IYJ vs. CVMC ETF Comparison

Comparison of iShares U.S. Industrials ETF (IYJ) to Calvert US Mid-Cap Core Responsible Index ETF (CVMC)

IYJ

iShares U.S. Industrials ETF

IYJ Description

The investment seeks to track the investment results of an index composed of U.S. equities in the industrials sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Industrials Index (the "underlying index"), which measures the performance of the industrials sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$139.92

Average Daily Volume

39,082

Number of Holdings ^*

190

* may have additional holdings in another (foreign) market

CVMC

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

$62.07

Average Daily Volume

1,915

Number of Holdings ^*

606

* may have additional holdings in another (foreign) market

Performance

Period	IYJ	CVMC
30 Days	3.65%	2.49%
60 Days	9.58%	6.76%
90 Days	13.06%	9.36%
12 Months	37.66%	30.45%

124 Overlapping Holdings

Symbol	Grade	Weight in IYJ	Weight in CVMC	Overlap
AAON	B	0.13%	0.09%	0.09%
ACM	B	0.21%	0.17%	0.17%
AFRM	B	0.15%	0.13%	0.13%
AGCO	F	0.08%	0.07%	0.07%
AL	B	0.07%	0.06%	0.06%
ALLE	D	0.18%	0.14%	0.14%
ALSN	A	0.15%	0.12%	0.12%
AMCR	D	0.21%	0.17%	0.17%
AME	A	0.62%	0.45%	0.45%
AOS	F	0.13%	0.1%	0.1%
APG	B	0.12%	0.1%	0.1%
ATI	D	0.1%	0.12%	0.1%
ATR	A	0.16%	0.13%	0.13%
AWI	B	0.09%	0.06%	0.06%
AXON	B	0.61%	0.37%	0.37%
AXTA	A	0.12%	0.1%	0.1%
AYI	B	0.14%	0.11%	0.11%
AZEK	B	0.1%	0.06%	0.06%
BAH	C	0.33%	0.26%	0.26%
BALL	D	0.26%	0.21%	0.21%
BC	C	0.08%	0.06%	0.06%
BERY	C	0.11%	0.09%	0.09%
BILL	A	0.11%	0.07%	0.07%
BLD	F	0.17%	0.12%	0.12%
CCK	D	0.15%	0.13%	0.13%
CGNX	C	0.1%	0.08%	0.08%
CHRW	A	0.18%	0.17%	0.17%
CMI	A	0.69%	0.48%	0.48%
CNH	D	0.13%	0.11%	0.11%
CNM	D	0.12%	0.09%	0.09%
CSL	B	0.29%	0.25%	0.25%
CW	B	0.21%	0.16%	0.16%
DCI	A	0.13%	0.11%	0.11%
DOV	A	0.39%	0.31%	0.31%
EEFT	C	0.06%	0.04%	0.04%
EFX	D	0.47%	0.33%	0.33%
EME	B	0.34%	0.26%	0.26%
ESAB	B	0.1%	0.09%	0.09%
EXPD	D	0.24%	0.21%	0.21%
FBIN	F	0.14%	0.1%	0.1%
FCN	F	0.1%	0.08%	0.08%
