FTHI vs. CVLC ETF Comparison

Comparison of First Trust High Income ETF (FTHI) to Calvert US Large-Cap Core Responsible Index ETF (CVLC)
FTHI

First Trust High Income ETF

FTHI Description

The investment seeks current income; capital appreciation is a secondary objective. The fund will pursue its objectives by investing in large cap equity securities listed on U.S. exchanges and by utilizing an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on the Standard & Poor's 500(c) Index (the "index"). The market value of the option strategy may be up to 20% of the fund's overall net asset value. The equity securities in which the fund will invest and the options which the fund will write will be limited to U.S. exchange-traded securities and options. It is non-diversified.

Grade (RS Rating)

Last Trade

$23.65

Average Daily Volume

235,406

Number of Holdings *

165

* 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

$73.91

Average Daily Volume

15,947

Number of Holdings *

768

* may have additional holdings in another (foreign) market
Performance
Period FTHI CVLC
30 Days 1.82% 1.25%
60 Days 4.08% 4.22%
90 Days 6.01% 6.10%
12 Months 18.43% 32.21%
109 Overlapping Holdings
Symbol Grade Weight in FTHI Weight in CVLC Overlap
AAPL C 5.63% 6.44% 5.63%
ABBV F 0.62% 0.66% 0.62%
ADBE D 0.44% 0.47% 0.44%
ADP B 0.33% 0.26% 0.26%
AJG B 0.05% 0.14% 0.05%
ALSN B 0.53% 0.03% 0.03%
AMAT F 0.31% 0.29% 0.29%
AMD F 0.45% 0.46% 0.45%
AMGN D 0.31% 0.34% 0.31%
AMT D 0.29% 0.22% 0.22%
AMZN B 3.92% 3.65% 3.65%
ARES A 0.42% 0.08% 0.08%
ATR B 0.25% 0.03% 0.03%
AVGO C 1.65% 1.53% 1.53%
BAC A 0.56% 0.75% 0.56%
BAH D 0.31% 0.04% 0.04%
BDX F 0.07% 0.15% 0.07%
BKNG A 0.36% 0.35% 0.35%
BLK B 0.24% 0.38% 0.24%
BMY A 0.48% 0.26% 0.26%
BRBR A 0.77% 0.02% 0.02%
BX A 0.13% 0.32% 0.13%
CAT C 0.41% 0.5% 0.41%
CCI C 0.53% 0.11% 0.11%
CL D 0.05% 0.15% 0.05%
CME A 0.37% 0.2% 0.2%
COST A 0.83% 0.8% 0.8%
CRM B 0.65% 0.64% 0.64%
CVLT B 0.48% 0.02% 0.02%
D C 0.08% 0.12% 0.08%
DECK A 0.41% 0.05% 0.05%
DELL B 0.45% 0.08% 0.08%
DHR D 0.31% 0.34% 0.31%
EHC B 0.39% 0.02% 0.02%
ELV F 0.03% 0.21% 0.03%
EQIX A 0.21% 0.21% 0.21%
EWBC A 0.43% 0.04% 0.04%
EXR C 0.14% 0.08% 0.08%
FLO D 0.2% 0.01% 0.01%
GAP D 0.27% 0.01% 0.01%
GE D 0.35% 0.5% 0.35%
