DCAP vs. CVLC ETF Comparison

Comparison of Unity Wealth Partners Dynamic Capital Appreciation & Options ETF (DCAP) to Calvert US Large-Cap Core Responsible Index ETF (CVLC)
DCAP

Unity Wealth Partners Dynamic Capital Appreciation & Options ETF

DCAP Description

The fund is an actively managed ETF that seeks broad-equity market exposure, as well as exposure to certain individual equity securities while also employing an options overlay strategy (via risk-defined options) to seek to limit potential losses and to generate additional income. It will invest, under normal circumstances, at least 80% of its net assets plus the amount of borrowings for investment purposes, in the fund"s Core Capital Appreciation Strategy and Options Strategy.

Grade (RS Rating)

Last Trade

$21.51

Average Daily Volume

416

Number of Holdings *

49

* may have additional holdings in another (foreign) market
CVLC

Calvert US Large-Cap Core Responsible Index ETF

CVLC 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 large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$75.02

Average Daily Volume

17,582

Number of Holdings *

768

* may have additional holdings in another (foreign) market
Performance
Period DCAP CVLC
30 Days 3.96% 4.12%
60 Days 4.77% 5.53%
90 Days 5.96% 7.26%
12 Months 33.80%
39 Overlapping Holdings
Symbol Grade Weight in DCAP Weight in CVLC Overlap
ABBV D 0.45% 0.66% 0.45%
ACN C 0.49% 0.47% 0.47%
ADBE C 0.41% 0.47% 0.41%
ADP B 0.57% 0.26% 0.26%
AMD F 0.47% 0.46% 0.46%
AMGN D 0.4% 0.34% 0.34%
AXP A 0.27% 0.4% 0.27%
BBY D 0.48% 0.04% 0.04%
BLK C 0.76% 0.38% 0.38%
C A 0.75% 0.33% 0.33%
CAT B 0.51% 0.5% 0.5%
CMG B 0.52% 0.23% 0.23%
COIN C 0.52% 0.15% 0.15%
DE A 0.46% 0.28% 0.28%
DELL C 0.76% 0.08% 0.08%
DIS B 0.82% 0.46% 0.46%
DKS C 0.48% 0.02% 0.02%
DPZ C 0.23% 0.04% 0.04%
FDX B 0.44% 0.16% 0.16%
GS A 1.12% 0.46% 0.46%
HD A 1.07% 0.81% 0.81%
JPM A 1.09% 1.44% 1.09%
LRCX F 0.48% 0.19% 0.19%
LULU C 0.26% 0.07% 0.07%
MDT D 0.25% 0.25% 0.25%
MRK F 0.2% 0.55% 0.2%
MSFT F 0.5% 5.74% 0.5%
NKE D 0.47% 0.18% 0.18%
PG A 0.47% 0.8% 0.47%
PYPL B 0.51% 0.19% 0.19%
QCOM F 0.23% 0.38% 0.23%
SBUX A 0.91% 0.31% 0.31%
TGT F 0.72% 0.14% 0.14%
TMO F 0.7% 0.44% 0.44%
TMUS B 0.63% 0.25% 0.25%
ULTA F 0.22% 0.03% 0.03%
UNH C 1.23% 1.15% 1.15%
V A 0.53% 1.09% 0.53%
WMT A 0.84% 0.73% 0.73%
DCAP Overweight 10 Positions Relative to CVLC
Symbol Grade Weight
QQQ B 9.87%
JNJ D 0.92%
MS A 0.9%
HOOD B 0.8%
MCD D 0.79%
HON B 0.74%
LMT D 0.52%