FICO	B	0.78%	0.51%	0.51%
FIS	B	0.7%	0.47%	0.47%
FIX	B	0.23%	0.17%	0.17%
FLS	B	0.11%	0.09%	0.09%
FOUR	B	0.09%	0.06%	0.06%
FTV	D	0.37%	0.29%	0.29%
G	B	0.11%	0.07%	0.07%
GGG	B	0.21%	0.17%	0.17%
GPK	D	0.12%	0.1%	0.1%
GWW	B	0.74%	0.5%	0.5%
GXO	B	0.1%	0.08%	0.08%
HEI	B	0.23%	0.29%	0.23%
HEI	B	0.16%	0.29%	0.16%
HUBB	B	0.35%	0.29%	0.29%
IEX	B	0.24%	0.2%	0.2%
IR	A	0.58%	0.43%	0.43%
ITT	A	0.18%	0.14%	0.14%
JBHT	B	0.22%	0.21%	0.21%
JKHY	C	0.18%	0.13%	0.13%
KEYS	C	0.41%	0.31%	0.31%
KNX	B	0.13%	0.13%	0.13%
LECO	C	0.17%	0.13%	0.13%
LFUS	D	0.09%	0.07%	0.07%
LII	B	0.29%	0.22%	0.22%
LPX	B	0.1%	0.07%	0.07%
LSTR	B	0.1%	0.09%	0.09%
MAS	D	0.25%	0.17%	0.17%
MHK	D	0.11%	0.07%	0.07%
MIDD	C	0.11%	0.09%	0.09%
MKSI	C	0.11%	0.08%	0.08%
MSA	D	0.09%	0.07%	0.07%
MSM	B	0.06%	0.04%	0.04%
MTD	F	0.39%	0.31%	0.31%
MTZ	B	0.13%	0.1%	0.1%
NDSN	B	0.21%	0.16%	0.16%
NVT	B	0.18%	0.14%	0.14%
OC	A	0.23%	0.21%	0.21%
ODFL	B	0.63%	0.44%	0.44%
OSK	B	0.1%	0.09%	0.09%
OTIS	C	0.57%	0.41%	0.41%
PAYX	B	0.67%	0.48%	0.48%
PCTY	A	0.13%	0.09%	0.09%
PKG	B	0.3%	0.24%	0.24%
PNR	A	0.24%	0.19%	0.19%
PPG	F	0.41%	0.31%	0.31%
PWR	B	0.68%	0.46%	0.46%
R	A	0.1%	0.09%	0.09%
RHI	B	0.11%	0.09%	0.09%
ROK	B	0.44%	0.36%	0.36%
RRX	C	0.16%	0.14%	0.14%
SAIA	B	0.2%	0.21%	0.2%
SEE	C	0.07%	0.06%	0.06%
SLGN	A	0.06%	0.05%	0.05%
SNA	A	0.26%	0.21%	0.21%
SON	D	0.07%	0.06%	0.06%
SQ	B	0.58%	0.43%	0.43%
SSD	D	0.11%	0.09%	0.09%
ST	F	0.07%	0.06%	0.06%
SW	C	0.38%	0.31%	0.31%
SWK	F	0.2%	0.16%	0.16%
SYF	B	0.36%	0.26%	0.26%
TDY	A	0.32%	0.25%	0.25%
TREX	C	0.11%	0.07%	0.07%
TRMB	B	0.25%	0.2%	0.2%
TRU	D	0.29%	0.23%	0.23%
TTC	F	0.12%	0.1%	0.1%
TTEK	C	0.18%	0.14%	0.14%
URI	B	0.82%	0.57%	0.57%
VLTO	C	0.37%	0.25%	0.25%
VMC	B	0.55%	0.4%	0.4%
VMI	B	0.1%	0.08%	0.08%
VNT	B	0.09%	0.06%	0.06%
VRSK	A	0.57%	0.4%	0.4%
WAB	A	0.5%	0.37%	0.37%
WCC	B	0.13%	0.09%	0.09%
WEX	D	0.11%	0.08%	0.08%
WMS	F	0.14%	0.13%	0.13%
WSC	F	0.1%	0.08%	0.08%
WSO	A	0.26%	0.21%	0.21%
WWD	B	0.15%	0.11%	0.11%
XPO	B	0.25%	0.24%	0.24%
XYL	D	0.42%	0.31%	0.31%
ZBRA	A	0.29%	0.21%	0.21%

