CVSE vs. IYF ETF Comparison
Comparison of Calvert US Select Equity ETF (CVSE) to iShares U.S. Financial ETF (IYF)
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
$69.91
Average Daily Volume
657
178
IYF
iShares U.S. Financial ETF
IYF Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial sector. 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 Dow Jones U.S. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$114.82
Average Daily Volume
280,165
135
Performance
Period | CVSE | IYF |
---|---|---|
30 Days | 1.29% | 6.32% |
60 Days | 4.63% | 13.66% |
90 Days | 6.49% | 14.53% |
12 Months | 31.10% | 49.28% |
23 Overlapping Holdings
Symbol | Grade | Weight in CVSE | Weight in IYF | Overlap | |
---|---|---|---|---|---|
CFG | B | 0.54% | 0.36% | 0.36% | |
DFS | B | 0.55% | 0.76% | 0.55% | |
FITB | A | 0.34% | 0.54% | 0.34% | |
HBAN | A | 0.27% | 0.43% | 0.27% | |
HIG | C | 0.21% | 0.58% | 0.21% | |
ICE | C | 1.0% | 1.52% | 1.0% | |
KEY | B | 0.06% | 0.3% | 0.06% | |
MET | C | 1.12% | 0.82% | 0.82% | |
MORN | B | 0.3% | 0.16% | 0.16% | |
MSCI | B | 0.09% | 0.76% | 0.09% | |
MTG | C | 0.14% | 0.11% | 0.11% | |
NDAQ | B | 0.4% | 0.55% | 0.4% | |
PGR | A | 1.05% | 2.55% | 1.05% | |
PRI | B | 0.24% | 0.18% | 0.18% | |
PRU | B | 0.74% | 0.77% | 0.74% | |
RF | A | 0.18% | 0.4% | 0.18% | |
RKT | F | 0.07% | 0.04% | 0.04% | |
SCHW | B | 0.57% | 1.87% | 0.57% | |
SPGI | C | 1.96% | 2.66% | 1.96% | |
STT | B | 0.4% | 0.49% | 0.4% | |
TFC | B | 0.7% | 1.06% | 0.7% | |
TROW | A | 0.19% | 0.45% | 0.19% | |
TRV | B | 0.71% | 0.99% | 0.71% |
CVSE Overweight 155 Positions Relative to IYF
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | A | 8.09% | |
MSFT | C | 7.64% | |
AAPL | C | 6.78% | |
LLY | F | 2.66% | |
ACN | B | 1.81% | |
MRK | F | 1.78% | |
PH | A | 1.64% | |
MA | B | 1.53% | |
NFLX | A | 1.47% | |
V | A | 1.43% | |
ETN | B | 1.41% | |
HD | B | 1.31% | |
VRSK | A | 1.18% | |
DIS | B | 1.12% | |
CMI | A | 1.08% | |
NOW | A | 1.08% | |
CRM | B | 1.02% | |
GM | B | 1.0% | |
CAT | B | 0.99% | |
GIS | F | 0.91% | |
VZ | D | 0.89% | |
AXP | B | 0.87% | |
ADP | A | 0.85% | |
TT | B | 0.82% | |
BSX | A | 0.81% | |
AMGN | F | 0.8% | |
CSCO | A | 0.75% | |
LOW | B | 0.74% | |
AMAT | F | 0.72% | |
URI | B | 0.69% | |
CBRE | B | 0.69% | |
ECL | C | 0.68% | |
AWK | D | 0.67% | |
INTU | A | 0.67% | |
NUE | D | 0.67% | |
OMC | A | 0.65% | |
LIN | D | 0.65% | |
AMT | F | 0.64% | |
ADBE | C | 0.63% | |