GEV A 0.17% 0.22% 0.17%
GGG B 0.27% 0.04% 0.04%
GILD C 0.47% 0.25% 0.25%
GIS F 0.03% 0.1% 0.03%
GOOGL B 2.17% 3.68% 2.17%
GS B 0.33% 0.46% 0.33%
HD A 0.88% 0.81% 0.81%
HLI B 0.44% 0.02% 0.02%
IBM C 0.36% 0.4% 0.36%
IDA A 0.59% 0.02% 0.02%
INGR B 0.64% 0.03% 0.03%
INTU B 0.43% 0.4% 0.4%
ISRG A 0.37% 0.42% 0.37%
ITW B 0.41% 0.23% 0.23%
JPM A 1.41% 1.44% 1.41%
JXN C 1.11% 0.02% 0.02%
KNSL B 0.35% 0.03% 0.03%
KO D 0.46% 0.56% 0.46%
LANC D 0.36% 0.01% 0.01%
LIN D 0.41% 0.52% 0.41%
LLY F 1.18% 1.28% 1.18%
LOW C 0.31% 0.31% 0.31%
MA B 0.88% 0.91% 0.88%
MDLZ F 0.03% 0.24% 0.03%
MDT D 0.45% 0.25% 0.25%
MEDP D 0.42% 0.02% 0.02%
MMC D 0.42% 0.27% 0.27%
MRK F 0.49% 0.55% 0.49%
MSFT D 6.53% 5.74% 5.74%
MSI B 0.17% 0.17% 0.17%
NEE C 0.24% 0.38% 0.24%
NFLX A 0.72% 0.75% 0.72%
NOW B 0.42% 0.44% 0.42%
NVDA A 6.56% 6.33% 6.33%
O C 0.24% 0.12% 0.12%
OGN F 0.13% 0.01% 0.01%
ORCL A 0.53% 0.63% 0.53%
PAYX B 0.21% 0.1% 0.1%
PEP F 0.45% 0.53% 0.45%
PFE F 0.1% 0.32% 0.1%
PFGC B 0.22% 0.04% 0.04%
PG C 0.79% 0.8% 0.79%
PSA C 0.3% 0.13% 0.13%
QCOM F 0.32% 0.38% 0.32%
SFM A 0.45% 0.04% 0.04%
SLM B 0.48% 0.01% 0.01%
SPG A 0.05% 0.14% 0.05%
SPGI D 0.33% 0.35% 0.33%
SYK A 0.05% 0.31% 0.05%
T A 0.35% 0.34% 0.34%
TGT B 0.11% 0.14% 0.11%
TJX A 0.32% 0.27% 0.27%
TMO F 0.38% 0.44% 0.38%
TMUS B 0.3% 0.25% 0.25%
TOL B 0.45% 0.04% 0.04%
TSLA A 1.36% 1.86% 1.36%
TXN C 0.36% 0.39% 0.36%
UNH C 1.08% 1.15% 1.08%
UNP D 0.29% 0.34% 0.29%
USFD A 0.38% 0.04% 0.04%
V A 1.01% 1.09% 1.01%
VEEV C 0.31% 0.07% 0.07%
VZ C 0.35% 0.37% 0.35%
WEC A 0.15% 0.08% 0.08%
WFC A 0.49% 0.63% 0.49%
WMT A 0.69% 0.73% 0.69%
WSO A 0.33% 0.05% 0.05%
XEL A 0.19% 0.09% 0.09%
FTHI Overweight 56 Positions Relative to CVLC
Symbol Grade Weight
META C 2.55%
GOOG B 1.84%
BRK.A B 1.73%
BXMT C 1.55%
SLG B 1.44%
XOM B 1.0%
CRNX C 0.99%
CCEP D 0.98%
VST A 0.97%
UL D 0.94%
MO A 0.9%
LADR B 0.87%
CALM A 0.76%
PTVE B 0.64%
NVS D 0.49%
EXP B 0.48%
DTM A 0.46%
IDCC B 0.45%
INSM C 0.44%
UMBF B 0.43%
PPC B 0.41%
AM A 0.38%
PM A 0.37%
SLVM C 0.35%
FNF A 0.35%
HESM A 0.34%
FTI A 0.34%
RTX D 0.33%
SCCO F 0.33%
MGEE A 0.32%
HON B 0.31%
DUK C 0.31%
KRC C 0.31%
BKU A 0.3%
LOPE B 0.3%
SBRA B 0.3%
MATX B 0.3%
DHT D 0.27%
IIPR F 0.27%
CVX A 0.26%
LMT D 0.26%
NVO F 0.25%
SBLK F 0.24%
COP B 0.24%
