CVSE vs. GDE ETF Comparison

Comparison of Calvert US Select Equity ETF (CVSE) to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)

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

$70.50

Average Daily Volume

945

Number of Holdings ^*

178

* may have additional holdings in another (foreign) market

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

GDE Description

WisdomTree Efficient Gold Plus Equity Strategy Fund seeks total return by investing, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S.-listed gold futures contracts and U.S. large-cap equity securities.

Grade (RS Rating)

Last Trade

$38.88

Average Daily Volume

20,561

Number of Holdings ^*

488

* may have additional holdings in another (foreign) market

Performance

Period	CVSE	GDE
30 Days	2.61%	2.47%
60 Days	4.06%	7.08%
90 Days	5.46%	12.48%
12 Months	30.71%	63.68%

139 Overlapping Holdings

Symbol	Grade	Weight in CVSE	Weight in GDE	Overlap
A	D	0.31%	0.08%	0.08%
AAPL	C	6.81%	6.27%	6.27%
ADBE	C	0.67%	0.46%	0.46%
ADP	B	0.84%	0.24%	0.24%
ADSK	A	0.36%	0.16%	0.16%
AKAM	D	0.14%	0.02%	0.02%
ALNY	D	0.25%	0.06%	0.06%
AMAT	F	0.69%	0.22%	0.22%
AMD	F	0.52%	0.43%	0.43%
AMGN	D	0.73%	0.28%	0.28%
AMT	D	0.63%	0.17%	0.17%
AWK	D	0.67%	0.07%	0.07%
AXP	A	0.88%	0.39%	0.39%
BALL	D	0.4%	0.06%	0.06%
BBY	D	0.24%	0.04%	0.04%
BMY	B	0.41%	0.14%	0.14%
BSX	B	0.82%	0.22%	0.22%
CAT	B	0.94%	0.3%	0.3%
CBRE	B	0.69%	0.08%	0.08%
CDNS	B	0.43%	0.09%	0.09%
CFG	B	0.55%	0.04%	0.04%
CHD	B	0.1%	0.06%	0.06%
CLX	B	0.3%	0.03%	0.03%
CMI	A	1.11%	0.09%	0.09%
COF	B	0.47%	0.16%	0.16%
CPRT	A	0.03%	0.08%	0.03%
CRM	B	1.09%	0.53%	0.53%
CSCO	B	0.75%	0.48%	0.48%
CSGP	D	0.08%	0.03%	0.03%
CTAS	B	0.18%	0.17%	0.17%
DE	A	0.52%	0.13%	0.13%
DECK	A	0.2%	0.07%	0.07%
DELL	C	0.19%	0.19%	0.19%
DFS	B	0.55%	0.08%	0.08%
DHR	F	0.35%	0.35%	0.35%
DIS	B	1.24%	0.21%	0.21%
DRI	B	0.31%	0.08%	0.08%
EA	A	0.1%	0.1%	0.1%
EBAY	D	0.36%	0.06%	0.06%
ECL	D	0.69%	0.12%	0.12%
ED	D	0.49%	0.05%	0.05%
EL	F	0.22%	0.01%	0.01%
EMR	A	0.47%	0.19%	0.19%
EQR	B	0.18%	0.04%	0.04%
ES	D	0.64%	0.05%	0.05%
EW	C	0.29%	0.03%	0.03%
EXPD	D	0.22%	0.06%	0.06%
EXR	D	0.15%	0.06%	0.06%
FICO	B	0.05%	0.07%	0.05%
FIS	C	0.16%	0.09%	0.09%
