CVSE vs. IJH ETF Comparison

Comparison of Calvert US Select Equity ETF (CVSE) to iShares Core S&P Mid-Cap ETF (IJH)
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
IJH

iShares Core S&P Mid-Cap ETF

IJH 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. It seeks to track the investment results of the S&P MidCap 400® (the "underlying index"), which measures the performance of the mid-capitalization sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$66.84

Average Daily Volume

7,251,985

Number of Holdings *

401

* may have additional holdings in another (foreign) market
Performance
Period CVSE IJH
30 Days 2.61% 7.18%
60 Days 4.06% 7.29%
90 Days 5.46% 8.29%
12 Months 30.71% 33.04%
23 Overlapping Holdings
Symbol Grade Weight in CVSE Weight in IJH Overlap
BRX A 0.06% 0.29% 0.06%
CIEN B 0.05% 0.32% 0.05%
CNM D 0.14% 0.27% 0.14%
DAR C 0.23% 0.23% 0.23%
DKS C 0.06% 0.38% 0.06%
FCN D 0.16% 0.23% 0.16%
G B 0.11% 0.24% 0.11%
GAP C 0.11% 0.16% 0.11%
HXL D 0.03% 0.16% 0.03%
JLL D 0.43% 0.41% 0.41%
KNX B 0.18% 0.3% 0.18%
LITE B 0.05% 0.18% 0.05%
MAN D 0.08% 0.1% 0.08%
MORN B 0.3% 0.3% 0.3%
MSA D 0.22% 0.23% 0.22%
MTG C 0.15% 0.21% 0.15%
MTN C 0.23% 0.22% 0.22%
PCTY B 0.08% 0.29% 0.08%
PLNT A 0.09% 0.27% 0.09%
PRI A 0.24% 0.34% 0.24%
SCI B 0.18% 0.41% 0.18%
TTEK F 0.09% 0.37% 0.09%
WSM B 0.2% 0.56% 0.2%
CVSE Overweight 155 Positions Relative to IJH
Symbol Grade Weight
NVDA C 7.98%
MSFT F 7.68%
AAPL C 6.81%
LLY F 2.63%
SPGI C 2.01%
ACN C 1.81%
MRK F 1.73%
PH A 1.66%
NFLX A 1.55%
MA C 1.54%
V A 1.44%
ETN A 1.42%
HD A 1.33%
DIS B 1.24%
VRSK A 1.21%
MET A 1.14%
CMI A 1.11%
NOW A 1.11%
CRM B 1.09%
PGR A 1.06%
GM B 1.04%
ICE C 1.0%
CAT B 0.94%
GIS D 0.91%
VZ C 0.9%
AXP A 0.88%
ADP B 0.84%
TT A 0.84%
BSX B 0.82%
PRU A 0.76%
CSCO B 0.75%
LOW D 0.75%
AMGN D 0.73%
TRV B 0.72%
INTU C 0.7%
TFC A 0.7%
ECL D 0.69%
AMAT F 0.69%
CBRE B 0.69%
URI B 0.68%
AWK D 0.67%
ADBE C 0.67%
OMC C 0.65%
LIN D 0.64%
ES D 0.64%
PLD D 0.63%
AMT D 0.63%
SCHW B 0.62%
SHW A 0.61%
NUE C 0.61%
ITW B 0.58%
TGT F 0.56%
CFG B 0.55%
DFS B 0.55%
HPE B 0.55%
AMD F 0.52%
DE A 0.52%
ED D 0.49%