META D 0.48%
STZ D 0.46%
BRK.A B 0.45%
DCAP Underweight 729 Positions Relative to CVLC
Symbol Grade Weight
AAPL C -6.44%
NVDA C -6.33%
GOOGL C -3.68%
AMZN C -3.65%
TSLA B -1.86%
AVGO D -1.53%
LLY F -1.28%
MA C -0.91%
COST B -0.8%
NFLX A -0.75%
BAC A -0.75%
CRM B -0.64%
ORCL B -0.63%
WFC A -0.63%
KO D -0.56%
PEP F -0.53%
LIN D -0.52%
GE D -0.5%
CSCO B -0.49%
ABT B -0.45%
NOW A -0.44%
ISRG A -0.42%
INTU C -0.4%
IBM C -0.4%
ETN A -0.4%
TXN C -0.39%
NEE D -0.38%
VZ C -0.37%
PGR A -0.37%
CMCSA B -0.35%
SPGI C -0.35%
BKNG A -0.35%
UNP C -0.34%
DHR F -0.34%
T A -0.34%
PFE D -0.32%
BX A -0.32%
LOW D -0.31%
UBER D -0.31%
SYK C -0.31%
SCHW B -0.3%
BSX B -0.29%
AMAT F -0.29%
VRTX F -0.27%
TJX A -0.27%
MMC B -0.27%
FI A -0.26%
PLD D -0.26%
BMY B -0.26%
TT A -0.26%
PANW C -0.26%
SHW A -0.25%
GILD C -0.25%
KKR A -0.25%
PH A -0.25%
BKR B -0.24%
APH A -0.24%
MDLZ F -0.24%
ITW B -0.23%
MU D -0.23%
UPS C -0.23%
ADI D -0.22%
ICE C -0.22%
INTC D -0.22%
GEV B -0.22%
AMT D -0.22%
EQIX A -0.21%
ELV F -0.21%
WM A -0.21%
APD A -0.2%
AON A -0.2%
CI F -0.2%
CME A -0.2%
WELL A -0.2%
VMC B -0.2%
EMR A -0.2%
ANET C -0.2%
PNC B -0.2%
NUE C -0.19%
USB A -0.19%
KLAC D -0.18%
CARR D -0.18%
ZTS D -0.18%
REGN F -0.18%
OXY D -0.18%
APO B -0.17%
MCO B -0.17%
CDNS B -0.17%
SNPS B -0.17%
CEG D -0.17%
MSI B -0.17%
COF B -0.17%
ECL D -0.17%
JCI C -0.16%
MRVL B -0.16%
PCAR B -0.16%
CRWD B -0.16%
MAR B -0.15%
BDX F -0.15%
CTAS B -0.15%
TRV B -0.15%
CVS D -0.15%
GM B -0.15%
CL D -0.15%
URI B -0.15%
TFC A -0.15%
ADSK A -0.14%
CMI A -0.14%
AMP A -0.14%
ORLY B -0.14%
AFL B -0.14%
AJG B -0.14%
SPG B -0.14%
SRE A -0.14%
BK A -0.14%
DLR B -0.14%
AME A -0.13%
FTNT C -0.13%
ALL A -0.13%
PSA D -0.13%
HLT A -0.13%
PWR A -0.12%
WDAY B -0.12%
IR B -0.12%
APP B -0.12%
KR B -0.12%
D C -0.12%
ABNB C -0.12%
O D -0.12%
FICO B -0.12%
AXON A -0.12%
AIG B -0.12%
MET A -0.12%
ROP B -0.12%
VRT B -0.12%
MNST C -0.11%
AZO C -0.11%
YUM B -0.11%
PEG A -0.11%
DFS B -0.11%
CCI D -0.11%
CPRT A -0.11%
TTD B -0.11%
STLD B -0.11%
OTIS C -0.11%
CSL C -0.11%
PRU A -0.11%
DHI D -0.11%
ODFL B -0.1%
WAB B -0.1%
EXC C -0.1%
CBRE B -0.1%
PAYX C -0.1%
SQ B -0.1%
DAL C -0.1%
GIS D -0.1%
MSCI C -0.1%
LEN D -0.1%
FIS C -0.1%
F C -0.1%
RSG A -0.1%
GWW B -0.1%
SYY B -0.1%
HIG B -0.09%
IT C -0.09%
MTB A -0.09%
VRSK A -0.09%
KMB D -0.09%
EW C -0.09%
ROK B -0.09%
KVUE A -0.09%
ROST C -0.09%
ACGL D -0.09%
OC A -0.09%
FAST B -0.09%
RS B -0.09%
XEL A -0.09%
KDP D -0.09%
WEC A -0.08%
GLW B -0.08%
ARES A -0.08%