FITB	A	0.35%	0.06%	0.06%
FSLR	F	0.04%	0.04%	0.04%
GILD	C	0.34%	0.21%	0.21%
GIS	D	0.91%	0.05%	0.05%
GM	B	1.04%	0.15%	0.15%
GPC	D	0.09%	0.05%	0.05%
HBAN	A	0.28%	0.04%	0.04%
HD	A	1.33%	0.75%	0.75%
HIG	B	0.21%	0.06%	0.06%
HOLX	D	0.28%	0.06%	0.06%
HPE	B	0.55%	0.06%	0.06%
HPQ	B	0.27%	0.09%	0.09%
HST	C	0.05%	0.05%	0.05%
HUBS	A	0.31%	0.04%	0.04%
HUM	C	0.45%	0.04%	0.04%
ICE	C	1.0%	0.16%	0.16%
IDXX	F	0.3%	0.05%	0.05%
INTC	D	0.26%	0.06%	0.06%
INTU	C	0.7%	0.32%	0.32%
IPG	D	0.26%	0.04%	0.04%
IQV	D	0.09%	0.09%	0.09%
ITW	B	0.58%	0.16%	0.16%
KEY	B	0.06%	0.03%	0.03%
KLAC	D	0.19%	0.14%	0.14%
LLY	F	2.63%	1.37%	1.37%
LOW	D	0.75%	0.28%	0.28%
LRCX	F	0.15%	0.23%	0.15%
MA	C	1.54%	0.95%	0.95%
MET	A	1.14%	0.09%	0.09%
MKC	D	0.34%	0.04%	0.04%
MORN	B	0.3%	0.02%	0.02%
MOS	F	0.28%	0.1%	0.1%
MRK	F	1.73%	0.36%	0.36%
MRNA	F	0.02%	0.01%	0.01%
MSCI	C	0.1%	0.11%	0.1%
MSFT	F	7.68%	5.58%	5.58%
MSI	B	0.21%	0.09%	0.09%
MU	D	0.35%	0.15%	0.15%
NDAQ	A	0.4%	0.06%	0.06%
NEE	D	0.11%	0.28%	0.11%
NFLX	A	1.55%	0.66%	0.66%
NKE	D	0.25%	0.11%	0.11%
NOW	A	1.11%	0.4%	0.4%
NUE	C	0.61%	0.03%	0.03%
NVDA	C	7.98%	6.47%	6.47%
OMC	C	0.65%	0.03%	0.03%
ON	D	0.05%	0.04%	0.04%
PANW	C	0.15%	0.23%	0.15%
PFE	D	0.27%	0.21%	0.21%
PGR	A	1.06%	0.24%	0.24%
PH	A	1.66%	0.16%	0.16%
PLD	D	0.63%	0.22%	0.22%
PODD	C	0.08%	0.05%	0.05%
PRU	A	0.76%	0.09%	0.09%
PYPL	B	0.32%	0.19%	0.19%
QCOM	F	0.3%	0.31%	0.3%
REGN	F	0.1%	0.16%	0.1%
RF	A	0.19%	0.04%	0.04%
RMD	C	0.38%	0.06%	0.06%
ROK	B	0.31%	0.11%	0.11%
SCHW	B	0.62%	0.15%	0.15%
SHW	A	0.61%	0.17%	0.17%
SJM	D	0.4%	0.04%	0.04%
SNOW	C	0.1%	0.03%	0.03%
SNPS	B	0.22%	0.1%	0.1%
SPGI	C	2.01%	0.3%	0.3%
STT	A	0.4%	0.06%	0.06%
SWK	D	0.09%	0.04%	0.04%
TFC	A	0.7%	0.12%	0.12%
TGT	F	0.56%	0.08%	0.08%
TJX	A	0.37%	0.29%	0.29%
TROW	B	0.19%	0.02%	0.02%
TRV	B	0.72%	0.1%	0.1%
TSCO	D	0.28%	0.05%	0.05%
TWLO	A	0.12%	0.08%	0.08%
TXN	C	0.48%	0.36%	0.36%
ULTA	F	0.29%	0.01%	0.01%
URI	B	0.68%	0.1%	0.1%
V	A	1.44%	1.19%	1.19%
VLTO	D	0.05%	0.03%	0.03%
VRSK	A	1.21%	0.08%	0.08%
VRSN	F	0.08%	0.08%	0.08%
VRTX	F	0.2%	0.23%	0.2%
VTR	C	0.14%	0.04%	0.04%
VZ	C	0.9%	0.32%	0.32%
WAT	B	0.18%	0.06%	0.06%
WDAY	B	0.28%	0.16%	0.16%
WSM	B	0.2%	0.03%	0.03%
XYL	D	0.14%	0.08%	0.08%