CNA C 0.23%
AMH C 0.22%
STNG D 0.22%
CVBF B 0.2%
SO C 0.2%
OTTR C 0.2%
MUSA B 0.19%
NEU D 0.17%
REYN D 0.16%
KAR A 0.15%
SFNC B 0.14%
NHI D 0.12%
FTHI Underweight 659 Positions Relative to CVLC
Symbol Grade Weight
CSCO B -0.49%
ACN C -0.47%
DIS B -0.46%
ABT A -0.45%
ETN B -0.4%
AXP B -0.4%
PGR B -0.37%
CMCSA B -0.35%
C B -0.33%
SBUX A -0.31%
UBER F -0.31%
SCHW A -0.3%
BSX A -0.29%
DE C -0.28%
VRTX D -0.27%
FI A -0.26%
PLD D -0.26%
TT A -0.26%
PANW B -0.26%
SHW C -0.25%
KKR A -0.25%
PH B -0.25%
BKR B -0.24%
APH B -0.24%
MU D -0.23%
CMG C -0.23%
UPS C -0.23%
ADI D -0.22%
ICE C -0.22%
INTC C -0.22%
WM B -0.21%
APD A -0.2%
AON B -0.2%
CI D -0.2%
WELL A -0.2%
VMC B -0.2%
EMR A -0.2%
ANET C -0.2%
PNC B -0.2%
PYPL B -0.19%
NUE D -0.19%
LRCX F -0.19%
USB B -0.19%
KLAC F -0.18%
CARR D -0.18%
ZTS D -0.18%
REGN F -0.18%
NKE F -0.18%
OXY F -0.18%
APO A -0.17%
MCO D -0.17%
CDNS B -0.17%
SNPS C -0.17%
CEG C -0.17%
COF B -0.17%
ECL D -0.17%
FDX B -0.16%
JCI B -0.16%
MRVL B -0.16%
PCAR C -0.16%
CRWD B -0.16%
COIN A -0.15%
MAR B -0.15%
CTAS B -0.15%
TRV A -0.15%
CVS F -0.15%
GM B -0.15%
URI B -0.15%
TFC A -0.15%
ADSK B -0.14%
CMI A -0.14%
AMP A -0.14%
ORLY B -0.14%
AFL C -0.14%
SRE A -0.14%
BK B -0.14%
DLR A -0.14%
AME A -0.13%
FTNT B -0.13%
ALL A -0.13%
HLT A -0.13%
PWR A -0.12%
WDAY C -0.12%
IR B -0.12%
APP A -0.12%
KR B -0.12%
ABNB D -0.12%
FICO B -0.12%
AXON A -0.12%
AIG C -0.12%
MET A -0.12%
ROP C -0.12%
VRT A -0.12%
MNST C -0.11%
AZO C -0.11%
YUM D -0.11%
PEG C -0.11%
DFS B -0.11%
CPRT B -0.11%
TTD B -0.11%
STLD B -0.11%
OTIS C -0.11%
CSL C -0.11%
PRU B -0.11%
DHI D -0.11%
ODFL B -0.1%
WAB B -0.1%
EXC C -0.1%
CBRE B -0.1%
SQ A -0.1%
DAL A -0.1%
MSCI B -0.1%
LEN D -0.1%
FIS C -0.1%
F C -0.1%
RSG A -0.1%
GWW B -0.1%
SYY D -0.1%
HIG B -0.09%
IT C -0.09%
MTB A -0.09%
VRSK B -0.09%
KMB C -0.09%
EW C -0.09%
ROK B -0.09%
KVUE A -0.09%
ROST D -0.09%
ACGL D -0.09%
OC A -0.09%
FAST B -0.09%
RS B -0.09%
KDP D -0.09%
GLW B -0.08%
RMD C -0.08%
IDXX F -0.08%
HEI A -0.08%
DOV B -0.08%
GEHC D -0.08%
IQV F -0.08%
KHC F -0.08%
DDOG A -0.08%
FITB B -0.08%
WTW B -0.08%
TEAM A -0.08%
AVB B -0.08%
CHTR B -0.08%
PPG F -0.08%
NDAQ A -0.08%
CTSH C -0.08%
ED C -0.08%
EA A -0.08%
A F -0.08%
SNOW C -0.08%
XYL D -0.08%
NVR D -0.07%