ES | D | 0.63% | |
PLD | D | 0.62% | |
SHW | A | 0.6% | |
ITW | B | 0.59% | |
TGT | C | 0.56% | |
HPE | B | 0.55% | |
AMD | F | 0.55% | |
DE | D | 0.54% | |
TXN | B | 0.51% | |
ED | D | 0.5% | |
COF | B | 0.47% | |
HUM | D | 0.46% | |
EMR | A | 0.46% | |
CDNS | B | 0.43% | |
JLL | C | 0.43% | |
SJM | F | 0.42% | |
RMD | C | 0.41% | |
MU | D | 0.4% | |
BMY | B | 0.38% | |
BALL | D | 0.38% | |
EBAY | C | 0.36% | |
TJX | A | 0.36% | |
ADSK | B | 0.36% | |
GILD | B | 0.36% | |
DHR | F | 0.36% | |
LULU | B | 0.35% | |
STE | D | 0.35% | |
A | F | 0.34% | |
MKC | D | 0.34% | |
PYPL | A | 0.31% | |
IDXX | F | 0.31% | |
QCOM | F | 0.31% | |
ULTA | C | 0.3% | |
DRI | B | 0.3% | |
ROK | B | 0.3% | |
MOS | D | 0.3% | |
HOLX | D | 0.29% | |
EW | F | 0.29% | |
HUBS | B | 0.29% | |
CLX | A | 0.29% | |
TSCO | D | 0.29% | |
PFE | F | 0.28% | |
HPQ | B | 0.28% | |
HAS | D | 0.27% | |
WDAY | B | 0.27% | |
INTC | C | 0.27% | |
ALNY | D | 0.26% | |
IPG | F | 0.26% | |
NKE | F | 0.25% | |
BBY | C | 0.24% | |
PNR | A | 0.24% | |
DAR | B | 0.23% | |
SNPS | C | 0.23% | |
EXPD | C | 0.22% | |
MTN | C | 0.22% | |
EL | F | 0.22% | |
MSA | D | 0.22% | |
BFAM | F | 0.22% | |
WSM | F | 0.21% | |
VRTX | B | 0.21% | |
DECK | B | 0.2% | |
MSI | B | 0.2% | |
KLAC | F | 0.2% | |
KNX | C | 0.19% | |
WAT | B | 0.19% | |
SCI | B | 0.19% | |
DELL | C | 0.19% | |
FMC | F | 0.19% | |
EQR | C | 0.18% | |
CTAS | B | 0.18% | |
FCN | F | 0.17% | |
TPR | A | 0.17% | |
LRCX | F | 0.16% | |
AKAM | F | 0.16% | |
DVA | C | 0.16% | |
EXR | D | 0.15% | |
NEE | D | 0.15% | |
PANW | B | 0.15% | |
CNM | D | 0.15% | |
FIS | B | 0.15% | |
VTR | C | 0.14% | |
XYL | F | 0.14% | |
TWLO | B | 0.11% | |
GAP | B | 0.11% | |
IQV | F | 0.1% | |
CHD | A | 0.1% | |
SWK | F | 0.1% | |
EA | A | 0.1% | |
G | B | 0.1% | |
EXAS | F | 0.1% | |
REGN | F | 0.1% | |
BXP | D | 0.1% | |
TTEK | F | 0.1% | |
PLNT | A | 0.09% | |
RL | B | 0.09% | |
GPC | D | 0.09% | |
SNOW | C | 0.09% | |
MAN | F | 0.08% | |
CSGP | F | 0.08% | |
PCTY | B | 0.08% | |
PODD | B | 0.07% | |
VRSN | C | 0.07% | |
CIEN | B | 0.06% | |
ON | F | 0.06% | |
DKS | D | 0.06% | |
HST | D | 0.05% | |
VLTO | D | 0.05% | |
BRX | A | 0.05% | |
HXL | F | 0.04% | |
FSLR | F | 0.04% | |
FICO | B | 0.04% | |
LITE | B | 0.04% | |
RHI | B | 0.04% | |
ETSY | D | 0.03% | |
MRNA | F | 0.03% | |
CPRT | A | 0.03% |
CVSE Underweight 112 Positions Relative to IYF
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | B | -11.71% | |
