FFIV	B	-0.21%
ITT	A	-0.2%
EVR	B	-0.2%
AEE	A	-0.2%
DTE	C	-0.2%
USFD	A	-0.2%
TW	A	-0.2%
KVUE	A	-0.2%
UNM	A	-0.2%
ZBH	C	-0.2%
WAL	B	-0.2%
GWRE	A	-0.19%
ADM	D	-0.19%
LAD	B	-0.19%
WEC	A	-0.19%
RNR	C	-0.19%
BWXT	A	-0.19%
MUSA	A	-0.19%
JKHY	D	-0.19%
PFGC	B	-0.19%
CG	B	-0.19%
SSNC	C	-0.19%
AMCR	D	-0.19%
SOFI	A	-0.19%
BJ	B	-0.18%
AIZ	A	-0.18%
CMA	B	-0.18%
SF	B	-0.18%
TXRH	B	-0.18%
ALLY	C	-0.18%
ALLE	D	-0.18%
NCLH	B	-0.18%
AIT	B	-0.18%
J	D	-0.18%
CMS	C	-0.18%
ERIE	F	-0.18%
ALB	B	-0.18%
ATR	B	-0.18%
EXP	B	-0.18%
MLI	B	-0.18%
TAP	B	-0.18%
IFF	D	-0.18%
NBIX	C	-0.18%
ROL	B	-0.18%
ACM	B	-0.18%
ZION	B	-0.18%
LECO	C	-0.18%
PAYC	B	-0.17%
FN	B	-0.17%
AR	B	-0.17%
AYI	B	-0.17%
AFG	A	-0.17%
NWSA	B	-0.17%
INCY	C	-0.17%
AFRM	A	-0.17%
PNFP	B	-0.17%
BURL	A	-0.17%
HSY	F	-0.17%
ALSN	B	-0.17%
JEF	A	-0.17%
WBS	A	-0.17%
WMS	F	-0.17%
CTSH	C	-0.16%
PR	B	-0.16%
UFPI	C	-0.16%
SEIC	B	-0.16%
BSY	D	-0.16%
EXEL	B	-0.16%
R	B	-0.16%
BLD	F	-0.16%
BMRN	F	-0.16%
GME	C	-0.16%
DTM	A	-0.16%
GL	C	-0.16%
EPAM	C	-0.16%
TTWO	A	-0.16%
COHR	B	-0.16%
RRC	B	-0.16%
FBIN	D	-0.15%
FLR	B	-0.15%
AOS	F	-0.15%
INGR	B	-0.15%
DCI	B	-0.15%
CNC	F	-0.15%
HRB	D	-0.15%
LBRDK	C	-0.15%
FND	F	-0.15%
WCC	B	-0.15%
CCK	D	-0.15%
PWR	A	-0.15%
UHS	D	-0.15%
ORI	A	-0.15%
ILMN	C	-0.14%
TMHC	B	-0.14%
ROKU	D	-0.14%
GNRC	B	-0.14%
TPX	B	-0.14%
WWD	B	-0.14%
X	C	-0.14%
Z	A	-0.14%
CTVA	C	-0.14%
HLNE	A	-0.14%
EHC	B	-0.14%
CHRW	B	-0.14%
MTDR	C	-0.14%
WTFC	B	-0.14%
AXTA	B	-0.13%
AXS	A	-0.13%
KEX	B	-0.13%
NYT	D	-0.13%
SSB	B	-0.13%
BILL	A	-0.13%
APA	F	-0.13%
DG	F	-0.13%
LNT	A	-0.13%
TECH	F	-0.13%
JAZZ	C	-0.13%
ARMK	C	-0.13%
ENSG	D	-0.13%
WFRD	F	-0.13%
EVRG	A	-0.13%
EIX	C	-0.13%
GMED	A	-0.13%
RIVN	F	-0.13%
NVR	D	-0.13%
ONTO	F	-0.13%
CTLT	D	-0.13%
VOYA	B	-0.13%
DINO	D	-0.13%
LYV	A	-0.13%
BAX	F	-0.13%
BWA	D	-0.13%
SSD	D	-0.13%
CFR	B	-0.13%
RBC	A	-0.12%
RLI	A	-0.12%
RVMD	B	-0.12%
HALO	F	-0.12%
HRL	D	-0.12%
LNW	F	-0.12%
FE	D	-0.12%
KR	B	-0.12%
CHE	F	-0.12%
NI	A	-0.12%
SKX	F	-0.12%
LW	C	-0.12%
MTH	D	-0.12%
TREX	D	-0.12%
CBSH	A	-0.12%
GPK	D	-0.12%
AXON	A	-0.12%
ATI	D	-0.12%
MEDP	D	-0.12%
CMC	B	-0.12%
PNW	B	-0.12%
ALV	C	-0.12%
OSK	C	-0.12%
CHRD	F	-0.11%
UHAL	D	-0.11%
