DCOR vs. CVLC ETF Comparison

Comparison of Dimensional US Core Equity 1 ETF (DCOR) to Calvert US Large-Cap Core Responsible Index ETF (CVLC)

DCOR

Dimensional US Core Equity 1 ETF

DCOR Description

To achieve the fund's investment objective, the advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. The ETF is designed to purchase a broad and diverse group of equity securities of U.S. companies. As a non-fundamental policy, under normal circumstances, the ETF will invest at least 80% of its net assets in equity securities of U.S. companies.

Grade (RS Rating)

Last Trade

$63.30

Average Daily Volume

67,901

Number of Holdings ^*

* 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

$71.25

Average Daily Volume

17,018

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	DCOR	CVLC
30 Days	4.03%	4.19%
60 Days	10.55%	11.20%
90 Days	5.18%	3.47%
12 Months	34.44%	36.26%

7 Overlapping Holdings

Symbol	Grade	Weight in DCOR	Weight in CVLC	Overlap
AAPL	C	5.47%	6.9%	5.47%
AMZN	C	2.39%	3.31%	2.39%
GOOGL	B	1.39%	3.62%	1.39%
JPM	C	1.4%	1.39%	1.39%
LLY	D	1.31%	1.73%	1.31%
MSFT	D	4.67%	6.0%	4.67%
NVDA	B	4.85%	5.55%	4.85%

DCOR Overweight 3 Positions Relative to CVLC

Symbol	Grade	Weight
META	A	1.84%
BRK.A	B	1.39%
XOM	A	1.24%

DCOR Underweight 3 Positions Relative to CVLC

Symbol	Grade	Weight
AVGO	B	-1.59%
TSLA	C	-1.31%
UNH	B	-1.21%