FCNCA A -0.07%
HUBB B -0.07%
EQR C -0.07%
CNC F -0.07%
ALNY D -0.07%
DXCM C -0.07%
EFX F -0.07%
LULU C -0.07%
MCHP F -0.07%
STT B -0.07%
HUBS B -0.07%
IRM C -0.07%
HSY F -0.07%
KEYS C -0.07%
FTV D -0.07%
SW A -0.07%
RJF A -0.07%
HUM D -0.07%
HPQ B -0.07%
IFF D -0.06%
MTD F -0.06%
DRI C -0.06%
BR B -0.06%
EME A -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 B -0.06%
ON F -0.06%
TSCO D -0.06%
AEE A -0.06%
RF A -0.06%
EBAY D -0.06%
K B -0.06%
DTE C -0.06%
TTWO A -0.06%
TDY B -0.06%
ANSS B -0.06%
HBAN B -0.06%
SYF B -0.06%
AWK C -0.06%
VTR B -0.06%
CSGP F -0.06%
TROW B -0.06%
PHM D -0.06%
ZM B -0.05%
WDC F -0.05%
WRB B -0.05%
NRG B -0.05%
ESS A -0.05%
IBKR A -0.05%
WAT C -0.05%
PTC B -0.05%
WBD B -0.05%
ILMN C -0.05%
TRMB B -0.05%
IEX B -0.05%
STE D -0.05%
PNR B -0.05%
CMS C -0.05%
PFG C -0.05%
CDW F -0.05%
NTAP C -0.05%
WST D -0.05%
ZBH C -0.05%
VLTO C -0.05%
BALL D -0.05%
CFG B -0.05%
BIIB F -0.05%
CBOE C -0.05%
SNA B -0.05%
CVNA A -0.05%
NTRS A -0.05%
CHD A -0.05%
TYL B -0.05%
ES C -0.05%
RBLX B -0.05%
LII A -0.05%
ALGN D -0.04%
MANH D -0.04%
JBHT C -0.04%
EVRG A -0.04%
COHR B -0.04%
UDR C -0.04%
DOC D -0.04%
PINS F -0.04%
TWLO A -0.04%
UTHR C -0.04%
BG D -0.04%
CAG F -0.04%
SOFI A -0.04%
BAX F -0.04%
BBY D -0.04%
SWK F -0.04%
TW A -0.04%
TXRH B -0.04%
CMC B -0.04%
SUI C -0.04%
EQH B -0.04%
RGA B -0.04%
ATI C -0.04%
FSLR F -0.04%
LNT A -0.04%
FIX A -0.04%
MOH F -0.04%
CW B -0.04%
NDSN D -0.04%
XPO B -0.04%
ZS B -0.04%
EG D -0.04%
DGX A -0.04%
EXPD D -0.04%
NI A -0.04%
KIM A -0.04%
HOLX D -0.04%
PODD B -0.04%
FDS B -0.04%
TRU D -0.04%
AMCR D -0.04%
CLX A -0.04%
OMC C -0.04%
ZBRA B -0.04%
CASY A -0.04%
MDB C -0.04%
DPZ C -0.04%
STX D -0.04%
AVY D -0.04%
LYV A -0.04%
WY D -0.04%
LH B -0.04%
ARE F -0.04%
KEY B -0.04%
MAA A -0.04%
JNPR D -0.03%
OHI B -0.03%
WBS A -0.03%
BLD F -0.03%
WMS F -0.03%
DCI B -0.03%
WTRG B -0.03%
CG B -0.03%
NBIX C -0.03%
TPR B -0.03%
SCI A -0.03%
WING D -0.03%
CUBE C -0.03%
EVR B -0.03%
WWD B -0.03%
JKHY D -0.03%
POOL D -0.03%
BMRN F -0.03%
FHN A -0.03%
TTEK F -0.03%
LAMR D -0.03%
MLI B -0.03%
EPAM C -0.03%
DLTR F -0.03%
AKAM F -0.03%
ARMK C -0.03%
AYI B -0.03%
SWKS F -0.03%
SF B -0.03%
MRNA F -0.03%
AIT B -0.03%
DT C -0.03%
HST D -0.03%
FFIV B -0.03%
WPC C -0.03%