TXN C 0.48%
COF B 0.47%
EMR A 0.47%
HUM C 0.45%
CDNS B 0.43%
BMY B 0.41%
BALL D 0.4%
SJM D 0.4%
STT A 0.4%
NDAQ A 0.4%
RMD C 0.38%
TJX A 0.37%
LULU C 0.36%
ADSK A 0.36%
STE F 0.36%
EBAY D 0.36%
MU D 0.35%
FITB A 0.35%
DHR F 0.35%
MKC D 0.34%
GILD C 0.34%
PYPL B 0.32%
DRI B 0.31%
ROK B 0.31%
A D 0.31%
HUBS A 0.31%
QCOM F 0.3%
CLX B 0.3%
IDXX F 0.3%
ULTA F 0.29%
EW C 0.29%
HBAN A 0.28%
HOLX D 0.28%
WDAY B 0.28%
TSCO D 0.28%
MOS F 0.28%
PFE D 0.27%
HPQ B 0.27%
PNR A 0.26%
IPG D 0.26%
INTC D 0.26%
HAS D 0.26%
ALNY D 0.25%
NKE D 0.25%
BBY D 0.24%
EL F 0.22%
SNPS B 0.22%
EXPD D 0.22%
BFAM D 0.21%
MSI B 0.21%
HIG B 0.21%
VRTX F 0.2%
TPR B 0.2%
DECK A 0.2%
DELL C 0.19%
KLAC D 0.19%
TROW B 0.19%
RF A 0.19%
FMC D 0.18%
EQR B 0.18%
WAT B 0.18%
CTAS B 0.18%
DVA B 0.17%
FIS C 0.16%
EXR D 0.15%
LRCX F 0.15%
PANW C 0.15%
AKAM D 0.14%
XYL D 0.14%
VTR C 0.14%
TWLO A 0.12%
NEE D 0.11%
EXAS D 0.1%
SNOW C 0.1%
BXP D 0.1%
MSCI C 0.1%
REGN F 0.1%
EA A 0.1%
CHD B 0.1%
RL B 0.09%
GPC D 0.09%
IQV D 0.09%
SWK D 0.09%
VRSN F 0.08%
PODD C 0.08%
CSGP D 0.08%
KEY B 0.06%
RKT F 0.06%
FICO B 0.05%
HST C 0.05%
VLTO D 0.05%
ON D 0.05%
FSLR F 0.04%
RHI B 0.04%
ETSY D 0.03%
CPRT A 0.03%
MRNA F 0.02%
CVSE Underweight 378 Positions Relative to IJH
Symbol Grade Weight
TPL A -0.85%
EME C -0.77%
ILMN D -0.72%
CSL C -0.68%
EXE B -0.66%
LII A -0.65%
IBKR A -0.65%
WSO A -0.6%
RPM A -0.58%
BURL A -0.57%
RS B -0.57%
MANH D -0.56%
OC A -0.56%
XPO B -0.56%
UTHR C -0.54%
DOCU A -0.54%
USFD A -0.53%
FIX A -0.53%
DT C -0.52%
TOL B -0.52%
RGA A -0.51%
THC D -0.5%
PSTG D -0.5%
CASY A -0.5%
GGG B -0.5%
COHR B -0.49%
EWBC A -0.48%
ACM A -0.48%
AVTR F -0.47%
SFM A -0.47%
CW B -0.46%
SAIA B -0.46%
GLPI C -0.45%
RNR C -0.45%
TXRH C -0.44%
ELS C -0.44%
PFGC B -0.43%
ITT A -0.42%
CLH B -0.42%
WPC D -0.41%
JEF A -0.4%
BMRN D -0.4%
NVT B -0.4%
BJ A -0.39%
LECO B -0.39%
SF B -0.39%
AMH D -0.39%
NBIX C -0.39%
RRX B -0.38%
AA B -0.38%
DUOL A -0.38%
BWXT B -0.38%
OVV B -0.38%
FND C -0.37%
ATR B -0.37%
LAMR D -0.37%
EVR B -0.36%
CCK C -0.36%
CUBE D -0.36%
FHN A -0.36%
BLD D -0.35%
CACI D -0.35%
CG A -0.35%