JPM | A | -9.68% | |
BAC | A | -4.6% | |
WFC | A | -4.19% | |
GS | B | -3.14% | |
BLK | A | -2.62% | |
MS | A | -2.55% | |
C | B | -2.23% | |
BX | A | -2.13% | |
CB | C | -1.93% | |
MMC | D | -1.89% | |
KKR | B | -1.74% | |
APO | B | -1.43% | |
PNC | B | -1.38% | |
CME | B | -1.37% | |
USB | B | -1.33% | |
AON | B | -1.28% | |
MCO | C | -1.26% | |
AJG | A | -1.08% | |
AFL | C | -1.03% | |
BK | B | -0.98% | |
AMP | A | -0.94% | |
COIN | B | -0.87% | |
ALL | B | -0.86% | |
AIG | B | -0.85% | |
ACGL | C | -0.62% | |
MTB | A | -0.59% | |
WTW | A | -0.55% | |
ARES | B | -0.53% | |
RJF | A | -0.51% | |
BRO | B | -0.45% | |
FCNCA | B | -0.45% | |
BR | A | -0.44% | |
CINF | A | -0.39% | |
LPLA | A | -0.39% | |
NTRS | A | -0.36% | |
CBOE | D | -0.36% | |
MKL | A | -0.36% | |
HOOD | B | -0.34% | |
PFG | C | -0.34% | |
FDS | A | -0.31% | |
WRB | B | -0.3% | |
IBKR | A | -0.3% | |
EG | D | -0.27% | |
L | A | -0.26% | |
FNF | C | -0.26% | |
TW | B | -0.26% | |
EWBC | B | -0.25% | |
RGA | A | -0.25% | |
RNR | D | -0.23% | |
JEF | B | -0.22% | |
EQH | B | -0.22% | |
UNM | A | -0.21% | |
SOFI | B | -0.21% | |
SF | A | -0.2% | |
OWL | B | -0.2% | |
CG | B | -0.2% | |
AIZ | A | -0.19% | |
FHN | A | -0.19% | |
EVR | B | -0.19% | |
ALLY | C | -0.18% | |
WAL | B | -0.17% | |
AFG | A | -0.17% | |
GL | B | -0.17% | |
NLY | C | -0.17% | |
KNSL | C | -0.17% | |
MKTX | C | -0.17% | |
WBS | A | -0.17% | |
PNFP | B | -0.16% | |
ORI | A | -0.16% | |
HLI | B | -0.16% | |
WTFC | B | -0.15% | |
CMA | A | -0.15% | |
CBSH | A | -0.14% | |
CFR | B | -0.14% | |
VOYA | B | -0.14% | |
ZION | B | -0.14% | |
SNV | B | -0.14% | |
RYAN | B | -0.13% | |
SEIC | A | -0.13% | |
RLI | A | -0.12% | |
IVZ | B | -0.12% | |
AGNC | C | -0.12% | |
PB | B | -0.12% | |
BPOP | C | -0.12% | |
BEN | C | -0.11% | |
FAF | C | -0.11% | |
COLB | A | -0.11% | |
OMF | A | -0.11% | |
LAZ | C | -0.11% | |
AXS | A | -0.11% | |
RITM | C | -0.1% | |
TPG | B | -0.1% | |
AMG | B | -0.1% | |
FNB | B | -0.1% | |
JHG | A | -0.1% | |
STWD | C | -0.1% | |
WTM | A | -0.09% | |
OZK | B | -0.09% | |
SLM | A | -0.09% | |
THG | A | -0.09% | |
LNC | B | -0.08% | |
AGO | B | -0.08% | |
KMPR | A | -0.07% | |
FHB | B | -0.06% | |
BHF | B | -0.06% | |
BOKF | B | -0.05% | |
VIRT | B | -0.05% | |
CACC | D | -0.05% | |
CNA | C | -0.02% | |
TFSL | A | -0.01% | |
UWMC | F | -0.01% |
CVSE: Top Represented Industries & Keywords
IYF: Top Represented Industries & Keywords