IYJ Overweight 66 Positions Relative to CVMC

Symbol	Grade	Weight
V	A	6.85%
MA	B	6.13%
ACN	C	3.15%
GE	C	2.84%
CAT	C	2.72%
RTX	C	2.32%
AXP	B	2.28%
UNP	C	2.08%
ETN	A	2.07%
HON	B	2.02%
ADP	A	1.77%
FI	A	1.71%
LMT	C	1.7%
BA	F	1.47%
DE	D	1.4%
UPS	C	1.36%
TT	A	1.31%
GEV	B	1.31%
SHW	A	1.28%
PH	A	1.26%
PYPL	A	1.2%
GD	A	1.19%
ITW	A	1.14%
CTAS	A	1.1%
MMM	C	1.05%
TDG	B	1.04%
EMR	A	1.03%
NOC	C	1.03%
COF	B	0.99%
CSX	B	0.99%
CRH	B	0.98%
FDX	B	0.92%
CARR	C	0.91%
NSC	B	0.87%
PCAR	B	0.83%
JCI	A	0.8%
LHX	A	0.7%
HWM	A	0.65%
FERG	B	0.59%
MLM	B	0.54%
DD	D	0.5%
DOW	F	0.46%
GPN	B	0.4%
CPAY	A	0.35%
BLDR	D	0.3%
J	B	0.26%
RPM	A	0.24%
TXT	C	0.23%
GNRC	B	0.16%
BWXT	A	0.16%
EXP	B	0.15%
CR	B	0.12%
KEX	B	0.11%
HII	D	0.11%
AMTM	D	0.06%
GTES	B	0.06%
ECG	C	0.05%
SPR	F	0.05%
CXT	D	0.04%
WU	F	0.04%
MAN	F	0.04%
VSTS	D	0.03%
ADT	B	0.03%
HAYW	C	0.03%
SNDR	B	0.02%
LOAR	C	0.01%