NOV	D	-0.11%
WEX	F	-0.11%
WH	B	-0.11%
OGE	A	-0.11%
LSTR	D	-0.11%
PCVX	D	-0.11%
DXCM	C	-0.11%
FLS	A	-0.11%
OLED	F	-0.11%
CHX	C	-0.11%
SM	C	-0.11%
MAS	D	-0.11%
KBR	F	-0.11%
MAT	D	-0.11%
GNTX	F	-0.11%
OMF	A	-0.11%
DLTR	F	-0.11%
SNX	D	-0.1%
SITE	D	-0.1%
CZR	F	-0.1%
PB	A	-0.1%
MUR	F	-0.1%
ELAN	D	-0.1%
HII	F	-0.1%
APG	C	-0.1%
FAF	C	-0.1%
FHN	A	-0.1%
ARW	F	-0.1%
AGCO	F	-0.1%
WSC	F	-0.1%
CR	A	-0.1%
EXC	C	-0.1%
FOX	A	-0.1%
BPOP	C	-0.1%
CLF	F	-0.1%
BERY	D	-0.1%
FANG	D	-0.1%
NSIT	F	-0.09%
JNPR	D	-0.09%
IVZ	C	-0.09%
RGLD	C	-0.09%
S	B	-0.09%
AM	A	-0.09%
MHK	D	-0.09%
SIGI	B	-0.09%
THO	C	-0.09%
OLLI	D	-0.09%
LSCC	D	-0.09%
ESNT	D	-0.09%
BECN	B	-0.09%
QRVO	F	-0.09%
RYAN	B	-0.09%
ZWS	B	-0.09%
VNT	C	-0.09%
BEN	C	-0.09%
LFUS	D	-0.09%
RPRX	F	-0.09%
ESAB	B	-0.09%
CHDN	C	-0.09%
CIVI	D	-0.09%
TFX	F	-0.08%
PVH	C	-0.08%
ENLC	A	-0.08%
WLK	F	-0.08%
NFG	A	-0.08%
CGNX	D	-0.08%
AMG	C	-0.08%
CPB	D	-0.08%
MKTX	D	-0.08%
TKR	F	-0.08%
AES	F	-0.08%
AN	D	-0.08%
BIO	C	-0.08%
TTC	F	-0.08%
BC	D	-0.08%
COKE	C	-0.08%
CNP	A	-0.08%
MGY	A	-0.08%
LEA	F	-0.08%
CHH	A	-0.07%
BYD	B	-0.07%
AA	A	-0.07%
SW	A	-0.07%
SON	F	-0.07%
PATH	C	-0.07%
VFC	C	-0.07%
CROX	F	-0.07%
PTC	B	-0.07%
DLB	F	-0.07%
NEU	D	-0.07%
POST	D	-0.07%
FYBR	C	-0.07%
WTS	B	-0.07%
OLN	F	-0.07%
GFS	C	-0.06%
ST	F	-0.06%
NWS	B	-0.06%
NXST	C	-0.06%
WHR	B	-0.06%
H	B	-0.06%
TNET	F	-0.05%
FRPT	A	-0.05%
ENPH	F	-0.05%
PAG	B	-0.05%
BRKR	F	-0.05%
AMKR	F	-0.05%
ENTG	F	-0.05%
MGM	D	-0.04%
HESM	A	-0.04%
ADTN	A	-0.04%
COLM	B	-0.04%
PARA	D	-0.04%
SEE	D	-0.04%
BOKF	B	-0.04%
IDA	A	-0.04%
SPSC	F	-0.04%
LBRDA	C	-0.03%
OZK	B	-0.03%
CACC	F	-0.03%
CHWY	B	-0.03%
COLB	B	-0.03%
PPC	B	-0.03%
CELH	F	-0.03%
ZG	A	-0.03%
DDS	B	-0.03%
TRMB	B	-0.03%
XRAY	D	-0.03%
FLO	D	-0.03%
LCID	F	-0.02%
CWEN	C	-0.02%
CLVT	D	-0.02%
HAE	C	-0.02%
SMCI	F	-0.02%
CNA	C	-0.02%
MSM	D	-0.02%
LANC	D	-0.02%
LEVI	F	-0.02%
LUMN	C	-0.02%
ATKR	D	-0.01%
VAL	F	-0.01%
LKQ	F	-0.01%
CWEN	C	-0.01%
PII	F	-0.01%
SAIC	F	-0.01%
UHAL	D	-0.01%
QLYS	C	-0.01%
ACT	D	-0.01%
AGR	A	-0.01%
RMBS	C	-0.0%
CNXC	F	-0.0%
NFE	F	-0.0%
FRHC	A	-0.0%
RIG	D	-0.0%
PTEN	C	-0.0%
IGT	F	-0.0%
FRSH	C	-0.0%
RGEN	F	-0.0%
FIZZ	B	-0.0%
REYN	D	-0.0%