CVSE Overweight 39 Positions Relative to GDE

Symbol	Grade	Weight
ACN	C	1.81%
ETN	A	1.42%
TT	A	0.84%
LIN	D	0.64%
JLL	D	0.43%
LULU	C	0.36%
STE	F	0.36%
PNR	A	0.26%
HAS	D	0.26%
PRI	A	0.24%
MTN	C	0.23%
DAR	C	0.23%
MSA	D	0.22%
BFAM	D	0.21%
TPR	B	0.2%
FMC	D	0.18%
SCI	B	0.18%
KNX	B	0.18%
DVA	B	0.17%
FCN	D	0.16%
MTG	C	0.15%
CNM	D	0.14%
GAP	C	0.11%
G	B	0.11%
EXAS	D	0.1%
BXP	D	0.1%
RL	B	0.09%
PLNT	A	0.09%
TTEK	F	0.09%
MAN	D	0.08%
PCTY	B	0.08%
BRX	A	0.06%
DKS	C	0.06%
RKT	F	0.06%
LITE	B	0.05%
CIEN	B	0.05%
RHI	B	0.04%
ETSY	D	0.03%
HXL	D	0.03%

CVSE Underweight 349 Positions Relative to GDE

Symbol	Grade	Weight
GOOGL	C	-4.12%
AMZN	C	-4.05%
META	D	-2.7%
TSLA	B	-1.93%
BRK.A	B	-1.83%
AVGO	D	-1.46%
JPM	A	-1.24%
WMT	A	-1.23%
UNH	C	-1.03%
XOM	B	-0.97%
ORCL	B	-0.92%
PG	A	-0.76%
COST	B	-0.73%
JNJ	D	-0.7%
BAC	A	-0.68%
ABBV	D	-0.53%
KO	D	-0.49%
TMUS	B	-0.49%
MS	A	-0.43%
TMO	F	-0.42%
BX	A	-0.39%
MCD	D	-0.38%
WFC	A	-0.37%
ABT	B	-0.37%
PM	B	-0.37%
GS	A	-0.36%
ISRG	A	-0.36%
CVX	A	-0.35%
PEP	F	-0.34%
GE	D	-0.34%
IBM	C	-0.32%
RTX	C	-0.32%
BKNG	A	-0.31%
HON	B	-0.31%
UNP	C	-0.3%
T	A	-0.29%
BLK	C	-0.28%
SYK	C	-0.28%
EOG	A	-0.27%
PLTR	B	-0.26%
UBER	D	-0.25%
KKR	A	-0.25%
APO	B	-0.25%
ADI	D	-0.25%
CMCSA	B	-0.24%
LMT	D	-0.23%
ANET	C	-0.22%
FI	A	-0.22%
SBUX	A	-0.22%
CSX	B	-0.21%
C	A	-0.21%
MMC	B	-0.2%
CI	F	-0.18%
ZTS	D	-0.18%
APH	A	-0.18%
SO	D	-0.18%
MO	A	-0.18%
APP	B	-0.17%
EPD	A	-0.17%
OKE	A	-0.17%
MDLZ	F	-0.17%
ELV	F	-0.17%
TEAM	A	-0.16%
PNC	B	-0.16%
COP	C	-0.16%
CRWD	B	-0.16%
MCK	B	-0.16%
CHTR	C	-0.15%
SCCO	F	-0.15%
DUK	C	-0.15%
USB	A	-0.15%
GD	F	-0.14%
ROP	B	-0.14%
EQIX	A	-0.14%
NOC	D	-0.14%
FTNT	C	-0.14%
CVS	D	-0.14%
HCA	F	-0.14%
GEV	B	-0.14%
AMP	A	-0.14%
TTD	B	-0.14%
FDX	B	-0.14%
ET	A	-0.14%
HLT	A	-0.13%
DASH	A	-0.13%