RMD C -0.08%
IDXX F -0.08%
HEI B -0.08%
DOV A -0.08%
GEHC F -0.08%
IQV D -0.08%
KHC F -0.08%
DDOG A -0.08%
FITB A -0.08%
WTW B -0.08%
TEAM A -0.08%
AVB B -0.08%
CHTR C -0.08%
PPG F -0.08%
NDAQ A -0.08%
CTSH B -0.08%
ED D -0.08%
EA A -0.08%
A D -0.08%
SNOW C -0.08%
XYL D -0.08%
EXR D -0.08%
NVR D -0.07%
FCNCA A -0.07%
HUBB B -0.07%
VEEV C -0.07%
EQR B -0.07%
CNC D -0.07%
ALNY D -0.07%
DXCM D -0.07%
EFX F -0.07%
MCHP D -0.07%
STT A -0.07%
HUBS A -0.07%
IRM D -0.07%
HSY F -0.07%
KEYS A -0.07%
FTV C -0.07%
SW A -0.07%
RJF A -0.07%
HUM C -0.07%
HPQ B -0.07%
IFF D -0.06%
MTD D -0.06%
DRI B -0.06%
BR A -0.06%
EME C -0.06%
MKC D -0.06%
NET B -0.06%
MPWR F -0.06%
SBAC D -0.06%
BRO B -0.06%
HPE B -0.06%
CINF A -0.06%
LPLA A -0.06%
PKG A -0.06%
ON D -0.06%
TSCO D -0.06%
AEE A -0.06%
RF A -0.06%
EBAY D -0.06%
K A -0.06%
DTE C -0.06%
TTWO A -0.06%
TDY B -0.06%
ANSS B -0.06%
HBAN A -0.06%
SYF B -0.06%
AWK D -0.06%
VTR C -0.06%
CSGP D -0.06%
TROW B -0.06%
PHM D -0.06%
ZM B -0.05%
WDC D -0.05%
WRB A -0.05%
NRG B -0.05%
ESS B -0.05%
IBKR A -0.05%
WAT B -0.05%
PTC A -0.05%
WBD C -0.05%
ILMN D -0.05%
TRMB B -0.05%
IEX B -0.05%
STE F -0.05%
PNR A -0.05%
CMS C -0.05%
PFG D -0.05%
CDW F -0.05%
NTAP C -0.05%
WST C -0.05%
WSO A -0.05%
ZBH C -0.05%
VLTO D -0.05%
BALL D -0.05%
CFG B -0.05%
BIIB F -0.05%
CBOE B -0.05%
SNA A -0.05%
DECK A -0.05%
CVNA B -0.05%
NTRS A -0.05%
CHD B -0.05%
TYL B -0.05%
ES D -0.05%
RBLX C -0.05%
LII A -0.05%
ALGN D -0.04%
MANH D -0.04%
JBHT C -0.04%
EWBC A -0.04%
EVRG A -0.04%
COHR B -0.04%
UDR B -0.04%
DOC D -0.04%
PINS D -0.04%
TWLO A -0.04%
UTHR C -0.04%
PFGC B -0.04%
BG F -0.04%
CAG D -0.04%
SOFI A -0.04%
BAX D -0.04%
SWK D -0.04%
TW A -0.04%
TXRH C -0.04%
CMC B -0.04%
TOL B -0.04%
SUI D -0.04%
EQH B -0.04%
RGA A -0.04%
ATI D -0.04%
FSLR F -0.04%
LNT A -0.04%
FIX A -0.04%
MOH F -0.04%
CW B -0.04%
NDSN B -0.04%
XPO B -0.04%
ZS C -0.04%
EG C -0.04%
DGX A -0.04%
EXPD D -0.04%
NI A -0.04%
SFM A -0.04%
KIM A -0.04%
HOLX D -0.04%
PODD C -0.04%
FDS B -0.04%
TRU D -0.04%
AMCR D -0.04%
CLX B -0.04%
OMC C -0.04%
ZBRA B -0.04%
CASY A -0.04%
GGG B -0.04%
MDB C -0.04%
BAH F -0.04%
STX D -0.04%
AVY D -0.04%
LYV A -0.04%
WY D -0.04%
LH C -0.04%
USFD A -0.04%
ARE D -0.04%
KEY B -0.04%
MAA B -0.04%
JNPR F -0.03%
OHI C -0.03%
WBS A -0.03%
BLD D -0.03%
KNSL B -0.03%
WMS D -0.03%
DCI B -0.03%
WTRG B -0.03%
INGR B -0.03%
CG A -0.03%
NBIX C -0.03%
TPR B -0.03%
SCI B -0.03%
WING D -0.03%
CUBE D -0.03%
EVR B -0.03%
WWD B -0.03%