WWD B -0.34%
EXP A -0.34%
CHDN B -0.34%
AIT A -0.34%
KNSL B -0.34%
WBS A -0.34%
GME C -0.34%
OHI C -0.34%
HLI B -0.33%
DTM B -0.33%
EXEL B -0.33%
ARMK B -0.33%
WAL B -0.33%
NLY C -0.33%
MUSA A -0.33%
LAD A -0.33%
ALLY C -0.33%
AFG A -0.33%
EHC B -0.33%
SRPT D -0.33%
AYI B -0.33%
PNFP B -0.32%
CNH C -0.32%
WTRG B -0.32%
INGR B -0.31%
GMED A -0.31%
FBIN D -0.31%
DCI B -0.31%
REXR F -0.31%
RGLD C -0.31%
PEN B -0.31%
WMS D -0.31%
WING D -0.31%
BRBR A -0.31%
PR B -0.31%
TPX B -0.31%
AAL B -0.31%
FLR B -0.3%
AR B -0.3%
CFR B -0.3%
ORI A -0.3%
AAON B -0.3%
RBC A -0.3%
WCC B -0.3%
NYT C -0.29%
OGE B -0.29%
HQY B -0.29%
WTFC A -0.29%
SNX C -0.29%
ZION B -0.29%
AXTA A -0.29%
LNW D -0.28%
MTZ B -0.28%
EGP F -0.28%
HRB D -0.28%
CBSH A -0.28%
CHE D -0.28%
TTC D -0.28%
CR A -0.28%
GPK C -0.28%
FN D -0.28%
VOYA B -0.27%
X C -0.27%
SNV B -0.27%
SKX D -0.27%
SSB B -0.27%
RRC B -0.27%
ENSG D -0.27%
FYBR D -0.26%
NNN D -0.26%
HLNE B -0.26%
FLS B -0.26%
KBR F -0.26%
ONTO D -0.26%
PB A -0.26%
UFPI B -0.26%
CHRD D -0.26%
MEDP D -0.26%
SEIC B -0.26%
TKO B -0.26%
CVLT B -0.25%
ANF C -0.25%
KEX C -0.25%
TREX C -0.25%
JAZZ B -0.25%
SSD D -0.25%
ADC B -0.25%
WH B -0.25%
BERY B -0.25%
OSK B -0.24%
MKSI C -0.24%
MTSI B -0.24%
MASI A -0.24%
COKE C -0.24%
ALV C -0.24%
EXLS B -0.24%
OLED D -0.24%
RYAN B -0.24%
RLI B -0.24%
TMHC B -0.24%
MIDD C -0.24%
WEX D -0.24%
ONB B -0.23%
LSCC D -0.23%
CGNX C -0.23%
VMI B -0.23%
CMC B -0.23%
ELF C -0.23%
DINO D -0.23%
H B -0.23%
FR C -0.23%
GNTX C -0.23%
GTLS B -0.23%
LPX B -0.23%
GXO B -0.23%
R B -0.23%
ESAB B -0.23%
COLB A -0.22%
LSTR D -0.22%
RGEN D -0.22%
AZPN A -0.22%
STAG F -0.22%
MTDR B -0.22%
FAF A -0.22%
VNO B -0.22%
WHR B -0.21%
ALTR B -0.21%
STWD C -0.21%
DOCS C -0.21%
IDA A -0.21%
SAIC F -0.21%
NOV C -0.21%
MAT D -0.21%
HR C -0.21%
GBCI B -0.21%
DBX B -0.21%
KD B -0.21%
KRG B -0.2%
THG A -0.2%
ESNT D -0.2%
CYTK F -0.2%
FNB A -0.2%
CBT C -0.2%
LFUS F -0.2%
WFRD D -0.2%
SIGI C -0.2%
NOVT D -0.2%
ARW D -0.2%
BIO D -0.2%
AMG B -0.19%
NFG A -0.19%
ALTM C -0.19%
OLLI D -0.19%
UBSI B -0.19%
KBH D -0.19%
JHG A -0.19%
BRKR D -0.19%
PVH C -0.19%