CEG	D	-0.13%
ORLY	B	-0.13%
SRE	A	-0.13%
NSC	B	-0.13%
TDG	D	-0.13%
WELL	A	-0.13%
MCO	B	-0.13%
CME	A	-0.13%
KMI	A	-0.12%
ROST	C	-0.12%
BA	F	-0.12%
COIN	C	-0.12%
WMB	A	-0.12%
MRVL	B	-0.12%
OVV	B	-0.12%
SPG	B	-0.12%
MMM	D	-0.12%
AZO	C	-0.11%
BKR	B	-0.11%
AIG	B	-0.11%
CTSH	B	-0.11%
AJG	B	-0.11%
STLD	B	-0.1%
FAST	B	-0.1%
O	D	-0.1%
MGM	D	-0.1%
AME	A	-0.1%
AFL	B	-0.1%
CARR	D	-0.1%
PCG	A	-0.1%
PAYX	C	-0.1%
CMG	B	-0.1%
WM	A	-0.1%
CL	D	-0.1%
D	C	-0.1%
DLR	B	-0.1%
APD	A	-0.1%
KMB	D	-0.09%
CTVA	C	-0.09%
PWR	A	-0.09%
MPLX	A	-0.09%
CCI	D	-0.09%
CPNG	D	-0.09%
RSG	A	-0.09%
EXC	C	-0.09%
LEN	D	-0.09%
BK	A	-0.09%
ZS	C	-0.09%
MAR	B	-0.09%
KDP	D	-0.09%
NEM	D	-0.09%
AEP	D	-0.09%
PSA	D	-0.09%
TRGP	B	-0.09%
DHI	D	-0.09%
RJF	A	-0.08%
RBLX	C	-0.08%
TAP	C	-0.08%
TTWO	A	-0.08%
MPC	D	-0.08%
IT	C	-0.08%
BDX	F	-0.08%
TDY	B	-0.08%
ZM	B	-0.08%
ALL	A	-0.08%
YUM	B	-0.08%
OTIS	C	-0.08%
HWM	A	-0.08%
KVUE	A	-0.08%
GWW	B	-0.08%
BEN	C	-0.08%
FCX	D	-0.08%
LHX	C	-0.08%
MPWR	F	-0.07%
ILMN	D	-0.07%
PCAR	B	-0.07%
H	B	-0.07%
VST	B	-0.07%
MTD	D	-0.07%
PSX	C	-0.07%
TPL	A	-0.07%
ABNB	C	-0.07%
AXON	A	-0.07%
FTV	C	-0.07%
LYV	A	-0.07%
ODFL	B	-0.07%
CE	F	-0.06%
VICI	C	-0.06%
DOV	A	-0.06%
WMG	C	-0.06%
VRT	B	-0.06%
SYY	B	-0.06%
DDOG	A	-0.06%
EIX	B	-0.06%
SYF	B	-0.06%
TYL	B	-0.06%
CG	A	-0.06%
INCY	C	-0.06%
WAB	B	-0.06%
GLW	B	-0.06%
BSY	D	-0.06%
VLO	C	-0.06%
KEYS	A	-0.06%
SWKS	F	-0.06%
WLK	D	-0.06%
EFX	F	-0.06%
WEC	A	-0.06%
MRO	B	-0.06%
MTB	A	-0.06%
TER	D	-0.06%
CNP	B	-0.06%
ZBRA	B	-0.06%
DD	D	-0.06%
SQ	B	-0.05%
NTRS	A	-0.05%
IOT	A	-0.05%
ACI	C	-0.05%
CPAY	A	-0.05%
FDS	B	-0.05%
UPS	C	-0.05%
DAL	C	-0.05%
COR	B	-0.05%
CNC	D	-0.05%
ETR	B	-0.05%
EXPE	B	-0.05%
XEL	A	-0.05%
AVB	B	-0.05%
HRL	D	-0.05%
LUV	C	-0.05%
VEEV	C	-0.05%
PEG	A	-0.05%
TSN	B	-0.05%
CAH	B	-0.05%
