IETC vs. CVMC ETF Comparison

Comparison of iShares Evolved U.S. Technology ETF (IETC) to Morgan Stanley ETF Trust Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
IETC

iShares Evolved U.S. Technology ETF

IETC Description

The investment seeks to provide access to U.S. companies with technology exposure, as classified using a proprietary classification system. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. listed common stock of large-, mid- and small-capitalization technology companies. It will hold common stock of those companies that fall into the Technology Evolved Sector which have economic characteristics that have been historically correlated with companies traditionally defined as technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$77.78

Average Daily Volume

16,658

Number of Holdings *

124

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

Morgan Stanley ETF Trust Calvert US Mid-Cap Core Responsible Index ETF

CVMC 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 mid-size companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$59.08

Average Daily Volume

3,733

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period IETC CVMC
30 Days 2.92% 1.30%
60 Days 7.29% 6.71%
90 Days 1.35% 8.66%
12 Months 48.53% 29.50%
4 Overlapping Holdings
Symbol Grade Weight in IETC Weight in CVMC Overlap
ADSK B 0.63% 0.58% 0.58%
FTNT A 0.19% 0.52% 0.19%
IQV F 0.15% 0.48% 0.15%
TTD C 0.54% 0.48% 0.48%
IETC Overweight 120 Positions Relative to CVMC
Symbol Grade Weight
AVGO C 9.75%
AMZN C 9.07%
MSFT D 8.9%
NVDA C 6.13%
CRM B 5.36%
ACN B 5.28%
ORCL B 4.16%
AAPL C 2.39%
CSCO A 2.36%
IBM B 2.35%
GOOGL B 2.15%
MSI A 2.15%
GOOG B 1.83%
NOW C 1.77%
META A 1.75%
CDNS D 1.65%
ICE A 1.61%
QCOM D 1.4%
MANH C 1.28%
VRSN B 1.16%
ADBE F 1.15%
NTAP D 1.03%
GPN F 0.93%
PH A 0.89%
MA A 0.88%
WDAY D 0.87%
MPWR B 0.85%
AMD D 0.83%
SPGI C 0.74%
CDW D 0.72%
EQIX B 0.72%
SSNC C 0.71%
ABNB D 0.63%
IT C 0.59%
ANET A 0.58%
VRSK D 0.58%
TYL B 0.58%
FDS C 0.57%
TEAM D 0.54%
ZM C 0.49%
LMT A 0.44%
MU D 0.43%
CRWD D 0.42%
CSGP F 0.37%
SNOW F 0.37%
ANSS D 0.37%
PLTR A 0.36%
MCO D 0.34%
COIN F 0.32%
TXN C 0.3%
CPAY A 0.28%
G A 0.27%
UBER C 0.25%
TTEK B 0.25%
KLAC B 0.21%
BAH A 0.21%
SQ D 0.19%
KEYS B 0.18%
TRU A 0.18%
MMC D 0.18%
SNPS F 0.18%
LRCX D 0.18%
IRM A 0.17%
DASH A 0.17%
BSY D 0.17%
PINS D 0.16%
AKAM D 0.16%
QLYS F 0.15%
OMC C 0.15%
CACI A 0.15%
MSTR B 0.14%
DDOG D 0.14%
JKHY A 0.14%
TER C 0.13%
NSIT B 0.13%
EA D 0.11%
HUBS D 0.11%
IPG C 0.11%
MSCI B 0.11%
QRVO F 0.1%
VEEV C 0.1%
AON A 0.1%
SLB D 0.09%
VRT B 0.08%
NDAQ C 0.08%
SMCI F 0.07%
SLAB D 0.07%
SNAP D 0.07%
CBOE A 0.07%
BBY B 0.07%
ROK D 0.07%
HOOD C 0.07%
FBIN C 0.07%
DELL C 0.06%
SAIC A 0.06%
CPNG C 0.06%
INTU F 0.06%
ADP A 0.06%
CFLT F 0.06%
JNPR B 0.06%
LPLA D 0.05%
ILMN B 0.05%
DOCN C 0.05%
TDY A 0.05%
MMS B 0.05%
ENPH D 0.04%
APPN B 0.04%
DXC D 0.04%
CL D 0.04%
XYL C 0.03%
BILL D 0.03%
GLW B 0.03%
ZI F 0.02%
RIVN F 0.01%
TOST C 0.01%
GDDY D 0.01%
SMAR A 0.01%
GRAL F 0.0%
ALGN D 0.0%
FTV B 0.0%
IETC Underweight 6 Positions Relative to CVMC
Symbol Grade Weight
BK C -0.52%
URI C -0.51%
KMB B -0.5%
CCI C -0.5%
ALL B -0.5%
D A -0.48%
Compare ETFs