HOMB A -0.19%
CNX A -0.19%
WTS B -0.19%
HALO F -0.19%
AGCO D -0.19%
CROX D -0.19%
THO B -0.19%
CHX C -0.19%
VNT B -0.19%
NXT C -0.18%
APPF B -0.18%
BC C -0.18%
FFIN B -0.18%
SLM A -0.18%
CLF F -0.18%
LNTH D -0.18%
KNF A -0.18%
QLYS C -0.18%
CRUS D -0.18%
LEA D -0.18%
UMBF B -0.18%
GATX A -0.18%
VVV F -0.18%
RMBS C -0.18%
BYD C -0.17%
POST C -0.17%
HWC B -0.17%
OZK B -0.17%
AM A -0.17%
VNOM A -0.17%
UGI A -0.17%
WMG C -0.16%
CUZ B -0.16%
AVT C -0.16%
IRT A -0.16%
RH B -0.16%
NJR A -0.16%
MMS F -0.16%
VLY B -0.16%
FIVE F -0.16%
ST F -0.16%
POR C -0.16%
TKR D -0.16%
BDC B -0.16%
OLN D -0.16%
ROIV C -0.16%
NXST C -0.16%
SON D -0.16%
EXPO D -0.16%
BKH A -0.15%
CHWY B -0.15%
PSN D -0.15%
HAE C -0.15%
MUR D -0.15%
SWX B -0.15%
AVNT B -0.15%
CIVI D -0.15%
LOPE B -0.15%
KRC C -0.14%
CNO A -0.14%
FCFS F -0.14%
TXNM A -0.14%
NEU C -0.14%
FLO D -0.14%
WLK D -0.14%
ORA B -0.14%
SBRA C -0.14%
OGS A -0.14%
DLB B -0.14%
M D -0.14%
EEFT B -0.14%
KMPR B -0.14%
AN C -0.14%
SLGN A -0.14%
ASH D -0.13%
IBOC A -0.13%
SR A -0.13%
ENS D -0.13%
HOG D -0.13%
ASGN F -0.13%
ASB B -0.13%
CELH F -0.13%
RYN D -0.13%
TCBI B -0.13%
BCO D -0.13%
TEX D -0.12%
LANC C -0.12%
PII D -0.12%
ACHC F -0.12%
NVST B -0.12%
PRGO B -0.12%
XRAY F -0.12%
ALE A -0.12%
MSM C -0.12%
OPCH D -0.12%
TNL A -0.12%
SMG D -0.11%
FLG C -0.11%
GHC C -0.11%
YETI C -0.11%
BLKB B -0.11%
VAL D -0.11%
SLAB D -0.11%
CHH A -0.11%
FHI A -0.11%
EPR D -0.11%
IRDM D -0.11%
CDP C -0.11%
NWE B -0.11%
POWI D -0.11%
NEOG F -0.1%
AMED F -0.1%
VAC B -0.1%
SYNA C -0.1%
ZI D -0.1%
ALGM D -0.1%
PCH D -0.1%
PAG B -0.1%
NSA D -0.1%
PK B -0.1%
PBF D -0.1%
WEN D -0.1%
BHF B -0.1%
ENOV C -0.09%
NSP D -0.09%
COTY F -0.09%
GT C -0.09%
HGV B -0.09%
CXT B -0.09%
COLM B -0.09%
TDC D -0.09%
SAM C -0.09%
CC C -0.09%
LIVN F -0.09%
AMKR D -0.09%
ARWR F -0.08%
CPRI F -0.08%
VC D -0.08%
IPGP D -0.07%
AZTA D -0.07%
PPC C -0.07%
SHC F -0.07%
JWN C -0.07%
RCM F -0.07%
CAR C -0.06%
VSH D -0.06%
GEF A -0.06%
CNXC F -0.06%
UAA C -0.06%
CRI D -0.06%
UA C -0.04%
MAGN F -0.01%
WU D -0.0%
CADE B -0.0%
EQH B -0.0%
UNM A -0.0%
FNF B -0.0%
Compare ETFs