IYJ Underweight 483 Positions Relative to CVMC

Symbol	Grade	Weight
ADSK	A	-0.62%
BK	B	-0.56%
TTD	B	-0.55%
AMP	A	-0.54%
FTNT	B	-0.5%
ALL	A	-0.48%
VRT	B	-0.47%
D	D	-0.47%
FAST	A	-0.45%
MSCI	B	-0.44%
KR	A	-0.44%
PRU	B	-0.44%
DAL	A	-0.44%
DFS	B	-0.44%
CCI	F	-0.44%
BKR	B	-0.44%
KMB	F	-0.42%
PEG	C	-0.42%
KVUE	B	-0.41%
NUE	C	-0.41%
CBRE	A	-0.41%
LEN	D	-0.41%
IT	A	-0.41%
IQV	F	-0.4%
A	F	-0.4%
CTSH	A	-0.4%
CHTR	B	-0.4%
EA	A	-0.39%
SYY	B	-0.39%
XEL	A	-0.39%
YUM	B	-0.39%
EXC	C	-0.39%
GEHC	F	-0.38%
GLW	C	-0.38%
SNOW	C	-0.38%
DDOG	B	-0.38%
MPWR	F	-0.37%
RMD	C	-0.37%
GIS	F	-0.37%
ACGL	D	-0.36%
TEAM	B	-0.36%
HPQ	B	-0.36%
ALNY	D	-0.36%
EXR	D	-0.35%
MTB	B	-0.35%
HUM	D	-0.35%
IDXX	D	-0.35%
ED	D	-0.35%
AVB	A	-0.34%
IRM	D	-0.34%
VEEV	B	-0.33%
WEC	B	-0.33%
CNC	F	-0.33%
HIG	C	-0.33%
LULU	C	-0.32%
CSGP	D	-0.32%
APP	B	-0.32%
ARES	B	-0.31%
NDAQ	A	-0.31%
WTW	A	-0.31%
ON	F	-0.31%
KHC	F	-0.31%
ANSS	B	-0.3%
NVR	D	-0.3%
HUBS	B	-0.3%
FITB	A	-0.3%
RJF	A	-0.29%
VTR	C	-0.29%
EQR	C	-0.29%
PHM	D	-0.29%
BRO	A	-0.29%
TSCO	C	-0.29%
CDW	F	-0.28%
STT	B	-0.28%
STLD	B	-0.28%
DTE	D	-0.28%
HPE	B	-0.28%
HSY	D	-0.28%
NET	B	-0.28%
EBAY	C	-0.28%
AWK	D	-0.28%
BIIB	F	-0.27%
RBLX	B	-0.27%
TTWO	A	-0.27%
WST	B	-0.26%
SBAC	D	-0.26%
BR	A	-0.26%
TYL	B	-0.26%
AEE	A	-0.26%
ILMN	C	-0.26%
FCNCA	B	-0.26%
WAT	A	-0.25%
CVNA	B	-0.25%
NTAP	D	-0.25%
TROW	B	-0.25%
DECK	B	-0.24%
CHD	B	-0.24%
PTC	B	-0.24%
WDC	D	-0.24%
ES	D	-0.24%
HBAN	B	-0.24%
STE	F	-0.24%
ZBH	C	-0.24%
CMS	C	-0.23%
IFF	F	-0.23%
OMC	B	-0.23%
K	A	-0.23%
RS	B	-0.23%
RF	B	-0.23%
LYV	B	-0.22%
DRI	B	-0.22%
ARE	F	-0.22%
WBD	B	-0.22%
STX	D	-0.22%
LPLA	B	-0.22%
MKC	D	-0.22%
CINF	A	-0.22%
FDS	A	-0.21%
MOH	F	-0.21%
CFG	B	-0.21%
NRG	B	-0.21%
ESS	C	-0.21%
ZM	B	-0.21%
LH	A	-0.21%
BAX	F	-0.2%
MAA	C	-0.2%
HOLX	D	-0.2%
WY	F	-0.2%
CBOE	D	-0.2%
NTRS	A	-0.2%
MDB	C	-0.2%
PINS	F	-0.2%
DGX	A	-0.19%
UTHR	B	-0.19%
CLX	A	-0.19%
PFG	C	-0.19%
NI	A	-0.18%
TER	F	-0.18%
KIM	A	-0.18%
SUI	D	-0.18%
KEY	B	-0.18%
PODD	B	-0.18%
ZS	B	-0.18%
AVY	F	-0.18%
AVTR	F	-0.17%
VRSN	C	-0.17%
GEN	A	-0.17%
RVTY	C	-0.17%
INCY	B	-0.17%
DPZ	C	-0.17%
BBY	D	-0.17%
PSTG	D	-0.17%
TOL	C	-0.17%
ALGN	F	-0.17%
APTV	D	-0.17%
USFD	A	-0.17%
ULTA	C	-0.17%
DOC	C	-0.17%
MANH	C	-0.17%