JKHY D -0.03%
POOL C -0.03%
BMRN D -0.03%
FHN A -0.03%
TTEK F -0.03%
LAMR D -0.03%
MLI C -0.03%
EPAM C -0.03%
DLTR F -0.03%
AKAM D -0.03%
ARMK B -0.03%
AYI B -0.03%
ALSN B -0.03%
SWKS F -0.03%
SF B -0.03%
MRNA F -0.03%
AIT A -0.03%
DT C -0.03%
HST C -0.03%
FFIV B -0.03%
WPC D -0.03%
EL F -0.03%
JBL B -0.03%
JEF A -0.03%
AFRM B -0.03%
LW C -0.03%
JLL D -0.03%
CCK C -0.03%
BXP D -0.03%
RVTY F -0.03%
CHRW C -0.03%
CLH B -0.03%
CPT B -0.03%
ATR B -0.03%
OWL A -0.03%
ELS C -0.03%
AVTR F -0.03%
ENTG D -0.03%
Z A -0.03%
PSTG D -0.03%
LECO B -0.03%
SJM D -0.03%
RRX B -0.03%
WSM B -0.03%
SUM B -0.03%
ROL B -0.03%
RNR C -0.03%
REG B -0.03%
INCY C -0.03%
SAIA B -0.03%
SSNC B -0.03%
EMN D -0.03%
VRSN F -0.03%
APTV D -0.03%
DG F -0.03%
GWRE A -0.03%
UNM A -0.03%
NVT B -0.03%
NTNX A -0.03%
TOST B -0.03%
DOCU A -0.03%
GPC D -0.03%
BURL A -0.03%
MAS D -0.03%
ALLE D -0.03%
ITT A -0.03%
TER D -0.03%
ACM A -0.03%
GEN B -0.03%
FSS B -0.02%
MOD A -0.02%
COLD D -0.02%
SMAR A -0.02%
BEN C -0.02%
IDA A -0.02%
LSTR D -0.02%
OLED D -0.02%
CVLT B -0.02%
GXO B -0.02%
ENPH F -0.02%
FCN D -0.02%
HLNE B -0.02%
ELAN D -0.02%
WSC D -0.02%
WEX D -0.02%
UFPI B -0.02%
LPX B -0.02%
MTH D -0.02%
G B -0.02%
ESTC C -0.02%
MTG C -0.02%
RHP B -0.02%
SKX D -0.02%
WTS B -0.02%
STAG F -0.02%
RL B -0.02%
ALK C -0.02%
BCPC B -0.02%
HAS D -0.02%
R B -0.02%
JAZZ B -0.02%
AGCO D -0.02%
OMF A -0.02%
ONTO D -0.02%
GKOS B -0.02%
RHI B -0.02%
CBT C -0.02%
LFUS F -0.02%
WH B -0.02%
AXS A -0.02%
ONB B -0.02%
VNO B -0.02%
NOVT D -0.02%
FR C -0.02%
BPOP B -0.02%
MOG.A B -0.02%
CADE B -0.02%
RYAN B -0.02%
TMHC B -0.02%
RIVN F -0.02%
SNX C -0.02%
ESI A -0.02%
BMI B -0.02%
MEDP D -0.02%
ENSG D -0.02%
MSA D -0.02%
PLNT A -0.02%
HQY B -0.02%
DVA B -0.02%
TPX B -0.02%
PCTY B -0.02%
FBIN D -0.02%
WCC B -0.02%
BILL A -0.02%
HRB D -0.02%
ROKU D -0.02%
BRBR A -0.02%
JXN C -0.02%
AGNC D -0.02%
BWA D -0.02%
CHE D -0.02%
COKE C -0.02%
ALV C -0.02%
NYT C -0.02%
VMI B -0.02%
PB A -0.02%
NNN D -0.02%
FMC D -0.02%
CGNX C -0.02%
DAR C -0.02%
HSIC B -0.02%
LAD A -0.02%
IVZ B -0.02%
OSK B -0.02%
SNV B -0.02%
ESAB B -0.02%
SMCI F -0.02%
CNM D -0.02%
VOYA B -0.02%
GTLS B -0.02%
MKSI C -0.02%
FRPT B -0.02%
SSB B -0.02%
LKQ D -0.02%
PEN B -0.02%
EXAS D -0.02%
DOX D -0.02%
CIEN B -0.02%
MIDD C -0.02%
TFX F -0.02%
MTZ B -0.02%
MORN B -0.02%
GMED A -0.02%
CFR B -0.02%
KNX B -0.02%
SRPT D -0.02%
SEIC B -0.02%
BRX A -0.02%
APG B -0.02%
SSD D -0.02%
BERY B -0.02%
WTFC A -0.02%
MKTX D -0.02%