DT	C	-0.05%
STZ	D	-0.05%
KR	B	-0.05%
GLPI	C	-0.04%
WRB	A	-0.04%
MANH	D	-0.04%
CF	B	-0.04%
GEHC	F	-0.04%
UAL	A	-0.04%
SNA	A	-0.04%
GEN	B	-0.04%
RIVN	F	-0.04%
VMC	B	-0.04%
PHM	D	-0.04%
NET	B	-0.04%
BRO	B	-0.04%
CDW	F	-0.04%
HSY	F	-0.04%
ATO	A	-0.04%
IFF	D	-0.04%
SSNC	B	-0.04%
LH	C	-0.04%
IR	B	-0.04%
K	A	-0.04%
SUI	D	-0.04%
TXT	D	-0.04%
AVTR	F	-0.04%
CINF	A	-0.04%
AEE	A	-0.04%
WPC	D	-0.04%
ANSS	B	-0.04%
FCNCA	A	-0.04%
ROKU	D	-0.04%
BR	A	-0.04%
CSL	C	-0.04%
MCHP	D	-0.04%
CRBG	B	-0.04%
NTAP	C	-0.04%
CMS	C	-0.04%
NWSA	B	-0.04%
AVY	D	-0.04%
ARES	A	-0.04%
LBRDK	C	-0.04%
DTE	C	-0.04%
SNAP	C	-0.04%
FANG	D	-0.04%
BAH	F	-0.03%
LDOS	C	-0.03%
IRM	D	-0.03%
KHC	F	-0.03%
BLDR	D	-0.03%
PINS	D	-0.03%
WY	D	-0.03%
L	A	-0.03%
OXY	D	-0.03%
PPL	B	-0.03%
PFG	D	-0.03%
DOW	F	-0.03%
NDSN	B	-0.03%
FNF	B	-0.03%
INVH	D	-0.03%
ROL	B	-0.03%
MAS	D	-0.03%
HEI	B	-0.03%
MKL	A	-0.03%
GDDY	A	-0.03%
J	F	-0.03%
GPN	B	-0.03%
AGR	B	-0.03%
WDC	D	-0.03%
FE	C	-0.03%
ESS	B	-0.03%
SIRI	C	-0.03%
LII	A	-0.03%
HES	B	-0.03%
SBAC	D	-0.03%
PPG	F	-0.03%
MNST	C	-0.03%
PKG	A	-0.03%
SOLV	C	-0.03%
IP	B	-0.03%
MAA	B	-0.03%
MLM	B	-0.03%
NVR	D	-0.03%
F	C	-0.03%
MOH	F	-0.03%
BMRN	D	-0.02%
WST	C	-0.02%
DPZ	C	-0.02%
HAL	C	-0.02%
RS	B	-0.02%
ERIE	D	-0.02%
ENTG	D	-0.02%
ARE	D	-0.02%
ZBH	C	-0.02%
EQT	B	-0.02%
DGX	A	-0.02%
MDB	C	-0.02%
CAG	D	-0.02%
WBD	C	-0.02%
JBHT	C	-0.02%
TW	A	-0.02%
PTC	A	-0.02%
LPLA	A	-0.02%
HUBB	B	-0.02%
ENPH	F	-0.02%
OC	A	-0.02%
DKNG	B	-0.02%
ADM	D	-0.02%
BIIB	F	-0.02%
WSO	A	-0.02%
GGG	B	-0.02%
JBL	B	-0.01%
DG	F	-0.01%
KIM	A	-0.01%
DLTR	F	-0.01%
ALGN	D	-0.01%
RPM	A	-0.01%
LVS	C	-0.01%
BAX	D	-0.01%
IEX	B	-0.01%
DXCM	D	-0.01%
POOL	C	-0.01%
DVN	F	-0.01%
CTRA	B	-0.01%
WBA	F	-0.0%
SMCI	F	-0.0%
LKQ	D	-0.0%
LW	C	-0.0%
ALB	C	-0.0%
EPAM	C	-0.0%