FSLR	F	-0.17%
WRB	B	-0.17%
NTNX	B	-0.16%
DOCU	B	-0.16%
UDR	C	-0.16%
ROL	B	-0.16%
AKAM	F	-0.16%
TWLO	A	-0.16%
GWRE	A	-0.16%
DG	F	-0.16%
SSNC	C	-0.16%
ENTG	D	-0.16%
GPC	D	-0.16%
LNT	C	-0.16%
CASY	B	-0.16%
REG	A	-0.15%
SWKS	F	-0.15%
CLH	B	-0.15%
CAG	F	-0.15%
WSM	F	-0.15%
COHR	B	-0.15%
DT	C	-0.15%
SFM	B	-0.15%
EG	D	-0.15%
BURL	C	-0.15%
JBL	C	-0.15%
EVRG	A	-0.15%
EQH	B	-0.15%
ELS	C	-0.14%
EMN	D	-0.14%
SCI	B	-0.14%
JLL	C	-0.14%
CPT	C	-0.14%
EL	F	-0.14%
HST	C	-0.14%
SUM	C	-0.14%
EWBC	B	-0.14%
FFIV	A	-0.14%
TXRH	A	-0.14%
BXP	D	-0.14%
TW	C	-0.14%
CMC	B	-0.14%
PFGC	B	-0.14%
RGA	A	-0.14%
DAY	C	-0.13%
DLTR	F	-0.13%
IPG	F	-0.13%
TOST	A	-0.13%
LAMR	D	-0.13%
DUOL	B	-0.13%
TECH	B	-0.13%
JNPR	D	-0.13%
SJM	F	-0.13%
BG	D	-0.13%
POOL	D	-0.13%
LBRDK	C	-0.13%
WPC	F	-0.13%
RNR	D	-0.13%
NBIX	C	-0.13%
BMRN	F	-0.13%
CTLT	D	-0.12%
SMCI	F	-0.12%
AIT	A	-0.12%
CUBE	D	-0.12%
MLI	B	-0.12%
CRL	C	-0.12%
PAYC	B	-0.12%
LW	C	-0.12%
Z	B	-0.12%
SOFI	B	-0.12%
WTRG	C	-0.12%
AAL	B	-0.12%
OWL	B	-0.12%
SRPT	F	-0.12%
UNM	A	-0.12%
OKTA	C	-0.12%
SNAP	C	-0.12%
INGR	B	-0.11%
DOX	C	-0.11%
MORN	B	-0.11%
EXEL	B	-0.11%
TPR	B	-0.11%
EXAS	F	-0.11%
CG	C	-0.11%
EVR	B	-0.11%
BWA	B	-0.11%
EHC	A	-0.11%
RPRX	F	-0.11%
BJ	B	-0.11%
ARMK	B	-0.11%
SF	B	-0.11%
JEF	A	-0.11%
AES	F	-0.11%
KMX	C	-0.11%
OHI	C	-0.11%
MKTX	C	-0.11%
EPAM	B	-0.11%
CE	F	-0.11%
PEN	B	-0.1%
KNSL	C	-0.1%
HLI	B	-0.1%
HRL	F	-0.1%
HRB	D	-0.1%
RIVN	D	-0.1%
WBS	A	-0.1%
CPB	F	-0.1%
MEDP	C	-0.1%
CIEN	B	-0.1%
MOS	D	-0.1%
WING	D	-0.1%
ALLY	C	-0.1%
WAL	B	-0.1%
NYT	C	-0.1%
GMED	B	-0.1%
FND	F	-0.1%
FHN	A	-0.1%
TFX	F	-0.1%
DKS	F	-0.1%
REXR	F	-0.1%
FRT	C	-0.1%
ALV	C	-0.1%
HQY	B	-0.09%
ENSG	C	-0.09%
FMC	F	-0.09%
ENPH	F	-0.09%
CHE	D	-0.09%
MOD	C	-0.09%
CMA	A	-0.09%
SNX	C	-0.09%
PNFP	B	-0.09%
ONTO	F	-0.09%
ALK	A	-0.09%
LAD	B	-0.09%
ROKU	C	-0.09%
AFG	A	-0.09%
GL	B	-0.09%
LKQ	D	-0.09%
BRX	A	-0.09%
PRI	A	-0.09%
HSIC	F	-0.09%
H	B	-0.08%
LEA	F	-0.08%
LSCC	D	-0.08%
CVLT	A	-0.08%
BFAM	F	-0.08%
RL	B	-0.08%
SKX	F	-0.08%
SAIC	C	-0.08%
THO	B	-0.08%
STAG	D	-0.08%
UFPI	B	-0.08%
FR	C	-0.08%
PARA	C	-0.08%
VOYA	B	-0.08%
HLNE	B	-0.08%
HAS	D	-0.08%
FRPT	B	-0.08%
BIO	C	-0.08%
TPX	B	-0.08%
IVZ	C	-0.08%
COLD	F	-0.08%
TMHC	C	-0.08%
SNV	B	-0.08%