ZION B -0.02%
CRL C -0.02%
EXEL B -0.02%
FND C -0.02%
FLS B -0.02%
ACI C -0.02%
EHC B -0.02%
RPRX D -0.02%
AAL B -0.02%
CBSH A -0.02%
ORI A -0.02%
REXR F -0.02%
CMA A -0.02%
CE F -0.02%
IPG D -0.02%
BJ A -0.02%
FRT B -0.02%
TTC D -0.02%
SNAP C -0.02%
PNFP B -0.02%
MOS F -0.02%
PAYC B -0.02%
GPK C -0.02%
CTLT B -0.02%
GL B -0.02%
TECH D -0.02%
DAY B -0.02%
HRL D -0.02%
CPB D -0.02%
AES F -0.02%
KMX B -0.02%
LBRDK C -0.02%
HLI B -0.02%
AOS F -0.02%
WAL B -0.02%
DUOL A -0.02%
ALLY C -0.02%
AXTA A -0.02%
OKTA C -0.02%
AFG A -0.02%
PRI A -0.02%
CNH C -0.02%
COTY F -0.01%
ALGM D -0.01%
COLM B -0.01%
PAG B -0.01%
APLS D -0.01%
CWEN C -0.01%
AGR B -0.01%
ZI D -0.01%
TNET D -0.01%
PFSI D -0.01%
CACC D -0.01%
MSM C -0.01%
BOKF B -0.01%
BBIO F -0.01%
CDP C -0.01%
XRAY F -0.01%
CHWY B -0.01%
OPCH D -0.01%
SIG B -0.01%
NSIT F -0.01%
AN C -0.01%
M D -0.01%
CHH A -0.01%
OGN D -0.01%
BCO D -0.01%
ATKR C -0.01%
CWAN B -0.01%
DLB B -0.01%
EEFT B -0.01%
FIVE F -0.01%
AVT C -0.01%
RH B -0.01%
PSN D -0.01%
GAP C -0.01%
WMG C -0.01%
LANC C -0.01%
ABG B -0.01%
TENB C -0.01%
HOG D -0.01%
IONS F -0.01%
ASH D -0.01%
MMS F -0.01%
APPF B -0.01%
HCP B -0.01%
BCC B -0.01%
EXPO D -0.01%
NXST C -0.01%
CROX D -0.01%
QLYS C -0.01%
ZWS B -0.01%
OLLI D -0.01%
ETSY D -0.01%
PVH C -0.01%
SWX B -0.01%
CRUS D -0.01%
INSP D -0.01%
IBP D -0.01%
RMBS C -0.01%
FELE B -0.01%
VRNS D -0.01%
POR C -0.01%
BRKR D -0.01%
WTM A -0.01%
WHR B -0.01%
FLO D -0.01%
ARW D -0.01%
CELH F -0.01%
BECN B -0.01%
VNT B -0.01%
BPMC C -0.01%
SITE D -0.01%
SLGN A -0.01%
MAT D -0.01%
UGI A -0.01%
DOCS C -0.01%
LEA D -0.01%
ALTR B -0.01%
RDN C -0.01%
DY D -0.01%
HALO F -0.01%
OZK B -0.01%
SLM A -0.01%
AZEK A -0.01%
MMSI B -0.01%
SAIC F -0.01%
FOUR B -0.01%
QRVO F -0.01%
ELF C -0.01%
THO B -0.01%
AWI A -0.01%
LYFT C -0.01%
BFAM D -0.01%
TPG A -0.01%
ST F -0.01%
TKR D -0.01%
CFLT B -0.01%
NFG A -0.01%
DBX B -0.01%
AMG B -0.01%
KD B -0.01%
HXL D -0.01%
BBWI D -0.01%
SON D -0.01%
SPSC C -0.01%
KBH D -0.01%
BIO D -0.01%
EPRT B -0.01%
TRNO F -0.01%
HOMB A -0.01%
FAF A -0.01%
ESNT D -0.01%
AL B -0.01%
KRG B -0.01%
MTN C -0.01%
LSCC D -0.01%
JHG A -0.01%
GME C -0.01%
ITRI B -0.01%
STWD C -0.01%
THG A -0.01%
ANF C -0.01%
SEE C -0.01%
RGEN D -0.01%
MHK D -0.01%
FNB A -0.01%
BC C -0.01%
EXLS B -0.01%
PARA C -0.01%
CWST A -0.01%
TREX C -0.01%
COOP B -0.01%
H B -0.01%
S B -0.01%
VFC C -0.01%
SIGI C -0.01%
LNC B -0.01%
GATX A -0.01%
LEVI F -0.0%
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