EL F -0.03%
JBL C -0.03%
JEF A -0.03%
AFRM A -0.03%
LW C -0.03%
JLL D -0.03%
CCK D -0.03%
BXP D -0.03%
RVTY D -0.03%
CHRW B -0.03%
CLH C -0.03%
CPT C -0.03%
OWL A -0.03%
ELS B -0.03%
AVTR F -0.03%
ENTG F -0.03%
Z A -0.03%
PSTG F -0.03%
LECO C -0.03%
SJM D -0.03%
RRX B -0.03%
WSM D -0.03%
SUM B -0.03%
ROL B -0.03%
RNR C -0.03%
REG A -0.03%
INCY C -0.03%
SAIA C -0.03%
SSNC C -0.03%
EMN D -0.03%
VRSN F -0.03%
APTV F -0.03%
DG F -0.03%
GWRE A -0.03%
UNM A -0.03%
NVT C -0.03%
NTNX B -0.03%
TOST A -0.03%
DOCU B -0.03%
GPC F -0.03%
BURL A -0.03%
MAS D -0.03%
ALLE D -0.03%
ULTA F -0.03%
ITT A -0.03%
TER F -0.03%
ACM B -0.03%
GEN B -0.03%
FSS B -0.02%
MOD A -0.02%
COLD F -0.02%
SMAR A -0.02%
BEN C -0.02%
LSTR D -0.02%
OLED F -0.02%
GXO B -0.02%
ENPH F -0.02%
FCN F -0.02%
HLNE A -0.02%
ELAN D -0.02%
WSC F -0.02%
WEX F -0.02%
UFPI C -0.02%
LPX B -0.02%
MTH D -0.02%
G B -0.02%
ESTC C -0.02%
MTG D -0.02%
RHP B -0.02%
SKX F -0.02%
WTS B -0.02%
STAG D -0.02%
RL C -0.02%
ALK A -0.02%
BCPC B -0.02%
HAS D -0.02%
R B -0.02%
JAZZ C -0.02%
AGCO F -0.02%
OMF A -0.02%
ONTO F -0.02%
GKOS A -0.02%
RHI C -0.02%
CBT C -0.02%
LFUS D -0.02%
WH B -0.02%
AXS A -0.02%
ONB B -0.02%
VNO C -0.02%
NOVT D -0.02%
FR C -0.02%
BPOP C -0.02%
MOG.A B -0.02%
CADE B -0.02%
RYAN B -0.02%
TMHC B -0.02%
RIVN F -0.02%
SNX D -0.02%
ESI B -0.02%
BMI C -0.02%
ENSG D -0.02%
MSA D -0.02%
PLNT A -0.02%
HQY A -0.02%
DVA C -0.02%
TPX B -0.02%
PCTY B -0.02%
FBIN F -0.02%
WCC B -0.02%
BILL B -0.02%
HRB D -0.02%
ROKU D -0.02%
AGNC C -0.02%
BWA D -0.02%
CHE F -0.02%
COKE C -0.02%
ALV C -0.02%
NYT D -0.02%
VMI B -0.02%
PB A -0.02%
NNN C -0.02%
FMC D -0.02%
CGNX D -0.02%
DAR B -0.02%
HSIC C -0.02%
LAD B -0.02%
IVZ C -0.02%
OSK C -0.02%
SNV B -0.02%
ESAB C -0.02%
SMCI F -0.02%
CNM C -0.02%
VOYA B -0.02%
GTLS A -0.02%
MKSI C -0.02%
FRPT A -0.02%
SSB B -0.02%
LKQ F -0.02%
PEN B -0.02%
EXAS D -0.02%
DOX D -0.02%
CIEN B -0.02%
MIDD D -0.02%
TFX F -0.02%
MTZ A -0.02%
MORN B -0.02%
GMED A -0.02%
CFR B -0.02%
KNX B -0.02%
SRPT F -0.02%
SEIC B -0.02%
BRX A -0.02%
APG C -0.02%
SSD D -0.02%
BERY D -0.02%
WTFC B -0.02%
MKTX D -0.02%
ZION B -0.02%
CRL D -0.02%
EXEL B -0.02%
FND F -0.02%
FLS A -0.02%
ACI C -0.02%
DKS D -0.02%
RPRX F -0.02%
AAL B -0.02%
CBSH A -0.02%
ORI A -0.02%