PLNT	A	-0.08%
DVA	C	-0.08%
GKOS	A	-0.08%
GTLS	A	-0.08%
SSB	B	-0.08%
JXN	B	-0.08%
VNO	C	-0.08%
CFR	B	-0.08%
HALO	B	-0.08%
RGEN	C	-0.08%
BRBR	A	-0.08%
SEIC	A	-0.08%
ACI	C	-0.08%
WTFC	B	-0.08%
WH	A	-0.08%
OLED	F	-0.08%
CBSH	A	-0.08%
NNN	F	-0.08%
ORI	A	-0.08%
ZION	B	-0.08%
BBWI	C	-0.07%
RYAN	A	-0.07%
WTS	B	-0.07%
KRG	B	-0.07%
IDA	A	-0.07%
BRKR	F	-0.07%
DBX	B	-0.07%
DAR	B	-0.07%
INSP	F	-0.07%
CADE	B	-0.07%
BPMC	B	-0.07%
ONB	B	-0.07%
CWST	A	-0.07%
BCPC	B	-0.07%
BPOP	C	-0.07%
ELAN	D	-0.07%
SPSC	D	-0.07%
FAF	C	-0.07%
COKE	C	-0.07%
QRVO	F	-0.07%
AGNC	C	-0.07%
PB	B	-0.07%
EXLS	B	-0.07%
CBT	C	-0.07%
JAZZ	B	-0.07%
VFC	C	-0.07%
MOG.A	B	-0.07%
ESI	B	-0.07%
SMAR	A	-0.07%
RHP	B	-0.07%
MTN	D	-0.07%
MTH	D	-0.07%
NOVT	C	-0.07%
S	B	-0.07%
ESTC	C	-0.07%
BMI	B	-0.07%
JHG	B	-0.06%
STWD	D	-0.06%
OLLI	C	-0.06%
CROX	F	-0.06%
ESNT	D	-0.06%
KD	A	-0.06%
DY	C	-0.06%
CRUS	F	-0.06%
IONS	F	-0.06%
TKR	F	-0.06%
UGI	D	-0.06%
FNB	A	-0.06%
ETSY	C	-0.06%
SIGI	B	-0.06%
COOP	B	-0.06%
HXL	D	-0.06%
BEN	C	-0.06%
BECN	B	-0.06%
GME	C	-0.06%
EXPO	D	-0.06%
VRNS	D	-0.06%
QLYS	B	-0.06%
LNC	B	-0.06%
MAT	C	-0.06%
MMS	D	-0.06%
IBP	F	-0.06%
HOG	F	-0.06%
MTG	C	-0.06%
GATX	A	-0.06%
ALTR	C	-0.06%
ARW	F	-0.06%
EPRT	C	-0.06%
FSS	C	-0.06%
ITRI	B	-0.06%
AXS	A	-0.06%
OMF	A	-0.06%
NXST	C	-0.06%
NFG	C	-0.06%
RMBS	B	-0.06%
MMSI	B	-0.06%
TRNO	D	-0.06%
SITE	D	-0.06%
ANF	D	-0.06%
CFLT	B	-0.06%
KBH	D	-0.06%
DLB	C	-0.05%
NSIT	F	-0.05%
GAP	B	-0.05%
RH	C	-0.05%
AVT	C	-0.05%
FLO	F	-0.05%
ASH	F	-0.05%
WMG	B	-0.05%
ABG	B	-0.05%
FELE	A	-0.05%
RDN	C	-0.05%
SWX	B	-0.05%
BCO	F	-0.05%
TENB	C	-0.05%
LYFT	B	-0.05%
SLM	B	-0.05%
OZK	B	-0.05%
APPF	B	-0.05%
PSN	B	-0.05%
BCC	B	-0.05%
DOCS	B	-0.05%
HCP	A	-0.05%
XRAY	F	-0.05%
AMG	B	-0.05%
ELF	C	-0.05%
PVH	C	-0.05%
THG	A	-0.05%
CELH	F	-0.05%
POR	D	-0.05%
TPG	B	-0.05%
ZWS	B	-0.05%
WHR	B	-0.05%
HOMB	A	-0.05%
ZI	D	-0.04%
CHWY	B	-0.04%
BBIO	F	-0.04%
SIG	B	-0.04%
CWAN	B	-0.04%
CDP	C	-0.04%
AN	C	-0.04%
LANC	C	-0.04%
M	D	-0.04%
ATKR	D	-0.04%
FIVE	F	-0.04%
CHH	B	-0.04%
OPCH	F	-0.04%
WTM	A	-0.04%
OGN	F	-0.04%
COTY	F	-0.03%
COLM	B	-0.03%
PFSI	D	-0.03%
CWEN	D	-0.03%
CACC	D	-0.03%
AGR	C	-0.03%
PAG	B	-0.03%
BOKF	B	-0.03%
ALGM	F	-0.03%
APLS	F	-0.03%
TNET	D	-0.03%
LEVI	F	-0.02%