REXR F -0.02%
CMA B -0.02%
CE F -0.02%
IPG F -0.02%
BJ B -0.02%
FRT B -0.02%
TTC F -0.02%
SNAP D -0.02%
PNFP B -0.02%
MOS D -0.02%
PAYC B -0.02%
GPK D -0.02%
CTLT D -0.02%
GL C -0.02%
TECH F -0.02%
DAY B -0.02%
HRL D -0.02%
CPB D -0.02%
AES F -0.02%
KMX C -0.02%
LBRDK C -0.02%
AOS F -0.02%
WAL B -0.02%
DUOL A -0.02%
ALLY C -0.02%
AXTA B -0.02%
OKTA D -0.02%
AFG A -0.02%
PRI A -0.02%
CNH C -0.02%
COTY F -0.01%
ALGM F -0.01%
COLM B -0.01%
PAG B -0.01%
APLS F -0.01%
CWEN C -0.01%
AGR A -0.01%
ZI D -0.01%
TNET F -0.01%
PFSI C -0.01%
CACC F -0.01%
MSM D -0.01%
BOKF B -0.01%
BBIO F -0.01%
CDP C -0.01%
XRAY D -0.01%
CHWY B -0.01%
OPCH F -0.01%
SIG C -0.01%
NSIT F -0.01%
AN D -0.01%
M D -0.01%
CHH A -0.01%
BCO F -0.01%
ATKR D -0.01%
CWAN B -0.01%
DLB F -0.01%
EEFT C -0.01%
FIVE F -0.01%
AVT C -0.01%
RH D -0.01%
PSN C -0.01%
WMG C -0.01%
ABG B -0.01%
TENB D -0.01%
HOG F -0.01%
IONS F -0.01%
ASH F -0.01%
MMS D -0.01%
APPF C -0.01%
HCP B -0.01%
BCC C -0.01%
EXPO D -0.01%
NXST C -0.01%
CROX F -0.01%
QLYS C -0.01%
ZWS B -0.01%
OLLI D -0.01%
ETSY D -0.01%
PVH C -0.01%
SWX A -0.01%
CRUS F -0.01%
INSP F -0.01%
IBP F -0.01%
RMBS C -0.01%
FELE B -0.01%
VRNS D -0.01%
POR C -0.01%
BRKR F -0.01%
WTM A -0.01%
WHR B -0.01%
ARW F -0.01%
CELH F -0.01%
BECN B -0.01%
VNT C -0.01%
BPMC C -0.01%
SITE D -0.01%
SLGN A -0.01%
MAT D -0.01%
UGI C -0.01%
DOCS C -0.01%
LEA F -0.01%
ALTR B -0.01%
RDN D -0.01%
DY C -0.01%
HALO F -0.01%
OZK B -0.01%
AZEK B -0.01%
MMSI A -0.01%
SAIC F -0.01%
FOUR A -0.01%
QRVO F -0.01%
ELF C -0.01%
THO C -0.01%
AWI B -0.01%
LYFT C -0.01%
BFAM F -0.01%
TPG A -0.01%
ST F -0.01%
TKR F -0.01%
CFLT B -0.01%
NFG A -0.01%
DBX C -0.01%
AMG C -0.01%
KD A -0.01%
HXL F -0.01%
BBWI C -0.01%
SON F -0.01%
SPSC F -0.01%
KBH D -0.01%
BIO C -0.01%
EPRT A -0.01%
TRNO D -0.01%
HOMB A -0.01%
FAF C -0.01%
ESNT D -0.01%
AL B -0.01%
KRG A -0.01%
MTN C -0.01%
LSCC D -0.01%
JHG B -0.01%
GME C -0.01%
ITRI B -0.01%
STWD C -0.01%
THG A -0.01%
ANF C -0.01%
SEE D -0.01%
RGEN F -0.01%
MHK D -0.01%
FNB B -0.01%
BC D -0.01%
EXLS B -0.01%
PARA D -0.01%
CWST A -0.01%
TREX D -0.01%
COOP B -0.01%
H B -0.01%
S B -0.01%
VFC C -0.01%
SIGI B -0.01%
LNC B -0.01%
GATX B -0.01%
LEVI F -0.0%
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